Abound Wealth Management Incresed Positions in Q3 2025

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
82
+ 8.09%
$195.29 - $223.85 $16K - $18.4K
1.1K $243M
HD
Home Depot, Inc.

Consumer Cyclical
40
+ 6.28%
$357.4 - $423.42 $14.3K - $16.9K
677 $274M
LLY
Eli Lilly & CO

Healthcare
56
+ 28.57%
$625.65 - $812.69 $35K - $45.5K
252 $193M
VT
Vanguard Total World Stk Index

ETFs
282
+ 552.94%
$128.41 - $138.03 $36.2K - $38.9K
333 $45.9M
AZN
Astrazeneca PLC

Healthcare
495
+ 1767.86%
$68.72 - $82.11 $34K - $40.6K
523 $40.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
195
+ 59.09%
$164.63 - $174.58 $32.1K - $34K
525 $91.6M
JNJ
Johnson & Johnson

Healthcare
41
+ 4.56%
$155.17 - $185.42 $6.36K - $7.6K
941 $175M
CVX
Chevron Corp

Energy
177
+ 25.14%
$145.57 - $161.83 $25.8K - $28.6K
881 $137M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
121
+ 9.65%
$89.32 - $107.82 $10.8K - $13K
1.38K $148M
RSP
Invesco S&P 500 Equal Weight E

ETFs
17
+ 0.42%
$181.56 - $190.33 $3.09K - $3.24K
4.03K $763M
AMAT
Applied Materials Inc

Technology
123
+ 32.45%
$156.25 - $204.95 $19.2K - $25.2K
502 $103M
VBR
Vanguard Small Cap Value ETF

ETFs
102
+ 11.78%
$195.41 - $212.37 $19.9K - $21.7K
968 $202M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
528
+ 150.43%
$54.35 - $59.32 $28.7K - $31.3K
879 $52.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
182
+ 2.88%
$62.09 - $66.51 $11.3K - $12.1K
6.51K $425M
BAC
Bank Of America Corp

Financial Services
174
+ 3.2%
$44.92 - $52.42 $7.82K - $9.12K
5.61K $289M
V
Visa Inc.

Financial Services
122
+ 16.12%
$332.09 - $358.86 $40.5K - $43.8K
879 $300M
VTV
Vanguard Value ETF

ETFs
13
+ 0.46%
$175.51 - $186.57 $2.28K - $2.43K
2.84K $530M
Blackrock Inc
20
+ 38.46%
N/A
72 $83.6M
COIN
Coinbase Global, Inc.

Technology
85
+ 354.17%
$297.99 - $419.78 $25.3K - $35.7K
109 $36.8M
GS
Goldman Sachs Group Inc

Financial Services
19
+ 13.1%
$696.56 - $806.32 $13.2K - $15.3K
164 $130M
TMO
Thermo Fisher Scientific Inc.

Healthcare
49
+ 111.36%
$404.94 - $499.99 $19.8K - $24.5K
93 $44.9M
SO
Southern CO

Utilities
33
+ 0.47%
$90.83 - $96.0 $3K - $3.17K
7.12K $675M
ING
Ing Groep Nv

Financial Services
910
+ 2757.58%
$22.0 - $26.08 $20K - $23.7K
943 $24.6M
STZ
Constellation Brands, Inc.

Consumer Defensive
188
+ 341.82%
$131.78 - $176.09 $24.8K - $33.1K
243 $32.7M
SHEL
Shell PLC

Energy
323
+ 1242.31%
$69.82 - $73.93 $22.6K - $23.9K
349 $25M
VBK
Vanguard Small Cap Growth ETF

ETFs
63
+ 32.81%
$276.51 - $305.12 $17.4K - $19.2K
255 $75.9M
QCOM
Qualcomm Inc

Technology
125
+ 48.08%
$145.84 - $173.55 $18.2K - $21.7K
385 $64M
IWP
Ishares Russell Mid Cap Growth

ETFs
154
+ 223.19%
$137.51 - $145.26 $21.2K - $22.4K
223 $31.8M
GE
General Electric CO

Industrials
3
+ 0.63%
$244.75 - $305.63 $734 - $917
481 $145M
CDNS
Cadence Design Systems Inc

Technology
1
+ 0.21%
$309.46 - $373.37 $309 - $373
487 $171M
AES
Aes Corp

Utilities
1.52K
+ 678.13%
$10.77 - $13.94 $16.4K - $21.2K
1.74K $22.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
76
+ 292.31%
$265.78 - $299.3 $20.2K - $22.7K
102 $27.9M
HDB
Hdfc Bank LTD

Financial Services
625
+ 2016.13%
$34.14 - $78.94 $21.3K - $49.3K
656 $22.4M
Labcorp Holdings Inc
63
+ 81.82%
N/A
140 $40.2M
ASML
Asml Holding Nv

Technology
20
+ 666.67%
$689.63 - $968.09 $13.8K - $19.4K
23 $22.3M
DDOG
Datadog, Inc.

Technology
137
+ 4566.67%
$124.52 - $155.15 $17.1K - $21.3K
140 $19.9M
MCK
Mckesson Corp

Healthcare
24
+ 104.35%
$659.01 - $772.54 $15.8K - $18.5K
47 $36.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4
+ 0.08%
$42.67 - $46.91 $171 - $188
4.73K $221M
NEE
Nextera Energy Inc

Utilities
237
+ 108.22%
$69.77 - $77.54 $16.5K - $18.4K
456 $34.4M
VHT
Vanguard Health Care ETF

ETFs
62
+ 24.7%
$239.12 - $259.95 $14.8K - $16.1K
313 $81.3M
WFC
Wells Fargo & Company

Financial Services
128
+ 5.83%
$77.05 - $85.16 $9.86K - $10.9K
2.32K $195M
CB
Chubb LTD

Financial Services
69
+ 80.23%
$265.99 - $289.59 $18.4K - $20K
155 $43.8M
UL
Unilever PLC

Consumer Defensive
314
+ 1495.24%
$58.43 - $65.01 $18.3K - $20.4K
335 $19.9M
SOXX
Ishares Semiconductor ETF

ETFs
66
+ 550.0%
$236.93 - $271.12 $15.6K - $17.9K
78 $21.2M
EQIX
Equinix Inc

Real Estate
23
+ 209.09%
$756.7 - $811.13 $17.4K - $18.7K
34 $26.6M
LDOS
Leidos Holdings, Inc.

Technology
89
+ 306.9%
$159.2 - $188.96 $14.2K - $16.8K
118 $22.3M
DIS
Walt Disney CO

Communication Services
214
+ 29.48%
$112.25 - $124.0 $24K - $26.5K
940 $108M
AMGN
Amgen Inc

Healthcare
51
+ 5.31%
$271.18 - $309.22 $13.8K - $15.8K
1.01K $285M
UNH
Unitedhealth Group Inc

Healthcare
29
+ 13.49%
$237.77 - $353.61 $6.9K - $10.3K
244 $84.2M
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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