Abound Wealth Management Incresed Positions in Q3 2025

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JD
Jd.Com, Inc.

Consumer Cyclical
479
+ 3991.67%
$30.39 - $35.64 $14.6K - $17.1K
491 $17.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
23
+ 9.47%
$435.72 - $463.74 $10K - $10.7K
266 $124M
OMC
Omnicom Group Inc.

Communication Services
194
+ 485.0%
$70.41 - $81.53 $13.7K - $15.8K
234 $19.1M
AMD
Advanced Micro Devices Inc

Technology
62
+ 20.33%
$134.8 - $184.42 $8.36K - $11.4K
367 $59.4M
HAL
Halliburton CO

Energy
621
+ 705.68%
$20.5 - $25.11 $12.7K - $15.6K
709 $17.4M
HCA
Hca Healthcare, Inc.

Healthcare
26
+ 27.96%
$334.32 - $426.2 $8.69K - $11.1K
119 $50.7M
BOX
Box Inc

Technology
464
+ 7733.33%
$31.03 - $33.73 $14.4K - $15.7K
470 $15.2M
IJS
Ishares S&P Smallcap 600 Value

ETFs
96
+ 25.26%
$98.99 - $112.2 $9.5K - $10.8K
476 $52.6M
ITA
Ishares Tr

ETFs
28
+ 6.64%
$184.73 - $209.26 $5.17K - $5.86K
450 $94.2M
GLW
Corning Inc

Technology
5
+ 1.06%
$51.6 - $82.03 $258 - $410
476 $39.1M
AMT
American Tower Corp

Real Estate
81
+ 137.29%
$192.32 - $232.35 $15.6K - $18.8K
140 $26.9M
AXP
American Express CO

Financial Services
33
+ 19.76%
$294.27 - $342.31 $9.71K - $11.3K
200 $66.6M
COP
Conocophillips

Energy
119
+ 31.23%
$91.0 - $98.99 $10.8K - $11.8K
500 $47.3M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2
+ 0.14%
$79.39 - $90.39 $159 - $181
1.46K $130M
MET
Metlife Inc

Financial Services
146
+ 29.86%
$73.82 - $82.37 $10.8K - $12K
635 $52.3M
PRU
Prudential Financial Inc

Financial Services
124
+ 206.67%
$100.68 - $109.89 $12.5K - $13.6K
184 $19M
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 4.37%
$291.67 - $316.99 $6.42K - $6.97K
526 $160M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
45
+ 4.74%
$79.52 - $89.63 $3.58K - $4.03K
994 $88.6M
Sila Realty Trust Inc
107
+ 1.61%
N/A
6.77K $170M
C
Citigroup Inc

Financial Services
74
+ 26.06%
$85.57 - $103.49 $6.33K - $7.66K
358 $36.4M
Fidelity Ethereum Fd
220
+ 139.24%
N/A
378 $15.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
37
+ 27.01%
$236.25 - $257.69 $8.74K - $9.53K
174 $44.7M
GPN
Global Payments Inc

Industrials
138
+ 511.11%
$77.61 - $90.01 $10.7K - $12.4K
165 $13.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
194
+ 102.65%
$52.12 - $55.33 $10.1K - $10.7K
383 $21.2M
DAL
Delta Air Lines, Inc.

Industrials
156
+ 76.85%
$49.0 - $61.97 $7.64K - $9.67K
359 $20.4M
XLE
Energy Sector Spdr

ETFs
60
+ 5.7%
$84.25 - $91.99 $5.06K - $5.52K
1.11K $99.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
300
+ 31.55%
$27.61 - $29.15 $8.28K - $8.75K
1.25K $36.4M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
293
+ 5860.0%
$30.8 - $37.14 $9.02K - $10.9K
298 $10.1M
ACA
Arcosa, Inc.

Industrials
104
+ 5200.0%
$83.66 - $100.23 $8.7K - $10.4K
106 $9.93M
MTRN
Materion Corp

Basic Materials
77
+ 3850.0%
$80.72 - $122.12 $6.22K - $9.4K
79 $9.54M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2
+ 0.19%
$109.47 - $119.06 $219 - $238
1.03K $122M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
14
+ 31.11%
$534.91 - $598.71 $7.49K - $8.38K
59 $32.9M
SYY
Sysco Corp

Consumer Defensive
8
+ 0.62%
$76.33 - $82.51 $611 - $660
1.3K $107M
AZZ
Azz Inc

Industrials
81
+ 4050.0%
$96.74 - $119.54 $7.84K - $9.68K
83 $9.06M
O
Realty Income Corp

Real Estate
139
+ 108.59%
$56.13 - $60.79 $7.8K - $8.45K
267 $16.2M
FITB
Fifth Third Bancorp

Financial Services
8
+ 0.33%
$40.91 - $46.28 $327 - $370
2.45K $109M
EFV
Msci Eafe Value ETF

ETFs
102
+ 25.89%
$62.79 - $68.42 $6.4K - $6.98K
496 $33.6M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5
+ 0.25%
$64.58 - $69.94 $323 - $350
2.03K $141M
XLU
Utilities Sector Spdr

ETFs
8
+ 0.62%
$81.14 - $87.32 $649 - $699
1.31K $114M
CI
Cigna Corp

Healthcare
26
+ 866.67%
$262.23 - $334.39 $6.82K - $8.69K
29 $8.46M
MPC
Marathon Petroleum Corp

Energy
3
+ 1.15%
$158.59 - $198.69 $476 - $596
264 $50.9M
ADI
Analog Devices Inc

Technology
29
+ 42.03%
$220.68 - $255.63 $6.4K - $7.41K
98 $24.1M
UBS
Ubs Group Ag

Financial Services
168
+ 600.0%
$33.77 - $42.38 $5.67K - $7.12K
196 $8.04M
IJK
Ishares S&P Midcap 400 Growth

ETFs
54
+ 15.93%
$91.28 - $97.59 $4.93K - $5.27K
393 $37.7M
TFC
Truist Financial Corp

Financial Services
22
+ 1.05%
$42.83 - $47.07 $942 - $1.04K
2.11K $96.5M
MDT
Medtronic PLC

Healthcare
56
+ 35.22%
$87.67 - $95.74 $4.91K - $5.36K
215 $20.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
14
+ 53.85%
$362.31 - $405.74 $5.07K - $5.68K
40 $16.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
45
+ 500.0%
$131.47 - $143.64 $5.92K - $6.46K
54 $7.65M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8
+ 0.31%
$39.8 - $42.86 $318 - $343
2.59K $111M
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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