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
$92.1B
$58.8 Million 0.02% of portfolio
283
Q3 2024 Added 1.07%
$30.2B
$51.8 Million 0.02% of portfolio
303
Q3 2024 Reduced 0.98%
$71B
$21.2 Million 0.01% of portfolio
155
Q3 2024 Added 7.64%
$17.6B
$18.3 Million 0.01% of portfolio
72
Q3 2024 Reduced 35.14%
$50.1B
$22.2 Million 0.01% of portfolio
216
Q3 2024 Added 266.1%
$95.1B
$20.8 Million 0.01% of portfolio
90
Q1 2024 Reduced 3.23%
$61B
$39.1 Million 0.01% of portfolio
83
Q2 2024 Reduced 3.49%
$110B
$27.7 Million 0.01% of portfolio
120
Q3 2024 Added 17.65%
$111B
$23.1 Million 0.01% of portfolio
348
Q3 2024 Added 17.97%
$150B
$35.4 Million 0.01% of portfolio
175
Q3 2024 Added 1.74%
$125B
$38.7 Million 0.01% of portfolio
101
Q3 2024 Added 8.6%
$203B
$17.8 Million 0.01% of portfolio
228
Q3 2024 Reduced 5.0%
$53.1B
$15.2 Million 0.01% of portfolio
55
Q3 2024 Added 12.24%
$127B
$19 Million 0.01% of portfolio
69
Q2 2024 Reduced 5.48%
$16.7B
$24.4 Million 0.01% of portfolio
643
Q4 2023 Added 2.88%
$141B
$35.8 Million 0.01% of portfolio
234
Q3 2024 Added 59.18%
$89B
$41.7 Million 0.01% of portfolio
274
Q3 2024 Reduced 1.08%
$129B
$29.1 Million 0.01% of portfolio
348
Q3 2024 Added 27.01%
$125B
$20.4 Million 0.01% of portfolio
395
Q3 2024 Added 8.82%
$7.09B
$16.4 Million 0.01% of portfolio
515
Q3 2023 Added 1.18%
$8.09B
$16.1 Million 0.01% of portfolio
118
Q3 2023 Added 40.48%
$118B
$28 Million 0.01% of portfolio
97
Q3 2024 Added 46.97%
$22.5B
$18.9 Million 0.01% of portfolio
92
Q3 2024 Added 360.0%
$135B
$34.1 Million 0.01% of portfolio
544
Q3 2024 Added 70.53%
$79.2B
$17.2 Million 0.01% of portfolio
165
Q2 2024 Added 1.23%
$38.6B
$18 Million 0.01% of portfolio
70
Q3 2024 Added 9.38%
$81.7B
$15.6 Million 0.01% of portfolio
60
Q3 2024 Reduced 80.13%
$41B
$21.9 Million 0.01% of portfolio
485
Q3 2024 Reduced 1.42%
$52.5B
$22 Million 0.01% of portfolio
68
Q3 2024 Added 172.0%
$76.2B
$30.5 Million 0.01% of portfolio
484
Q3 2024 Added 84.73%
$135B
$33 Million 0.01% of portfolio
79
Q3 2024 Added 83.72%
$32.9B
$16.1 Million 0.01% of portfolio
93
Q2 2024 Reduced 6.06%
$54.6B
$43.3 Million 0.01% of portfolio
267
Q3 2024 Added 493.33%
$48.4B
$15.7 Million 0.01% of portfolio
272
Q1 2024 Reduced 3.2%
$2.03B
$30.4 Million 0.01% of portfolio
950
Q2 2024 New
$150B
$27.5 Million 0.01% of portfolio
83
Q3 2024 Added 13.7%
$69.9B
$16.2 Million 0.01% of portfolio
64
Q3 2024 Added 3.23%
$59.5B
$21.4 Million 0.01% of portfolio
11
Q3 2024 Added 83.33%
$47.6B
$19.2 Million 0.01% of portfolio
269
Q3 2024 Added 8.91%
$78.1B
$44.3 Million 0.01% of portfolio
162
Q3 2024 Added 8.72%
$79.5B
$24.7 Million 0.01% of portfolio
137
Q3 2024 Added 14.17%
$62.5B
$15.3 Million 0.01% of portfolio
306
Q3 2024 Added 5.88%
$13.1B
$15.9 Million 0.01% of portfolio
309
Q4 2022 Added 1.31%
$77.4B
$35.6 Million 0.01% of portfolio
118
Q3 2024 Added 0.85%
$3.56B
$26.3 Million 0.01% of portfolio
2,045
Q1 2023 New
$113B
$30.6 Million 0.01% of portfolio
365
Q3 2024 Added 100.55%
$32.5B
$24.5 Million 0.01% of portfolio
239
Q3 2024 Added 582.86%
$93.3B
$37.5 Million 0.01% of portfolio
92
Q2 2024 Reduced 3.16%
$37.7B
$20.9 Million 0.01% of portfolio
66
Q3 2024 Reduced 1.49%

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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