Abound Wealth Management Incresed Positions in Q4 2025

Abound Wealth Management

  • $427 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FNDA
Schwab Fundamental U S Small C

ETFs
88
+ 1.33%
$29.85 - $31.55 $2.63K - $2.78K
6.73K $212M
SOFI
So Fi Technologies, Inc.

Financial Services
200
+ 23.26%
$25.24 - $32.21 $5.05K - $6.44K
1.06K $27.8M
SMG
Scotts Miracle Gro CO

Basic Materials
28
+ 1.19%
$53.13 - $59.03 $1.49K - $1.65K
2.37K $138M
STX
Seagate Technology Holdings PLC

Technology
2
+ 1.89%
$211.63 - $293.99 $423 - $588
108 $29.8M
GM
General Motors CO

Consumer Cyclical
8
+ 3.96%
$55.35 - $71.89 $443 - $575
210 $17.1M
GD
General Dynamics Corp

Industrials
13
+ 41.94%
$330.59 - $353.77 $4.3K - $4.6K
44 $14.9M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
21
+ 2.11%
$87.33 - $94.14 $1.83K - $1.98K
1.02K $92.8M
LYG
Lloyds Banking Group PLC

Financial Services
738
+ 527.14%
$4.42 - $5.03 $3.26K - $3.71K
878 $4.65M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
39
+ 12.04%
$58.51 - $64.76 $2.28K - $2.53K
363 $23.2M
DLTR
Dollar Tree, Inc.

Consumer Defensive
2
+ 1.55%
$85.04 - $106.29 $170 - $213
131 $16.1M
JCI
Johnson Controls International PLC

Industrials
22
+ 17.46%
$105.55 - $122.66 $2.32K - $2.7K
148 $17.7M
COF
Capital One Financial Corp

Financial Services
2
+ 1.87%
$201.01 - $225.01 $402 - $450
109 $26.5M
IAU
Ishares Gold Trust

ETFs
44
+ 338.46%
$72.65 - $82.5 $3.2K - $3.63K
57 $4.63M
HSBC
Hsbc Holdings PLC

Financial Services
44
+ 169.23%
$65.67 - $73.49 $2.89K - $3.23K
70 $5.51M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
82
+ 455.56%
$42.19 - $45.31 $3.46K - $3.72K
100 $4.43M
PCAR
Paccar Inc

Industrials
25
+ 32.47%
$93.0 - $101.08 $2.33K - $2.53K
102 $11.2M
Sandisk Corp
12
+ 200.0%
N/A
18 $4.27M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 0.07%
$84.91 - $90.88 $84.9 - $90.9
1.46K $133M
USB
Us Bancorp \De\

Financial Services
10
+ 1.71%
$45.28 - $48.26 $453 - $483
594 $31.7M
LKQ
Lkq Corp

Consumer Cyclical
112
+ 120.43%
$28.68 - $31.96 $3.21K - $3.58K
205 $6.19M
CSX
Csx Corp

Industrials
84
+ 22.46%
$34.88 - $36.67 $2.93K - $3.08K
458 $16.6M
PH
Parker Hannifin Corp

Industrials
1
+ 4.17%
$716.66 - $857.93 $717 - $858
25 $21.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9
+ 1.81%
$67.07 - $73.01 $604 - $657
506 $36.8M
KEYS
Keysight Technologies, Inc.

Technology
4
+ 4.65%
$159.49 - $186.18 $638 - $745
90 $18.3M
APH
Amphenol Corp

Technology
5
+ 2.3%
$121.7 - $143.85 $609 - $719
222 $30M
UBS
Ubs Group Ag

Financial Services
45
+ 22.96%
$37.56 - $41.1 $1.69K - $1.85K
241 $11.2M
CRSP
Crispr Therapeutics Ag

Healthcare
91
+ 67.91%
$51.11 - $76.78 $4.65K - $6.99K
225 $11.8M
GPC
Genuine Parts CO

Consumer Cyclical
27
+ 168.75%
$122.69 - $140.39 $3.31K - $3.79K
43 $5.29M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
66
+ 146.67%
$46.2 - $46.85 $3.05K - $3.09K
111 $5.09M
IR
Ingersoll Rand Inc.

Industrials
37
+ 72.55%
$75.47 - $84.18 $2.79K - $3.11K
88 $6.94M
GILD
Gilead Sciences, Inc.

Healthcare
6
+ 3.49%
$110.56 - $125.2 $663 - $751
178 $21.8M
CAH
Cardinal Health Inc

Healthcare
1
+ 2.13%
$153.27 - $206.06 $153 - $206
48 $9.93M
PFE
Pfizer Inc

Healthcare
126
+ 11.05%
$24.23 - $27.37 $3.05K - $3.45K
1.27K $31.5M
INTU
Intuit Inc

Technology
6
+ 6.98%
$641.79 - $683.39 $3.85K - $4.1K
92 $61M
VONG
Vanguard Russell 1000 Growth E

ETFs
19
+ 17.76%
$118.2 - $126.51 $2.25K - $2.4K
126 $15.3M
CL
Colgate Palmolive CO

Consumer Defensive
31
+ 20.95%
$74.98 - $79.86 $2.32K - $2.48K
179 $14.2M
HMC
Honda Motor CO LTD

Consumer Cyclical
72
+ 423.53%
$29.48 - $31.93 $2.12K - $2.3K
89 $2.62M
MA
Mastercard Inc

Financial Services
2
+ 0.45%
$536.85 - $580.45 $1.07K - $1.16K
443 $253M
SSO
Proshares Ultra S&P 500

ETFs
533
+ 100.0%
$107.49 - $118.65 $57.3K - $63.2K
1.07K $61.7M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2
+ 0.31%
$98.0 - $102.56 $196 - $205
656 $67.2M
ROST
Ross Stores, Inc.

Consumer Cyclical
2
+ 3.85%
$147.71 - $162.85 $295 - $326
54 $9.66M
TER
Teradyne, Inc

Technology
1
+ 3.7%
$132.08 - $187.59 $132 - $188
28 $5.45M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
37
+ 0.78%
$45.45 - $48.31 $1.68K - $1.79K
4.77K $223M
XCEM
Columbia ETF Tr Ii

ETFs
16
+ 3.14%
$36.03 - $38.99 $576 - $624
525 $20.1M
DASH
Door Dash, Inc.

Communication Services
15
+ 39.47%
$195.21 - $281.74 $2.93K - $4.23K
53 $12M
MNST
Monster Beverage Corp

Consumer Defensive
3
+ 2.04%
$66.31 - $71.91 $199 - $216
150 $11.5M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3
+ 8.82%
$256.75 - $275.06 $770 - $825
37 $10.5M
CEG
Constellation Energy Corp

Utilities
1
+ 2.04%
$335.74 - $401.43 $336 - $401
50 $17.8M
CDW
Cdw Corp

Technology
17
+ 51.52%
$141.56 - $159.42 $2.41K - $2.71K
50 $6.81M
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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