Abound Wealth Management Purchases in Q4 2025

Abound Wealth Management

  • $427 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
102
New
N/A
102 $16.6M
IBM
International Business Machines Corp

Technology
20
+ 2.78%
$275.97 - $314.98 $5.52K - $6.3K
739 $219M
Celestica Inc
52
New
N/A
52 $15.4M
IHE
Ishares Tr

ETFs
168
New
$73.63 - $80.43 $12.4K - $13.5K
168 $14.3M
NVS
Novartis Ag

Healthcare
102
+ 680.0%
$121.8 - $132.39 $12.4K - $13.5K
117 $16.1M
MDB
Mongo Db, Inc.

Technology
1
+ 0.81%
$313.81 - $373.89 $314 - $374
125 $52.3M
PNR
Pentair PLC

Industrials
131
New
$104.33 - $112.36 $13.7K - $14.7K
131 $13.7M
PNC
Pnc Financial Services Group, Inc.

Financial Services
57
+ 32.57%
$178.37 - $198.46 $10.2K - $11.3K
232 $48.4M
Ark 21 Shares Bitcoin ETF
453
New
N/A
453 $13.2M
ARKQ
Ark Autonomous Technology & Ro

ETFs
112
+ 151.35%
$108.36 - $124.69 $12.1K - $14K
186 $21.4M
Bitwise Bitcoin ETF Tr
272
New
N/A
272 $12.9M
RIO
Rio Tinto PLC

Basic Materials
156
+ 1950.0%
$65.44 - $72.58 $10.2K - $11.3K
164 $13.1M
Figma Inc
336
+ 33600.0%
N/A
337 $12.6M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
119
+ 11.09%
$60.25 - $64.15 $7.17K - $7.63K
1.19K $78.2M
FNDE
Schwab Fundamental Emerging Mk

ETFs
350
+ 15.7%
$34.78 - $37.69 $12.2K - $13.2K
2.58K $93M
WMB
Williams Companies, Inc.

Energy
239
+ 37.88%
$56.51 - $64.48 $13.5K - $15.4K
870 $52.3M
IXUS
Ishares Tr

ETFs
135
+ 31.18%
$81.21 - $85.27 $11K - $11.5K
568 $48M
BE
Bloom Energy Corp

Industrials
141
New
$86.06 - $142.37 $12.1K - $20.1K
141 $12.3M
Gsk PLC
238
+ 276.74%
N/A
324 $15.9M
TFC
Truist Financial Corp

Financial Services
92
+ 4.36%
$41.09 - $45.64 $3.78K - $4.2K
2.2K $108M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.15%
$470.44 - $504.26 $941 - $1.01K
1.31K $639M
FSTA
Fidelity Covington Tr Msci Con

ETFs
238
New
$48.21 - $50.77 $11.5K - $12.1K
238 $11.7M
ERJ
Embraer S.A.

Industrials
182
New
$56.04 - $66.93 $10.2K - $12.2K
182 $11.7M
MDT
Medtronic PLC

Healthcare
120
+ 55.81%
$90.06 - $98.43 $10.8K - $11.8K
335 $32.2M
GLW
Corning Inc

Technology
100
+ 21.01%
$82.06 - $90.29 $8.21K - $9.03K
576 $50.4M
EXEL
Exelixis, Inc.

Healthcare
259
New
$34.54 - $43.59 $8.95K - $11.3K
259 $11.4M
VMC
Vulcan Materials CO

Basic Materials
41
+ 256.25%
$280.58 - $309.07 $11.5K - $12.7K
57 $16.3M
TWLO
Twilio Inc

Communication Services
2
+ 0.8%
$102.7 - $136.1 $205 - $272
252 $35.8M
SAP
Sap Se

Technology
43
+ 537.5%
$238.9 - $280.46 $10.3K - $12.1K
51 $12.4M
EMR
Emerson Electric CO

Industrials
75
+ 115.38%
$126.01 - $140.03 $9.45K - $10.5K
140 $18.6M
NAIL
Direxion Shs ETF Tr Daily Home

ETFs
202
New
$52.75 - $77.49 $10.7K - $15.7K
202 $10M
SCHW
Schwab Charles Corp

Financial Services
86
+ 31.27%
$91.91 - $97.71 $7.9K - $8.4K
361 $36.1M
PANW
Palo Alto Networks Inc

Technology
74
+ 35.58%
$204.77 - $221.38 $15.2K - $16.4K
282 $52M
Amer Sports Inc
255
New
N/A
255 $9.53M
CNI
Canadian National Railway CO

Industrials
15
+ 0.85%
$93.17 - $97.87 $1.4K - $1.47K
1.78K $176M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
68
+ 377.78%
$153.8 - $189.34 $10.5K - $12.9K
86 $12.6M
MS
Morgan Stanley

Financial Services
26
+ 10.83%
$151.86 - $169.92 $3.95K - $4.42K
266 $47.3M
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.32%
$264.7 - $283.93 $265 - $284
314 $90.3M
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 4.94%
$293.81 - $310.11 $7.64K - $8.06K
552 $169M
Graniteshares ETF Tr
100
New
N/A
100 $8.8M
CMI
Cummins Inc

Industrials
14
+ 82.35%
$407.98 - $484.34 $5.71K - $6.78K
31 $15.9M
DHR
Danaher Corp

Healthcare
12
+ 6.22%
$202.46 - $223.01 $2.43K - $2.68K
205 $46.9M
EWL
Ishares Inc Msci Switzerlnd

ETFs
141
New
$55.06 - $58.06 $7.76K - $8.19K
141 $8.46M
TM
Toyota Motor Corp

Consumer Cyclical
38
+ 292.31%
$185.22 - $211.24 $7.04K - $8.03K
51 $10.9M
EPD
Enterprise Products Partners L.P.

Energy
252
+ 61.76%
$30.19 - $32.26 $7.61K - $8.13K
660 $21.2M
UPS
United Parcel Service Inc

Industrials
20
+ 4.94%
$82.87 - $97.4 $1.66K - $1.95K
425 $42.1M
DGRO
Ishares Core Dividend Growth E

ETFs
113
+ 46.31%
$66.93 - $69.17 $7.56K - $7.82K
357 $24.8M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
171
New
$49.74 - $58.65 $8.51K - $10K
171 $8.15M
BHP
Bhp Group LTD

Basic Materials
128
+ 512.0%
$53.62 - $57.96 $6.86K - $7.42K
153 $9.24M
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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