Abound Wealth Management Incresed Positions in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
23.3K
+ 6.37%
$95.85 - $99.25 $2.23M - $2.31M
389K $38.5B
VTI
Vanguard Total Stock Market Et

ETFs
11.2K
+ 27.78%
$271.18 - $303.12 $3.03M - $3.39M
51.4K $14.1B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
28.1K
+ 101.3%
$64.88 - $72.1 $1.83M - $2.03M
55.9K $3.68B
VB
Vanguard Small Cap ETF

ETFs
7.84K
+ 15.82%
$217.89 - $252.64 $1.71M - $1.98M
57.4K $12.7B
META
Meta Platforms, Inc.

Communication Services
1.26K
+ 197.81%
$576.36 - $736.67 $729K - $931K
1.9K $1.1B
IVV
Ishares Core S&P 500 ETF

ETFs
2.94K
+ 8.38%
$554.06 - $615.85 $1.63M - $1.81M
38K $21.3B
IEFA
Ishares Tr

ETFs
366
+ 0.36%
$69.57 - $78.65 $25.5K - $28.8K
101K $7.64B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.99K
+ 334.79%
$192.82 - $222.1 $384K - $442K
2.59K $499M
OKE
Oneok Inc

Energy
2.55K
+ 8.3%
$89.57 - $109.85 $229K - $280K
33.3K $3.31B
XOM
Exxon Mobil Corp

Energy
1.25K
+ 98.81%
$105.44 - $118.93 $131K - $148K
2.51K $298M
VNQ
Vanguard Specialized Funds Van

ETFs
1.02K
+ 2.35%
$85.55 - $94.34 $87.4K - $96.4K
44.5K $4.03B
RTX
Raytheon Technologies Corp

Industrials
957
+ 166.43%
$114.1 - $135.66 $109K - $130K
1.53K $203M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.01K
+ 4028.0%
$80.53 - $147.57 $81.1K - $149K
1.03K $136M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.5K
+ 167.98%
$92.45 - $106.69 $138K - $160K
2.39K $221M
MRK
Merck & Co., Inc.

Healthcare
1.46K
+ 152.36%
$83.01 - $101.02 $121K - $147K
2.41K $216M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
69
+ 431.25%
$1187.71 - $1432.58 $82K - $98.8K
85 $121M
VBR
Vanguard Small Cap Value ETF

ETFs
545
+ 152.23%
$183.02 - $207.75 $99.7K - $113K
903 $168M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.19K
+ 444.4%
$77.33 - $90.16 $92.1K - $107K
1.46K $114M
MSTR
Microstrategy Inc

Technology
311
+ 30.95%
$239.27 - $396.5 $74.4K - $123K
1.32K $379M
ABBV
Abb Vie Inc.

Healthcare
136
+ 9.78%
$169.2 - $216.66 $23K - $29.5K
1.53K $320M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.49K
+ 7821.05%
$48.06 - $53.73 $71.4K - $79.8K
1.51K $73.4M
VTV
Vanguard Value ETF

ETFs
372
+ 20.27%
$167.73 - $179.21 $62.4K - $66.7K
2.21K $381M
CARR
Carrier Global Corp

Industrials
1.04K
+ 621.43%
$62.07 - $70.55 $64.8K - $73.7K
1.21K $76.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
392
+ 174.22%
$168.16 - $186.21 $65.9K - $73K
617 $105M
CAT
Caterpillar Inc

Industrials
199
+ 90.87%
$326.75 - $407.63 $65K - $81.1K
418 $138M
KR
Kroger CO

Consumer Defensive
824
+ 203.46%
$58.36 - $67.72 $48.1K - $55.8K
1.23K $83.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.32K
+ 26.27%
$57.21 - $65.8 $75.6K - $87K
6.35K $371M
EFV
Msci Eafe Value ETF

ETFs
897
+ 216.67%
$51.88 - $60.73 $46.5K - $54.5K
1.31K $77.2M
EFG
Msci Eafe Growth ETF

ETFs
550
+ 9166.67%
$96.1 - $106.37 $52.9K - $58.5K
556 $55.6M
OTIS
Otis Worldwide Corp

Industrials
515
+ 715.28%
$90.77 - $104.01 $46.7K - $53.6K
587 $60.6M
WM
Waste Management Inc

Industrials
199
+ 82.57%
$200.54 - $233.78 $39.9K - $46.5K
440 $102M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.24K
+ 36.28%
$37.07 - $40.63 $46K - $50.4K
4.66K $183M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.03K
+ 217.96%
$10.61 - $16.49 $32.2K - $50K
4.43K $55.1M
IVE
Ishares S&P 500 Value ETF

ETFs
189
+ 168.75%
$185.78 - $198.58 $35.1K - $37.5K
301 $57.4M
GS
Goldman Sachs Group Inc

Financial Services
69
+ 85.19%
$524.81 - $672.19 $36.2K - $46.4K
150 $82.2M
KHC
Kraft Heinz CO

Consumer Defensive
1.16K
+ 1157.0%
$28.51 - $32.22 $33K - $37.3K
1.26K $38.2M
LLY
Eli Lilly & CO

Healthcare
31
+ 19.5%
$725.72 - $929.72 $22.5K - $28.8K
190 $157M
WFC
Wells Fargo & Company

Financial Services
423
+ 24.01%
$66.78 - $81.42 $28.2K - $34.4K
2.19K $157M
CADE
Cadence Bank

Financial Services
1.15K
+ 223.3%
$29.1 - $35.93 $33.5K - $41.3K
1.67K $50.5M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 1.29%
$890.62 - $1076.86 $8.91K - $10.8K
787 $744M
XLU
Utilities Sector Spdr

ETFs
343
+ 35.54%
$74.7 - $80.27 $25.6K - $27.5K
1.31K $103M
XLP
Consumer Staples Sector Spdr

ETFs
306
+ 29.94%
N/A
1.33K $108M
T
At&T Inc.

Communication Services
586
+ 39.22%
$21.56 - $28.28 $12.6K - $16.6K
2.08K $58.8M
AIR
Aar Corp

Industrials
433
+ 14433.33%
$55.99 - $72.21 $24.2K - $31.3K
436 $24.4M
IBM
International Business Machines Corp

Technology
14
+ 2.08%
$217.4 - $264.74 $3.04K - $3.71K
688 $171M
WMB
Williams Companies, Inc.

Energy
345
+ 119.38%
$54.02 - $61.09 $18.6K - $21.1K
634 $37.9M
IAU
Ishares Gold Trust

ETFs
282
+ 66.51%
$49.74 - $58.96 $14K - $16.6K
706 $41.6M
EMB
Ishares Tr

ETFs
227
+ 22700.0%
$88.64 - $92.03 $20.1K - $20.9K
228 $20.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
102
+ 74.45%
$196.12 - $229.48 $20K - $23.4K
239 $48.4M
Activity Summary
Buys All Purchases 279 New Holdings 122 Increased Positions 157 Sells All Sells 603 Reductions 602 Sold out 1 Options Calls 0 Puts 0
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