Abound Wealth Management Reduced Holdings in Q2 2025

Abound Wealth Management

  • $354 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
-28
- 8.81%
$112.46 - $124.05 $3.15K - $3.47K
290 $34.2M
PH
Parker Hannifin Corp

Industrials
-11
- 32.35%
$517.23 - $700.54 $5.69K - $7.71K
23 $16.4M
VRSN
Verisign Inc

Technology
-20
- 46.51%
$234.49 - $288.8 $4.69K - $5.78K
23 $6.64M
CTSH
Cognizant Technology Solutions Corp

Technology
-54
- 31.21%
$66.47 - $81.81 $3.59K - $4.42K
119 $9.26M
FTNT
Fortinet, Inc.

Technology
-47
- 32.64%
$84.71 - $108.69 $3.98K - $5.11K
97 $10.3M
CL
Colgate Palmolive CO

Consumer Defensive
-34
- 18.99%
$87.57 - $96.0 $2.98K - $3.26K
145 $13.2M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-107
- 32.04%
$40.94 - $52.1 $4.38K - $5.57K
227 $11.8M
CLX
Clorox CO

Consumer Defensive
-14
- 21.21%
$118.01 - $148.69 $1.65K - $2.08K
52 $6.23M
SPGI
S&P Global Inc.

Financial Services
-9
- 12.86%
$438.31 - $527.29 $3.94K - $4.75K
61 $32.3M
Kenvue Inc
-29
- 3.77%
N/A
740 $15.5M
ASML
Asml Holding Nv

Technology
-5
- 62.5%
$595.37 - $815.24 $2.98K - $4.08K
3 $2.41M
Te Connectivity PLC
-38
- 29.23%
N/A
92 $15.5M
DD
Du Pont De Nemours, Inc.

Basic Materials
-32
- 39.51%
$55.13 - $75.25 $1.76K - $2.41K
49 $3.37M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-176
- 13.42%
$29.12 - $35.84 $5.13K - $6.31K
1.14K $40.7M
EOG
Eog Resources Inc

Energy
-15
- 17.24%
$104.61 - $129.97 $1.57K - $1.95K
72 $8.64M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.65K
- 8.98%
$24.38 - $30.18 $40.1K - $49.7K
16.7K $503M
HUM
Humana Inc

Healthcare
-6
- 14.29%
$224.93 - $295.04 $1.35K - $1.77K
36 $8.81M
MAS
Masco Corp

Industrials
-29
- 47.54%
$58.73 - $71.06 $1.7K - $2.06K
32 $2.06M
INDA
Ishares Msci India Index Fund

ETFs
-81
- 13.94%
$49.13 - $55.86 $3.98K - $4.52K
500 $27.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-15
- 57.69%
$114.78 - $133.31 $1.72K - $2K
11 $1.49M
OC
Owens Corning

Industrials
-12
- 26.67%
$126.32 - $147.75 $1.52K - $1.77K
33 $4.54M
FOX
Fox Corp Cl B (De)

Communication Services
-34
- 47.22%
$43.81 - $53.0 $1.49K - $1.8K
38 $1.96M
AON
Aon PLC

Financial Services
-2
- 7.69%
$335.85 - $398.81 $672 - $798
24 $8.57M
VLUE
Ishares Msci Usa Value Factor

ETFs
-27
- 13.92%
$93.5 - $113.21 $2.52K - $3.06K
167 $18.9M
CDW
Cdw Corp

Technology
-14
- 34.15%
$144.49 - $190.68 $2.02K - $2.67K
27 $4.85M
MDT
Medtronic PLC

Healthcare
-14
- 8.09%
$80.68 - $88.86 $1.13K - $1.24K
159 $13.9M
QCOM
Qualcomm Inc

Technology
-20
- 7.14%
$124.66 - $159.48 $2.49K - $3.19K
260 $41.3M
MKC
Mccormick & CO Inc

Consumer Defensive
-13
- 22.81%
$71.11 - $82.25 $924 - $1.07K
44 $3.3M
MOH
Molina Healthcare, Inc.

Healthcare
-2
- 7.69%
$290.25 - $353.24 $581 - $706
24 $7.15M
NXPI
Nxp Semiconductors N.V.

Technology
-12
- 27.91%
$153.5 - $218.72 $1.84K - $2.62K
31 $6.78M
EA
Electronic Arts Inc.

Communication Services
-12
- 34.29%
$132.53 - $159.7 $1.59K - $1.92K
23 $3.67M
AMT
American Tower Corp

Real Estate
-7
- 10.61%
$203.96 - $228.19 $1.43K - $1.6K
59 $13M
ETR
Entergy Corp

Utilities
-13
- 13.54%
$79.01 - $86.61 $1.03K - $1.13K
83 $6.92M
SPG
Simon Property Group Inc

Real Estate
-4
- 3.2%
$140.37 - $171.44 $561 - $686
121 $19.5M
LKQ
Lkq Corp

Consumer Cyclical
-26
- 56.52%
$36.86 - $43.38 $958 - $1.13K
20 $741K
HES
Hess Corp

Energy
-4
- 12.9%
$126.32 - $161.29 $505 - $645
27 $3.74M
ADSK
Autodesk, Inc.

Technology
-11
- 23.91%
N/A
35 $10.9M
MTCH
Match Group, Inc.

Communication Services
-38
- 43.18%
$27.03 - $31.93 $1.03K - $1.21K
50 $1.56M
CPRT
Copart Inc

Consumer Cyclical
-3
- 2.46%
$47.72 - $63.84 $143 - $192
119 $5.84M
NWS
News Corp New Cl B Com Stk (De

Communication Services
-37
- 69.81%
$27.41 - $33.96 $1.01K - $1.26K
16 $549K
UBER
Uber Technologies, Inc

Technology
-104
- 24.59%
$64.62 - $93.3 $6.72K - $9.7K
319 $29.8M
LHX
L3 Harris Technologies, Inc.

Industrials
-9
- 31.03%
$200.21 - $256.99 $1.8K - $2.31K
20 $5.02M
CMI
Cummins Inc

Industrials
-4
- 20.0%
$267.12 - $336.65 $1.07K - $1.35K
16 $5.26M
Ferguson Enterprises Inc
-9
- 52.94%
N/A
8 $1.65M
PSA
Public Storage

Real Estate
-3
- 15.79%
$266.31 - $309.77 $799 - $929
16 $4.76M
TRGP
Targa Resources Corp.

Energy
-1
- 3.33%
$157.32 - $205.72 $157 - $206
29 $5.13M
FOR
Forestar Group Inc.

Real Estate
-14
- 2.3%
$18.45 - $21.41 $258 - $300
594 $11.9M
GRMN
Garmin LTD

Technology
-3
- 8.11%
$173.63 - $218.07 $521 - $654
34 $7.1M
GPC
Genuine Parts CO

Consumer Cyclical
-8
- 33.33%
$105.54 - $129.09 $844 - $1.03K
16 $1.94M
Activity Summary
Buys All Purchases 321 New Holdings 86 Increased Positions 235 Sells All Sells 257 Reductions 256 Sold out 1 Options Calls 0 Puts 0
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