Abound Wealth Management Purchases in Q3 2025

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
2
+ 5.88%
$131.77 - $175.63 $264 - $351
36 $6.18M
ABR
Arbor Realty Trust Inc

Real Estate
125
+ 1136.36%
$10.7 - $12.21 $1.34K - $1.53K
136 $1.66M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
60
New
$20.98 - $26.94 $1.26K - $1.62K
60 $1.48M
TM
Toyota Motor Corp

Consumer Cyclical
7
+ 116.67%
$167.86 - $202.79 $1.18K - $1.42K
13 $2.49M
DASH
Door Dash, Inc.

Communication Services
2
+ 5.56%
$234.5 - $272.5 $469 - $545
38 $10.3M
LEN
Lennar Corp

Consumer Cyclical
3
+ 5.17%
$107.73 - $142.4 $323 - $427
61 $7.73M
EW
Edwards Lifesciences Corp

Healthcare
17
+ 19.54%
$73.75 - $81.83 $1.25K - $1.39K
104 $8.12M
Amplify ETF Tr
35
New
N/A
35 $1.31M
CVS
Cvs Health Corp

Healthcare
1
+ 0.52%
$58.75 - $76.5 $58.8 - $76.5
195 $14.7M
TRV
Travelers Companies, Inc.

Financial Services
1
+ 1.11%
$250.62 - $279.43 $251 - $279
91 $25.3M
XEL
Xcel Energy Inc

Utilities
4
+ 5.8%
$67.56 - $80.65 $270 - $323
73 $5.91M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
14
New
$60.44 - $84.2 $846 - $1.18K
14 $1.18M
CSX
Csx Corp

Industrials
1
+ 0.27%
$32.05 - $36.52 $32.1 - $36.5
374 $13.3M
ECL
Ecolab Inc.

Basic Materials
1
+ 0.54%
$259.39 - $285.47 $259 - $285
186 $50.9M
EBR
Brazilian Electric Power CO

Utilities
100
+ 294.12%
$6.75 - $9.92 $675 - $992
134 $1.33M
BLOK
Amplify ETF Tr Trnsformational

ETFs
16
New
$56.05 - $67.13 $897 - $1.07K
16 $1.07M
ADM
Archer Daniels Midland CO

Consumer Defensive
10
+ 14.71%
$53.54 - $64.21 $535 - $642
78 $4.67M
D
Dominion Energy, Inc

Utilities
1
+ 0.46%
$56.32 - $62.1 $56.3 - $62.1
218 $13.3M
SRE
Sempra Energy

Utilities
1
+ 1.45%
$74.14 - $89.98 $74.1 - $90
70 $6.31M
GRPN
Groupon, Inc.

Communication Services
45
New
$21.91 - $37.13 $986 - $1.67K
45 $1.05M
RF
Regions Financial Corp

Financial Services
14
+ 6.03%
$24.03 - $27.41 $336 - $384
246 $6.49M
CTSH
Cognizant Technology Solutions Corp

Technology
35
+ 29.41%
$66.67 - $80.98 $2.33K - $2.83K
154 $10.3M
ET
Energy Transfer LP

Energy
59
New
$17.11 - $18.16 $1.01K - $1.07K
59 $1.01M
III
Information Services Group Inc.

Technology
170
New
$4.2 - $5.97 $714 - $1.01K
170 $978K
MTBC
Care Cloud, Inc.

Healthcare
300
New
N/A
300 $963K
UAL
United Airlines Holdings, Inc.

Industrials
1
+ 2.0%
$80.05 - $109.36 $80.1 - $109
51 $4.92M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10
+ 21.28%
$68.24 - $73.73 $682 - $737
57 $4.18M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12
+ 1.14%
$52.39 - $53.11 $629 - $637
1.07K $56.6M
FIW
First Trust Water ETF

ETFs
1
+ 0.5%
$107.54 - $115.08 $108 - $115
201 $22.6M
ETR
Entergy Corp

Utilities
1
+ 1.2%
$80.93 - $93.55 $80.9 - $93.6
84 $7.83M
Jfb Constr Hldgs
70
New
N/A
70 $905K
Grayscale Ethereum Mini Tr E
23
New
N/A
23 $902K
HST
Host Hotels & Resorts, Inc.

Real Estate
50
+ 5000.0%
$15.27 - $17.68 $764 - $884
51 $871K
PWR
Quanta Services, Inc.

Industrials
1
+ 7.14%
$372.29 - $421.68 $372 - $422
15 $6.14M
PCG
Pg&E Corp

Utilities
38
+ 17.19%
$13.0 - $15.73 $494 - $598
259 $3.91M
NUE
Nucor Corp

Basic Materials
5
+ 20.0%
$133.3 - $150.33 $667 - $752
30 $4.07M
NXPI
Nxp Semiconductors N.V.

Technology
2
+ 6.45%
$205.16 - $239.07 $410 - $478
33 $7.57M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
18
New
$39.06 - $43.42 $703 - $782
18 $782K
STT
State Street Corp

Financial Services
4
+ 10.53%
$102.01 - $117.25 $408 - $469
42 $4.84M
EIX
Edison International

Utilities
10
+ 18.52%
$50.42 - $56.35 $504 - $564
64 $3.54M
MNST
Monster Beverage Corp

Consumer Defensive
1
+ 0.68%
$58.65 - $67.31 $58.7 - $67.3
147 $9.87M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1
+ 33.33%
$311.12 - $482.13 $311 - $482
4 $1.65M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11
+ 0.8%
$26.44 - $27.1 $291 - $298
1.38K $37.1M
HL
Hecla Mining CO

Basic Materials
54
New
$5.59 - $12.1 $302 - $653
54 $654K
EXPD
Expeditors International Of Washington Inc

Industrials
5
New
$111.37 - $124.95 $557 - $625
5 $613K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
12
New
N/A
12 $578K
BUZZ
Vaneck ETF Tr Vaneck Social Se
16
New
N/A
16 $576K
ROK
Rockwell Automation, Inc

Industrials
1
+ 7.69%
$328.67 - $358.52 $329 - $359
14 $4.88M
ABC
Amerisourcebergen Corp

Healthcare
1
+ 2.78%
N/A
37 $11.5M
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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