Abound Wealth Management Reduced Holdings in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CWEN
Clearway Energy, Inc.

Utilities
-1
- 14.29%
$24.63 - $30.42 $24.6 - $30.4
6 $182K
Anglogold Ashanti PLC
-2
- 33.33%
N/A
4 $149K
XLB
Select Sector Spdr Fd Material

ETFs
-1
- 1.89%
$83.19 - $90.99 $83.2 - $91
52 $4.47M
TGTX
Tg Therapeutics, Inc.

Healthcare
-2
- 20.0%
$27.67 - $42.99 $55.3 - $86
8 $316K
GFI
Gold Fields LTD

Basic Materials
-4
- 33.33%
$13.84 - $22.09 $55.4 - $88.4
8 $177K
ADMA
Adma Biologics, Inc.

Healthcare
-1
- 6.25%
$15.44 - $20.61 $15.4 - $20.6
15 $298K
MP
Mp Materials Corp.

Basic Materials
-3
- 27.27%
$16.39 - $26.93 $49.2 - $80.8
8 $196K
EBR
Brazilian Electric Power CO

Utilities
-2
- 5.56%
$5.56 - $7.41 $11.1 - $14.8
34 $242K
LYG
Lloyds Banking Group PLC

Financial Services
-45
- 22.39%
$2.58 - $3.9 $116 - $176
156 $596K
SBAC
Sba Communications Corp

Real Estate
-1
- 7.69%
$192.76 - $224.91 $193 - $225
12 $2.64M
TTWO
Take Two Interactive Software Inc

Communication Services
-6
- 10.34%
$178.61 - $217.95 $1.07K - $1.31K
52 $10.8M
CTRA
Coterra Energy Inc.

Energy
-8
- 8.33%
$25.51 - $29.83 $204 - $239
88 $2.56M
LNG
Cheniere Energy, Inc.

Energy
-1
- 4.17%
$209.32 - $253.66 $209 - $254
23 $5.32M
SE
Sea LTD

Consumer Cyclical
-1
- 9.09%
$104.87 - $146.31 $105 - $146
10 $1.31M
CVS
Cvs Health Corp

Healthcare
-96
- 33.1%
$44.22 - $68.64 $4.25K - $6.59K
194 $13.2M
VTR
Ventas, Inc.

Real Estate
-9
- 11.25%
$56.9 - $70.47 $512 - $634
71 $4.89M
TSN
Tyson Foods, Inc.

Consumer Defensive
-1
- 1.89%
$54.27 - $63.81 $54.3 - $63.8
52 $3.29M
CORT
Corcept Therapeutics Inc

Healthcare
-2
- 25.0%
$49.85 - $114.22 $99.7 - $228
6 $686K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-2
- 1.85%
$42.3 - $53.69 $84.6 - $107
106 $5.52M
PM
Philip Morris International Inc.

Consumer Defensive
-5
- 17.24%
$117.15 - $158.79 $586 - $794
24 $3.81M
MO
Altria Group, Inc.

Consumer Defensive
-6
- 6.59%
$50.81 - $60.02 $305 - $360
85 $5.12M
O
Realty Income Corp

Real Estate
-5
- 3.52%
$51.67 - $58.49 $258 - $292
137 $7.96M
AEP
American Electric Power CO Inc

Utilities
-3
- 4.84%
$90.32 - $109.27 $271 - $328
59 $6.46M
BAX
Baxter International Inc

Healthcare
-12
- 4.98%
$29.26 - $36.57 $351 - $439
229 $7.84M
CSCO
Cisco Systems, Inc.

Technology
-124
- 3.66%
$58.74 - $64.87 $7.28K - $8.04K
3.26K $201M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-2
- 1.1%
$98.98 - $113.18 $198 - $226
180 $20.4M
PGR
Progressive Corp

Financial Services
-14
- 11.97%
$235.61 - $291.22 $3.3K - $4.08K
103 $29.1M
MPC
Marathon Petroleum Corp

Energy
-2
- 0.77%
$134.72 - $159.03 $269 - $318
259 $37.8M
VRSN
Verisign Inc

Technology
-3
- 6.52%
$205.1 - $254.74 $615 - $764
43 $10.9M
DVN
Devon Energy Corp

Energy
-3
- 0.79%
$33.15 - $38.55 $99.4 - $116
378 $14.1M
Kenvue Inc
-12
- 1.54%
N/A
769 $18.4M
OVV
Ovintiv Inc.

Energy
-5
- 0.49%
$37.84 - $45.91 $189 - $230
1.01K $43.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
-3
- 2.61%
$142.8 - $176.36 $428 - $529
112 $19.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
-1
- 2.33%
$275.89 - $345.24 $276 - $345
42 $14.5M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-11
- 3.49%
$46.15 - $63.53 $508 - $699
304 $18.7M
ELV
Elevance Health, Inc.

Healthcare
-6
- 6.67%
$365.9 - $436.25 $2.2K - $2.62K
84 $36.5M
ECL
Ecolab Inc.

Basic Materials
-1
- 0.5%
$229.72 - $269.82 $230 - $270
199 $50.5M
UNH
Unitedhealth Group Inc

Healthcare
-1
- 0.38%
$461.52 - $548.18 $462 - $548
265 $139M
V
Visa Inc.

Financial Services
-79
- 8.35%
$306.92 - $362.71 $24.2K - $28.7K
867 $304M
OTTR
Otter Tail Corp

Utilities
-1
- 0.09%
$72.43 - $83.38 $72.4 - $83.4
1.15K $92.5M
CSGP
Costar Group, Inc.

Real Estate
-28
- 2.19%
$69.29 - $80.37 $1.94K - $2.25K
1.25K $99.3M
GE
General Electric CO

Industrials
-59
- 10.0%
$168.59 - $212.13 $9.95K - $12.5K
531 $106M
NFLX
Netflix Inc

Communication Services
-8
- 2.09%
$828.4 - $1058.6 $6.63K - $8.47K
374 $349M
ABT
Abbott Laboratories

Healthcare
-77
- 6.38%
$111.1 - $140.22 $8.55K - $10.8K
1.13K $150M
GLD
Spdr Gold Trust

ETFs
-28
- 5.25%
$243.19 - $288.14 $6.81K - $8.07K
505 $146M
JPM
Jpmorgan Chase & CO

Financial Services
-5
- 0.15%
$225.19 - $279.95 $1.13K - $1.4K
3.3K $811M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-30
- 0.84%
$74.85 - $84.89 $2.25K - $2.55K
3.55K $290M
AMGN
Amgen Inc

Healthcare
-23
- 2.34%
$258.59 - $327.36 $5.95K - $7.53K
960 $299M
AFL
Aflac Inc

Financial Services
-24
- 0.35%
$100.99 - $111.19 $2.42K - $2.67K
6.88K $765M
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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