Abound Wealth Management Portfolio Holdings

Abound Wealth Management

  • $301 Billion
  • Q3 2024

Abound Wealth Management has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $301 Billion distributed in 1299 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Sm Cap ETF with a value of $39B, Ishares Inc with a value of $36B, Ishares Core U.S. Aggregate Bo with a value of $34.4B, Vanguard Ftse Developed Market with a value of $25.6B, and Ishares Core S&P 500 ETF with a value of $19.8B.

Examining the 13F form we can see an increase of $29.9B in the current position value, from $271B to 301B.

Abound Wealth Management is based out at Franklin, TN

Below you can find more details about Abound Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $301 Billion
ETFs: $254 Billion
Technology: $17.9 Billion
Consumer Cyclical: $8.27 Billion
Financial Services: $4.89 Billion
Energy: $3.39 Billion
Healthcare: $2.54 Billion
Communication Services: $2.45 Billion
Consumer Defensive: $1.77 Billion
Other: $3.46 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.8B
$88.8 Million 0.03% of portfolio
747
Q2 2024 Reduced 1.58%
$220B
$91.5 Million 0.03% of portfolio
300
Q3 2024 Reduced 0.66%
$2.53B
$102 Million 0.03% of portfolio
602
Q3 2024 Added 4,530.77%
$3.29B
$90 Million 0.03% of portfolio
1,152
Q3 2024 Reduced 0.09%
$227B
$101 Million 0.03% of portfolio
593
Q2 2024 Added 40.19%
$192B
$78.8 Million 0.03% of portfolio
464
Q3 2024 Added 51.63%
$38.7B
$84.8 Million 0.03% of portfolio
738
Q2 2024 Added 2,136.36%
$39.2B
$105 Million 0.03% of portfolio
1,343
Q3 2024 Added 0.52%
$177B
$79.3 Million 0.03% of portfolio
384
Q3 2024 Reduced 23.81%
$42B
$95.7 Million 0.03% of portfolio
1,610
Q3 2024 Reduced 0.25%
$170B
$103 Million 0.03% of portfolio
2,304
Q3 2024 Reduced 18.04%
$266B
$100 Million 0.03% of portfolio
1,775
Q3 2024 Added 5.4%
$224B
$63.8 Million 0.02% of portfolio
180
Q3 2024 Added 2.86%
$239B
$71.9 Million 0.02% of portfolio
438
Q3 2024 Added 16.8%
$215B
$60.8 Million 0.02% of portfolio
224
Q3 2024 Added 30.99%
$159B
$51.8 Million 0.02% of portfolio
2,356
Q3 2024 Added 116.15%
$157B
$53.2 Million 0.02% of portfolio
56
Q3 2024 Added 3.7%
$196B
$67.4 Million 0.02% of portfolio
16
Q2 2023 Added 6.67%
$5.44B
$47.9 Million 0.02% of portfolio
354
Q2 2023 Added 100.0%
$276B
$71.7 Million 0.02% of portfolio
997
Q3 2024 Reduced 12.7%
$193B
$65.5 Million 0.02% of portfolio
1,569
Q3 2024 Added 2.48%
$3.72B
$70.4 Million 0.02% of portfolio
1,212
Q3 2024 Added 1.34%
$142B
$61.9 Million 0.02% of portfolio
588
Q3 2024 Reduced 7.84%
$70.9B
$67.3 Million 0.02% of portfolio
240
Q3 2024 Added 87.5%
$179B
$57.6 Million 0.02% of portfolio
207
Q3 2024 Reduced 7.59%
$39.1B
$57.5 Million 0.02% of portfolio
1,133
Q3 2024 Added 655.33%
$181B
$66.7 Million 0.02% of portfolio
694
Q3 2024 Added 0.14%
$101B
$48.2 Million 0.02% of portfolio
93
Q3 2024 Added 8.14%
$201B
$56.7 Million 0.02% of portfolio
114
Q3 2024 Added 70.15%
$42.3B
$52 Million 0.02% of portfolio
1,030
Q3 2024 New
$148B
$54.6 Million 0.02% of portfolio
264
Q3 2024 Reduced 18.27%
$193B
$58.7 Million 0.02% of portfolio
94
Q3 2024 Added 10.59%
$10.5B
$60.6 Million 0.02% of portfolio
130
Q1 2023 New
$6.01B
$73.1 Million 0.02% of portfolio
2,751
Q1 2023 New
$10.7B
$75.3 Million 0.02% of portfolio
92
Q3 2024 Added 22.67%
$148B
$56.3 Million 0.02% of portfolio
96
Q3 2024 Added 43.28%
$76.7B
$48.4 Million 0.02% of portfolio
297
Q3 2024 Added 0.34%
$151B
$53 Million 0.02% of portfolio
626
Q3 2024 Added 6.1%
$95.6B
$45.9 Million 0.02% of portfolio
520
Q3 2024 Reduced 8.61%
$62.9B
$45.4 Million 0.02% of portfolio
183
Q3 2024 Added 0.55%
$81.4B
$66.6 Million 0.02% of portfolio
126
Q3 2024 Added 425.0%
$3.97B
$71.5 Million 0.02% of portfolio
961
Q4 2022 Added 99.79%
$96B
$54.6 Million 0.02% of portfolio
699
Q3 2024 Added 11.66%
$182B
$57.3 Million 0.02% of portfolio
473
Q3 2024 Added 2.83%
$204B
$62 Million 0.02% of portfolio
69
Q3 2024 Added 11.29%
$112B
$60.4 Million 0.02% of portfolio
619
Q3 2024 Added 0.16%
$34.7B
$53.6 Million 0.02% of portfolio
924
Q2 2024 Reduced 5.91%
$68.9B
$59.5 Million 0.02% of portfolio
382
Q3 2024 Added 0.26%
$137B
$48.4 Million 0.02% of portfolio
412
Q3 2024 Added 5.1%

Summary

  • Portfolio
  • No. of Stocks 1,299
  • Current Value $301 Billion
  • Prior Value $271 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 202 stocks
  • Additional Purchases 328 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 334 stocks
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