Abound Wealth Management Incresed Positions in Q4 2024

Abound Wealth Management

  • $312 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.1K
+ 5.11%
$113.92 - $127.38 $1.94M - $2.17M
351K $40.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
25.7K
+ 7.55%
$96.64 - $101.23 $2.48M - $2.6M
365K $35.4B
IVV
Ishares Core S&P 500 ETF

ETFs
688
+ 2.0%
$570.51 - $610.59 $393K - $420K
35K $20.6B
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.48K
+ 41.69%
$124.26 - $134.12 $681K - $735K
18.6K $2.4B
AVGO
Broadcom Inc.

Technology
38
+ 0.31%
$159.67 - $250.0 $6.07K - $9.5K
12.4K $2.87B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
588
+ 2.39%
$521.84 - $558.82 $307K - $329K
25.2K $13.6B
VTI
Vanguard Total Stock Market Et

ETFs
1.14K
+ 2.92%
$280.04 - $302.45 $320K - $345K
40.2K $11.7B
JBHT
Hunt J B Transport Services Inc

Industrials
2.92K
+ 145850.0%
$164.22 - $197.19 $479K - $575K
2.92K $498M
NVDA
Nvidia Corp

Technology
2.04K
+ 13.22%
$117.0 - $148.88 $239K - $304K
17.5K $2.34B
NSC
Norfolk Southern Corp

Industrials
1.95K
+ 1064.48%
$230.6 - $277.0 $449K - $540K
2.13K $500M
PG
Procter & Gamble CO

Consumer Defensive
2.23K
+ 113.7%
$161.05 - $179.7 $360K - $401K
4.2K $704M
SCHX
Schwab Strategic Tr Us Large C

ETFs
504K
+ 198.09%
$22.4 - $68.28 $11.3M - $34.4M
758K $17.6B
OKE
Oneok Inc

Energy
3
+ 0.01%
$92.28 - $117.05 $277 - $351
30.8K $3.09B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.46K
+ 14.21%
$66.77 - $71.52 $231K - $247K
27.8K $1.91B
VB
Vanguard Small Cap ETF

ETFs
460
+ 0.94%
$233.76 - $261.58 $108K - $120K
49.5K $11.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
296
+ 5.26%
$567.81 - $607.81 $168K - $180K
5.92K $3.47B
MSTR
Microstrategy Inc

Technology
403
+ 66.94%
$162.69 - $473.83 $65.6K - $191K
1.01K $291M
SNOW
Snowflake Inc.

Technology
684
+ 92.68%
$109.65 - $186.51 $75K - $128K
1.42K $220M
MUB
Ishares National Muni Bond ETF

ETFs
1.48K
+ 9.33%
$105.78 - $108.7 $157K - $161K
17.3K $1.85B
GOOG
Alphabet Inc.

Communication Services
28
+ 0.56%
$163.08 - $198.16 $4.57K - $5.55K
5.01K $954M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.76K
+ 420.24%
$38.37 - $42.82 $106K - $118K
3.42K $131M
JPM
Jpmorgan Chase & CO

Financial Services
33
+ 1.01%
$205.18 - $250.29 $6.77K - $8.26K
3.31K $793M
VV
Vanguard Large Cap ETF

ETFs
40
+ 0.29%
$260.27 - $280.65 $10.4K - $11.2K
13.6K $3.68B
RS
Reliance Steel & Aluminum CO

Basic Materials
357
+ 35700.0%
$264.2 - $326.32 $94.3K - $116K
358 $96.3M
NFLX
Netflix Inc

Communication Services
32
+ 9.14%
$687.65 - $936.56 $22K - $30K
382 $341M
QQQ
Invesco Qqq Trust, Series 1

ETFs
50
+ 1.79%
$481.22 - $538.17 $24.1K - $26.9K
2.85K $1.46B
PLTR
Palantir Technologies Inc.

Technology
1.04K
+ 492.45%
$36.46 - $82.38 $38.1K - $86K
1.26K $95M
SCHA
Schwab Strategic Tr Us Small C

ETFs
35.5K
+ 107.09%
$25.33 - $51.16 $900K - $1.82M
68.7K $1.78B
SCHG
Schwab Strategic Tr Us Large C

ETFs
25K
+ 302.84%
$25.93 - $105.3 $647K - $2.63M
33.2K $925M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.16K
+ 458.73%
$51.09 - $55.27 $59.1K - $63.9K
1.41K $72M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.02K
+ 1320.78%
$57.53 - $60.83 $58.5K - $61.9K
1.09K $62.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
145
+ 14500.0%
$370.24 - $418.94 $53.7K - $60.7K
146 $58.7M
VEU
Vanguard Ftse All World Ex Us

ETFs
814
+ 119.18%
$57.29 - $63.1 $46.6K - $51.4K
1.5K $85.9M
FNDX
Schwab Fundamental U S Large C

ETFs
11.1K
+ 239.61%
$23.49 - $71.77 $260K - $795K
15.7K $372M
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 2.37%
$873.59 - $994.69 $15.7K - $17.9K
777 $712M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.14K
+ 644.89%
$33.92 - $36.6 $38.5K - $41.5K
1.31K $45.3M
WMT
Walmart Inc.

Consumer Defensive
139
+ 6.43%
$79.1 - $95.7 $11K - $13.3K
2.3K $208M
BAC
Bank Of America Corp

Financial Services
196
+ 3.41%
$39.22 - $47.77 $7.69K - $9.36K
5.95K $261M
ECL
Ecolab Inc.

Basic Materials
136
+ 212.5%
$234.32 - $261.43 $31.9K - $35.6K
200 $46.8M
VTV
Vanguard Value ETF

ETFs
221
+ 13.69%
$168.32 - $181.87 $37.2K - $40.2K
1.84K $311M
META
Meta Platforms, Inc.

Communication Services
31
+ 5.1%
$554.08 - $632.68 $17.2K - $19.6K
639 $374M
CRWD
Crowd Strike Holdings, Inc.

Technology
29
+ 12.08%
$275.15 - $388.2 $7.98K - $11.3K
269 $92.1M
FNDA
Schwab Fundamental U S Small C

ETFs
2.98K
+ 138.91%
$29.26 - $59.11 $87.2K - $176K
5.13K $152M
SSO
Proshares Ultra S&P 500

ETFs
249
+ 46.72%
$87.92 - $99.73 $21.9K - $24.8K
782 $72.3M
SO
Southern CO

Utilities
881
+ 13.95%
$81.5 - $94.15 $71.8K - $82.9K
7.2K $593M
VFH
Vanguard Financial ETF

ETFs
186
+ 379.59%
$108.87 - $126.2 $20.2K - $23.5K
235 $27.8M
IXUS
Ishares Tr

ETFs
322
+ 223.61%
$65.95 - $72.56 $21.2K - $23.4K
466 $30.8M
VO
Vanguard Mid Cap ETF

ETFs
73
+ 22.6%
$261.5 - $284.63 $19.1K - $20.8K
396 $105M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.29%
$378.79 - $428.11 $758 - $856
683 $280M
Activity Summary
Buys All Purchases 361 New Holdings 68 Increased Positions 293 Sells All Sells 319 Reductions 318 Sold out 1 Options Calls 0 Puts 0
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