Abound Wealth Management Reduced Holdings in Q3 2025

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
-6.01K
- 95.22%
$57.75 - $67.68 $347K - $407K
302 $19.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.33K
- 56.6%
$87.29 - $93.61 $203K - $218K
1.79K $167M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.42K
- 98.75%
$103.83 - $179.9 $148K - $256K
18 $3.21M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.9K
- 97.49%
$81.75 - $84.54 $155K - $161K
49 $4.14M
ADBE
Adobe Inc.

Technology
-337
- 69.34%
$333.65 - $392.1 $112K - $132K
149 $52.5M
FNDC
Schwab Fundamental Intl Small

ETFs
-2.81K
- 61.07%
$41.81 - $45.21 $118K - $127K
1.79K $79.9M
MRK
Merck & Co., Inc.

Healthcare
-1.47K
- 50.17%
$77.6 - $87.37 $114K - $128K
1.46K $122M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.92K
- 45.63%
$48.5 - $50.19 $92.9K - $96.1K
2.28K $114M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-2.95K
- 56.93%
$33.13 - $36.31 $97.7K - $107K
2.23K $80.6M
GLD
Spdr Gold Trust

ETFs
-270
- 91.53%
$300.96 - $355.47 $81.3K - $96K
25 $8.89M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-928
- 90.36%
$78.96 - $80.04 $73.3K - $74.3K
99 $7.89M
ZION
Zions Bancorporation, National Association

Financial Services
-1.79K
- 24.46%
$51.2 - $59.15 $91.5K - $106K
5.52K $312M
ABNB
Airbnb, Inc.

Consumer Cyclical
-317
- 12.28%
$118.3 - $142.16 $37.5K - $45.1K
2.26K $275M
FNDX
Schwab Fundamental U S Large C

ETFs
-4.04K
- 17.7%
$24.38 - $26.34 $98.4K - $106K
18.8K $494M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.57K
- 53.75%
$42.28 - $45.71 $66.3K - $71.7K
1.35K $61.4M
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 1.54%
$915.95 - $994.57 $11K - $11.9K
765 $708M
IAU
Ishares Gold Trust

ETFs
-835
- 98.47%
$61.62 - $72.77 $51.5K - $60.8K
13 $947K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-320
- 14.93%
$38.58 - $58.24 $12.3K - $18.6K
1.82K $71.5M
VDE
Vanguard Energy ETF

ETFs
-356
- 71.34%
$118.37 - $129.65 $42.1K - $46.2K
143 $18M
FNDA
Schwab Fundamental U S Small C

ETFs
-1.8K
- 21.37%
$28.75 - $31.93 $51.9K - $57.6K
6.64K $207M
WDAY
Workday, Inc.

Technology
-148
- 14.64%
$213.69 - $247.69 $31.6K - $36.7K
863 $208M
KHC
Kraft Heinz CO

Consumer Defensive
-1.24K
- 86.16%
$25.63 - $28.94 $31.8K - $35.9K
199 $5.19M
ABT
Abbott Laboratories

Healthcare
-215
- 18.99%
$120.51 - $136.62 $25.9K - $29.4K
917 $123M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-457
- 67.7%
$61.56 - $66.95 $28.1K - $30.6K
218 $14.6M
AFL
Aflac Inc

Financial Services
-601
- 9.53%
$98.09 - $111.7 $59K - $67.1K
5.71K $638M
OTIS
Otis Worldwide Corp

Industrials
-248
- 42.03%
$84.93 - $101.07 $21.1K - $25.1K
342 $31.2M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.3K
- 13.8%
$30.13 - $33.37 $69.4K - $76.8K
14.4K $480M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-989
- 50.93%
$20.76 - $21.78 $20.5K - $21.5K
953 $20.5M
GD
General Dynamics Corp

Industrials
-72
- 69.9%
$293.92 - $341.0 $21.2K - $24.6K
31 $10.5M
CARR
Carrier Global Corp

Industrials
-31
- 2.55%
$58.75 - $80.73 $1.82K - $2.5K
1.19K $70.8M
FDX
Fedex Corp

Industrials
-78
- 64.46%
$217.1 - $243.2 $16.9K - $19K
43 $10.2M
Wedbush Ser Tr
-495
- 87.61%
N/A
70 $2.25M
PEP
Pepsico Inc

Consumer Defensive
-104
- 25.81%
$133.81 - $152.16 $13.9K - $15.8K
299 $42M
VOT
Vanguard Mid Cap Growth Index

ETFs
-43
- 20.48%
$282.75 - $294.19 $12.2K - $12.7K
167 $49.1M
SLF
Sun Life Financial Inc

Financial Services
-76
- 8.7%
$56.54 - $66.41 $4.3K - $5.05K
798 $47.9M
ETSY
Etsy Inc

Consumer Cyclical
-200
- 97.09%
$51.36 - $74.34 $10.3K - $14.9K
6 $399K
ELV
Elevance Health, Inc.

Healthcare
-10
- 12.99%
$274.66 - $395.76 $2.75K - $3.96K
67 $21.6M
FISV
Fiserv Inc

Technology
-21
- 17.07%
N/A
102 $13.1M
UPS
United Parcel Service Inc

Industrials
-5
- 1.22%
$82.58 - $105.54 $413 - $528
405 $33.8M
PECO
Phillips Edison & Company, Inc.

Real Estate
-201
- 95.71%
$33.04 - $36.15 $6.64K - $7.27K
9 $309K
ZTS
Zoetis Inc.

Healthcare
-37
- 32.46%
$141.13 - $159.19 $5.22K - $5.89K
77 $11.3M
IDXX
Idexx Laboratories Inc

Healthcare
-12
- 57.14%
$514.61 - $682.78 $6.18K - $8.19K
9 $5.43M
TT
Trane Technologies PLC

Industrials
-5
- 2.24%
$398.96 - $472.54 $1.99K - $2.36K
218 $92M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-37
- 97.37%
$122.0 - $138.74 $4.51K - $5.13K
1 $127K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2
- 2.78%
$366.54 - $479.53 $733 - $959
70 $27.3M
ALGN
Align Technology Inc

Healthcare
-3
- 4.69%
$124.88 - $207.19 $375 - $622
61 $7.64M
AXON
Axon Enterprise, Inc.

Industrials
-3
- 15.0%
$698.02 - $870.97 $2.09K - $2.61K
17 $12.2M
IWS
Ishares Russell Midcap Value E

ETFs
-41
- 23.7%
$132.83 - $140.61 $5.45K - $5.77K
132 $18.5M
DOW
Dow Inc.

Basic Materials
-17
- 1.9%
$20.87 - $30.37 $355 - $516
880 $20.2M
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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