Abound Wealth Management Incresed Positions in Q4 2025

Abound Wealth Management

  • $427 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
2
+ 2.2%
$261.57 - $287.42 $523 - $575
93 $26.9M
EPAM
Epam Systems, Inc.

Technology
4
+ 33.33%
N/A
16 $3.28M
F
Ford Motor CO

Consumer Cyclical
23
+ 2.31%
$11.41 - $13.84 $262 - $318
1.02K $13.4M
BIIB
Biogen Inc.

Healthcare
4
+ 18.18%
$142.26 - $167.55 $569 - $670
26 $4.53M
ABC
Amerisourcebergen Corp

Healthcare
1
+ 2.7%
N/A
38 $12.9M
ITW
Illinois Tool Works Inc

Industrials
8
+ 20.0%
$242.03 - $260.73 $1.94K - $2.09K
48 $11.9M
NDAQ
Nasdaq, Inc.

Financial Services
5
+ 4.55%
$85.42 - $91.4 $427 - $457
115 $11.2M
PSX
Phillips 66

Energy
14
+ 21.54%
$126.76 - $142.32 $1.77K - $1.99K
79 $10.2M
FTNT
Fortinet, Inc.

Technology
20
+ 22.22%
$80.54 - $87.52 $1.61K - $1.75K
110 $8.74M
CNC
Centene Corp

Healthcare
11
+ 7.97%
$33.15 - $38.7 $365 - $426
149 $6.12M
TQQQ
Proshares Ultrapro Qqq

ETFs
583
+ 99.83%
$97.07 - $120.61 $56.6K - $70.3K
1.17K $61.5M
SYF
Synchrony Financial

Financial Services
6
+ 10.91%
$68.02 - $75.49 $408 - $453
61 $5.05M
VRSN
Verisign Inc

Technology
8
+ 34.78%
$232.82 - $275.44 $1.86K - $2.2K
31 $7.49M
BDX
Becton Dickinson & CO

Healthcare
2
+ 2.53%
$176.39 - $193.93 $353 - $388
81 $15.8M
A
Agilent Technologies, Inc.

Healthcare
6
+ 16.22%
$136.62 - $151.52 $820 - $909
43 $5.84M
VTRS
Viatris Inc

Healthcare
55
+ 50.93%
$9.74 - $11.2 $536 - $616
163 $2.04M
ROK
Rockwell Automation, Inc

Industrials
1
+ 7.14%
$333.75 - $394.54 $334 - $395
15 $5.84M
UAL
United Airlines Holdings, Inc.

Industrials
2
+ 3.92%
$90.77 - $104.05 $182 - $208
53 $5.88M
STT
State Street Corp

Financial Services
3
+ 7.14%
$111.0 - $121.11 $333 - $363
45 $5.79M
VGIT
Vanguard Intermediate Term Tre

ETFs
16
+ 7.62%
$59.84 - $60.54 $957 - $969
226 $13.6M
VTWO
Vanguard Russell 2000 ETF

ETFs
2
+ 0.44%
$95.72 - $101.47 $191 - $203
457 $45.4M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
+ 15.0%
$191.03 - $210.0 $573 - $630
23 $4.91M
AME
Ametek Inc

Industrials
2
+ 7.69%
$179.28 - $202.11 $359 - $404
28 $5.79M
Solventum Corp
8
+ 22.86%
N/A
43 $3.41M
AEIS
Advanced Energy Industries Inc

Industrials
4
+ 200.0%
$169.62 - $225.8 $678 - $903
6 $1.15M
IQV
Iqvia Holdings Inc.

Healthcare
1
+ 5.56%
$198.17 - $223.55 $198 - $224
19 $4.19M
TPR
Tapestry, Inc.

Consumer Cyclical
2
+ 6.45%
$98.81 - $117.14 $198 - $234
33 $4.26M
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 4.38%
$144.33 - $160.86 $1.01K - $1.13K
167 $26.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
16
+ 1.5%
$52.76 - $53.18 $844 - $851
1.08K $57.3M
FNDC
Schwab Fundamental Intl Small

ETFs
14
+ 0.78%
$43.41 - $45.12 $608 - $632
1.81K $80.5M
SPOT
Spotify Technology S.A.

Communication Services
6
+ 25.0%
$616.91 - $707.3 $3.7K - $4.24K
30 $17.4M
FSLR
First Solar, Inc.

Technology
1
+ 8.33%
$223.36 - $277.39 $223 - $277
13 $3.29M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3
+ 0.33%
$43.97 - $46.55 $132 - $140
917 $42.1M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6
+ 6.0%
$117.68 - $124.18 $706 - $745
106 $12.7M
CRL
Charles River Laboratories International, Inc.

Healthcare
2
+ 40.0%
$167.03 - $197.04 $334 - $394
7 $1.3M
SHG
Shinhan Financial Group CO LTD

Financial Services
8
+ 40.0%
N/A
28 $1.5M
SANM
Sanmina Corp

Technology
3
+ 100.0%
$114.08 - $177.76 $342 - $533
6 $836K
CME
Cme Group Inc.

Financial Services
1
+ 2.56%
$261.53 - $285.04 $262 - $285
40 $11M
ROG
Rogers Corp

Technology
5
+ 250.0%
$78.35 - $88.27 $392 - $441
7 $644K
PWR
Quanta Services, Inc.

Industrials
1
+ 6.67%
$412.21 - $453.83 $412 - $454
16 $6.62M
CCI
Crown Castle International Corp

Real Estate
9
+ 20.0%
$87.81 - $98.87 $790 - $890
54 $4.81M
MTB
M&T Bank Corp

Financial Services
1
+ 4.35%
$178.63 - $195.63 $179 - $196
24 $4.87M
EA
Electronic Arts Inc.

Communication Services
1
+ 4.35%
$199.89 - $202.0 $200 - $202
24 $5M
SKM
Sk Telecom CO LTD

Communication Services
20
+ 37.04%
$19.93 - $21.73 $399 - $435
74 $1.52M
FORM
Formfactor Inc

Technology
5
+ 125.0%
$38.14 - $59.25 $191 - $296
9 $484K
PKX
Posco Holdings Inc.

Basic Materials
5
+ 33.33%
$45.13 - $57.47 $226 - $287
20 $1.07M
KMX
Carmax Inc

Consumer Cyclical
8
+ 800.0%
$30.88 - $46.81 $247 - $374
9 $348K
PIPR
Piper Sandler Companies

Financial Services
1
+ 100.0%
$319.26 - $351.19 $319 - $351
2 $643K
CTS
Cts Corp

Technology
6
+ 150.0%
$36.47 - $43.26 $219 - $260
10 $429K
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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