Abound Wealth Management Reduced Holdings in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TME
Tencent Music Entertainment Group

Communication Services
-8
- 42.11%
$10.28 - $15.09 $82.2 - $121
11 $159K
BEKE
Ke Holdings Inc.

Real Estate
-4
- 28.57%
$16.38 - $25.09 $65.5 - $100
10 $201K
MMI
Marcus & Millichap, Inc.

Real Estate
-1
- 20.0%
$33.94 - $39.48 $33.9 - $39.5
4 $138K
XPEV
Xpeng Inc.

Consumer Cyclical
-9
- 60.0%
$11.55 - $26.34 $104 - $237
6 $125K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
-1
- 33.33%
N/A
2 $117K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-3
- 30.0%
$22.15 - $24.94 $66.4 - $74.8
7 $175K
OII
Oceaneering International Inc

Energy
-1
- 14.29%
$19.14 - $27.93 $19.1 - $27.9
6 $131K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-3
- 15.79%
$8.61 - $10.05 $25.8 - $30.2
16 $139K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-1
- 33.33%
$74.5 - $92.3 $74.5 - $92.3
2 $183K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
-1
- 20.0%
$37.37 - $42.55 $37.4 - $42.6
4 $159K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
-1
- 14.29%
$29.2 - $32.92 $29.2 - $32.9
6 $185K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-4
- 30.77%
$17.15 - $21.07 $68.6 - $84.3
9 $180K
YELP
Yelp Inc

Communication Services
-1
- 16.67%
$33.6 - $41.25 $33.6 - $41.3
5 $186K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-6
- 35.29%
$14.09 - $18.05 $84.5 - $108
11 $197K
ATHM
Autohome Inc.

Communication Services
-2
- 33.33%
$25.21 - $31.07 $50.4 - $62.1
4 $111K
Masterbrand Inc
-2
- 16.67%
N/A
10 $131K
EXPI
Exp World Holdings, Inc.

Real Estate
-2
- 13.33%
$9.38 - $11.76 $18.8 - $23.5
13 $128K
STBA
S&T Bancorp Inc

Financial Services
-1
- 16.67%
$35.43 - $41.22 $35.4 - $41.2
5 $186K
CUBI
Customers Bancorp, Inc.

Financial Services
-1
- 25.0%
$45.61 - $58.42 $45.6 - $58.4
3 $151K
PTEN
Patterson Uti Energy Inc

Energy
-5
- 20.0%
$7.15 - $9.45 $35.8 - $47.3
20 $165K
DNOW
Now Inc.

Energy
-6
- 40.0%
$12.83 - $17.59 $77 - $106
9 $154K
BRFS
Brf S.A.

Consumer Defensive
-4
- 9.3%
$3.07 - $4.07 $12.3 - $16.3
39 $135K
NMR
Nomura Holdings Inc

Financial Services
-9
- 21.43%
$5.56 - $6.98 $50 - $62.8
33 $203K
TDS
Telephone & Data Systems Inc

Communication Services
-2
- 25.0%
$32.18 - $40.31 $64.4 - $80.6
6 $233K
SPTN
Spartan Nash CO

Consumer Defensive
-3
- 27.27%
$17.43 - $20.97 $52.3 - $62.9
8 $163K
WRE
Washington Real Estate Investment Trust
-4
- 26.67%
N/A
11 $192K
MRCY
Mercury Systems Inc

Industrials
-1
- 20.0%
$39.67 - $49.88 $39.7 - $49.9
4 $173K
IAC
Iac/Inter Active Corp

Communication Services
-1
- 25.0%
$41.0 - $50.0 $41 - $50
3 $138K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-2
- 20.0%
$26.47 - $29.92 $52.9 - $59.8
8 $234K
Bgc Group Inc
-4
- 11.76%
N/A
30 $276K
CWT
California Water Service Group

Utilities
-1
- 20.0%
$41.88 - $48.46 $41.9 - $48.5
4 $194K
FULT
Fulton Financial Corp

Financial Services
-1
- 7.69%
$17.24 - $21.11 $17.2 - $21.1
12 $218K
SJW
Sjw Group

Utilities
-1
- 25.0%
$45.47 - $55.8 $45.5 - $55.8
3 $165K
GMAB
Genmab A/S

Healthcare
-1
- 12.5%
$18.69 - $24.14 $18.7 - $24.1
7 $138K
MPW
Medical Properties Trust Inc

Real Estate
-24
- 42.86%
$3.83 - $6.21 $91.9 - $149
32 $193K
ENIC
Enel Chile S.A.

Utilities
-19
- 22.62%
$2.85 - $3.47 $54.2 - $65.9
65 $213K
TAL
Tal Education Group

Consumer Defensive
-6
- 37.5%
$9.04 - $14.79 $54.2 - $88.7
10 $133K
NIO
Nio Inc.

Consumer Cyclical
-3
- 10.71%
$3.75 - $5.22 $11.3 - $15.7
25 $96K
EPAC
Enerpac Tool Group Corp

Industrials
-1
- 20.0%
$40.26 - $47.26 $40.3 - $47.3
4 $180K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
-5
- 31.25%
$10.52 - $13.61 $52.6 - $68.1
11 $141K
SONY
Sony Group Corp

Technology
-11
- 18.33%
$19.88 - $25.64 $219 - $282
49 $1.25M
KMI
Kinder Morgan, Inc.

Energy
-13
- 4.47%
$26.1 - $31.22 $339 - $406
278 $7.94M
COLL
Collegium Pharmaceutical, Inc

Healthcare
-1
- 20.0%
$28.04 - $33.91 $28 - $33.9
4 $120K
ALKS
Alkermes Plc.

Healthcare
-2
- 20.0%
$28.08 - $36.0 $56.2 - $72
8 $265K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
-3
- 25.0%
$12.68 - $17.71 $38 - $53.1
9 $142K
PUK
Prudential PLC

Financial Services
-5
- 31.25%
$14.54 - $21.92 $72.7 - $110
11 $237K
MSEX
Middlesex Water CO

Utilities
-1
- 25.0%
$48.68 - $64.93 $48.7 - $64.9
3 $193K
LNT
Alliant Energy Corp

Utilities
-5
- 8.62%
$56.66 - $66.04 $283 - $330
53 $3.41M
LNC
Lincoln National Corp

Financial Services
-1
- 12.5%
$30.06 - $39.23 $30.1 - $39.2
7 $252K
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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