Abound Wealth Management Incresed Positions in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJK
Ishares S&P Midcap 400 Growth

ETFs
245
+ 260.64%
$81.62 - $96.63 $20K - $23.7K
339 $28.2M
IYW
Ishares Dj Us Tech ETF

ETFs
138
+ 4600.0%
$140.44 - $166.79 $19.4K - $23K
141 $19.8M
Sila Realty Trust Inc
99
+ 1.53%
N/A
6.56K $175M
VDE
Vanguard Energy ETF

ETFs
109
+ 27.81%
$119.14 - $132.76 $13K - $14.5K
501 $65M
KD
Kyndryl Holdings, Inc.

Technology
524
+ 708.11%
$31.32 - $43.45 $16.4K - $22.8K
598 $18.8M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
135
+ 14.44%
$63.07 - $73.5 $8.51K - $9.92K
1.07K $75.1M
OSIS
Osi Systems Inc

Technology
76
+ 3800.0%
$153.35 - $219.6 $11.7K - $16.7K
78 $15.2M
ADP
Automatic Data Processing Inc

Industrials
43
+ 58.11%
$286.85 - $318.64 $12.3K - $13.7K
117 $35.7M
Arm Holdings PLC
125
+ 3125.0%
N/A
129 $13.8M
UCBI
United Community Banks Inc

Financial Services
435
+ 1087.5%
N/A
475 $13.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
25
+ 9.29%
$308.86 - $455.36 $7.72K - $11.4K
294 $104M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.24K
+ 4.93%
$507.05 - $563.67 $630K - $701K
26.4K $13.6B
XLI
Industrial Sector Spdr

ETFs
82
+ 103.8%
$128.78 - $141.67 $10.6K - $11.6K
161 $21.1M
KNSL
Kinsale Capital Group, Inc.

Financial Services
16
+ 12.31%
$416.48 - $494.72 $6.66K - $7.92K
146 $71.1M
UPS
United Parcel Service Inc

Industrials
127
+ 44.88%
$109.66 - $136.26 $13.9K - $17.3K
410 $45.1M
LUV
Southwest Airlines CO

Industrials
254
+ 218.97%
$28.18 - $34.84 $7.16K - $8.85K
370 $12.4M
MOGA
Moog Inc Cla
45
+ 2250.0%
N/A
47 $8.15M
AXON
Axon Enterprise, Inc.

Industrials
16
+ 133.33%
$496.65 - $710.01 $7.95K - $11.4K
28 $14.7M
PANW
Palo Alto Networks Inc

Technology
48
+ 32.88%
$167.82 - $208.28 $8.06K - $10K
194 $33.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15
+ 0.6%
$33.84 - $37.77 $508 - $567
2.51K $91.5M
MGC
Vanguard Mega Cap ETF

ETFs
32
+ 123.08%
$199.2 - $222.69 $6.37K - $7.13K
58 $11.7M
XLY
Select Sector Spdr Consumer Di

ETFs
39
+ 65.0%
$192.6 - $233.2 $7.51K - $9.09K
99 $19.5M
CCL
Carnival Corp

Consumer Cyclical
337
+ 255.3%
$19.08 - $28.49 $6.43K - $9.6K
469 $9.16M
DASH
Door Dash, Inc.

Communication Services
29
+ 725.0%
$168.37 - $213.38 $4.88K - $6.19K
33 $6.05M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
9
+ 0.45%
$55.47 - $61.45 $499 - $553
2.02K $119M
XLRE
Select Sector Spdr Tr Real Est

ETFs
26
+ 0.78%
$39.18 - $43.52 $1.02K - $1.13K
3.38K $141M
APG
A Pi Group Corp

Industrials
126
+ 175.0%
$35.67 - $40.88 $4.49K - $5.15K
198 $7.1M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
23
+ 100.0%
$283.06 - $421.16 $6.51K - $9.69K
46 $13M
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 1.09%
$296.7 - $345.55 $297 - $346
93 $32M
INDA
Ishares Msci India Index Fund

ETFs
81
+ 16.2%
$47.8 - $53.4 $3.87K - $4.33K
581 $29.9M
IXUS
Ishares Tr

ETFs
25
+ 5.36%
$65.06 - $72.31 $1.63K - $1.81K
491 $34.3M
VT
Vanguard Total World Stk Index

ETFs
25
+ 92.59%
$115.08 - $123.97 $2.88K - $3.1K
52 $6.07M
APH
Amphenol Corp

Technology
55
+ 21.83%
$61.62 - $78.55 $3.39K - $4.32K
307 $20.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7
+ 0.65%
$73.78 - $76.59 $516 - $536
1.09K $83.4M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
7
+ 350.0%
$314.47 - $431.35 $2.2K - $3.02K
9 $3.3M
GPC
Genuine Parts CO

Consumer Cyclical
19
+ 380.0%
$115.91 - $129.02 $2.2K - $2.45K
24 $2.86M
KEYS
Keysight Technologies, Inc.

Technology
14
+ 20.0%
$148.16 - $185.11 $2.07K - $2.59K
84 $12.6M
Ge Healthcare Technologies I
12
+ 11.11%
N/A
120 $9.66M
NDAQ
Nasdaq, Inc.

Financial Services
15
+ 20.27%
$72.17 - $83.76 $1.08K - $1.26K
89 $6.77M
BTG
B2 Gold Corp

Basic Materials
15
+ 0.67%
$2.3 - $3.3 $34.5 - $49.5
2.27K $6.46M
LKQ
Lkq Corp

Consumer Cyclical
18
+ 64.29%
$36.24 - $44.05 $652 - $793
46 $1.96M
RBLX
Roblox Corp

Communication Services
15
+ 500.0%
$53.77 - $75.47 $807 - $1.13K
18 $1.05M
SHOP
Shopify Inc.

Technology
214
+ 11.86%
$90.59 - $129.31 $19.4K - $27.7K
2.02K $193M
WSM
Williams Sonoma Inc

Consumer Cyclical
14
+ 26.92%
$158.1 - $217.71 $2.21K - $3.05K
66 $10.4M
BOTZ
Global X Fds

ETFs
30
+ 300.0%
$28.46 - $34.53 $854 - $1.04K
40 $1.14M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.5%
$182.82 - $196.21 $183 - $196
203 $38.2M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
+ 25.0%
$175.5 - $209.86 $878 - $1.05K
25 $4.56M
SOXX
Ishares Semiconductor ETF

ETFs
5
+ 41.67%
$188.17 - $235.81 $941 - $1.18K
17 $3.27M
TRMB
Trimble Inc.

Technology
15
+ 25.0%
$65.52 - $77.49 $983 - $1.16K
75 $4.92M
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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