Abound Wealth Management Purchases in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
69
+ 85.19%
$524.81 - $672.19 $36.2K - $46.4K
150 $82.2M
KHC
Kraft Heinz CO

Consumer Defensive
1.16K
+ 1157.0%
$28.51 - $32.22 $33K - $37.3K
1.26K $38.2M
NWN
Northwest Natural Holding CO

Utilities
803
New
$38.31 - $42.72 $30.8K - $34.3K
803 $34.3M
LLY
Eli Lilly & CO

Healthcare
31
+ 19.5%
$725.72 - $929.72 $22.5K - $28.8K
190 $157M
WFC
Wells Fargo & Company

Financial Services
423
+ 24.01%
$66.78 - $81.42 $28.2K - $34.4K
2.19K $157M
CADE
Cadence Bank

Financial Services
1.15K
+ 223.3%
$29.1 - $35.93 $33.5K - $41.3K
1.67K $50.5M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 1.29%
$890.62 - $1076.86 $8.91K - $10.8K
787 $744M
XLU
Utilities Sector Spdr

ETFs
343
+ 35.54%
$74.7 - $80.27 $25.6K - $27.5K
1.31K $103M
XLP
Consumer Staples Sector Spdr

ETFs
306
+ 29.94%
N/A
1.33K $108M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.17K
New
$22.25 - $23.0 $26.1K - $27K
1.17K $26.9M
AIR
Aar Corp

Industrials
433
+ 14433.33%
$55.99 - $72.21 $24.2K - $31.3K
436 $24.4M
IBM
International Business Machines Corp

Technology
14
+ 2.08%
$217.4 - $264.74 $3.04K - $3.71K
688 $171M
WMB
Williams Companies, Inc.

Energy
345
+ 119.38%
$54.02 - $61.09 $18.6K - $21.1K
634 $37.9M
SR
Spire Inc

Utilities
281
New
$65.62 - $78.25 $18.4K - $22K
281 $22M
IAU
Ishares Gold Trust

ETFs
282
+ 66.51%
$49.74 - $58.96 $14K - $16.6K
706 $41.6M
EMB
Ishares Tr

ETFs
227
+ 22700.0%
$88.64 - $92.03 $20.1K - $20.9K
228 $20.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
102
+ 74.45%
$196.12 - $229.48 $20K - $23.4K
239 $48.4M
IJK
Ishares S&P Midcap 400 Growth

ETFs
245
+ 260.64%
$81.62 - $96.63 $20K - $23.7K
339 $28.2M
IYW
Ishares Dj Us Tech ETF

ETFs
138
+ 4600.0%
$140.44 - $166.79 $19.4K - $23K
141 $19.8M
Sila Realty Trust Inc
99
+ 1.53%
N/A
6.56K $175M
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
VDE
Vanguard Energy ETF

ETFs
109
+ 27.81%
$119.14 - $132.76 $13K - $14.5K
501 $65M
IXN
Ishares Global Information Tec

ETFs
219
New
$75.73 - $88.4 $16.6K - $19.4K
219 $16.6M
KD
Kyndryl Holdings, Inc.

Technology
524
+ 708.11%
$31.32 - $43.45 $16.4K - $22.8K
598 $18.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
295
New
$53.6 - $58.97 $15.8K - $17.4K
295 $16.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
135
+ 14.44%
$63.07 - $73.5 $8.51K - $9.92K
1.07K $75.1M
CLF
Cleveland Cliffs Inc.

Basic Materials
1.9K
New
$8.22 - $12.02 $15.6K - $22.8K
1.9K $15.6M
OSIS
Osi Systems Inc

Technology
76
+ 3800.0%
$153.35 - $219.6 $11.7K - $16.7K
78 $15.2M
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
ADP
Automatic Data Processing Inc

Industrials
43
+ 58.11%
$286.85 - $318.64 $12.3K - $13.7K
117 $35.7M
Arm Holdings PLC
125
+ 3125.0%
N/A
129 $13.8M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
329
New
$39.97 - $48.7 $13.2K - $16K
329 $13.2M
UCBI
United Community Banks Inc

Financial Services
435
+ 1087.5%
N/A
475 $13.4M
ETN
Eaton Corp PLC

Industrials
62
+ 73.81%
$271.83 - $371.23 $16.9K - $23K
146 $39.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
25
+ 9.29%
$308.86 - $455.36 $7.72K - $11.4K
294 $104M
AEM
Agnico Eagle Mines LTD

Basic Materials
105
New
$79.66 - $108.41 $8.36K - $11.4K
105 $11.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.24K
+ 4.93%
$507.05 - $563.67 $630K - $701K
26.4K $13.6B
XLI
Industrial Sector Spdr

ETFs
82
+ 103.8%
$128.78 - $141.67 $10.6K - $11.6K
161 $21.1M
OFIX
Orthofix Medical Inc.

Healthcare
650
New
$16.06 - $19.04 $10.4K - $12.4K
650 $10.6M
KNSL
Kinsale Capital Group, Inc.

Financial Services
16
+ 12.31%
$416.48 - $494.72 $6.66K - $7.92K
146 $71.1M
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
UPS
United Parcel Service Inc

Industrials
127
+ 44.88%
$109.66 - $136.26 $13.9K - $17.3K
410 $45.1M
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
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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