Abound Wealth Management Reduced Holdings in Q4 2025

Abound Wealth Management

  • $427 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-37
- 39.78%
$524.58 - $588.02 $19.4K - $21.8K
56 $32.7M
XLI
Industrial Sector Spdr

ETFs
-79
- 44.38%
$149.9 - $155.79 $11.8K - $12.3K
99 $15.4M
IWV
Ishares Russell 3000 ETF

ETFs
-38
- 11.08%
$371.33 - $389.89 $14.1K - $14.8K
305 $118M
GPN
Global Payments Inc

Industrials
-138
- 83.64%
$74.11 - $88.53 $10.2K - $12.2K
27 $2.09M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-277
- 35.88%
$40.28 - $40.85 $11.2K - $11.3K
495 $19.9M
ABNB
Airbnb, Inc.

Consumer Cyclical
-322
- 14.22%
$117.6 - $129.07 $37.9K - $41.6K
1.94K $264M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-209
- 54.57%
$54.27 - $56.85 $11.3K - $11.9K
174 $9.89M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-387
- 30.94%
$28.46 - $29.45 $11K - $11.4K
864 $25.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-180
- 9.87%
$29.81 - $42.36 $5.37K - $7.62K
1.64K $60.8M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-392
- 71.93%
$26.1 - $27.38 $10.2K - $10.7K
153 $4.2M
OSK
Oshkosh Corp

Industrials
-72
- 50.0%
$120.42 - $139.9 $8.67K - $10.1K
72 $9.05M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-96
- 20.17%
$105.91 - $113.18 $10.2K - $10.9K
380 $43.2M
MTRN
Materion Corp

Basic Materials
-77
- 97.47%
$111.5 - $134.39 $8.59K - $10.3K
2 $249K
ABT
Abbott Laboratories

Healthcare
-10
- 1.09%
$123.62 - $134.59 $1.24K - $1.35K
907 $114M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-77
- 14.29%
$61.89 - $76.13 $4.77K - $5.86K
462 $27M
ING
Ing Groep Nv

Financial Services
-390
- 41.36%
$23.66 - $26.51 $9.23K - $10.3K
553 $15.5M
IWN
Ishares Russell2000 Val ETF

ETFs
-54
- 34.39%
$172.34 - $181.51 $9.31K - $9.8K
103 $18.6M
O
Realty Income Corp

Real Estate
-139
- 52.06%
$56.12 - $60.64 $7.8K - $8.43K
128 $7.22M
JD
Jd.Com, Inc.

Consumer Cyclical
-190
- 38.7%
$29.31 - $36.17 $5.57K - $6.87K
301 $8.64M
XLV
Select Sector Spdr Fund Health

ETFs
-62
- 81.58%
$141.95 - $152.82 $8.8K - $9.47K
14 $2.17M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-179
- 72.18%
$44.26 - $47.16 $7.92K - $8.44K
69 $3.22M
XLP
Consumer Staples Sector Spdr

ETFs
-94
- 6.99%
N/A
1.25K $97.2M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
-179
- 47.23%
$41.93 - $44.81 $7.51K - $8.02K
200 $8.93M
ACA
Arcosa, Inc.

Industrials
-87
- 82.08%
$89.15 - $102.0 $7.76K - $8.87K
19 $2.02M
CACI
Caci International Inc

Technology
-17
- 42.5%
N/A
23 $12.3M
MET
Metlife Inc

Financial Services
-65
- 10.24%
$75.97 - $82.89 $4.94K - $5.39K
570 $45M
CB
Chubb LTD

Financial Services
-37
- 23.87%
$268.2 - $296.22 $9.92K - $11K
118 $36.8M
BOX
Box Inc

Technology
-190
- 40.43%
$31.11 - $33.53 $5.91K - $6.37K
280 $8.38M
POOL
Pool Corp

Industrials
-10
- 18.52%
$242.32 - $312.05 $2.42K - $3.12K
44 $10.1M
HDB
Hdfc Bank LTD

Financial Services
-225
- 34.3%
$33.8 - $37.18 $7.6K - $8.37K
431 $15.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
-24
- 9.41%
$291.71 - $309.36 $7K - $7.42K
231 $69.8M
CVX
Chevron Corp

Energy
-22
- 2.5%
$148.9 - $157.72 $3.28K - $3.47K
859 $131M
NEE
Nextera Energy Inc

Utilities
-102
- 22.37%
$78.18 - $86.03 $7.97K - $8.78K
354 $28.4M
IYR
Ishares Tr

ETFs
-53
- 60.92%
$93.69 - $98.5 $4.97K - $5.22K
34 $3.19M
PRIM
Primoris Services Corp

Industrials
-37
- 92.5%
$116.43 - $144.26 $4.31K - $5.34K
3 $373K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-283
- 82.27%
$17.1 - $23.05 $4.84K - $6.52K
61 $1.75M
DLR
Digital Realty Trust, Inc.

Real Estate
-2
- 0.79%
$158.11 - $179.28 $316 - $359
251 $38.9M
SBUX
Starbucks Corp

Consumer Cyclical
-55
- 9.05%
$78.46 - $87.26 $4.32K - $4.8K
553 $46.6M
PRU
Prudential Financial Inc

Financial Services
-58
- 31.52%
$99.13 - $107.85 $5.75K - $6.26K
126 $14.2M
AXON
Axon Enterprise, Inc.

Industrials
-4
- 23.53%
$554.37 - $759.44 $2.22K - $3.04K
13 $7.38M
VEU
Vanguard Ftse All World Ex Us

ETFs
-87
- 12.17%
$70.2 - $73.89 $6.11K - $6.43K
628 $46.2M
Barrick Mng Corp
-261
- 42.51%
N/A
353 $15.4M
MCK
Mckesson Corp

Healthcare
-8
- 17.02%
$738.06 - $859.37 $5.9K - $6.87K
39 $32M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-82
- 49.4%
$53.25 - $56.36 $4.37K - $4.62K
84 $4.78M
OTIS
Otis Worldwide Corp

Industrials
-34
- 9.94%
$88.77 - $93.38 $3.02K - $3.17K
308 $26.9M
SHEL
Shell PLC

Energy
-68
- 19.48%
$71.37 - $77.01 $4.85K - $5.24K
281 $20.6M
COP
Conocophillips

Energy
-39
- 7.8%
$85.66 - $95.46 $3.34K - $3.72K
461 $43.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
-8
- 20.51%
$242.98 - $310.48 $1.94K - $2.48K
31 $8.02M
IWS
Ishares Russell Midcap Value E

ETFs
-30
- 22.73%
$135.66 - $140.93 $4.07K - $4.23K
102 $14.5M
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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