Abound Wealth Management Incresed Positions in Q2 2024

Abound Wealth Management

  • $271 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
2
+ 2.82%
$265.2 - $340.82 $530 - $682
73 $24.7M
VSAT
Viasat Inc

Technology
396
+ 280.85%
$12.04 - $19.38 $4.77K - $7.67K
537 $6.82M
V
Visa Inc.

Financial Services
65
+ 8.35%
$262.47 - $281.5 $17.1K - $18.3K
843 $221M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3
+ 0.29%
$87.24 - $97.37 $262 - $292
1.02K $98.6M
PFF
Ishares Trust Ishares Pfd And

ETFs
106
+ 3533.33%
$30.65 - $32.13 $3.25K - $3.41K
109 $3.44M
KO
Coca Cola CO

Consumer Defensive
7
+ 0.62%
$58.06 - $64.15 $406 - $449
1.14K $72.7M
WFC
Wells Fargo & Company

Financial Services
7
+ 0.42%
$56.41 - $62.34 $395 - $436
1.68K $100M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
57
+ 5700.0%
$47.74 - $48.54 $2.72K - $2.77K
58 $2.82M
AZN
Astrazeneca PLC

Healthcare
1
+ 0.42%
$66.81 - $80.83 $66.8 - $80.8
240 $18.8M
TER
Teradyne, Inc

Technology
7
+ 22.58%
$95.97 - $151.75 $672 - $1.06K
38 $5.64M
AXP
American Express CO

Financial Services
6
+ 3.64%
$217.5 - $243.08 $1.31K - $1.46K
171 $39.6M
MSI
Motorola Solutions, Inc.

Technology
3
+ 11.11%
$336.0 - $390.36 $1.01K - $1.17K
30 $11.6M
DUK
Duke Energy Corp

Utilities
8
+ 2.37%
$92.87 - $104.6 $743 - $837
346 $34.7M
MCO
Moodys Corp

Financial Services
2
+ 5.88%
$370.33 - $427.53 $741 - $855
36 $15.3M
Kenvue Inc
200
+ 34.97%
N/A
772 $14M
CHTR
Charter Communications, Inc.

Communication Services
6
+ 42.86%
$254.61 - $298.96 $1.53K - $1.79K
20 $5.83M
LMT
Lockheed Martin Corp

Industrials
2
+ 3.08%
$447.57 - $471.51 $895 - $943
67 $31.5M
SPGI
S&P Global Inc.

Financial Services
1
+ 1.72%
$408.56 - $448.91 $409 - $449
59 $26.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
4
+ 11.11%
$227.76 - $285.31 $911 - $1.14K
40 $10.3M
STX
Seagate Technology Holdings PLC

Technology
4
+ 3.6%
$82.46 - $105.99 $330 - $424
115 $11.9M
VDE
Vanguard Energy ETF

ETFs
25
+ 6.0%
$123.17 - $136.7 $3.08K - $3.42K
442 $56.4M
GRMN
Garmin LTD

Technology
4
+ 7.27%
$139.52 - $170.94 $558 - $684
59 $9.62M
PSA
Public Storage

Real Estate
5
+ 19.23%
$257.73 - $293.34 $1.29K - $1.47K
31 $8.98M
SRE
Sempra Energy

Utilities
10
+ 7.25%
$66.41 - $78.4 $664 - $784
148 $11.3M
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 1.23%
$85.85 - $98.99 $172 - $198
165 $16M
SNPS
Synopsys Inc

Technology
1
+ 3.33%
$510.71 - $620.31 $511 - $620
31 $18.7M
CB
Chubb LTD

Financial Services
6
+ 10.0%
$243.01 - $274.28 $1.46K - $1.65K
66 $16.8M
APH
Amphenol Corp

Technology
97
+ 87.39%
$67.16 - $136.4 $6.51K - $13.2K
208 $14M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
17
+ 8.17%
$30.22 - $34.82 $514 - $592
225 $7.52M
EEM
Ishares Msci Emerging Markets

ETFs
4
+ 0.65%
$39.71 - $43.79 $159 - $175
621 $26.5M
KMB
Kimberly Clark Corp

Consumer Defensive
4
+ 6.35%
$123.89 - $141.67 $496 - $567
67 $9.26M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
19
+ 3.34%
$54.72 - $58.75 $1.04K - $1.12K
588 $33.7M
LDOS
Leidos Holdings, Inc.

Technology
1
+ 2.22%
$123.76 - $151.15 $124 - $151
46 $6.71M
FCX
Freeport Mcmoran Inc

Basic Materials
6
+ 2.12%
$47.26 - $54.86 $284 - $329
289 $14M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.17%
$98.11 - $105.73 $98.1 - $106
573 $58.9M
INFY
Infosys LTD

Technology
33
+ 27.5%
$16.51 - $18.63 $545 - $615
153 $2.85M
PTC
Ptc Inc.

Technology
5
+ 17.24%
$170.6 - $188.12 $853 - $941
34 $6.18M
IBN
Icici Bank LTD

Financial Services
16
+ 17.58%
$25.43 - $29.01 $407 - $464
107 $3.08M
EA
Electronic Arts Inc.

Communication Services
2
+ 3.39%
$125.24 - $141.23 $250 - $282
61 $8.5M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.38%
$60.69 - $66.83 $60.7 - $66.8
267 $17.7M
EXPD
Expeditors International Of Washington Inc

Industrials
5
+ 166.67%
$111.31 - $127.26 $557 - $636
8 $1.01M
BRCC
Brc Inc.

Consumer Defensive
30
+ 15.0%
$3.7 - $6.8 $111 - $204
230 $1.41M
SMCI
Super Micro Computer, Inc.

Technology
3
+ 30.0%
$713.65 - $1037.15 $2.14K - $3.11K
13 $10.7M
FOX
Fox Corp Cl B (De)

Communication Services
5
+ 6.33%
$27.66 - $32.28 $138 - $161
84 $2.69M
TROW
Price T Rowe Group Inc

Financial Services
6
+ 15.0%
$108.72 - $120.3 $652 - $722
46 $5.34M
PFE
Pfizer Inc

Healthcare
6
+ 0.52%
$25.26 - $29.6 $152 - $178
1.17K $32.7M
MTB
M&T Bank Corp

Financial Services
2
+ 10.53%
$134.56 - $155.06 $269 - $310
21 $3.18M
WIT
Wipro LTD

Technology
53
+ 23.35%
$5.12 - $6.1 $271 - $323
280 $1.71M
NWS
News Corp New Cl B Com Stk (De

Communication Services
9
+ 20.45%
$24.54 - $28.72 $221 - $258
53 $1.51M
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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