Abound Wealth Management New Holdings in Q3 2025

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Advisors Ser Tr
3.91K
New
N/A
3.91K $220M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.73K
New
$67.01 - $72.84 $116K - $126K
1.73K $125M
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
3.14K
New
$22.78 - $39.34 $71.5K - $123K
3.14K $116M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.48K
New
$41.91 - $44.87 $104K - $111K
2.48K $111M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.62K
New
$53.36 - $59.69 $86.4K - $96.7K
1.62K $94.3M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.26K
New
$63.41 - $69.69 $79.9K - $87.8K
1.26K $86.3M
TQQQ
Proshares Ultrapro Qqq

ETFs
584
New
$80.89 - $104.72 $47.2K - $61.2K
584 $60.3M
NWBI
Northwest Bancshares, Inc.

Financial Services
4.27K
New
$11.5 - $13.53 $49.1K - $57.8K
4.27K $52.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
367
New
$109.11 - $111.88 $40K - $41.1K
367 $40.8M
BNDX
Vanguard Total International B

ETFs
790
New
$49.0 - $49.51 $38.7K - $39.1K
790 $39.1M
IYW
Ishares Dj Us Tech ETF

ETFs
172
New
$171.38 - $197.01 $29.5K - $33.9K
172 $33.7M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
772
New
$39.58 - $40.74 $30.6K - $31.5K
772 $31.3M
BKF
Ishares Mcsi Bic ETF

ETFs
641
New
$40.94 - $45.78 $26.2K - $29.3K
641 $29M
RMBS
Rambus Inc

Technology
265
New
$62.85 - $107.38 $16.7K - $28.5K
265 $27.6M
APP
App Lovin Corp

Technology
34
New
$335.1 - $718.54 $11.4K - $24.4K
34 $24.3M
GNRC
Generac Holdings Inc.

Industrials
143
New
$146.61 - $202.85 $21K - $29K
143 $23.9M
OHI
Omega Healthcare Investors Inc

Real Estate
520
New
$36.29 - $43.34 $18.9K - $22.5K
520 $22M
WPM
Wheaton Precious Metals Corp.

Basic Materials
184
New
$86.72 - $111.84 $16K - $20.6K
184 $20.6M
Barrick Mng Corp
614
New
N/A
614 $20.1M
CACI
Caci International Inc

Technology
40
New
N/A
40 $20M
OSK
Oshkosh Corp

Industrials
144
New
$118.16 - $143.44 $17K - $20.7K
144 $18.7M
Canadian Pacific Kansas City
243
New
N/A
243 $18.1M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
379
New
$44.3 - $49.24 $16.8K - $18.7K
379 $17M
Ibotta Inc
604
New
N/A
604 $16.8M
PCTY
Paylocity Holding Corp

Technology
98
New
$159.27 - $190.36 $15.6K - $18.7K
98 $15.6M
OPCH
Option Care Health, Inc.

Healthcare
553
New
$26.82 - $31.95 $14.8K - $17.7K
553 $15.4M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
545
New
$25.72 - $27.0 $14K - $14.7K
545 $14.5M
SUI
Sun Communities Inc

Real Estate
102
New
$116.6 - $131.28 $11.9K - $13.4K
102 $13.2M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
78
New
$158.24 - $191.13 $12.3K - $14.9K
78 $13M
EPD
Enterprise Products Partners L.P.

Energy
408
New
$30.74 - $32.14 $12.5K - $13.1K
408 $12.8M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
100
New
$110.74 - $122.12 $11.1K - $12.2K
100 $12.1M
HOOD
Robinhood Markets, Inc.

Technology
80
New
$91.27 - $143.18 $7.3K - $11.5K
80 $11.5M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
248
New
$45.07 - $47.56 $11.2K - $11.8K
248 $11.4M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
122
New
$82.96 - $95.7 $10.1K - $11.7K
122 $11M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
192
New
$52.62 - $61.93 $10.1K - $11.9K
192 $10.4M
SPYI
Shp ETF Tr Neos S&P 500 High I
192
New
N/A
192 $10M
Neos ETF Trust
185
New
N/A
185 $10M
EWJ
Ishares Msci Japan ETF

ETFs
124
New
$71.69 - $81.49 $8.89K - $10.1K
124 $9.95M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
172
New
$53.81 - $57.52 $9.26K - $9.89K
172 $9.89M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
166
New
$50.48 - $57.12 $8.38K - $9.48K
166 $9.28M
ARKW
Ark Next Generation Internet E

ETFs
53
New
$144.46 - $174.76 $7.66K - $9.26K
53 $9.26M
Ishares Bitcoin Trust ETF
142
New
N/A
142 $9.24M
XYLD
Global X Fds S&P 500 Covered C

ETFs
234
New
$38.52 - $39.39 $9.01K - $9.22K
234 $9.19M
Direxion Shs ETF Tr
86
New
N/A
86 $8.56M
IYR
Ishares Tr

ETFs
87
New
$94.16 - $98.46 $8.19K - $8.57K
87 $8.48M
EME
Emcor Group, Inc.

Industrials
13
New
$530.88 - $655.83 $6.9K - $8.53K
13 $8.45M
Grayscale Ethereum Trust ETF
243
New
N/A
243 $8.33M
ARKQ
Ark Autonomous Technology & Ro

ETFs
74
New
$86.2 - $111.56 $6.38K - $8.26K
74 $8.26M
RPG
Invesco Exchange Traded Fd Tr

ETFs
166
New
$45.41 - $48.26 $7.54K - $8.01K
166 $7.92M
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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