Abound Wealth Management Incresed Positions in Q4 2024

Abound Wealth Management

  • $312 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
70
+ 10.09%
$92.39 - $117.6 $6.47K - $8.23K
764 $85.1M
K
Kellogg CO

Consumer Defensive
223
+ 506.82%
$80.34 - $81.29 $17.9K - $18.1K
267 $21.6M
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.19%
$471.27 - $550.62 $471 - $551
522 $272M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
30
+ 2.96%
$170.03 - $192.78 $5.1K - $5.78K
1.04K $193M
VGT
Vanguard Information Technolog

ETFs
7
+ 2.13%
$571.78 - $647.97 $4K - $4.54K
336 $209M
MA
Mastercard Inc

Financial Services
7
+ 2.17%
$491.3 - $536.15 $3.44K - $3.75K
329 $173M
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 10.38%
$385.02 - $431.37 $22.3K - $25K
617 $240M
NOW
Service Now, Inc.

Technology
2
+ 2.9%
$867.18 - $1148.42 $1.73K - $2.3K
71 $75.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
206
+ 4.27%
$61.68 - $67.87 $12.7K - $14K
5.03K $314M
VTWO
Vanguard Russell 2000 ETF

ETFs
124
+ 37.8%
$87.42 - $98.06 $10.8K - $12.2K
452 $40.4M
SBUX
Starbucks Corp

Consumer Cyclical
156
+ 25.2%
$87.44 - $102.5 $13.6K - $16K
775 $70.7M
BA
Boeing CO

Industrials
18
+ 6.57%
$138.14 - $180.72 $2.49K - $3.25K
292 $51.6M
KO
Coca Cola CO

Consumer Defensive
307
+ 30.79%
$61.74 - $71.71 $19K - $22K
1.3K $81.2M
RTX
Raytheon Technologies Corp

Industrials
102
+ 21.56%
$114.45 - $127.21 $11.7K - $13K
575 $66.5M
BMY
Bristol Myers Squibb CO

Healthcare
115
+ 29.11%
$51.92 - $59.94 $5.97K - $6.89K
510 $28.8M
MMM
3 M CO

Industrials
65
+ 41.94%
$124.74 - $137.12 $8.11K - $8.91K
220 $28.4M
GLD
Spdr Gold Trust

ETFs
28
+ 5.54%
$236.59 - $257.5 $6.62K - $7.21K
533 $129M
SHEL
Shell PLC

Energy
99
+ 230.23%
$60.63 - $70.23 $6K - $6.95K
142 $8.9M
HPQ
Hp Inc

Technology
203
+ 105.18%
$32.46 - $39.3 $6.59K - $7.98K
396 $12.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
8
+ 0.91%
$94.43 - $105.47 $755 - $844
890 $90.3M
TRGP
Targa Resources Corp.

Energy
31
+ 310.0%
$150.58 - $207.69 $4.67K - $6.44K
41 $7.3M
TFC
Truist Financial Corp

Financial Services
112
+ 12.08%
$41.51 - $48.1 $4.65K - $5.39K
1.04K $45.1M
Gsk PLC
160
+ 727.27%
N/A
182 $6.16M
DELL
Dell Technologies Inc.

Technology
46
+ 158.62%
$111.96 - $144.21 $5.15K - $6.63K
75 $8.63M
CBU
Community Bank System, Inc.

Financial Services
10
+ 0.83%
$56.38 - $71.45 $564 - $715
1.22K $75.4M
MGC
Vanguard Mega Cap ETF

ETFs
23
+ 766.67%
$204.21 - $220.18 $4.7K - $5.06K
26 $5.53M
HWM
Howmet Aerospace Inc.

Industrials
42
+ 175.0%
$99.72 - $120.09 $4.19K - $5.04K
66 $7.22M
MS
Morgan Stanley

Financial Services
4
+ 2.12%
$104.42 - $134.99 $418 - $540
193 $24.3M
NTAP
Net App, Inc.

Technology
39
+ 70.91%
$115.31 - $131.11 $4.5K - $5.11K
94 $10.9M
TDY
Teledyne Technologies Inc

Technology
6
+ 12.5%
$436.59 - $489.24 $2.62K - $2.94K
54 $25.2M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7
+ 15.56%
$173.13 - $258.09 $1.21K - $1.81K
52 $12M
FISV
Fiserv Inc

Technology
3
+ 2.19%
N/A
140 $28.7M
VRSN
Verisign Inc

Technology
17
+ 58.62%
$176.68 - $206.96 $3K - $3.52K
46 $9.52M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
8
+ 3.29%
$417.69 - $450.94 $3.34K - $3.61K
251 $107M
GM
General Motors CO

Consumer Cyclical
41
+ 19.16%
$44.82 - $60.2 $1.84K - $2.47K
255 $13.6M
APH
Amphenol Corp

Technology
41
+ 19.43%
$62.07 - $75.35 $2.54K - $3.09K
252 $17.5M
TJX
Tjx Companies Inc

Consumer Cyclical
20
+ 4.85%
$112.15 - $127.2 $2.24K - $2.54K
432 $52.1M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
71
+ 5.37%
$9.71 - $15.34 $689 - $1.09K
1.39K $18.5M
IBM
International Business Machines Corp

Technology
21
+ 3.22%
$204.9 - $238.04 $4.3K - $5K
674 $148M
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.37%
N/A
271 $78.3M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
23
+ 164.29%
$107.98 - $143.92 $2.48K - $3.31K
37 $4.98M
ATO
Atmos Energy Corp

Utilities
24
+ 266.67%
$136.41 - $151.43 $3.27K - $3.63K
33 $4.6M
BRO
Brown & Brown, Inc.

Financial Services
32
+ 457.14%
$100.93 - $113.42 $3.23K - $3.63K
39 $3.98M
Smurfit Westrock PLC
56
+ 127.27%
N/A
100 $5.4M
AON
Aon PLC

Financial Services
8
+ 25.81%
$344.14 - $393.31 $2.75K - $3.15K
39 $13.9M
ALLY
Ally Financial Inc.

Financial Services
85
+ 56.67%
$34.12 - $39.98 $2.9K - $3.4K
235 $8.45M
EFV
Msci Eafe Value ETF

ETFs
90
+ 27.78%
$51.78 - $57.15 $4.66K - $5.14K
414 $21.7M
WMB
Williams Companies, Inc.

Energy
14
+ 5.09%
$46.37 - $59.74 $649 - $836
289 $15.6M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
16
+ 400.0%
$180.39 - $205.43 $2.89K - $3.29K
20 $3.79M
Activity Summary
Buys All Purchases 361 New Holdings 68 Increased Positions 293 Sells All Sells 319 Reductions 318 Sold out 1 Options Calls 0 Puts 0
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