Abound Wealth Management Incresed Positions in Q2 2024

Abound Wealth Management

  • $271 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
25.9K
+ 4.54%
$50.02 - $54.95 $1.3M - $1.42M
596K $31.9B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
25.4K
+ 8.61%
$95.11 - $97.92 $2.42M - $2.49M
320K $31.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19.6K
+ 6.62%
$102.13 - $110.88 $2.01M - $2.18M
317K $33.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
808
+ 19.97%
$495.16 - $548.49 $400K - $443K
4.85K $2.64B
GOOG
Alphabet Inc.

Communication Services
1.94K
+ 65.93%
$151.94 - $186.86 $295K - $363K
4.89K $897M
NVDA
Nvidia Corp

Technology
10.1K
+ 931.37%
$118.11 - $1224.4 $1.2M - $12.4M
11.2K $1.38B
TSLA
Tesla, Inc.

Consumer Cyclical
23
+ 0.14%
$142.05 - $197.88 $3.27K - $4.55K
16.7K $3.31B
JPM
Jpmorgan Chase & CO

Financial Services
1.79K
+ 123.48%
$180.08 - $204.79 $322K - $366K
3.24K $654M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.64K
+ 17.63%
$58.24 - $64.51 $212K - $235K
24.3K $1.55B
MSFT
Microsoft Corp

Technology
35
+ 0.62%
$389.33 - $452.85 $13.6K - $15.8K
5.65K $2.52B
AMZN
Amazon Com Inc

Consumer Cyclical
44
+ 0.51%
$173.67 - $197.85 $7.64K - $8.71K
8.64K $1.67B
GOOGL
Alphabet Inc.

Communication Services
127
+ 4.86%
$150.53 - $185.41 $19.1K - $23.5K
2.74K $499M
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 3.48%
$704.88 - $870.75 $17.6K - $21.8K
743 $631M
OTTR
Otter Tail Corp

Utilities
1.15K
+ 28725.0%
$82.13 - $92.94 $94.4K - $107K
1.15K $101M
SNOW
Snowflake Inc.

Technology
705
+ 2136.36%
$124.21 - $165.04 $87.6K - $116K
738 $99.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
138
+ 1.73%
$87.04 - $101.61 $12K - $14K
8.1K $816M
TXN
Texas Instruments Inc

Technology
361
+ 252.45%
$159.68 - $202.54 $57.6K - $73.1K
504 $98M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
829
+ 69.9%
$55.18 - $59.2 $45.7K - $49.1K
2.02K $119M
CEG
Constellation Energy Corp

Utilities
245
+ 429.82%
$180.9 - $231.27 $44.3K - $56.7K
302 $60.5M
MUB
Ishares National Muni Bond ETF

ETFs
608
+ 4.27%
$105.37 - $107.16 $64.1K - $65.2K
14.9K $1.58B
SO
Southern CO

Utilities
21
+ 0.35%
$67.77 - $80.71 $1.42K - $1.69K
6.08K $471M
FDX
Fedex Corp

Industrials
95
+ 175.93%
$245.11 - $299.84 $23.3K - $28.5K
149 $44.7M
PG
Procter & Gamble CO

Consumer Defensive
139
+ 7.68%
$155.33 - $168.56 $21.6K - $23.4K
1.95K $322M
EXC
Exelon Corp

Utilities
744
+ 502.7%
$34.61 - $38.73 $25.7K - $28.8K
892 $30.9M
VGT
Vanguard Information Technolog

ETFs
11
+ 3.05%
$479.9 - $588.82 $5.28K - $6.48K
372 $215M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
349
+ 2684.62%
$66.16 - $71.7 $23.1K - $25K
362 $24.8M
PEP
Pepsico Inc

Consumer Defensive
170
+ 40.19%
$163.33 - $183.11 $27.8K - $31.1K
593 $97.8M
NVO
Novo Nordisk A S

Healthcare
157
+ 257.38%
$122.71 - $146.91 $19.3K - $23.1K
218 $31.1M
TGT
Target Corp

Consumer Defensive
188
+ 97.41%
$141.16 - $177.82 $26.5K - $33.4K
381 $56.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
90
+ 123.29%
$237.63 - $258.31 $21.4K - $23.2K
163 $40.8M
BDX
Becton Dickinson & CO

Healthcare
96
+ 96.0%
$225.07 - $246.17 $21.6K - $23.6K
196 $45.9M
WMT
Walmart Inc.

Consumer Defensive
49
+ 2.32%
$58.85 - $68.9 $2.88K - $3.38K
2.16K $146M
NSC
Norfolk Southern Corp

Industrials
100
+ 121.95%
$209.9 - $253.39 $21K - $25.3K
182 $39.1M
ABBV
Abb Vie Inc.

Healthcare
179
+ 13.59%
$154.79 - $180.76 $27.7K - $32.4K
1.5K $257M
IEFA
Ishares Tr

ETFs
2.35K
+ 2.38%
$70.77 - $76.19 $167K - $179K
101K $7.34B
VOE
Vanguard Mid Cap Value Index F

ETFs
97
+ 72.93%
$146.82 - $155.77 $14.2K - $15.1K
230 $34.6M
ORCL
Oracle Corp

Technology
1
+ 0.12%
$113.75 - $144.64 $114 - $145
843 $119M
VZ
Verizon Communications Inc

Communication Services
354
+ 14.41%
$38.6 - $42.84 $13.7K - $15.2K
2.81K $116M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.16K
+ 5016.28%
$62.41 - $3427.61 $135K - $7.39M
2.2K $138M
O
Realty Income Corp

Real Estate
201
+ 146.72%
$50.8 - $55.45 $10.2K - $11.1K
338 $17.9M
VBR
Vanguard Small Cap Value ETF

ETFs
62
+ 28.18%
$177.65 - $191.11 $11K - $11.8K
282 $51.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.11%
$79.31 - $93.31 $79.3 - $93.3
881 $81.5M
XOM
Exxon Mobil Corp

Energy
67
+ 6.66%
$108.36 - $122.2 $7.26K - $8.19K
1.07K $124M
TFC
Truist Financial Corp

Financial Services
157
+ 17.12%
$35.41 - $40.18 $5.56K - $6.31K
1.07K $41.7M
ANET
Arista Networks, Inc.

Technology
1
+ 1.09%
$245.47 - $350.48 $245 - $350
93 $32.5M
HUM
Humana Inc

Healthcare
11
+ 19.64%
$302.09 - $373.65 $3.32K - $4.11K
67 $25M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2
+ 5.71%
$883.2 - $1071.19 $1.77K - $2.14K
37 $39.3M
BA
Boeing CO

Industrials
41
+ 17.37%
$164.33 - $191.42 $6.74K - $7.85K
277 $50.4M
TRV
Travelers Companies, Inc.

Financial Services
32
+ 45.07%
$203.34 - $230.89 $6.51K - $7.39K
103 $21M
Activity Summary
Buys All Purchases 204 New Holdings 51 Increased Positions 153 Sells All Sells 390 Reductions 389 Sold out 1 Options Calls 0 Puts 0
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