Abound Wealth Management Purchases in Q4 2024

Abound Wealth Management

  • $312 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UMC
United Microelectronics Corp

Technology
82
+ 39.05%
$6.34 - $8.35 $520 - $685
292 $1.9M
ENTG
Entegris Inc

Technology
1
+ 33.33%
$97.67 - $112.92 $97.7 - $113
4 $432K
TMDX
Trans Medics Group, Inc.

Healthcare
2
New
$59.28 - $144.9 $119 - $290
2 $125K
NIO
Nio Inc.

Consumer Cyclical
28
New
$4.31 - $7.21 $121 - $202
28 $123K
ASX
Ase Technology Holding Co., Ltd.

Technology
8
+ 6.15%
$9.49 - $10.74 $75.9 - $85.9
138 $1.39M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2
+ 0.9%
$176.42 - $186.91 $353 - $374
225 $40.1M
ILMN
Illumina, Inc.

Healthcare
1
New
$128.99 - $155.15 $129 - $155
1 $111K
Revelyst Inc
5
New
N/A
5 $97K
BOH
Bank Of Hawaii Corp

Financial Services
1
+ 33.33%
$61.29 - $80.51 $61.3 - $80.5
4 $285K
UBS
Ubs Group Ag

Financial Services
4
+ 9.3%
$29.78 - $33.08 $119 - $132
47 $1.43M
EXAS
Exact Sciences Corp

Healthcare
2
New
$49.33 - $71.97 $98.7 - $144
2 $94K
BKU
Bank United, Inc.

Financial Services
2
+ 40.0%
$34.61 - $43.2 $69.2 - $86.4
7 $268K
Concentra Group Holdings Par
4
New
N/A
4 $80K
HI
Hillenbrand, Inc.

Industrials
2
+ 33.33%
$25.38 - $34.77 $50.8 - $69.5
8 $247K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
19
+ 15.83%
$6.08 - $6.83 $116 - $130
139 $905K
ABCB
Ameris Bancorp

Financial Services
1
+ 25.0%
$60.0 - $72.37 $60 - $72.4
5 $313K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1
+ 33.33%
$232.27 - $300.43 $232 - $300
4 $885K
TINY
Proshares Tr Nanotechnology Et

ETFs
1
New
$43.84 - $51.05 $43.8 - $51.1
1 $45K
RNG
Ring Central, Inc.

Technology
1
New
$29.83 - $41.82 $29.8 - $41.8
1 $36K
CWK
Cushman & Wakefield PLC

Real Estate
3
+ 20.0%
$12.34 - $15.48 $37 - $46.4
18 $236K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.25%
$113.79 - $124.5 $114 - $125
397 $45.5M
OUNZ
Van Eck Merk Gold Trust

ETFs
1
New
$24.72 - $26.9 $24.7 - $26.9
1 $26K
PARR
Par Pacific Holdings, Inc.

Energy
2
+ 25.0%
$15.09 - $19.32 $30.2 - $38.6
10 $164K
SEE
Sealed Air Corp

Consumer Cyclical
1
+ 16.67%
$33.59 - $37.3 $33.6 - $37.3
7 $237K
RDY
Dr Reddys Laboratories LTD

Healthcare
102
+ 408.0%
$13.99 - $79.75 $1.43K - $8.13K
127 $2.01M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
2
+ 20.0%
$13.9 - $21.25 $27.8 - $42.5
12 $188K
XSMO
Invesco S&P Smallcap Momentum

ETFs
1
+ 1.04%
$65.08 - $73.72 $65.1 - $73.7
97 $6.39M
CRVL
Corvel Corp

Financial Services
2
+ 200.0%
$111.26 - $370.61 $223 - $741
3 $334K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
0
New
$60.34 - $65.34 $0 - $0
0 $1K
PUK
Prudential PLC

Financial Services
2
+ 14.29%
$15.52 - $18.99 $31 - $38
16 $256K
HAL
Halliburton CO

Energy
6
+ 6.82%
$25.77 - $31.99 $155 - $192
94 $2.55M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
2
+ 25.0%
$26.39 - $35.74 $52.8 - $71.5
10 $269K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 3.33%
$285.5 - $335.62 $286 - $336
31 $8.94M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1
+ 2.04%
$105.45 - $117.99 $105 - $118
50 $5.33M
BRCC
Brc Inc.

Consumer Defensive
10
+ 3.85%
$2.82 - $3.5 $28.2 - $35
270 $856K
GPRE
Green Plains Inc.

Basic Materials
1
+ 8.33%
$8.91 - $13.5 $8.91 - $13.5
13 $124K
PFE
Pfizer Inc

Healthcare
106
+ 8.95%
$24.8 - $30.19 $2.63K - $3.2K
1.29K $34.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
58
+ 200.0%
$25.79 - $80.4 $1.5K - $4.66K
87 $2.27M
ALB
Albemarle Corp

Basic Materials
2
+ 7.69%
$86.08 - $111.3 $172 - $223
28 $2.4M
DKNG
Draft Kings Inc.

Consumer Cyclical
2
+ 2.5%
$35.32 - $44.84 $70.6 - $89.7
82 $3.06M
SKM
Sk Telecom CO LTD

Communication Services
5
+ 7.14%
$21.04 - $24.27 $105 - $121
75 $1.58M
Tema ETF Trust
1
+ 4.76%
N/A
22 $628K
MFA
Mfa Financial, Inc.

Real Estate
2
+ 4.65%
$10.19 - $12.72 $20.4 - $25.4
45 $455K
FIS
Fidelity National Information Services, Inc.

Technology
2
+ 2.06%
$80.14 - $90.95 $160 - $182
99 $8.01M
PKX
Posco Holdings Inc.

Basic Materials
9
+ 45.0%
$43.3 - $69.98 $390 - $630
29 $1.26M
WIT
Wipro LTD

Technology
201
+ 64.42%
$3.54 - $7.24 $712 - $1.46K
513 $1.82M
PDD
Pinduoduo Inc.

Consumer Cyclical
1
+ 12.5%
$94.39 - $154.27 $94.4 - $154
9 $873K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2
+ 1.11%
$101.77 - $113.02 $204 - $226
182 $19.2M
ITW
Illinois Tool Works Inc

Industrials
1
+ 1.61%
$253.56 - $278.5 $254 - $279
63 $16.1M
Activity Summary
Buys All Purchases 361 New Holdings 68 Increased Positions 293 Sells All Sells 319 Reductions 318 Sold out 1 Options Calls 0 Puts 0
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