Abound Wealth Management Incresed Positions in Q4 2025

Abound Wealth Management

  • $427 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
678
+ 41.85%
$55.75 - $58.83 $37.8K - $39.9K
2.3K $137M
CSCO
Cisco Systems, Inc.

Technology
184
+ 5.64%
$67.46 - $78.0 $12.4K - $14.4K
3.45K $266M
MRK
Merck & Co., Inc.

Healthcare
99
+ 6.8%
$82.49 - $92.93 $8.17K - $9.2K
1.55K $164M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
270
+ 35.48%
$137.47 - $143.13 $37.1K - $38.6K
1.03K $148M
IWD
Ishares Russell 1000 Val ETF

ETFs
185
+ 74.9%
$199.44 - $208.01 $36.9K - $38.5K
432 $90.8M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
165
+ 15.05%
$219.27 - $238.71 $36.2K - $39.4K
1.26K $283M
FNDF
Schwab Fundamental Intl Large

ETFs
646
+ 20.53%
$42.35 - $45.18 $27.4K - $29.2K
3.79K $171M
BAC
Bank Of America Corp

Financial Services
312
+ 5.56%
$48.65 - $54.11 $15.2K - $16.9K
5.92K $326M
AXP
American Express CO

Financial Services
77
+ 38.5%
$316.26 - $372.77 $24.4K - $28.7K
277 $103M
QUAL
Ishares Msci Usa Quality Facto

ETFs
164
+ 75.93%
$191.01 - $199.18 $31.3K - $32.7K
380 $75.5M
C
Citigroup Inc

Financial Services
229
+ 63.97%
$93.93 - $102.87 $21.5K - $23.6K
587 $68.5M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
194
+ 21.56%
$142.82 - $150.36 $27.7K - $29.2K
1.09K $163M
VO
Vanguard Mid Cap ETF

ETFs
120
+ 9.32%
$286.27 - $296.23 $34.4K - $35.5K
1.41K $409M
CHK
Chesapeake Energy Corp

Energy
267
+ 890.0%
N/A
297 $32.8M
NWBI
Northwest Bancshares, Inc.

Financial Services
2.56K
+ 59.83%
$11.62 - $12.66 $29.7K - $32.4K
6.83K $81.9M
WMT
Walmart Inc.

Consumer Defensive
48
+ 1.73%
$101.18 - $109.03 $4.86K - $5.23K
2.83K $315M
GS
Goldman Sachs Group Inc

Financial Services
15
+ 9.15%
$744.6 - $838.97 $11.2K - $12.6K
179 $158M
WFC
Wells Fargo & Company

Financial Services
60
+ 2.58%
$77.62 - $87.3 $4.66K - $5.24K
2.38K $222M
ARGX
Argenx Se

Healthcare
32
+ 3200.0%
$767.33 - $907.98 $24.6K - $29.1K
33 $27.8M
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.19%
$157.0 - $179.44 $471 - $538
1.61K $295M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
271
+ 437.1%
$92.34 - $95.43 $25K - $25.9K
333 $31.4M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
132
+ 2.93%
$12.5 - $18.02 $1.65K - $2.38K
4.64K $91.4M
JNJ
Johnson & Johnson

Healthcare
24
+ 2.55%
$185.98 - $199.58 $4.46K - $4.79K
965 $200M
VT
Vanguard Total World Stk Index

ETFs
168
+ 50.45%
$135.16 - $141.78 $22.7K - $23.8K
501 $70.6M
UBER
Uber Technologies, Inc

Technology
358
+ 109.48%
$91.62 - $100.1 $32.8K - $35.8K
685 $56M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
92
+ 52.87%
$245.79 - $258.02 $22.6K - $23.7K
266 $66.6M
BCS
Barclays PLC

Financial Services
813
+ 2903.57%
$19.36 - $22.51 $15.7K - $18.3K
841 $21.4M
MU
Micron Technology Inc

Technology
5
+ 3.03%
$181.6 - $253.3 $908 - $1.27K
170 $48.4M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
543
+ 1551.43%
$34.7 - $37.35 $18.8K - $20.3K
578 $22M
XEL
Xcel Energy Inc

Utilities
288
+ 394.52%
$79.6 - $81.85 $22.9K - $23.6K
361 $26.6M
BA
Boeing CO

Industrials
90
+ 45.23%
$191.81 - $225.32 $17.3K - $20.3K
289 $62.8M
UNH
Unitedhealth Group Inc

Healthcare
71
+ 29.1%
$320.52 - $369.92 $22.8K - $26.3K
315 $104M
ASML
Asml Holding Nv

Technology
16
+ 69.57%
$936.19 - $1075.45 $15K - $17.2K
39 $41.7M
BMY
Bristol Myers Squibb CO

Healthcare
16
+ 0.81%
$42.6 - $49.08 $682 - $785
1.99K $107M
AEM
Agnico Eagle Mines LTD

Basic Materials
104
+ 99.05%
$155.17 - $185.52 $16.1K - $19.3K
209 $35.5M
HRB
H&R Block Inc

Consumer Cyclical
416
+ 208.0%
$44.27 - $52.59 $18.4K - $21.9K
616 $26.8M
IBM
International Business Machines Corp

Technology
20
+ 2.78%
$275.97 - $314.98 $5.52K - $6.3K
739 $219M
NVS
Novartis Ag

Healthcare
102
+ 680.0%
$121.8 - $132.39 $12.4K - $13.5K
117 $16.1M
MDB
Mongo Db, Inc.

Technology
1
+ 0.81%
$313.81 - $373.89 $314 - $374
125 $52.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
57
+ 32.57%
$178.37 - $198.46 $10.2K - $11.3K
232 $48.4M
ARKQ
Ark Autonomous Technology & Ro

ETFs
112
+ 151.35%
$108.36 - $124.69 $12.1K - $14K
186 $21.4M
RIO
Rio Tinto PLC

Basic Materials
156
+ 1950.0%
$65.44 - $72.58 $10.2K - $11.3K
164 $13.1M
Figma Inc
336
+ 33600.0%
N/A
337 $12.6M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
119
+ 11.09%
$60.25 - $64.15 $7.17K - $7.63K
1.19K $78.2M
FNDE
Schwab Fundamental Emerging Mk

ETFs
350
+ 15.7%
$34.78 - $37.69 $12.2K - $13.2K
2.58K $93M
WMB
Williams Companies, Inc.

Energy
239
+ 37.88%
$56.51 - $64.48 $13.5K - $15.4K
870 $52.3M
IXUS
Ishares Tr

ETFs
135
+ 31.18%
$81.21 - $85.27 $11K - $11.5K
568 $48M
Gsk PLC
238
+ 276.74%
N/A
324 $15.9M
TFC
Truist Financial Corp

Financial Services
92
+ 4.36%
$41.09 - $45.64 $3.78K - $4.2K
2.2K $108M
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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