Abound Wealth Management Incresed Positions in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 1.13%
$85.68 - $97.5 $171 - $195
179 $16.8M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2
+ 1.8%
$48.65 - $53.06 $97.3 - $106
113 $5.85M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1
+ 0.44%
$30.38 - $34.94 $30.4 - $34.9
229 $7.85M
VOE
Vanguard Mid Cap Value Index F

ETFs
5
+ 1.53%
$156.61 - $168.02 $783 - $840
331 $53.2M
NOK
Nokia Corp

Technology
20
+ 10.26%
$4.43 - $5.42 $88.6 - $108
215 $1.13M
STWD
Starwood Property Trust, Inc.

Real Estate
1
+ 0.4%
$18.41 - $20.53 $18.4 - $20.5
251 $4.96M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1
+ 0.35%
$20.2 - $22.24 $20.2 - $22.2
290 $6.24M
Site Ctrs Corp
10
+ 250.0%
N/A
14 $180K
HMC
Honda Motor CO LTD

Consumer Cyclical
4
+ 23.53%
$26.9 - $30.41 $108 - $122
21 $565K
Concentra Group Holdings Par
3
+ 75.0%
N/A
7 $152K
SNEX
Stone X Group Inc.

Financial Services
1
+ 50.0%
$76.12 - $126.89 $76.1 - $127
3 $230K
MFA
Mfa Financial, Inc.

Real Estate
1
+ 2.22%
$9.53 - $11.0 $9.53 - $11
46 $474K
BTU
Peabody Energy Corp

Energy
1
+ 12.5%
$12.48 - $20.86 $12.5 - $20.9
9 $122K
EPAM
Epam Systems, Inc.

Technology
2
+ 28.57%
N/A
9 $1.52M
IX
Orix Corp

Financial Services
14
+ 233.33%
$20.44 - $107.42 $286 - $1.5K
20 $418K
POOL
Pool Corp

Industrials
3
+ 5.66%
$314.92 - $364.31 $945 - $1.09K
56 $17.9M
BRCC
Brc Inc.

Consumer Defensive
10
+ 3.7%
$1.94 - $3.19 $19.4 - $31.9
280 $586K
TROW
Price T Rowe Group Inc

Financial Services
3
+ 11.11%
$91.57 - $116.93 $275 - $351
30 $2.76M
EL
Estee Lauder Companies Inc

Consumer Defensive
1
+ 2.5%
$64.26 - $85.48 $64.3 - $85.5
41 $2.71M
SPYG
Spdr Portfolio

ETFs
1
+ 1.52%
$80.05 - $92.39 $80.1 - $92.4
67 $5.35M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 1.72%
$110.9 - $132.93 $111 - $133
59 $6.66M
HPQ
Hp Inc

Technology
51
+ 12.88%
$27.69 - $34.72 $1.41K - $1.77K
447 $12.4M
FNDX
Schwab Fundamental U S Large C

ETFs
19
+ 0.12%
$23.03 - $25.01 $438 - $475
15.7K $371M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.37%
$67.03 - $74.61 $67 - $74.6
270 $18.4M
DELL
Dell Technologies Inc.

Technology
8
+ 10.67%
$90.34 - $124.66 $723 - $997
83 $7.57M
WDC
Western Digital Corp

Technology
20
+ 18.87%
$40.43 - $72.03 $809 - $1.44K
126 $5.1M
HD
Home Depot, Inc.

Consumer Cyclical
34
+ 5.51%
$347.25 - $424.87 $11.8K - $14.4K
651 $239M
CVLG
Covenant Logistics Group, Inc.

Industrials
139
+ 100.0%
$22.2 - $29.12 $3.09K - $4.05K
278 $6.17M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.21%
$117.4 - $131.02 $117 - $131
469 $56.1M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.48%
$168.84 - $202.89 $169 - $203
208 $36.6M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1
+ 0.11%
$37.35 - $43.35 $37.4 - $43.4
909 $34.4M
VTWO
Vanguard Russell 2000 ETF

ETFs
5
+ 1.11%
$80.08 - $92.93 $400 - $465
457 $36.9M
AXP
American Express CO

Financial Services
4
+ 2.42%
$255.39 - $325.87 $1.02K - $1.3K
169 $45.4M
DIS
Walt Disney CO

Communication Services
55
+ 7.2%
$96.87 - $114.0 $5.33K - $6.27K
819 $80.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
18
+ 0.45%
$169.43 - $182.84 $3.05K - $3.29K
4.05K $701M
Ge Vernova Inc
2
+ 0.83%
N/A
242 $73.9M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3
+ 0.29%
$96.93 - $109.51 $291 - $329
1.03K $101M
VUG
Vanguard Growth ETF

ETFs
48
+ 7.03%
$369.1 - $427.61 $17.7K - $20.5K
731 $271M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
53
+ 0.55%
$21.23 - $23.75 $1.13K - $1.26K
9.69K $209M
VGT
Vanguard Information Technolog

ETFs
28
+ 8.33%
$542.38 - $646.34 $15.2K - $18.1K
364 $197M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.12%
$302.31 - $337.54 $302 - $338
819 $251M
QQQ
Invesco Qqq Trust, Series 1

ETFs
229
+ 8.04%
$468.34 - $539.52 $107K - $124K
3.08K $1.44B
DAL
Delta Air Lines, Inc.

Industrials
80
+ 7.12%
$43.6 - $69.06 $3.49K - $5.52K
1.2K $52.5M
JBHT
Hunt J B Transport Services Inc

Industrials
3
+ 0.1%
$146.12 - $186.55 $438 - $560
2.92K $432M
GOOGL
Alphabet Inc.

Communication Services
354
+ 9.68%
$154.33 - $206.19 $54.6K - $73K
4.01K $620M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.75K
+ 5.46%
$23.16 - $27.04 $86.9K - $101K
72.5K $1.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
128
+ 2.16%
$551.42 - $612.93 $70.6K - $78.5K
6.05K $3.38B
ITOT
Ishares Core S&P Total U.S. St

ETFs
28
+ 0.15%
$120.29 - $134.6 $3.37K - $3.77K
18.7K $2.28B
VV
Vanguard Large Cap ETF

ETFs
12
+ 0.09%
$253.32 - $282.66 $3.04K - $3.39K
13.7K $3.51B
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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