Abound Wealth Management Purchases in Q4 2025

Abound Wealth Management

  • $427 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
Franklin Templeton Digital H
13
New
N/A
13 $658K
FSLR
First Solar, Inc.

Technology
1
+ 8.33%
$223.36 - $277.39 $223 - $277
13 $3.29M
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
26
New
$22.92 - $23.88 $596 - $621
26 $604K
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
ITT
Itt Inc.

Industrials
3
New
$170.91 - $195.47 $513 - $586
3 $486K
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
EVR
Evercore Inc.

Financial Services
1
New
$291.66 - $334.01 $292 - $334
1 $450K
CCI
Crown Castle International Corp

Real Estate
9
+ 20.0%
$87.81 - $98.87 $790 - $890
54 $4.81M
NVT
N Vent Electric PLC

Industrials
4
New
$95.98 - $114.35 $384 - $457
4 $421K
MTB
M&T Bank Corp

Financial Services
1
+ 4.35%
$178.63 - $195.63 $179 - $196
24 $4.87M
PFS
Provident Financial Services Inc

Financial Services
20
New
$17.88 - $20.03 $358 - $401
20 $400K
CW
Curtiss Wright Corp

Industrials
1
New
$536.42 - $601.78 $536 - $602
1 $370K
JHG
Janus Henderson Group PLC

Financial Services
8
New
$41.13 - $46.35 $329 - $371
8 $367K
GES
Guess Inc

Consumer Cyclical
22
New
$16.72 - $17.05 $368 - $375
22 $366K
FNB
Fnb Corp

Financial Services
21
New
$14.65 - $16.47 $308 - $346
21 $364K
MKTX
Marketaxess Holdings Inc

Financial Services
2
New
$158.85 - $177.4 $318 - $355
2 $363K
WCC
Wesco International Inc

Industrials
1
New
$208.29 - $267.15 $208 - $267
1 $358K
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
TRST
Trustco Bank Corp N Y

Financial Services
8
New
$34.65 - $40.11 $277 - $321
8 $348K
AMKR
Amkor Technology, Inc.

Technology
9
New
$28.26 - $37.84 $254 - $341
9 $342K
FORM
Formfactor Inc

Technology
5
+ 125.0%
$38.14 - $59.25 $191 - $296
9 $484K
LFUS
Littelfuse Inc

Technology
1
New
$240.68 - $271.84 $241 - $272
1 $337K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
14
New
$18.64 - $27.27 $261 - $382
14 $328K
NET
Cloudflare, Inc.

Technology
2
New
$210.01 - $253.3 $420 - $507
2 $328K
PKX
Posco Holdings Inc.

Basic Materials
5
+ 33.33%
$45.13 - $57.47 $226 - $287
20 $1.07M
FLS
Flowserve Corp

Industrials
5
New
$49.09 - $71.85 $245 - $359
5 $325K
PTC
Ptc Inc.

Technology
2
New
$173.93 - $205.87 $348 - $412
2 $318K
HUBB
Hubbell Inc

Industrials
1
New
$408.46 - $472.57 $408 - $473
1 $311K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
6
New
$38.94 - $47.57 $234 - $285
6 $306K
PTCT
Ptc Therapeutics, Inc.

Healthcare
4
New
$62.01 - $75.3 $248 - $301
4 $304K
KMX
Carmax Inc

Consumer Cyclical
8
+ 800.0%
$30.88 - $46.81 $247 - $374
9 $348K
Brightspring Health Svcs Inc
8
New
N/A
8 $300K
ESI
Element Solutions Inc

Basic Materials
12
New
$23.94 - $27.74 $287 - $333
12 $300K
JAMF
Jamf Holding Corp.

Technology
23
New
$9.7 - $12.88 $223 - $296
23 $299K
PIPR
Piper Sandler Companies

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