Abound Wealth Management New Holdings in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BDC
Belden Inc.

Technology
22
New
$99.82 - $122.07 $2.2K - $2.69K
22 $2.21M
AES
Aes Corp

Utilities
176
New
$9.93 - $13.23 $1.75K - $2.33K
176 $2.19M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
44
New
$44.41 - $45.98 $1.95K - $2.02K
44 $2.01M
Fidelity Covington Trust
65
New
N/A
65 $2.01M
FSMD
Fidelity Covington Tr Small Mi

ETFs
50
New
$38.04 - $43.22 $1.9K - $2.16K
50 $1.97M
SOFI
So Fi Technologies, Inc.

Financial Services
125
New
$11.18 - $18.03 $1.4K - $2.25K
125 $1.45M
PATH
Ui Path, Inc.

Technology
122
New
$9.97 - $15.19 $1.22K - $1.85K
122 $1.26M
Sandisk Corp
24
New
N/A
24 $1.14M
VDC
Vanguard Consumer Staples ETF

ETFs
5
New
$206.54 - $226.16 $1.03K - $1.13K
5 $1.1M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
35
New
$26.71 - $31.58 $935 - $1.11K
35 $1.06M
IRBO
Ishares Robotics & Artificial

ETFs
25
New
N/A
25 $787K
QBTS
D Wave Quantum Inc.

Technology
100
New
$3.83 - $11.18 $383 - $1.12K
100 $760K
RGTI
Rigetti Computing, Inc.

Technology
60
New
$6.05 - $19.51 $363 - $1.17K
60 $476K
IONQ
Ion Q, Inc.

Technology
20
New
$18.27 - $51.07 $365 - $1.02K
20 $442K
TFX
Teleflex Inc

Healthcare
3
New
$130.79 - $183.66 $392 - $551
3 $415K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
20
New
$20.27 - $28.57 $405 - $571
20 $408K
BWA
Borgwarner Inc

Consumer Cyclical
14
New
$27.78 - $32.9 $389 - $461
14 $402K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
4
New
$81.61 - $96.36 $326 - $385
4 $346K
Millrose Pptys Inc
13
New
N/A
13 $345K
KAI
Kadant Inc

Industrials
1
New
$335.28 - $398.39 $335 - $398
1 $337K
SSYS
Stratasys Ltd.

Technology
34
New
$8.58 - $12.85 $292 - $437
34 $333K
BITO
Proshares Tr Bitcoin Strategy

ETFs
15
New
$17.57 - $25.81 $264 - $387
15 $280K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
3
New
$91.44 - $106.54 $274 - $320
3 $275K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
9
New
$24.39 - $35.22 $220 - $317
9 $268K
FMC
Fmc Corp

Basic Materials
6
New
$34.54 - $56.38 $207 - $338
6 $254K
FRPT
Freshpet, Inc.

Consumer Defensive
3
New
$83.17 - $162.59 $250 - $488
3 $250K
E
Eni Spa

Energy
8
New
$27.51 - $31.47 $220 - $252
8 $248K
Core Natural Resources Inc
3
New
N/A
3 $232K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
8
New
$27.8 - $39.18 $222 - $313
8 $223K
WSFS
Wsfs Financial Corp

Financial Services
4
New
$49.95 - $59.33 $200 - $237
4 $208K
NVEE
Nv5 Global, Inc.

Industrials
10
New
$17.03 - $19.42 $170 - $194
10 $193K
MGEE
Mge Energy Inc

Utilities
2
New
$85.7 - $94.18 $171 - $188
2 $186K
TGNA
Tegna Inc

Communication Services
10
New
$16.63 - $18.95 $166 - $190
10 $183K
MWA
Mueller Water Products, Inc.

Industrials
7
New
$21.65 - $28.24 $152 - $198
7 $178K
MGY
Magnolia Oil & Gas Corp

Energy
7
New
$22.26 - $26.58 $156 - $186
7 $177K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
8
New
$19.28 - $22.3 $154 - $178
8 $155K
ACA
Arcosa, Inc.

Industrials
2
New
$77.12 - $103.53 $154 - $207
2 $155K
HCI
Hci Group, Inc.

Financial Services
1
New
$110.25 - $150.47 $110 - $150
1 $150K
Everus Constr Group
4
New
N/A
4 $149K
AGYS
Agilysys Inc

Technology
2
New
$71.45 - $134.56 $143 - $269
2 $146K
Outfront Media Inc
9
New
N/A
9 $146K
Amentum Holdings Inc
8
New
N/A
8 $146K
VSH
Vishay Intertechnology Inc

Technology
9
New
$15.9 - $19.1 $143 - $172
9 $144K
CRK
Comstock Resources Inc

Energy
7
New
$16.92 - $21.52 $118 - $151
7 $143K
DGII
Digi International Inc

Technology
5
New
$27.83 - $35.68 $139 - $178
5 $140K
UNFI
United Natural Foods Inc

Consumer Defensive
5
New
$24.57 - $34.37 $123 - $172
5 $137K
QFIN
360 Digi Tech, Inc.

Financial Services
3
New
$36.09 - $48.12 $108 - $144
3 $135K
PGNY
Progyny, Inc.

Healthcare
6
New
$17.43 - $23.88 $105 - $143
6 $135K
WLY
John Wiley & Sons, Inc.

Communication Services
3
New
$37.91 - $46.73 $114 - $140
3 $134K
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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