Abound Wealth Management Incresed Positions in Q4 2024

Abound Wealth Management

  • $312 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CAH
Cardinal Health Inc

Healthcare
4
+ 7.14%
$107.89 - $125.33 $432 - $501
60 $7.11M
Wk Kellogg CO
46
+ 460.0%
N/A
56 $1.01M
HIG
Hartford Financial Services Group, Inc.

Financial Services
11
+ 20.0%
$107.06 - $123.74 $1.18K - $1.36K
66 $7.26M
MTD
Mettler Toledo International Inc

Healthcare
1
+ 50.0%
$1160.67 - $1498.12 $1.16K - $1.5K
3 $3.77M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
70
+ 34.15%
$8.24 - $11.07 $577 - $775
275 $2.57M
STLD
Steel Dynamics Inc

Basic Materials
9
+ 33.33%
N/A
36 $4.11M
Veralto Corp
12
+ 20.34%
N/A
71 $7.23M
CLX
Clorox CO

Consumer Defensive
4
+ 5.48%
$156.51 - $169.74 $626 - $679
77 $12.5M
SPG
Simon Property Group Inc

Real Estate
1
+ 0.8%
$167.23 - $183.84 $167 - $184
126 $21.7M
PAYX
Paychex Inc

Industrials
2
+ 3.92%
$135.86 - $148.73 $272 - $297
53 $7.4M
PH
Parker Hannifin Corp

Industrials
1
+ 2.63%
$621.74 - $709.46 $622 - $709
39 $24.8M
KMB
Kimberly Clark Corp

Consumer Defensive
7
+ 18.42%
$130.37 - $146.09 $913 - $1.02K
45 $5.9M
CB
Chubb LTD

Financial Services
6
+ 6.19%
$271.57 - $301.89 $1.63K - $1.81K
103 $28.5M
VTR
Ventas, Inc.

Real Estate
14
+ 21.21%
$57.73 - $66.48 $808 - $931
80 $4.72M
EFG
Msci Eafe Growth ETF

ETFs
5
+ 500.0%
$96.83 - $106.88 $484 - $534
6 $586K
ROK
Rockwell Automation, Inc

Industrials
1
+ 6.25%
$264.65 - $302.92 $265 - $303
17 $4.76M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.37%
$69.3 - $74.3 $69.3 - $74.3
269 $19.2M
HMC
Honda Motor CO LTD

Consumer Cyclical
14
+ 466.67%
$23.7 - $32.62 $332 - $457
17 $486K
JCI
Johnson Controls International PLC

Industrials
3
+ 2.11%
$74.23 - $86.6 $223 - $260
145 $11.4M
ETN
Eaton Corp PLC

Industrials
1
+ 1.2%
$326.96 - $377.52 $327 - $378
84 $27.8M
ACM
Aecom

Industrials
1
+ 1.11%
$101.97 - $116.97 $102 - $117
91 $9.69M
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 2.38%
$278.49 - $315.16 $278 - $315
43 $12.2M
CTRA
Coterra Energy Inc.

Energy
8
+ 9.09%
$22.71 - $27.63 $182 - $221
96 $2.45M
DASH
Door Dash, Inc.

Communication Services
1
+ 33.33%
$141.93 - $180.48 $142 - $180
4 $749K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2
+ 0.75%
$84.34 - $95.14 $169 - $190
268 $23.4M
KHC
Kraft Heinz CO

Consumer Defensive
20
+ 25.0%
$30.1 - $36.02 $602 - $720
100 $3.09M
PHI
Pldt Inc.

Communication Services
21
+ 50.0%
$21.06 - $27.58 $442 - $579
63 $1.4M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
5
+ 0.55%
$40.82 - $45.39 $204 - $227
908 $37.8M
VDE
Vanguard Energy ETF

ETFs
6
+ 1.55%
$116.67 - $136.78 $700 - $821
392 $47.5M
CVLG
Covenant Logistics Group, Inc.

Industrials
1
+ 0.72%
$49.9 - $60.66 $49.9 - $60.7
139 $7.55M
NOK
Nokia Corp

Technology
52
+ 36.36%
$4.13 - $4.95 $215 - $257
195 $864K
OXY
Occidental Petroleum Corp

Energy
9
+ 8.65%
$45.36 - $55.91 $408 - $503
113 $5.58M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3
+ 2.78%
$46.48 - $51.32 $139 - $154
111 $5.33M
LNT
Alliant Energy Corp

Utilities
5
+ 9.43%
$56.24 - $63.63 $281 - $318
58 $3.43M
BAP
Credicorp LTD

Financial Services
1
+ 100.0%
$180.17 - $198.65 $180 - $199
2 $367K
MNST
Monster Beverage Corp

Consumer Defensive
2
+ 0.98%
$49.24 - $56.38 $98.5 - $113
206 $10.8M
Jacobs Solutions Inc
1
+ 5.56%
N/A
19 $2.54M
ICL
Icl Group Ltd.

Basic Materials
27
+ 58.7%
$3.92 - $5.13 $106 - $139
73 $361K
ODFL
Old Dominion Freight Line, Inc.

Industrials
5
+ 15.15%
$176.4 - $231.84 $882 - $1.16K
38 $6.7M
HES
Hess Corp

Energy
2
+ 4.65%
$127.66 - $148.65 $255 - $297
45 $5.99M
GRAB
Grab Holdings LTD

Technology
17
+ 28.81%
$3.6 - $5.67 $61.2 - $96.4
76 $359K
UMC
United Microelectronics Corp

Technology
82
+ 39.05%
$6.34 - $8.35 $520 - $685
292 $1.9M
ENTG
Entegris Inc

Technology
1
+ 33.33%
$97.67 - $112.92 $97.7 - $113
4 $432K
ASX
Ase Technology Holding Co., Ltd.

Technology
8
+ 6.15%
$9.49 - $10.74 $75.9 - $85.9
138 $1.39M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2
+ 0.9%
$176.42 - $186.91 $353 - $374
225 $40.1M
UBS
Ubs Group Ag

Financial Services
4
+ 9.3%
$29.78 - $33.08 $119 - $132
47 $1.43M
BOH
Bank Of Hawaii Corp

Financial Services
1
+ 33.33%
$61.29 - $80.51 $61.3 - $80.5
4 $285K
CRL
Charles River Laboratories International, Inc.

Healthcare
1
+ 100.0%
$178.58 - $220.69 $179 - $221
2 $338K
BKU
Bank United, Inc.

Financial Services
2
+ 40.0%
$34.61 - $43.2 $69.2 - $86.4
7 $268K
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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