Abound Wealth Management Incresed Positions in Q3 2024

Abound Wealth Management

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.2K
+ 5.45%
$105.53 - $118.34 $1.82M - $2.04M
334K $39B
IEMG
Ishares Inc

ETFs
31.6K
+ 5.3%
$53.64 - $53.64 $1.7M - $1.7M
628K $36B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.4K
+ 6.05%
$96.25 - $101.98 $1.87M - $1.98M
340K $34.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.59K
+ 6.93%
$475.2 - $527.7 $757K - $841K
24.6K $13B
TSLA
Tesla, Inc.

Consumer Cyclical
1.38K
+ 8.24%
$191.76 - $263.26 $264K - $363K
18.1K $4.74B
IVV
Ishares Core S&P 500 ETF

ETFs
403
+ 1.19%
$520.18 - $576.82 $210K - $232K
34.3K $19.8B
AAPL
Apple Inc.

Technology
749
+ 2.21%
$207.23 - $234.82 $155K - $176K
34.7K $8.07B
VTI
Vanguard Total Stock Market Et

ETFs
1.01K
+ 2.66%
$255.18 - $283.2 $258K - $287K
39.1K $11.1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.06K
+ 0.69%
$41.9 - $48.26 $44.5K - $51.2K
156K $7.46B
SPY
Spdr S&P 500 ETF Trust

ETFs
770
+ 15.86%
$517.38 - $573.86 $398K - $442K
5.62K $3.23B
NVDA
Nvidia Corp

Technology
4.21K
+ 37.55%
$98.91 - $134.91 $416K - $568K
15.4K $1.87B
AVGO
Broadcom Inc.

Technology
11.1K
+ 900.16%
$136.27 - $1745.86 $1.52M - $19.4M
12.4K $2.13B
SCHA
Schwab Strategic Tr Us Small C

ETFs
176
+ 0.53%
$46.9 - $51.96 $8.25K - $9.14K
33.2K $1.71B
MUB
Ishares National Muni Bond ETF

ETFs
1.01K
+ 6.77%
$106.13 - $108.7 $107K - $109K
15.9K $1.72B
GOOGL
Alphabet Inc.

Communication Services
1.06K
+ 38.52%
$148.65 - $191.18 $157K - $202K
3.79K $629M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.74K
+ 331.56%
$58.03 - $65.37 $101K - $114K
2.27K $147M
SO
Southern CO

Utilities
242
+ 3.98%
$77.0 - $90.52 $18.6K - $21.9K
6.32K $570M
META
Meta Platforms, Inc.

Communication Services
110
+ 22.09%
$453.41 - $572.44 $49.9K - $63K
608 $348M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
34
+ 0.14%
$60.84 - $67.51 $2.07K - $2.3K
24.3K $1.64B
MSTR
Microstrategy Inc

Technology
589
+ 4530.77%
$114.3 - $1800.09 $67.3K - $1.06M
602 $102M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.3K
+ 220.58%
$55.06 - $62.25 $71.4K - $80.7K
1.89K $116M
Fidelity Wise Origin Bitcoin
37
+ 0.14%
N/A
25.8K $1.43B
CRM
Salesforce, Inc.

Technology
219
+ 37.44%
$238.42 - $276.53 $52.2K - $60.6K
804 $220M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
525
+ 2.69%
$25.45 - $29.53 $13.4K - $15.5K
20.1K $586M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8
+ 0.2%
$162.83 - $179.16 $1.3K - $1.43K
3.97K $711M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
291
+ 95.72%
$178.94 - $207.0 $52.1K - $60.2K
595 $119M
VO
Vanguard Mid Cap ETF

ETFs
206
+ 176.07%
$237.84 - $263.83 $49K - $54.3K
323 $85.3M
NOC
Northrop Grumman Corp

Industrials
102
+ 425.0%
$423.73 - $533.14 $43.2K - $54.4K
126 $66.6M
XLK
Technology Sector Spdr

ETFs
227
+ 208.26%
$197.34 - $237.68 $44.8K - $54K
336 $75.9M
DAL
Delta Air Lines, Inc.

Industrials
983
+ 655.33%
$37.32 - $51.8 $36.7K - $50.9K
1.13K $57.5M
DUK
Duke Energy Corp

Utilities
378
+ 109.25%
$99.35 - $117.71 $37.6K - $44.5K
724 $83.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
342
+ 5.42%
$71.45 - $75.64 $24.4K - $25.9K
6.66K $500M
AMZN
Amazon Com Inc

Consumer Cyclical
561
+ 6.49%
$161.02 - $200.0 $90.3K - $112K
9.2K $1.71B
JNJ
Johnson & Johnson

Healthcare
141
+ 11.18%
$145.48 - $167.38 $20.5K - $23.6K
1.4K $227M
SCHG
Schwab Strategic Tr Us Large C

ETFs
148
+ 1.83%
$92.63 - $105.69 $13.7K - $15.6K
8.24K $859M
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 2.15%
$801.83 - $917.05 $12.8K - $14.7K
759 $673M
V
Visa Inc.

Financial Services
107
+ 12.69%
$253.74 - $291.56 $27.2K - $31.2K
950 $261M
DLR
Digital Realty Trust, Inc.

Real Estate
222
+ 493.33%
$144.47 - $162.98 $32.1K - $36.2K
267 $43.3M
JPM
Jpmorgan Chase & CO

Financial Services
40
+ 1.24%
$194.9 - $224.8 $7.8K - $8.99K
3.28K $691M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.36%
$333.64 - $405.2 $667 - $810
559 $227M
USB
Us Bancorp \De\

Financial Services
686
+ 234.13%
$39.04 - $47.23 $26.8K - $32.4K
979 $44.8M
T
At&T Inc.

Communication Services
1.27K
+ 116.15%
$18.21 - $22.28 $23.1K - $28.2K
2.36K $51.8M
ORCL
Oracle Corp

Technology
34
+ 4.03%
$125.9 - $170.35 $4.28K - $5.79K
877 $149M
CAT
Caterpillar Inc

Industrials
55
+ 35.03%
$316.8 - $391.12 $17.4K - $21.5K
212 $82.8M
VTV
Vanguard Value ETF

ETFs
42
+ 2.67%
$159.75 - $174.57 $6.71K - $7.33K
1.61K $282M
VHT
Vanguard Health Care ETF

ETFs
96
+ 62.75%
$261.88 - $288.1 $25.1K - $27.7K
249 $70.4M
SHOP
Shopify Inc.

Technology
48
+ 2.64%
$52.26 - $80.75 $2.51K - $3.88K
1.86K $149M
Ge Vernova Inc
51
+ 26.02%
N/A
247 $63M
ISRG
Intuitive Surgical Inc

Healthcare
11
+ 2.16%
$416.14 - $494.01 $4.58K - $5.43K
521 $256M
Activity Summary
Buys All Purchases 530 New Holdings 202 Increased Positions 328 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 0
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