Abound Wealth Management Reduced Holdings in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DVA
Davita Inc.

Healthcare
-7
- 30.43%
$140.0 - $177.35 $980 - $1.24K
16 $2.45M
VRSK
Verisk Analytics, Inc.

Industrials
-10
- 11.36%
$268.63 - $301.33 $2.69K - $3.01K
78 $23.2M
SPG
Simon Property Group Inc

Real Estate
-1
- 0.79%
$159.48 - $187.78 $159 - $188
125 $20.8M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-1
- 2.94%
$221.78 - $273.45 $222 - $273
33 $7.43M
DHI
Horton D R Inc

Consumer Cyclical
-3
- 6.12%
$125.29 - $147.65 $376 - $443
46 $5.87M
BLDR
Builders First Source, Inc.

Industrials
-5
- 22.73%
$122.8 - $173.51 $614 - $868
17 $2.12M
SYK
Stryker Corp

Healthcare
-4
- 6.25%
$355.18 - $399.9 $1.42K - $1.6K
60 $22.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
-4
- 12.9%
$283.24 - $338.07 $1.13K - $1.35K
27 $7.99M
ZWS
Zurn Water Solutions Corp

Industrials
-24
- 75.0%
$32.38 - $39.44 $777 - $947
8 $264K
WTW
Willis Towers Watson PLC

Financial Services
-5
- 16.13%
$306.61 - $340.78 $1.53K - $1.7K
26 $8.79M
CINF
Cincinnati Financial Corp

Financial Services
-7
- 21.88%
$133.67 - $147.81 $936 - $1.03K
25 $3.7M
FAST
Fastenal CO

Industrials
-31
- 11.65%
$71.11 - $79.98 $2.2K - $2.48K
235 $18.2M
Corpay Inc
-3
- 18.75%
N/A
13 $4.53M
NLOK
Norton Life Lock Inc.

Technology
-29
- 23.02%
N/A
97 $2.58M
RSG
Republic Services, Inc.

Industrials
-10
- 26.32%
$200.09 - $242.16 $2K - $2.42K
28 $6.79M
MRNA
Moderna, Inc.

Healthcare
-3
- 5.17%
$28.35 - $47.53 $85.1 - $143
55 $1.56M
XLV
Select Sector Spdr Fund Health

ETFs
-10
- 13.7%
$137.61 - $149.68 $1.38K - $1.5K
63 $9.2M
STX
Seagate Technology Holdings PLC

Technology
-8
- 7.02%
$84.92 - $108.42 $679 - $867
106 $9.01M
GDDY
Go Daddy Inc.

Technology
-2
- 8.0%
$172.13 - $214.35 $344 - $429
23 $4.14M
A
Agilent Technologies, Inc.

Healthcare
-1
- 2.38%
$116.69 - $152.6 $117 - $153
41 $4.82M
SAP
Sap Se

Technology
-4
- 33.33%
$241.4 - $293.69 $966 - $1.17K
8 $2.15M
Wk Kellogg CO
-45
- 80.36%
N/A
11 $221K
INFY
Infosys LTD

Technology
-19
- 16.38%
$18.06 - $22.89 $343 - $435
97 $1.77M
KMB
Kimberly Clark Corp

Consumer Defensive
-9
- 20.0%
$124.46 - $147.4 $1.12K - $1.33K
36 $5.13M
ACGL
Arch Capital Group Ltd.

Financial Services
-10
- 19.61%
$88.13 - $96.94 $881 - $969
41 $3.94M
CAH
Cardinal Health Inc

Healthcare
-14
- 23.33%
$118.02 - $137.77 $1.65K - $1.93K
46 $6.35M
UMC
United Microelectronics Corp

Technology
-132
- 45.21%
$5.69 - $7.15 $751 - $944
160 $1.14M
BIIB
Biogen Inc.

Healthcare
-3
- 14.29%
$133.43 - $153.27 $400 - $460
18 $2.46M
NEM
Newmont Corp

Basic Materials
-50
- 32.68%
$37.79 - $48.39 $1.89K - $2.42K
103 $4.97M
CCI
Crown Castle International Corp

Real Estate
-15
- 25.0%
$84.33 - $106.39 $1.26K - $1.6K
45 $4.7M
PHI
Pldt Inc.

Communication Services
-31
- 49.21%
$21.87 - $25.01 $678 - $775
32 $700K
BHP
Bhp Group LTD

Basic Materials
-14
- 40.0%
$48.18 - $52.11 $675 - $730
21 $1.02M
TPL
Texas Pacific Land Corp

Energy
-1
- 33.33%
$1180.08 - $1431.01 $1.18K - $1.43K
2 $2.65M
TRNO
Terreno Realty Corp

Real Estate
-12
- 54.55%
$57.4 - $68.5 $689 - $822
10 $642K
MPWR
Monolithic Power Systems Inc

Technology
-1
- 14.29%
$565.7 - $720.25 $566 - $720
6 $3.26M
IQV
Iqvia Holdings Inc.

Healthcare
-1
- 5.26%
$176.3 - $209.96 $176 - $210
18 $3.17M
HRL
Hormel Foods Corp

Consumer Defensive
-20
- 23.81%
$28.29 - $31.52 $566 - $630
64 $1.98M
RDY
Dr Reddys Laboratories LTD

Healthcare
-24
- 18.9%
$12.53 - $15.81 $301 - $379
103 $1.36M
Te Connectivity PLC
-2
- 1.52%
N/A
130 $18.3M
IBN
Icici Bank LTD

Financial Services
-24
- 27.27%
$27.55 - $31.67 $661 - $760
64 $2.02M
Veralto Corp
-3
- 4.23%
N/A
68 $6.63M
PPG
Ppg Industries Inc

Basic Materials
-2
- 4.76%
$107.44 - $124.29 $215 - $249
40 $4.38M
ASX
Ase Technology Holding Co., Ltd.

Technology
-48
- 34.78%
$8.76 - $11.36 $420 - $545
90 $789K
DD
Du Pont De Nemours, Inc.

Basic Materials
-6
- 6.9%
$72.7 - $84.32 $436 - $506
81 $6.06M
UBS
Ubs Group Ag

Financial Services
-19
- 40.43%
$30.28 - $35.78 $575 - $680
28 $858K
TMUS
T Mobile Us, Inc.

Communication Services
-23
- 19.17%
$211.3 - $272.83 $4.86K - $6.28K
97 $26M
PKX
Posco Holdings Inc.

Basic Materials
-14
- 48.28%
$39.82 - $55.32 $557 - $774
15 $713K
RS
Reliance Steel & Aluminum CO

Basic Materials
-26
- 7.26%
$266.61 - $302.66 $6.93K - $7.87K
332 $95.7M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-7
- 6.54%
$61.92 - $76.95 $433 - $539
100 $7.51M
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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