Abound Wealth Management Sells in Q4 2025

Abound Wealth Management

  • $427 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
-442
- 37.17%
$199.75 - $359.69 $88.3K - $159K
747 $113M
VNQ
Vanguard Specialized Funds Van

ETFs
-880
- 2.17%
$88.13 - $92.69 $77.6K - $81.6K
39.7K $3.51B
ZION
Zions Bancorporation, National Association

Financial Services
-2.78K
- 50.3%
$46.93 - $56.93 $130K - $158K
2.75K $161M
PG
Procter & Gamble CO

Consumer Defensive
-734
- 17.43%
$145.5 - $153.18 $107K - $112K
3.48K $498M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-297
- 60.24%
$426.99 - $455.46 $127K - $135K
196 $87.3M
COST
Costco Wholesale Corp

Consumer Defensive
-62
- 8.1%
$910.94 - $954.99 $56.5K - $59.2K
703 $606M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.19K
- 51.25%
$77.73 - $78.84 $92.1K - $93.4K
1.13K $87.8M
AFL
Aflac Inc

Financial Services
-672
- 11.77%
$105.7 - $115.01 $71K - $77.3K
5.04K $555M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.76K
- 30.78%
$26.44 - $27.53 $73.1K - $76.1K
6.22K $171M
IVE
Ishares S&P 500 Value ETF

ETFs
-365
- 67.72%
$202.52 - $212.07 $73.9K - $77.4K
174 $36.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.06K
- 51.79%
$31.41 - $33.69 $64.8K - $69.5K
1.92K $62.7M
WDAY
Workday, Inc.

Technology
-152
- 17.61%
$223.49 - $245.67 $34K - $37.3K
711 $153M
V
Visa Inc.

Financial Services
-174
- 19.8%
$325.75 - $352.42 $56.7K - $61.3K
705 $247M
DIS
Walt Disney CO

Communication Services
-428
- 45.53%
$105.69 - $116.65 $45.2K - $49.9K
512 $58.2M
ITA
Ishares Tr

ETFs
-212
- 47.11%
$205.04 - $218.9 $43.5K - $46.4K
238 $51.2M
MUB
Ishares National Muni Bond ETF

ETFs
-495
- 1.85%
$106.36 - $107.61 $52.6K - $53.3K
26.3K $2.82B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.4K
- 5.69%
$23.02 - $24.23 $78.3K - $82.4K
56.4K $1.35B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-528
- 60.07%
$57.9 - $61.26 $30.6K - $32.3K
351 $21.4M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-600
- 44.48%
$44.43 - $46.12 $26.7K - $27.7K
749 $34.1M
VTV
Vanguard Value ETF

ETFs
-203
- 7.15%
$182.87 - $189.72 $37.1K - $38.5K
2.64K $504M
VOE
Vanguard Mid Cap Value Index F

ETFs
-154
- 29.33%
$169.53 - $176.53 $26.1K - $27.2K
371 $65.9M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-234
- 22.63%
$116.0 - $122.39 $27.1K - $28.6K
800 $96.8M
COIN
Coinbase Global, Inc.

Technology
-59
- 54.13%
$283.14 - $387.27 $16.7K - $22.8K
50 $11.3M
TXN
Texas Instruments Inc

Technology
-122
- 38.13%
N/A
198 $34.3M
FNDX
Schwab Fundamental U S Large C

ETFs
-1.48K
- 7.88%
$25.68 - $26.95 $38K - $39.9K
17.3K $471M
CLF
Cleveland Cliffs Inc.

Basic Materials
-1.89K
- 99.32%
$10.09 - $16.18 $19K - $30.5K
13 $173K
TJX
Tjx Companies Inc

Consumer Cyclical
-179
- 31.91%
$138.56 - $147.63 $24.8K - $26.4K
382 $58.7M
CSGP
Costar Group, Inc.

Real Estate
-3
- 0.24%
$67.23 - $84.8 $202 - $254
1.25K $84.3M
IDV
Ishares Tr

ETFs
-610
- 61.74%
$35.91 - $38.56 $21.9K - $23.5K
378 $14.9M
IYW
Ishares Dj Us Tech ETF

ETFs
-108
- 62.79%
$192.8 - $211.27 $20.8K - $22.8K
64 $12.8M
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 1.72%
$2024.98 - $2360.76 $2.02K - $2.36K
57 $115M
AES
Aes Corp

Utilities
-1.52K
- 87.15%
$13.44 - $15.37 $20.4K - $23.3K
224 $3.21M
EQIX
Equinix Inc

Real Estate
-24
- 70.59%
$772.6 - $846.01 $18.5K - $20.3K
10 $7.67M
AMT
American Tower Corp

Real Estate
-93
- 66.43%
$176.64 - $193.32 $16.4K - $18K
47 $8.26M
OHI
Omega Healthcare Investors Inc

Real Estate
-441
- 84.81%
$39.41 - $44.12 $17.4K - $19.5K
79 $3.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
-128
- 52.67%
$127.65 - $142.97 $16.3K - $18.3K
115 $15.8M
DDOG
Datadog, Inc.

Technology
-113
- 80.71%
$151.17 - $199.72 $17.1K - $22.6K
27 $3.67M
Canadian Pacific Kansas City
-214
- 88.07%
N/A
29 $2.14M
OMC
Omnicom Group Inc.

Communication Services
-194
- 82.91%
$72.23 - $81.23 $14K - $15.8K
40 $3.23M
XLF
Financial Sector Spdr

ETFs
-292
- 86.65%
$51.76 - $53.77 $15.1K - $15.7K
45 $2.47M
HAL
Halliburton CO

Energy
-621
- 87.59%
$21.82 - $28.06 $13.6K - $17.4K
88 $2.49M
EEM
Ishares Msci Emerging Markets

ETFs
-311
- 19.09%
$51.94 - $56.01 $16.2K - $17.4K
1.32K $72.1M
QCOM
Qualcomm Inc

Technology
-96
- 24.94%
$153.59 - $187.68 $14.7K - $18K
289 $49.4M
XLY
Select Sector Spdr Consumer Di

ETFs
-21
- 21.21%
$228.75 - $242.18 $4.8K - $5.09K
78 $9.31M
RMBS
Rambus Inc

Technology
-110
- 41.51%
$89.57 - $113.61 $9.85K - $12.5K
155 $14.3M
Advisors Ser Tr
-150
- 3.84%
N/A
3.76K $207M
Labcorp Holdings Inc
-32
- 22.86%
N/A
108 $27.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-200
- 15.87%
$66.04 - $69.67 $13.2K - $13.9K
1.06K $73.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
-81
- 36.32%
$136.84 - $145.3 $11.1K - $11.8K
142 $19.5M
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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