Abound Wealth Management Reduced Holdings in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
-260
- 16.87%
$33.19 - $38.23 $8.63K - $9.94K
1.28K $47.3M
BMY
Bristol Myers Squibb CO

Healthcare
-205
- 40.2%
$53.9 - $63.11 $11K - $12.9K
305 $18.6M
FDX
Fedex Corp

Industrials
-19
- 12.58%
$230.33 - $281.53 $4.38K - $5.35K
132 $32.2M
DHR
Danaher Corp

Healthcare
-24
- 11.59%
$201.62 - $250.59 $4.84K - $6.01K
183 $37.5M
COP
Conocophillips

Energy
-121
- 24.35%
$88.6 - $105.85 $10.7K - $12.8K
376 $39.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-16
- 7.48%
$165.25 - $224.62 $2.64K - $3.59K
198 $32.8M
MOH
Molina Healthcare, Inc.

Healthcare
-35
- 57.38%
$266.57 - $333.27 $9.33K - $11.7K
26 $8.57M
EEM
Ishares Msci Emerging Markets

ETFs
-234
- 37.03%
$40.81 - $45.34 $9.55K - $10.6K
398 $17.4M
WMT
Walmart Inc.

Consumer Defensive
-33
- 1.43%
$84.5 - $105.05 $2.79K - $3.47K
2.27K $199M
AMAT
Applied Materials Inc

Technology
-40
- 23.95%
$145.06 - $195.51 $5.8K - $7.82K
127 $18.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-14
- 21.88%
$497.6 - $606.74 $6.97K - $8.49K
50 $24.9M
TFC
Truist Financial Corp

Financial Services
-149
- 14.34%
$39.48 - $48.15 $5.88K - $7.17K
890 $36.6M
NUE
Nucor Corp

Basic Materials
-73
- 74.49%
$114.48 - $142.52 $8.36K - $10.4K
25 $3.01M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-3
- 0.19%
$56.68 - $73.5 $170 - $221
1.61K $102M
LMT
Lockheed Martin Corp

Industrials
-13
- 18.84%
$423.19 - $506.29 $5.5K - $6.58K
56 $25.2M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-5
- 0.52%
$68.07 - $78.99 $340 - $395
954 $64.9M
ZTS
Zoetis Inc.

Healthcare
-50
- 50.0%
$156.48 - $175.67 $7.82K - $8.78K
50 $8.24M
SBUX
Starbucks Corp

Consumer Cyclical
-136
- 17.55%
$91.75 - $115.81 $12.5K - $15.8K
639 $62.7M
FITB
Fifth Third Bancorp

Financial Services
-4
- 0.16%
$37.48 - $44.96 $150 - $180
2.52K $98.9M
FISV
Fiserv Inc

Technology
-46
- 32.86%
N/A
94 $20.8M
INTU
Intuit Inc

Technology
-10
- 10.75%
$555.63 - $630.23 $5.56K - $6.3K
83 $50.7M
HON
Honeywell International Inc

Industrials
-23
- 11.5%
$202.75 - $226.52 $4.66K - $5.21K
177 $37.5M
BX
Blackstone Inc.

Financial Services
-24
- 17.91%
$136.53 - $186.74 $3.28K - $4.48K
110 $15.4M
ADI
Analog Devices Inc

Technology
-32
- 27.59%
$201.56 - $243.82 $6.45K - $7.8K
84 $17M
IEX
Idex Corp

Industrials
-29
- 36.71%
$178.23 - $224.31 $5.17K - $6.5K
50 $9.05M
SRE
Sempra Energy

Utilities
-72
- 54.14%
$67.85 - $87.67 $4.89K - $6.31K
61 $4.37M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-42
- 42.0%
$208.48 - $244.03 $8.76K - $10.2K
58 $14.1M
MCO
Moodys Corp

Financial Services
-15
- 40.54%
$437.8 - $527.48 $6.57K - $7.91K
22 $10.4M
KKR
Kkr & Co. Inc.

Financial Services
-17
- 10.63%
$108.17 - $167.07 $1.84K - $2.84K
143 $16.5M
KO
Coca Cola CO

Consumer Defensive
-269
- 20.63%
$60.81 - $72.32 $16.4K - $19.5K
1.04K $74.1M
MAR
Marriott International Inc

Consumer Cyclical
-17
- 23.94%
$237.01 - $304.45 $4.03K - $5.18K
54 $12.9M
SHEL
Shell PLC

Energy
-116
- 81.69%
$62.84 - $73.29 $7.29K - $8.5K
26 $1.91M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-5
- 0.55%
$120.24 - $134.3 $601 - $672
900 $110M
EIX
Edison International

Utilities
-70
- 56.45%
$50.06 - $80.01 $3.5K - $5.6K
54 $3.19M
TSCO
Tractor Supply CO

Consumer Cyclical
-126
- 64.95%
$51.66 - $57.94 $6.51K - $7.3K
68 $3.75M
QCOM
Qualcomm Inc

Technology
-42
- 13.04%
$151.94 - $175.86 $6.38K - $7.39K
280 $43M
MCD
Mcdonalds Corp

Consumer Cyclical
-42
- 13.86%
$279.74 - $321.29 $11.7K - $13.5K
261 $81.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-228
- 3.34%
$71.17 - $73.66 $16.2K - $16.8K
6.6K $485M
PFE
Pfizer Inc

Healthcare
-183
- 14.18%
$25.01 - $27.13 $4.58K - $4.96K
1.11K $28.1M
Linde PLC
-23
- 25.27%
N/A
68 $31.9M
NKE
Nike, Inc.

Consumer Cyclical
-35
- 10.87%
$63.29 - $81.72 $2.22K - $2.86K
287 $18.2M
AMP
Ameriprise Financial Inc

Financial Services
-4
- 4.82%
$472.29 - $575.13 $1.89K - $2.3K
79 $38.3M
TJX
Tjx Companies Inc

Consumer Cyclical
-52
- 12.04%
$112.81 - $126.16 $5.87K - $6.56K
380 $46.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-17
- 11.49%
$222.66 - $268.42 $3.79K - $4.56K
131 $30.6M
SNPS
Synopsys Inc

Technology
-9
- 23.08%
$428.58 - $551.54 $3.86K - $4.96K
30 $13M
CHD
Church & Dwight CO Inc

Consumer Defensive
-56
- 71.79%
$101.42 - $113.2 $5.68K - $6.34K
22 $2.42M
MS
Morgan Stanley

Financial Services
-34
- 17.62%
$111.68 - $141.08 $3.8K - $4.8K
159 $18.5M
UNP
Union Pacific Corp

Industrials
-30
- 17.54%
$225.21 - $254.42 $6.76K - $7.63K
141 $33.2M
MCHP
Microchip Technology Inc

Technology
-19
- 3.65%
$48.41 - $64.3 $920 - $1.22K
502 $24.3M
Activity Summary
Buys All Purchases 279 New Holdings 122 Increased Positions 157 Sells All Sells 603 Reductions 602 Sold out 1 Options Calls 0 Puts 0
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