Abound Wealth Management Purchases in Q4 2024

Abound Wealth Management

  • $312 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRTN
Marten Transport LTD

Industrials
1
+ 0.66%
$15.48 - $18.26 $15.5 - $18.3
153 $2.38M
ON
On Semiconductor Corp

Technology
4
+ 7.02%
$63.05 - $74.7 $252 - $299
61 $3.83M
SBAC
Sba Communications Corp

Real Estate
1
+ 8.33%
$198.24 - $249.31 $198 - $249
13 $2.57M
PPG
Ppg Industries Inc

Basic Materials
2
+ 5.0%
$119.09 - $131.37 $238 - $263
42 $4.98M
Ferguson Enterprises Inc
1
+ 6.25%
N/A
17 $2.87M
CDW
Cdw Corp

Technology
9
+ 20.45%
$171.49 - $225.64 $1.54K - $2.03K
53 $9.25M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.5%
$183.23 - $199.79 $183 - $200
202 $37.4M
SPGI
S&P Global Inc.

Financial Services
1
+ 1.45%
$480.36 - $529.17 $480 - $529
70 $35M
D
Dominion Energy, Inc

Utilities
4
+ 1.47%
$52.63 - $60.92 $211 - $244
276 $14.9M
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 2.5%
$208.94 - $264.22 $209 - $264
41 $8.6M
CL
Colgate Palmolive CO

Consumer Defensive
12
+ 7.27%
$90.22 - $102.31 $1.08K - $1.23K
177 $16.1M
Kenvue Inc
9
+ 1.17%
N/A
781 $16.7M
PGR
Progressive Corp

Financial Services
2
+ 1.74%
$239.6 - $268.88 $479 - $538
117 $27.9M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.38%
$65.79 - $72.14 $65.8 - $72.1
264 $17.3M
ED
Consolidated Edison Inc

Utilities
1
+ 1.1%
$88.87 - $107.38 $88.9 - $107
92 $8.22M
BTG
B2 Gold Corp

Basic Materials
33
+ 1.49%
$2.42 - $3.47 $79.9 - $115
2.25K $5.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.11K
+ 205.41%
$26.93 - $84.95 $83.8K - $264K
4.63K $126M
CTAS
Cintas Corp

Industrials
1
+ 1.09%
$182.7 - $226.47 $183 - $226
93 $17M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
125
+ 6.63%
$56.61 - $61.63 $7.08K - $7.7K
2.01K $114M
XCEM
Columbia ETF Tr Ii

ETFs
25
+ 2.75%
$29.6 - $32.67 $740 - $817
933 $27.6M
EEM
Ishares Msci Emerging Markets

ETFs
11
+ 1.77%
$41.82 - $47.36 $460 - $521
632 $26.4M
DVN
Devon Energy Corp

Energy
3
+ 0.79%
$30.52 - $42.96 $91.6 - $129
381 $12.5M
INTC
Intel Corp

Technology
19
+ 2.34%
$19.07 - $26.23 $362 - $498
832 $16.7M
ORCL
Oracle Corp

Technology
5
+ 0.57%
$165.41 - $192.43 $827 - $962
882 $147M
SHW
Sherwin Williams CO

Basic Materials
1
+ 1.41%
$338.75 - $399.71 $339 - $400
72 $24.5M
Linde PLC
6
+ 7.06%
N/A
91 $38M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
14
+ 1.31%
$74.5 - $78.37 $1.04K - $1.1K
1.08K $80.9M
MOH
Molina Healthcare, Inc.

Healthcare
1
+ 1.67%
$274.73 - $341.91 $275 - $342
61 $17.8M
CAT
Caterpillar Inc

Industrials
7
+ 3.3%
$360.37 - $416.88 $2.52K - $2.92K
219 $79.4M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 1.0%
$288.47 - $316.54 $865 - $950
303 $87.9M
Sila Realty Trust Inc
102
+ 1.6%
N/A
6.46K $157M
MU
Micron Technology Inc

Technology
3
+ 1.44%
$84.16 - $113.41 $252 - $340
212 $17.8M
XLP
Consumer Staples Sector Spdr

ETFs
7
+ 0.69%
N/A
1.02K $80.3M
XLU
Utilities Sector Spdr

ETFs
8
+ 0.84%
$74.89 - $82.93 $599 - $663
965 $73M
RSP
Invesco S&P 500 Equal Weight E

ETFs
63
+ 1.59%
$174.22 - $187.62 $11K - $11.8K
4.03K $706M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 1.09%
$396.64 - $516.74 $397 - $517
93 $37.3M
NEE
Nextera Energy Inc

Utilities
32
+ 5.11%
$69.77 - $85.43 $2.23K - $2.73K
658 $47.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
72
+ 2.97%
$34.13 - $37.35 $2.46K - $2.69K
2.5K $85.2M
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.4%
$250.81 - $283.3 $251 - $283
250 $63.4M
TXN
Texas Instruments Inc

Technology
1
+ 0.26%
N/A
385 $72.2M
TGT
Target Corp

Consumer Defensive
4
+ 1.05%
$121.59 - $160.69 $486 - $643
386 $52.2M
PICK
Ishares Inc Msci Global Select

ETFs
20
+ 1.8%
$34.86 - $43.59 $697 - $872
1.13K $39.5M
IRM
Iron Mountain Inc

Real Estate
14
+ 1.87%
$101.62 - $128.14 $1.42K - $1.79K
761 $80M
BND
Vanguard Bd Index Fd Inc Total

ETFs
173
+ 2.6%
$71.75 - $75.11 $12.4K - $13K
6.83K $491M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
43
+ 2.13%
$55.45 - $61.08 $2.38K - $2.63K
2.06K $114M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.17%
$151.29 - $176.1 $151 - $176
594 $90.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
48
+ 1.45%
$40.06 - $45.21 $1.92K - $2.17K
3.35K $136M
LLY
Eli Lilly & CO

Healthcare
2
+ 1.27%
$727.2 - $932.06 $1.45K - $1.86K
159 $123M
FNDF
Schwab Fundamental Intl Large

ETFs
56
+ 1.12%
$32.92 - $37.15 $1.84K - $2.08K
5.06K $168M
Activity Summary
Buys All Purchases 361 New Holdings 68 Increased Positions 293 Sells All Sells 319 Reductions 318 Sold out 1 Options Calls 0 Puts 0
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