Abound Wealth Management New Holdings in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.85K
New
$44.72 - $46.25 $396K - $409K
8.85K $408M
OZ
Belpointe Prep, LLC

Real Estate
3.65K
New
$60.5 - $78.04 $221K - $284K
3.65K $235M
SMG
Scotts Miracle Gro CO

Basic Materials
2.3K
New
$54.76 - $77.7 $126K - $178K
2.3K $126M
MBB
Ishares Tr

ETFs
1.23K
New
$90.37 - $94.08 $111K - $115K
1.23K $115M
IGF
Ishares Global Infrastructure

ETFs
1.63K
New
$51.96 - $54.84 $84.9K - $89.6K
1.63K $89.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.11K
New
$40.03 - $46.81 $84.3K - $98.5K
2.11K $85.8M
Blackrock ETF Trust Ii
1.57K
New
N/A
1.57K $82.4M
PDCO
Patterson Companies, Inc.

Healthcare
2.5K
New
$30.8 - $31.25 $77.1K - $78.2K
2.5K $78.2M
VLGEA
Village Super Market Inc

Consumer Defensive
1.5K
New
$30.38 - $38.01 $45.6K - $57K
1.5K $57M
AGCO
Agco Corp

Industrials
600
New
$88.82 - $106.69 $53.3K - $64K
600 $55.5M
FDVV
Fidelity High Dividend ETF

ETFs
931
New
$48.86 - $52.28 $45.5K - $48.7K
931 $46.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
469
New
$85.29 - $92.57 $40K - $43.4K
469 $42.7M
ICVT
Ishares Tr Convertible Bond Et

ETFs
497
New
$83.18 - $89.27 $41.3K - $44.4K
497 $41.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.35K
New
$25.69 - $26.89 $34.8K - $36.4K
1.35K $36.4M
NWN
Northwest Natural Holding CO

Utilities
803
New
$38.31 - $42.72 $30.8K - $34.3K
803 $34.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.17K
New
$22.25 - $23.0 $26.1K - $27K
1.17K $26.9M
SR
Spire Inc

Utilities
281
New
$65.62 - $78.25 $18.4K - $22K
281 $22M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
202
New
N/A
202 $17.8M
DCO
Ducommun Inc

Industrials
302
New
$56.57 - $69.9 $17.1K - $21.1K
302 $17.5M
IXN
Ishares Global Information Tec

ETFs
219
New
$75.73 - $88.4 $16.6K - $19.4K
219 $16.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
295
New
$53.6 - $58.97 $15.8K - $17.4K
295 $16.2M
CLF
Cleveland Cliffs Inc.

Basic Materials
1.9K
New
$8.22 - $12.02 $15.6K - $22.8K
1.9K $15.6M
LWAY
Lifeway Foods, Inc.

Consumer Defensive
602
New
$19.69 - $24.91 $11.9K - $15K
602 $14.7M
HYDB
Ishares Tr Edge High Yield Def

ETFs
303
New
$46.82 - $47.8 $14.2K - $14.5K
303 $14.3M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
329
New
$39.97 - $48.7 $13.2K - $16K
329 $13.2M
AEM
Agnico Eagle Mines LTD

Basic Materials
105
New
$79.66 - $108.41 $8.36K - $11.4K
105 $11.4M
OFIX
Orthofix Medical Inc.

Healthcare
650
New
$16.06 - $19.04 $10.4K - $12.4K
650 $10.6M
SPXV
Proshares Tr S&P 500 Ex Health
166
New
N/A
166 $9.97M
IYF
Ishares Tr

ETFs
88
New
$107.69 - $119.37 $9.48K - $10.5K
88 $9.93M
RELL
Richardson Electronics, Ltd.

Technology
838
New
$10.97 - $14.87 $9.19K - $12.5K
838 $9.35M
CNC
Centene Corp

Healthcare
154
New
$55.93 - $65.89 $8.61K - $10.1K
154 $9.35M
VGIT
Vanguard Intermediate Term Tre

ETFs
153
New
$57.44 - $59.4 $8.79K - $9.09K
153 $9.1M
ASUR
Asure Software Inc

Technology
946
New
$9.16 - $12.62 $8.67K - $11.9K
946 $9.04M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
92
New
$86.24 - $97.98 $7.93K - $9.01K
92 $8.02M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
113
New
$61.25 - $72.83 $6.92K - $8.23K
113 $7.99M
COLB
Columbia Banking System, Inc.

Financial Services
314
New
$23.89 - $28.84 $7.5K - $9.06K
314 $7.83M
MEC
Mayville Engineering Company, Inc.

Industrials
561
New
$13.43 - $16.37 $7.53K - $9.18K
561 $7.54M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
131
New
$46.83 - $56.05 $6.13K - $7.34K
131 $6.98M
QTUM
ETF Ser Solutions Defiance Qua
89
New
N/A
89 $6.63M
ARIS
Aris Water Solutions, Inc.

Utilities
189
New
$23.34 - $33.33 $4.41K - $6.3K
189 $6.06M
IJS
Ishares S&P Smallcap 600 Value

ETFs
62
New
$96.3 - $112.23 $5.97K - $6.96K
62 $6.04M
MLR
Miller Industries Inc

Consumer Cyclical
119
New
$42.37 - $69.18 $5.04K - $8.23K
119 $5.04M
AIQ
Global X Funds Global X Artifi

ETFs
134
New
$36.38 - $42.77 $4.87K - $5.73K
134 $4.88M
IAI
Ishares Tr Us Broker Dealers &

ETFs
32
New
$134.68 - $159.3 $4.31K - $5.1K
32 $4.48M
PNQI
Invesco Nasdaq Internet ETF

ETFs
92
New
$43.72 - $51.15 $4.02K - $4.71K
92 $4.06M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
79
New
$48.9 - $56.81 $3.86K - $4.49K
79 $3.87M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
26
New
$126.11 - $135.06 $3.28K - $3.51K
26 $3.38M
SFYX
Tidal ETF Tr Sofi Next 500 ETF

ETFs
182
New
$13.15 - $15.37 $2.39K - $2.8K
182 $2.46M
HDB
Hdfc Bank LTD

Financial Services
35
New
$58.06 - $66.85 $2.03K - $2.34K
35 $2.33M
Activity Summary
Buys All Purchases 279 New Holdings 122 Increased Positions 157 Sells All Sells 603 Reductions 602 Sold out 1 Options Calls 0 Puts 0
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