Abound Wealth Management Incresed Positions in Q4 2024

Abound Wealth Management

  • $312 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CTAS
Cintas Corp

Industrials
1
+ 1.09%
$182.7 - $226.47 $183 - $226
93 $17M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
125
+ 6.63%
$56.61 - $61.63 $7.08K - $7.7K
2.01K $114M
XCEM
Columbia ETF Tr Ii

ETFs
25
+ 2.75%
$29.6 - $32.67 $740 - $817
933 $27.6M
EEM
Ishares Msci Emerging Markets

ETFs
11
+ 1.77%
$41.82 - $47.36 $460 - $521
632 $26.4M
DVN
Devon Energy Corp

Energy
3
+ 0.79%
$30.52 - $42.96 $91.6 - $129
381 $12.5M
INTC
Intel Corp

Technology
19
+ 2.34%
$19.07 - $26.23 $362 - $498
832 $16.7M
ORCL
Oracle Corp

Technology
5
+ 0.57%
$165.41 - $192.43 $827 - $962
882 $147M
SHW
Sherwin Williams CO

Basic Materials
1
+ 1.41%
$338.75 - $399.71 $339 - $400
72 $24.5M
Linde PLC
6
+ 7.06%
N/A
91 $38M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
14
+ 1.31%
$74.5 - $78.37 $1.04K - $1.1K
1.08K $80.9M
CAT
Caterpillar Inc

Industrials
7
+ 3.3%
$360.37 - $416.88 $2.52K - $2.92K
219 $79.4M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 1.0%
$288.47 - $316.54 $865 - $950
303 $87.9M
Sila Realty Trust Inc
102
+ 1.6%
N/A
6.46K $157M
MU
Micron Technology Inc

Technology
3
+ 1.44%
$84.16 - $113.41 $252 - $340
212 $17.8M
XLP
Consumer Staples Sector Spdr

ETFs
7
+ 0.69%
N/A
1.02K $80.3M
XLU
Utilities Sector Spdr

ETFs
8
+ 0.84%
$74.89 - $82.93 $599 - $663
965 $73M
RSP
Invesco S&P 500 Equal Weight E

ETFs
63
+ 1.59%
$174.22 - $187.62 $11K - $11.8K
4.03K $706M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 1.09%
$396.64 - $516.74 $397 - $517
93 $37.3M
NEE
Nextera Energy Inc

Utilities
32
+ 5.11%
$69.77 - $85.43 $2.23K - $2.73K
658 $47.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
72
+ 2.97%
$34.13 - $37.35 $2.46K - $2.69K
2.5K $85.2M
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.4%
$250.81 - $283.3 $251 - $283
250 $63.4M
TXN
Texas Instruments Inc

Technology
1
+ 0.26%
N/A
385 $72.2M
TGT
Target Corp

Consumer Defensive
4
+ 1.05%
$121.59 - $160.69 $486 - $643
386 $52.2M
PICK
Ishares Inc Msci Global Select

ETFs
20
+ 1.8%
$34.86 - $43.59 $697 - $872
1.13K $39.5M
IRM
Iron Mountain Inc

Real Estate
14
+ 1.87%
$101.62 - $128.14 $1.42K - $1.79K
761 $80M
BND
Vanguard Bd Index Fd Inc Total

ETFs
173
+ 2.6%
$71.75 - $75.11 $12.4K - $13K
6.83K $491M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
43
+ 2.13%
$55.45 - $61.08 $2.38K - $2.63K
2.06K $114M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.17%
$151.29 - $176.1 $151 - $176
594 $90.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
48
+ 1.45%
$40.06 - $45.21 $1.92K - $2.17K
3.35K $136M
LLY
Eli Lilly & CO

Healthcare
2
+ 1.27%
$727.2 - $932.06 $1.45K - $1.86K
159 $123M
FNDF
Schwab Fundamental Intl Large

ETFs
56
+ 1.12%
$32.92 - $37.15 $1.84K - $2.08K
5.06K $168M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.38%
$485.52 - $625.25 $486 - $625
266 $135M
CNI
Canadian National Railway CO

Industrials
8
+ 0.46%
$100.62 - $117.12 $805 - $937
1.75K $178M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7
+ 0.2%
$75.1 - $82.99 $526 - $581
3.58K $270M
MSFT
Microsoft Corp

Technology
16
+ 0.28%
$406.35 - $454.46 $6.5K - $7.27K
5.64K $2.38B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.65K
+ 141.75%
$22.01 - $66.82 $124K - $378K
9.64K $219M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
26.6K
+ 101.8%
$18.41 - $40.87 $490K - $1.09M
52.8K $976M
VNQ
Vanguard Specialized Funds Van

ETFs
1.72K
+ 4.12%
$87.85 - $98.6 $151K - $170K
43.5K $3.87B
VEA
Vanguard Ftse Developed Market

ETFs
45.2K
+ 9.31%
$47.57 - $52.44 $2.15M - $2.37M
530K $25.4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.05K
+ 3.88%
$44.04 - $49.49 $266K - $299K
162K $7.13B
IEFA
Ishares Tr

ETFs
2.15K
+ 2.19%
$70.06 - $77.43 $151K - $167K
101K $7.07B
IEMG
Ishares Inc

ETFs
41.8K
+ 6.66%
N/A
670K $35B
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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