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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.68B
$197,000 0.0% of portfolio
16
Q4 2023 Added 14.29%
$1.19B
$5.59 Million 0.0% of portfolio
1,200
Q3 2024 New
$671M
$247,000 0.0% of portfolio
11
Q3 2024 Reduced 15.38%
$1.35B
$223,000 0.0% of portfolio
6
Q2 2024 Reduced 14.29%
$700M
$399,000 0.0% of portfolio
12
Q3 2024 New
$1.7B
$232,000 0.0% of portfolio
3
Q3 2024 Reduced 25.0%
$396M
$63,000 0.0% of portfolio
22
Q1 2023 New
$732M
$251,000 0.0% of portfolio
6
Q3 2024 Reduced 40.0%
$1.8B
$4.16 Million 0.0% of portfolio
10
Q3 2024 Reduced 23.08%
$1.93B
$188,000 0.0% of portfolio
6
Q3 2024 Reduced 50.0%
$921M
$187,000 0.0% of portfolio
18
Q3 2024 Reduced 25.0%
$1.85B
$1.37 Million 0.0% of portfolio
149
Q3 2024 New
$1.27B
$179,000 0.0% of portfolio
6
Q2 2024 Reduced 25.0%
$505M
$32,000 0.0% of portfolio
10
Q3 2024 New
$1.11B
$232,000 0.0% of portfolio
4
Q3 2024 Reduced 50.0%
$1.94B
$210,000 0.0% of portfolio
5
Q3 2024 Reduced 16.67%
$1.42B
$249,000 0.0% of portfolio
44
Q4 2023 New
$580M
$229,000 0.0% of portfolio
5
Q3 2024 Reduced 50.0%
$657M
$6.42 Million 0.0% of portfolio
537
Q2 2024 Added 280.85%
$1.04B
$120,000 0.0% of portfolio
16
Q2 2024 Added 77.78%
$936M
$192,000 0.0% of portfolio
10
Q1 2024 New
$1.8B
$523,000 0.0% of portfolio
9
Q3 2024 New
$800M
$200,000 0.0% of portfolio
20
Q3 2024 Reduced 48.72%
$1.36B
$341,000 0.0% of portfolio
11
Q3 2024 Reduced 26.67%
$1.51B
$202,000 0.0% of portfolio
10
Q2 2023 New
$1.41B
$198,000 0.0% of portfolio
19
Q3 2024 New
$1.2B
$217,000 0.0% of portfolio
5
Q4 2023 Added 66.67%

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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