Abound Wealth Management Purchases in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VSH
Vishay Intertechnology Inc

Technology
9
New
$15.9 - $19.1 $143 - $172
9 $144K
CRK
Comstock Resources Inc

Energy
7
New
$16.92 - $21.52 $118 - $151
7 $143K
DGII
Digi International Inc

Technology
5
New
$27.83 - $35.68 $139 - $178
5 $140K
UNFI
United Natural Foods Inc

Consumer Defensive
5
New
$24.57 - $34.37 $123 - $172
5 $137K
QFIN
360 Digi Tech, Inc.

Financial Services
3
New
$36.09 - $48.12 $108 - $144
3 $135K
PGNY
Progyny, Inc.

Healthcare
6
New
$17.43 - $23.88 $105 - $143
6 $135K
WLY
John Wiley & Sons, Inc.

Communication Services
3
New
$37.91 - $46.73 $114 - $140
3 $134K
INSW
International Seaways, Inc.

Energy
4
New
$32.85 - $41.61 $131 - $166
4 $133K
TGI
Triumph Group Inc

Industrials
5
New
$18.35 - $25.5 $91.8 - $128
5 $127K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
2
New
$61.31 - $83.44 $123 - $167
2 $123K
DAN
Dana Inc

Consumer Cyclical
9
New
$11.27 - $16.88 $101 - $152
9 $120K
Site Ctrs Corp
10
+ 250.0%
N/A
14 $180K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
7
New
$16.61 - $20.29 $116 - $142
7 $117K
CLSK
Cleanspark, Inc.

Technology
17
New
$6.72 - $12.03 $114 - $205
17 $115K
VFVA
Vanguard Wellington Fd U S Val

ETFs
1
New
$111.86 - $124.32 $112 - $124
1 $114K
DDD
3 D Systems Corp

Technology
50
New
$2.12 - $4.72 $106 - $236
50 $106K
URBN
Urban Outfitters Inc

Consumer Cyclical
2
New
$48.81 - $60.44 $97.6 - $121
2 $105K
AZTA
Azenta, Inc.

Healthcare
3
New
$34.61 - $54.75 $104 - $164
3 $104K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
8
New
$12.74 - $21.53 $102 - $172
8 $102K
ADUS
Addus Home Care Corp

Healthcare
1
New
$89.83 - $135.92 $89.8 - $136
1 $99K
CHWY
Chewy, Inc.

Consumer Cyclical
3
New
$31.83 - $39.8 $95.5 - $119
3 $98K
TAP
Molson Coors Beverage CO

Consumer Defensive
2
New
$52.44 - $62.91 $105 - $126
2 $93K
HMC
Honda Motor CO LTD

Consumer Cyclical
4
+ 23.53%
$26.9 - $30.41 $108 - $122
21 $565K
OTEX
Open Text Corp

Technology
3
New
$25.11 - $30.39 $75.3 - $91.2
3 $77K
Concentra Group Holdings Par
3
+ 75.0%
N/A
7 $152K
Abrdn Asia Pacific Income Fu
4
New
N/A
4 $64K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1
+ 10.0%
$42.18 - $45.16 $42.2 - $45.2
11 $478K
SNEX
Stone X Group Inc.

Financial Services
1
+ 50.0%
$76.12 - $126.89 $76.1 - $127
3 $230K
CRCT
Cricut, Inc.

Technology
5
New
$5.13 - $6.01 $25.7 - $30
5 $27K
MFA
Mfa Financial, Inc.

Real Estate
1
+ 2.22%
$9.53 - $11.0 $9.53 - $11
46 $474K
DFAE
Dimensional ETF Tr

ETFs
0
New
$24.64 - $26.86 $0 - $0
0 $12K
PMN
Pro Mis Neurosciences Inc.
1
New
$0.64 - $1.12 $0.64 - $1.12
1 $1K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
0
New
$58.87 - $66.27 $0 - $0
0 $1K
TLRY
Tilray Brands, Inc.

Healthcare
0
New
$0.59 - $1.46 $0 - $0
0 $0
BTU
Peabody Energy Corp

Energy
1
+ 12.5%
$12.48 - $20.86 $12.5 - $20.9
9 $122K
EPAM
Epam Systems, Inc.

Technology
2
+ 28.57%
N/A
9 $1.52M
IX
Orix Corp

Financial Services
14
+ 233.33%
$20.44 - $107.42 $286 - $1.5K
20 $418K
POOL
Pool Corp

Industrials
3
+ 5.66%
$314.92 - $364.31 $945 - $1.09K
56 $17.9M
BRCC
Brc Inc.

Consumer Defensive
10
+ 3.7%
$1.94 - $3.19 $19.4 - $31.9
280 $586K
TROW
Price T Rowe Group Inc

Financial Services
3
+ 11.11%
$91.57 - $116.93 $275 - $351
30 $2.76M
EL
Estee Lauder Companies Inc

Consumer Defensive
1
+ 2.5%
$64.26 - $85.48 $64.3 - $85.5
41 $2.71M
SPYG
Spdr Portfolio

ETFs
1
+ 1.52%
$80.05 - $92.39 $80.1 - $92.4
67 $5.35M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 1.72%
$110.9 - $132.93 $111 - $133
59 $6.66M
HPQ
Hp Inc

Technology
51
+ 12.88%
$27.69 - $34.72 $1.41K - $1.77K
447 $12.4M
FNDX
Schwab Fundamental U S Large C

ETFs
19
+ 0.12%
$23.03 - $25.01 $438 - $475
15.7K $371M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.37%
$67.03 - $74.61 $67 - $74.6
270 $18.4M
DELL
Dell Technologies Inc.

Technology
8
+ 10.67%
$90.34 - $124.66 $723 - $997
83 $7.57M
WDC
Western Digital Corp

Technology
20
+ 18.87%
$40.43 - $72.03 $809 - $1.44K
126 $5.1M
HD
Home Depot, Inc.

Consumer Cyclical
34
+ 5.51%
$347.25 - $424.87 $11.8K - $14.4K
651 $239M
Activity Summary
Buys All Purchases 279 New Holdings 122 Increased Positions 157 Sells All Sells 603 Reductions 602 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email