Abound Wealth Management Purchases in Q3 2025

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPIN
Jp Morgan Diversified Return I

ETFs
48
New
$63.14 - $67.96 $3.03K - $3.26K
48 $3.2M
CHK
Chesapeake Energy Corp

Energy
30
New
N/A
30 $3.19M
BTG
B2 Gold Corp

Basic Materials
9
+ 0.39%
$3.32 - $4.96 $29.9 - $44.6
2.29K $11.3M
BNS
Bank Of Nova Scotia

Financial Services
47
New
$54.5 - $64.93 $2.56K - $3.05K
47 $3.04M
Gsk PLC
68
+ 377.78%
N/A
86 $3.71M
CSCO
Cisco Systems, Inc.

Technology
88
+ 2.77%
$66.2 - $71.79 $5.83K - $6.32K
3.26K $223M
WBD
Warner Bros. Discovery, Inc.

Communication Services
13
+ 3.93%
$10.78 - $19.82 $140 - $258
344 $6.72M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
25
New
$108.03 - $117.04 $2.7K - $2.93K
25 $2.93M
RACE
Ferrari N.V.

Consumer Cyclical
6
+ 600.0%
$436.24 - $517.65 $2.62K - $3.11K
7 $3.4M
USXF
Ishares Esg Advanced Msci Usa

Technology
50
New
$53.69 - $57.31 $2.68K - $2.87K
50 $2.87M
USB
Us Bancorp \De\

Financial Services
23
+ 4.1%
$43.94 - $50.41 $1.01K - $1.16K
584 $28.2M
SNOW
Snowflake Inc.

Technology
2
+ 0.15%
$191.73 - $241.0 $383 - $482
1.37K $308M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
45
New
$55.31 - $60.06 $2.49K - $2.7K
45 $2.7M
CRSP
Crispr Therapeutics Ag

Healthcare
9
+ 7.2%
$48.51 - $68.14 $437 - $613
134 $8.69M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.47%
$182.33 - $194.5 $182 - $195
216 $41.9M
LMT
Lockheed Martin Corp

Industrials
1
+ 1.82%
$410.74 - $499.21 $411 - $499
56 $28.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.41%
$192.76 - $203.86 $193 - $204
247 $50.2M
GM
General Motors CO

Consumer Cyclical
1
+ 0.5%
$48.89 - $61.24 $48.9 - $61.2
202 $12.3M
KMI
Kinder Morgan, Inc.

Energy
95
+ 34.17%
$26.23 - $28.5 $2.49K - $2.71K
373 $10.6M
Lucid Group Inc
100
New
N/A
100 $2.38M
Global X Fds
73
New
N/A
73 $2.33M
SQ
Block, Inc.

Technology
31
+ 206.67%
N/A
46 $3.31M
APLD
Applied Blockchain, Inc.

Financial Services
100
New
$9.18 - $24.67 $918 - $2.47K
100 $2.29M
UBER
Uber Technologies, Inc

Technology
8
+ 2.51%
$86.91 - $99.57 $695 - $797
327 $32M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
72
+ 1200.0%
$24.38 - $30.89 $1.76K - $2.22K
78 $2.4M
XLV
Select Sector Spdr Fund Health

ETFs
14
+ 22.58%
$129.01 - $139.72 $1.81K - $1.96K
76 $10.6M
VZ
Verizon Communications Inc

Communication Services
22
+ 1.19%
$40.84 - $45.06 $898 - $991
1.88K $82.5M
DHI
Horton D R Inc

Consumer Cyclical
2
+ 4.44%
$129.82 - $184.04 $260 - $368
47 $7.98M
HUM
Humana Inc

Healthcare
6
+ 16.67%
$220.41 - $312.0 $1.32K - $1.87K
42 $10.9M
HLN
Haleon PLC

Healthcare
242
+ 930.77%
$8.72 - $10.35 $2.11K - $2.5K
268 $2.4M
KEY
Keycorp

Financial Services
18
+ 1.28%
$17.37 - $19.39 $313 - $349
1.42K $26.6M
LKQ
Lkq Corp

Consumer Cyclical
73
+ 365.0%
$29.24 - $39.21 $2.13K - $2.86K
93 $2.84M
SCHW
Schwab Charles Corp

Financial Services
10
+ 3.77%
$91.03 - $98.69 $910 - $987
275 $26.2M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
61
New
$31.31 - $34.54 $1.91K - $2.11K
61 $2.06M
PH
Parker Hannifin Corp

Industrials
1
+ 4.35%
$697.13 - $769.67 $697 - $770
24 $18.4M
CCL
Carnival Corp

Consumer Cyclical
54
+ 9.06%
$28.37 - $32.49 $1.53K - $1.75K
650 $18.8M
NRG
Nrg Energy, Inc.

Utilities
12
+ 44.44%
$144.77 - $173.91 $1.74K - $2.09K
39 $6.32M
PFE
Pfizer Inc

Healthcare
23
+ 2.06%
$23.29 - $25.88 $536 - $595
1.14K $29M
VGIT
Vanguard Intermediate Term Tre

ETFs
31
+ 17.32%
$58.97 - $60.36 $1.83K - $1.87K
210 $12.6M
CBRE
Cbre Group, Inc.

Real Estate
2
+ 2.27%
$137.04 - $165.9 $274 - $332
90 $14.2M
CMI
Cummins Inc

Industrials
1
+ 6.25%
$327.85 - $426.39 $328 - $426
17 $7.14M
AIG
American International Group, Inc.

Financial Services
34
+ 28.33%
$76.34 - $85.87 $2.6K - $2.92K
154 $12.1M
CRM
Salesforce, Inc.

Technology
120
+ 16.0%
$231.66 - $273.65 $27.8K - $32.8K
870 $206M
BDX
Becton Dickinson & CO

Healthcare
4
+ 5.33%
$172.41 - $199.66 $690 - $799
79 $14.8M
PYPL
Pay Pal Holdings, Inc.

Financial Services
77
+ 16.67%
$65.64 - $78.22 $5.05K - $6.02K
539 $36.2M
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.94%
$75.33 - $100.77 $75.3 - $101
107 $9.71M
Acres Commercial Realty Corp
85
New
N/A
85 $1.8M
BK
Bank Of New York Mellon Corp

Financial Services
5
+ 7.69%
$90.65 - $109.75 $453 - $549
70 $7.63M
GIS
General Mills Inc

Consumer Defensive
35
+ 45.45%
$48.44 - $53.83 $1.7K - $1.88K
112 $5.65M
Activity Summary
Buys All Purchases 454 New Holdings 127 Increased Positions 327 Sells All Sells 124 Reductions 123 Sold out 1 Options Calls 0 Puts 0
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