Abound Wealth Management Incresed Positions in Q4 2025

Abound Wealth Management

  • $427 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
36.3K
+ 8.9%
$114.27 - $121.15 $4.15M - $4.4M
445K $53.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
33.3K
+ 7.91%
$99.87 - $101.27 $3.32M - $3.37M
454K $45.3B
PLTR
Palantir Technologies Inc.

Technology
9.88K
+ 833.84%
$172.14 - $207.18 $1.7M - $2.05M
11.1K $1.97B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.1K
+ 15.37%
$653.02 - $687.39 $1.37M - $1.44M
15.7K $10.7B
AAPL
Apple Inc.

Technology
3.39K
+ 8.7%
$245.27 - $275.25 $830K - $932K
42.3K $11.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.76K
+ 5.67%
$600.51 - $631.95 $1.06M - $1.11M
32.8K $20.6B
IVV
Ishares Core S&P 500 ETF

ETFs
1.12K
+ 2.87%
$656.2 - $690.71 $734K - $773K
40K $27.4B
IEMG
Ishares Inc

ETFs
12.3K
+ 3.97%
N/A
322K $21.7B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.4K
+ 16.27%
$76.84 - $80.86 $798K - $840K
74.3K $5.96B
VTI
Vanguard Total Stock Market Et

ETFs
1.91K
+ 4.4%
$321.8 - $337.95 $615K - $646K
45.4K $15.2B
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.64K
+ 0.97%
$25.85 - $27.19 $197K - $208K
797K $21.4B
GE
General Electric CO

Industrials
1.85K
+ 385.03%
$291.49 - $314.28 $540K - $582K
2.33K $719M
AMZN
Amazon Com Inc

Consumer Cyclical
1.79K
+ 14.64%
$213.04 - $254.0 $381K - $454K
14K $3.23B
MSFT
Microsoft Corp

Technology
1.47K
+ 23.85%
$496.82 - $542.07 $729K - $795K
7.62K $3.68B
GOOG
Alphabet Inc.

Communication Services
126
+ 2.21%
$237.49 - $291.74 $29.9K - $36.8K
5.82K $1.83B
Ge Vernova Inc
537
+ 244.09%
N/A
757 $495M
VB
Vanguard Small Cap ETF

ETFs
391
+ 0.59%
$248.1 - $260.08 $97K - $102K
67.2K $17.3B
TSLA
Tesla, Inc.

Consumer Cyclical
560
+ 3.04%
$401.99 - $468.37 $225K - $262K
19K $8.55B
IEFA
Ishares Tr

ETFs
800
+ 0.72%
$86.09 - $89.88 $68.9K - $71.9K
112K $10.1B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.11K
+ 3.02%
$142.79 - $150.05 $159K - $167K
37.9K $5.64B
QQQ
Invesco Qqq Trust, Series 1

ETFs
228
+ 3.53%
$589.5 - $635.77 $134K - $145K
6.68K $4.1B
SPYG
Spdr Portfolio

ETFs
1.97K
+ 2184.44%
$102.4 - $109.39 $201K - $215K
2.06K $219M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.63K
+ 19.28%
$74.09 - $75.1 $195K - $197K
16.2K $1.2B
ACM
Aecom

Industrials
2K
+ 2195.6%
$128.8 - $134.35 $257K - $268K
2.09K $199M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.25K
+ 163.64%
$91.7 - $105.68 $206K - $238K
3.63K $331M
JBHT
Hunt J B Transport Services Inc

Industrials
6
+ 0.2%
$132.68 - $172.64 $796 - $1.04K
2.94K $571M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.66K
+ 106.3%
$40.65 - $42.74 $149K - $156K
7.1K $287M
Fidelity Covington Trust
3.24K
+ 296.79%
N/A
4.33K $181M
RSP
Invesco S&P 500 Equal Weight E

ETFs
636
+ 15.8%
$185.12 - $192.11 $118K - $122K
4.66K $893M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.8K
+ 13.66%
$25.2 - $26.46 $95.7K - $100K
31.6K $828M
NVDA
Nvidia Corp

Technology
580
+ 2.76%
$179.83 - $207.04 $104K - $120K
21.6K $4.03B
SCHA
Schwab Strategic Tr Us Small C

ETFs
690
+ 0.51%
$27.17 - $28.65 $18.7K - $19.8K
136K $3.87B
LLY
Eli Lilly & CO

Healthcare
17
+ 6.75%
$799.57 - $1025.28 $13.6K - $17.4K
269 $289M
VIG
Vanguard Dividend Appreciation

ETFs
398
+ 23.86%
N/A
2.07K $454M
CAT
Caterpillar Inc

Industrials
48
+ 10.79%
$480.82 - $585.49 $23.1K - $28.1K
493 $283M
BSX
Boston Scientific Corp

Healthcare
730
+ 107.51%
$94.95 - $104.98 $69.3K - $76.6K
1.41K $134M
IVW
Ishares S&P 500 Growth ETF

ETFs
458
+ 33.98%
$118.29 - $126.28 $54.2K - $57.8K
1.81K $223M
XOM
Exxon Mobil Corp

Energy
308
+ 10.39%
$110.64 - $119.78 $34.1K - $36.9K
3.27K $394M
Ge Healthcare Technologies I
705
+ 849.4%
N/A
788 $64.6M
GLD
Spdr Gold Trust

ETFs
141
+ 564.0%
$354.79 - $403.15 $50K - $56.8K
166 $65.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
746
+ 1308.77%
$72.17 - $75.74 $53.8K - $56.5K
803 $60.6M
FISV
Fiserv Inc

Technology
899
+ 881.37%
N/A
1K $67.3M
JPM
Jpmorgan Chase & CO

Financial Services
93
+ 2.61%
$294.11 - $320.41 $27.4K - $29.8K
3.66K $1.18B
AMD
Advanced Micro Devices Inc

Technology
161
+ 43.87%
$164.01 - $264.33 $26.4K - $42.6K
528 $113M
SPYI
Shp ETF Tr Neos S&P 500 High I
997
+ 519.27%
N/A
1.19K $62.4M
ARKW
Ark Next Generation Internet E

ETFs
320
+ 603.77%
$154.1 - $182.2 $49.3K - $58.3K
373 $55.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
829
+ 33.4%
$43.57 - $45.71 $36.1K - $37.9K
3.31K $154M
HWM
Howmet Aerospace Inc.

Industrials
207
+ 383.33%
$184.09 - $209.74 $38.1K - $43.4K
261 $53.5M
Lam Research Corp
60
+ 6.89%
N/A
931 $159M
Activity Summary
Buys All Purchases 496 New Holdings 158 Increased Positions 338 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 0 Puts 0
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