Abound Wealth Management Reduced Holdings in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EXC
Exelon Corp

Utilities
-150
- 90.91%
$37.3 - $46.08 $5.6K - $6.91K
15 $714K
Gsk PLC
-164
- 90.11%
N/A
18 $698K
Lam Research Corp
-80
- 8.68%
N/A
842 $61.2M
C
Citigroup Inc

Financial Services
-78
- 21.55%
$67.23 - $84.63 $5.24K - $6.6K
284 $20.2M
EQIX
Equinix Inc

Real Estate
-4
- 30.77%
$803.0 - $959.97 $3.21K - $3.84K
9 $7.36M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-17
- 47.22%
$111.56 - $223.11 $1.9K - $3.79K
19 $2.13M
NVO
Novo Nordisk A S

Healthcare
-13
- 5.12%
$69.3 - $90.95 $901 - $1.18K
241 $16.7M
FICO
Fair Isaac Corp

Technology
-2
- 28.57%
$1695.35 - $2030.47 $3.39K - $4.06K
5 $9.22M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-3
- 7.69%
$634.14 - $744.83 $1.9K - $2.23K
36 $23M
OXY
Occidental Petroleum Corp

Energy
-100
- 88.5%
$45.45 - $52.7 $4.55K - $5.27K
13 $642K
BA
Boeing CO

Industrials
-18
- 6.16%
$148.15 - $186.25 $2.67K - $3.35K
274 $46.7M
TT
Trane Technologies PLC

Industrials
-11
- 28.95%
$332.0 - $400.86 $3.65K - $4.41K
27 $9.26M
BK
Bank Of New York Mellon Corp

Financial Services
-68
- 51.13%
$75.42 - $88.95 $5.13K - $6.05K
65 $5.45M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-8
- 3.19%
$408.78 - $448.82 $3.27K - $3.59K
243 $102M
VZ
Verizon Communications Inc

Communication Services
-368
- 16.57%
$37.81 - $46.49 $13.9K - $17.1K
1.85K $84.1M
IT
Gartner Inc

Technology
-7
- 29.17%
$418.25 - $548.38 $2.93K - $3.84K
17 $7.14M
PTC
Ptc Inc.

Technology
-25
- 86.21%
$153.3 - $193.48 $3.83K - $4.84K
4 $620K
PEP
Pepsico Inc

Consumer Defensive
-22
- 3.7%
$142.64 - $156.42 $3.14K - $3.44K
572 $85.8M
PCG
Pg&E Corp

Utilities
-193
- 46.62%
$15.16 - $20.4 $2.93K - $3.94K
221 $3.8M
ED
Consolidated Edison Inc

Utilities
-59
- 64.13%
$88.0 - $110.59 $5.19K - $6.52K
33 $3.67M
ADSK
Autodesk, Inc.

Technology
-10
- 17.86%
N/A
46 $12.1M
MSI
Motorola Solutions, Inc.

Technology
-9
- 28.13%
$411.73 - $482.1 $3.71K - $4.34K
23 $10.1M
HUM
Humana Inc

Healthcare
-19
- 31.15%
$249.11 - $303.11 $4.73K - $5.76K
42 $11.1M
CVX
Chevron Corp

Energy
-125
- 17.01%
$146.71 - $167.97 $18.3K - $21K
610 $102M
NOC
Northrop Grumman Corp

Industrials
-11
- 44.0%
$433.45 - $513.82 $4.77K - $5.65K
14 $7.25M
FCX
Freeport Mcmoran Inc

Basic Materials
-111
- 42.05%
$34.5 - $43.01 $3.83K - $4.77K
153 $5.78M
MDT
Medtronic PLC

Healthcare
-73
- 29.67%
$79.84 - $94.5 $5.83K - $6.9K
173 $15.6M
EW
Edwards Lifesciences Corp

Healthcare
-54
- 50.94%
$67.95 - $76.19 $3.67K - $4.11K
52 $3.77M
APO
Apollo Global Management, Inc.

Financial Services
-16
- 24.24%
$126.01 - $172.06 $2.02K - $2.75K
50 $6.83M
CME
Cme Group Inc.

Financial Services
-24
- 38.1%
$225.82 - $266.54 $5.42K - $6.4K
39 $10.5M
BSX
Boston Scientific Corp

Healthcare
-75
- 24.43%
$89.38 - $106.18 $6.7K - $7.96K
232 $23.4M
MA
Mastercard Inc

Financial Services
-20
- 6.08%
$504.67 - $576.31 $10.1K - $11.5K
309 $170M
GM
General Motors CO

Consumer Cyclical
-50
- 19.61%
$45.22 - $54.92 $2.26K - $2.75K
205 $9.66M
EMR
Emerson Electric CO

Industrials
-24
- 26.67%
$108.64 - $131.17 $2.61K - $3.15K
66 $7.25M
CEG
Constellation Energy Corp

Utilities
-12
- 20.0%
$201.63 - $347.44 $2.42K - $4.17K
48 $9.68M
PH
Parker Hannifin Corp

Industrials
-5
- 12.82%
$591.65 - $707.05 $2.96K - $3.54K
34 $20.9M
JBL
Jabil Inc

Technology
-25
- 44.64%
$130.51 - $173.33 $3.26K - $4.33K
31 $4.23M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-12
- 23.08%
$203.38 - $274.79 $2.44K - $3.3K
40 $8.22M
BDX
Becton Dickinson & CO

Healthcare
-18
- 9.18%
$222.79 - $249.08 $4.01K - $4.48K
178 $40.9M
AON
Aon PLC

Financial Services
-13
- 33.33%
$348.44 - $409.32 $4.53K - $5.32K
26 $10.4M
MET
Metlife Inc

Financial Services
-42
- 39.25%
$77.7 - $87.0 $3.26K - $3.65K
65 $5.19M
AKAM
Akamai Technologies Inc

Technology
-33
- 62.26%
N/A
20 $1.61M
ROST
Ross Stores, Inc.

Consumer Cyclical
-13
- 18.57%
$123.3 - $154.95 $1.6K - $2.01K
57 $7.23M
AIG
American International Group, Inc.

Financial Services
-69
- 36.51%
$70.5 - $86.94 $4.86K - $6K
120 $10.4M
DE
Deere & CO

Industrials
-11
- 29.73%
$408.57 - $509.27 $4.49K - $5.6K
26 $12.2M
SYY
Sysco Corp

Consumer Defensive
-18
- 1.39%
$70.0 - $77.13 $1.26K - $1.39K
1.28K $96M
HPE
Hewlett Packard Enterprise CO

Technology
-49
- 11.89%
$14.77 - $24.42 $724 - $1.2K
363 $5.6M
MAS
Masco Corp

Industrials
-41
- 40.2%
$68.67 - $81.85 $2.82K - $3.36K
61 $4.25M
ALGN
Align Technology Inc

Healthcare
-1
- 1.61%
$158.86 - $234.89 $159 - $235
61 $9.69M
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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