Abound Wealth Management Reduced Holdings in Q2 2025

Abound Wealth Management

  • $354 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STEP
Step Stone Group Inc.

Financial Services
-1
- 25.0%
$42.46 - $60.26 $42.5 - $60.3
3 $167K
EVTC
Evertec, Inc.

Technology
-1
- 16.67%
$31.89 - $38.37 $31.9 - $38.4
5 $181K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-1
- 16.67%
$21.4 - $26.31 $21.4 - $26.3
5 $109K
CXW
Core Civic, Inc.

Real Estate
-2
- 25.0%
$19.06 - $23.06 $38.1 - $46.1
6 $127K
Phinia Inc
-1
- 20.0%
N/A
4 $178K
IBN
Icici Bank LTD

Financial Services
-5
- 7.81%
$30.16 - $34.39 $151 - $172
59 $1.99M
TGNA
Tegna Inc

Communication Services
-1
- 10.0%
$15.42 - $18.98 $15.4 - $19
9 $151K
RDN
Radian Group Inc

Financial Services
-2
- 14.29%
$30.48 - $36.53 $61 - $73.1
12 $433K
ABCB
Ameris Bancorp

Financial Services
-1
- 20.0%
$50.69 - $64.92 $50.7 - $64.9
4 $259K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
-1
- 10.0%
$12.42 - $16.79 $12.4 - $16.8
9 $112K
QRVO
Qorvo, Inc.

Technology
-1
- 20.0%
$50.81 - $84.91 $50.8 - $84.9
4 $340K
FULT
Fulton Financial Corp

Financial Services
-1
- 8.33%
$15.13 - $18.4 $15.1 - $18.4
11 $199K
TILE
Interface Inc

Consumer Cyclical
-1
- 12.5%
$17.79 - $21.16 $17.8 - $21.2
7 $147K
LUMN
Lumen Technologies, Inc.

Communication Services
-8
- 14.29%
$3.07 - $4.51 $24.6 - $36.1
48 $211K
GRAB
Grab Holdings LTD

Technology
-5
- 15.15%
$3.48 - $5.25 $17.4 - $26.3
28 $141K
AL
Air Lease Corp

Industrials
-1
- 20.0%
$40.46 - $58.71 $40.5 - $58.7
4 $234K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-1
- 3.23%
$52.22 - $73.66 $52.2 - $73.7
30 $2M
ANSS
Ansys Inc

Technology
-1
- 10.0%
$284.19 - $351.22 $284 - $351
9 $3.16M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-1
- 14.29%
$22.56 - $29.85 $22.6 - $29.9
6 $172K
GMS
Gms Inc.

Industrials
-1
- 33.33%
$66.73 - $108.75 $66.7 - $109
2 $218K
LYG
Lloyds Banking Group PLC

Financial Services
-16
- 10.26%
$3.32 - $4.29 $53.1 - $68.6
140 $595K
VIRT
Virtu Financial, Inc.

Financial Services
-1
- 14.29%
$32.82 - $44.79 $32.8 - $44.8
6 $269K
XLB
Select Sector Spdr Fd Material

ETFs
-1
- 1.92%
$74.27 - $88.92 $74.3 - $88.9
51 $4.48M
PEG
Public Service Enterprise Group Inc

Utilities
-1
- 1.89%
$77.13 - $84.18 $77.1 - $84.2
52 $4.42M
EXTR
Extreme Networks Inc

Technology
-2
- 16.67%
$10.84 - $17.97 $21.7 - $35.9
10 $180K
CRK
Comstock Resources Inc

Energy
-1
- 14.29%
$17.12 - $30.74 $17.1 - $30.7
6 $167K
CRM
Salesforce, Inc.

Technology
-12
- 1.57%
$236.26 - $291.15 $2.84K - $3.49K
750 $204M
WETF
Wisdom Tree Investments, Inc.

Financial Services
-2
- 10.0%
N/A
18 $208K
HSBC
Hsbc Holdings PLC

Financial Services
-1
- 3.7%
$46.68 - $61.09 $46.7 - $61.1
26 $1.58M
NVS
Novartis Ag

Healthcare
-1
- 6.25%
$101.96 - $121.01 $102 - $121
15 $1.82M
CHT
Chunghwa Telecom CO LTD

Communication Services
-5
- 13.51%
$37.72 - $46.87 $189 - $234
32 $1.49M
SKM
Sk Telecom CO LTD

Communication Services
-3
- 5.26%
$20.0 - $23.35 $60 - $70.1
54 $1.26M
HDB
Hdfc Bank LTD

Financial Services
-4
- 11.43%
$63.78 - $77.48 $255 - $310
31 $2.38M
STWD
Starwood Property Trust, Inc.

Real Estate
-1
- 0.4%
$17.28 - $20.41 $17.3 - $20.4
250 $5.02M
RDY
Dr Reddys Laboratories LTD

Healthcare
-8
- 7.77%
$12.36 - $16.17 $98.9 - $129
95 $1.43M
EYE
National Vision Holdings, Inc.

Consumer Cyclical
-1
- 9.09%
$10.88 - $23.17 $10.9 - $23.2
10 $231K
PARR
Par Pacific Holdings, Inc.

Energy
-1
- 10.0%
$12.23 - $27.87 $12.2 - $27.9
9 $239K
MPWR
Monolithic Power Systems Inc

Technology
-1
- 16.67%
$455.19 - $737.73 $455 - $738
5 $3.37M
CME
Cme Group Inc.

Financial Services
-1
- 2.56%
$252.37 - $290.71 $252 - $291
38 $10.6M
XYL
Xylem Inc.

Industrials
-1
- 3.03%
$102.86 - $129.5 $103 - $130
32 $4.14M
VMC
Vulcan Materials CO

Basic Materials
-1
- 5.88%
$226.49 - $276.01 $226 - $276
16 $4.18M
ABC
Amerisourcebergen Corp

Healthcare
-2
- 5.26%
N/A
36 $10.9M
GM
General Motors CO

Consumer Cyclical
-4
- 1.95%
$42.48 - $50.46 $170 - $202
201 $9.91M
LYV
Live Nation Entertainment, Inc.

Communication Services
-2
- 7.41%
$118.81 - $151.28 $238 - $303
25 $3.78M
TJX
Tjx Companies Inc

Consumer Cyclical
-3
- 0.79%
$119.13 - $135.03 $357 - $405
377 $46.5M
KEP
Korea Electric Power Corp

Utilities
-17
- 21.25%
$7.24 - $14.63 $123 - $249
63 $898K
CHTR
Charter Communications, Inc.

Communication Services
-1
- 6.67%
$321.68 - $427.25 $322 - $427
14 $5.72M
LMT
Lockheed Martin Corp

Industrials
-1
- 1.79%
$430.82 - $486.45 $431 - $486
55 $25.6M
LDOS
Leidos Holdings, Inc.

Technology
-1
- 3.33%
$132.9 - $160.3 $133 - $160
29 $4.58M
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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