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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.3B
$3.19 Million 0.0% of portfolio
386
Q3 2024 Reduced 6.31%
$23B
$2.98 Million 0.0% of portfolio
8
Q1 2024 Added 14.29%
$30.8B
$5.4 Million 0.0% of portfolio
56
Q3 2024 Added 14.29%
$64B
$13.5 Million 0.0% of portfolio
106
Q2 2024 Reduced 5.36%
$24B
$2.7 Million 0.0% of portfolio
9
Q2 2024 Reduced 52.63%
$22.1B
$7.65 Million 0.0% of portfolio
112
Q3 2024 Added 8.74%
$23.6B
$4.5 Million 0.0% of portfolio
133
Q2 2024 Reduced 45.27%
$68.6B
$12.5 Million 0.0% of portfolio
275
Q3 2024 Added 11.34%
$34.2B
$10.6 Million 0.0% of portfolio
36
Q3 2024 Added 50.0%
$10.2B
$2.08 Million 0.0% of portfolio
5
Q4 2023 New
$37.5B
$2.02 Million 0.0% of portfolio
312
Q3 2024 Added 11.43%
$29.8B
$759,000 0.0% of portfolio
44
Q4 2023 Added 22.22%
$36.9B
$5.95 Million 0.0% of portfolio
91
Q3 2024 Added 12.35%
$12.4B
$439,000 0.0% of portfolio
36
Q3 2024 Added 38.46%
$22.4B
$4.73 Million 0.0% of portfolio
35
Q3 2024 Added 6.06%
$20.6B
$4.95 Million 0.0% of portfolio
110
Q3 2023 Added 1,000.0%
$20.4B
$4.53 Million 0.0% of portfolio
65
Q2 2024 Reduced 1.52%
$17.8B
$273,000 0.0% of portfolio
11
Q4 2023 Reduced 45.0%

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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