Abound Wealth Management Sells in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
-317K
- 47.37%
N/A
352K $19B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-38K
- 23.47%
$42.5 - $46.71 $1.62M - $1.78M
124K $5.61B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-32.8K
- 98.84%
$24.91 - $29.02 $818K - $952K
386 $9.67M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 50.0%
$663000.0 - $801950.0 $663K - $802K
1 $798M
MSFT
Microsoft Corp

Technology
-13
- 0.23%
$375.39 - $447.2 $4.88K - $5.81K
5.63K $2.11B
MUB
Ishares National Muni Bond ETF

ETFs
-1.99K
- 11.48%
$104.71 - $107.69 $208K - $214K
15.3K $1.62B
GOOG
Alphabet Inc.

Communication Services
-198
- 3.95%
$156.06 - $207.71 $30.9K - $41.1K
4.81K $751M
Arista Networks Inc
-1.29K
- 78.01%
N/A
363 $28.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-9.84K
- 18.65%
$18.36 - $20.51 $181K - $202K
42.9K $849M
TTD
Trade Desk, Inc.

Technology
-1
- 0.05%
$53.59 - $126.58 $53.6 - $127
1.89K $103M
ABNB
Airbnb, Inc.

Consumer Cyclical
-321
- 9.93%
$119.38 - $161.42 $38.3K - $51.8K
2.91K $348M
NSC
Norfolk Southern Corp

Industrials
-321
- 15.06%
$227.69 - $259.76 $73.1K - $83.4K
1.81K $429M
CRM
Salesforce, Inc.

Technology
-34
- 4.27%
$268.36 - $359.95 $9.12K - $12.2K
762 $204M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.1K
- 53.64%
$54.25 - $57.64 $59.9K - $63.6K
954 $52.5M
VXF
Vanguard Extended Market ETF

ETFs
-267
- 42.11%
$170.36 - $201.04 $45.5K - $53.7K
367 $63.3M
FNDF
Schwab Fundamental Intl Large

ETFs
-1.66K
- 32.74%
$32.9 - $37.45 $54.5K - $62.1K
3.41K $123M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.65K
- 35.62%
$27.01 - $28.54 $44.5K - $47K
2.98K $83.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-681
- 62.25%
$56.17 - $59.71 $38.3K - $40.7K
413 $23.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
-722
- 48.23%
$56.51 - $62.98 $40.8K - $45.5K
775 $47M
BAC
Bank Of America Corp

Financial Services
-488
- 8.2%
$39.61 - $47.74 $19.3K - $23.3K
5.46K $228M
DUK
Duke Energy Corp

Utilities
-336
- 51.38%
$105.87 - $121.97 $35.6K - $41K
318 $38.8M
SSO
Proshares Ultra S&P 500

ETFs
-249
- 31.84%
$80.57 - $100.21 $20.1K - $25K
533 $44.1M
ORCL
Oracle Corp

Technology
-29
- 3.29%
$139.81 - $186.47 $4.05K - $5.41K
853 $119M
NOW
Service Now, Inc.

Technology
-10
- 14.08%
$783.83 - $1170.39 $7.84K - $11.7K
61 $48.8M
CDNS
Cadence Design Systems Inc

Technology
-12
- 2.39%
$233.96 - $324.52 $2.81K - $3.89K
491 $125M
IWM
Ishares Russell 2000 ETF

ETFs
-82
- 19.9%
$198.1 - $229.79 $16.2K - $18.8K
330 $65.8M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-173
- 27.24%
$65.15 - $91.81 $11.3K - $15.9K
462 $30.1M
VO
Vanguard Mid Cap ETF

ETFs
-84
- 21.21%
$251.87 - $277.95 $21.2K - $23.3K
312 $80.7M
PG
Procter & Gamble CO

Consumer Defensive
-209
- 4.98%
$158.56 - $176.26 $33.1K - $36.8K
3.99K $680M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-8
- 0.36%
$47.79 - $59.89 $382 - $479
2.19K $110M
NEE
Nextera Energy Inc

Utilities
-290
- 44.07%
$66.96 - $76.16 $19.4K - $22.1K
368 $26.1M
IWV
Ishares Russell 3000 ETF

ETFs
-45
- 11.6%
$313.1 - $349.83 $14.1K - $15.7K
343 $109M
PLTR
Palantir Technologies Inc.

Technology
-368
- 29.3%
$64.98 - $124.62 $23.9K - $45.9K
888 $75M
ISRG
Intuitive Surgical Inc

Healthcare
-12
- 2.3%
$476.63 - $610.45 $5.72K - $7.33K
510 $252M
JNJ
Johnson & Johnson

Healthcare
-280
- 21.29%
$142.06 - $167.7 $39.8K - $47K
1.04K $172M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-114
- 36.42%
$126.86 - $146.45 $14.5K - $16.7K
199 $25.3M
ADBE
Adobe Inc.

Technology
-17
- 11.04%
$377.84 - $464.11 $6.42K - $7.89K
137 $52.5M
IRM
Iron Mountain Inc

Real Estate
-13
- 1.71%
$82.79 - $111.31 $1.08K - $1.45K
748 $64.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 12.5%
$4295.4 - $5141.88 $8.59K - $10.3K
14 $64.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-269
- 44.61%
$45.72 - $51.73 $12.3K - $13.9K
334 $15.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-251
- 56.03%
$58.01 - $64.46 $14.6K - $16.2K
197 $12.3M
TGT
Target Corp

Consumer Defensive
-19
- 4.92%
$103.65 - $142.5 $1.97K - $2.71K
367 $38.3M
ACN
Accenture PLC

Technology
-19
- 10.33%
$300.91 - $398.25 $5.72K - $7.57K
165 $51.6M
AMD
Advanced Micro Devices Inc

Technology
-60
- 15.71%
$96.63 - $129.55 $5.8K - $7.77K
322 $33.1M
XCEM
Columbia ETF Tr Ii

ETFs
-424
- 45.44%
$29.18 - $30.72 $12.4K - $13K
509 $15M
SNOW
Snowflake Inc.

Technology
-1
- 0.07%
$146.16 - $192.78 $146 - $193
1.42K $208M
TXN
Texas Instruments Inc

Technology
-47
- 12.21%
N/A
338 $60.7M
OEF
Ishares S&P 100 ETF

ETFs
-24
- 8.86%
N/A
247 $66.9M
USB
Us Bancorp \De\

Financial Services
-174
- 27.1%
$40.92 - $50.9 $7.12K - $8.86K
468 $19.8M
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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