Abound Wealth Management Purchases in Q3 2025

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
1
+ 1.06%
$42.54 - $48.1 $42.5 - $48.1
95 $4.47M
MIR
Mirion Technologies, Inc.

Industrials
22
New
$19.79 - $24.6 $435 - $541
22 $512K
ALL
Allstate Corp

Financial Services
1
+ 3.85%
$192.0 - $214.65 $192 - $215
27 $5.75M
Linde PLC
1
+ 1.43%
N/A
71 $33.5M
FANG
Diamondback Energy, Inc.

Energy
2
+ 4.65%
$134.53 - $152.5 $269 - $305
45 $6.42M
KN
Knowles Corp

Technology
20
New
$17.52 - $23.36 $350 - $467
20 $467K
ADSK
Autodesk, Inc.

Technology
1
+ 2.86%
N/A
36 $11.4M
Waystar Hldg Corp
12
New
N/A
12 $456K
CDW
Cdw Corp

Technology
6
+ 22.22%
$156.97 - $182.84 $942 - $1.1K
33 $5.28M
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
18
New
$18.45 - $23.8 $332 - $428
18 $387K
Grupo Cibest Sa
7
New
N/A
7 $364K
BLCN
Siren ETF Tr
13
New
N/A
13 $360K
MTCH
Match Group, Inc.

Communication Services
4
+ 8.0%
$31.83 - $38.77 $127 - $155
54 $1.91M
PCAR
Paccar Inc

Industrials
1
+ 1.32%
$92.91 - $102.86 $92.9 - $103
77 $7.58M
T
At&T Inc.

Communication Services
76
+ 2.88%
$26.94 - $29.62 $2.05K - $2.25K
2.71K $76.6M
ASX
Ase Technology Holding Co., Ltd.

Technology
20
+ 22.22%
$9.5 - $11.71 $190 - $234
110 $1.22M
FOXA
Fox Corp

Communication Services
1
+ 3.13%
$53.87 - $63.06 $53.9 - $63.1
33 $2.09M
CLX
Clorox CO

Consumer Defensive
1
+ 1.92%
$117.67 - $131.43 $118 - $131
53 $6.51M
ICL
Icl Group Ltd.

Basic Materials
48
+ 106.67%
$5.93 - $7.31 $285 - $351
93 $579K
HRL
Hormel Foods Corp

Consumer Defensive
25
+ 39.06%
$24.31 - $31.54 $608 - $789
89 $2.2M
SNPS
Synopsys Inc

Technology
2
+ 6.45%
$387.78 - $645.35 $776 - $1.29K
33 $16.3M
Ralliant Corp
7
+ 58.33%
N/A
19 $831K
Anglogold Ashanti PLC
2
+ 50.0%
N/A
6 $422K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1
+ 3.03%
$259.44 - $278.65 $259 - $279
34 $8.92M
EXC
Exelon Corp

Utilities
1
+ 0.83%
$42.73 - $45.54 $42.7 - $45.5
121 $5.46M
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 1.15%
$226.02 - $259.01 $226 - $259
88 $21M
AON
Aon PLC

Financial Services
1
+ 4.17%
$350.91 - $375.27 $351 - $375
25 $8.76M
FUTU
Futu Holdings LTD

Financial Services
1
New
$120.32 - $194.74 $120 - $195
1 $174K
MTB
M&T Bank Corp

Financial Services
1
+ 4.55%
$183.74 - $204.05 $184 - $204
23 $4.46M
KB
Kb Financial Group Inc.

Financial Services
2
+ 20.0%
$77.68 - $90.36 $155 - $181
12 $995K
GDS
Gds Holdings LTD

Technology
4
New
$29.47 - $42.07 $118 - $168
4 $155K
James Hardie Inds PLC
8
New
N/A
8 $154K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
8
New
$16.23 - $20.39 $130 - $163
8 $151K
BZ
Kanzhun LTD

Industrials
6
New
$17.5 - $24.91 $105 - $149
6 $141K
FSMD
Fidelity Covington Tr Small Mi

ETFs
1
+ 2.0%
$41.29 - $44.71 $41.3 - $44.7
51 $2.23M
AWK
American Water Works Company, Inc.

Utilities
1
+ 2.17%
$135.05 - $147.0 $135 - $147
47 $6.52M
MRNA
Moderna, Inc.

Healthcare
8
+ 14.55%
$23.51 - $34.67 $188 - $277
63 $1.63M
VTRS
Viatris Inc

Healthcare
1
+ 0.93%
$8.74 - $10.69 $8.74 - $10.7
108 $1.07M
CLOV
Clover Health Investments, Corp.

Healthcare
33
New
$2.18 - $3.41 $71.9 - $113
33 $101K
Uniti Group LLC
15
New
N/A
15 $92K
HBAN
Huntington Bancshares Inc

Financial Services
1
+ 0.62%
$15.87 - $17.88 $15.9 - $17.9
162 $2.8M
RIG
Transocean Ltd.

Energy
27
New
$2.55 - $3.64 $68.9 - $98.3
27 $85K
MANU
Manchester United PLC

Communication Services
5
New
$15.1 - $18.17 $75.5 - $90.9
5 $76K
Figma Inc
1
New
N/A
1 $52K
CMS
Cms Energy Corp

Utilities
1
New
$69.37 - $74.67 $69.4 - $74.7
1 $44K
ARES
Ares Management Corp

Financial Services
0
New
$159.89 - $192.76 $0 - $0
0 $39K
EVRG
Evergy, Inc.

Utilities
0
New
$67.73 - $76.02 $0 - $0
0 $32K
INVH
Invitation Homes Inc.

Real Estate
1
New
$28.9 - $32.78 $28.9 - $32.8
1 $27K
KKR
Kkr & Co. Inc.

Financial Services
4
+ 2.4%
$129.95 - $152.16 $520 - $609
171 $22.3M
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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