Abound Wealth Management Portfolio Holdings
Abound Wealth Management
- $300 Billion
- Q1 2025
Abound Wealth Management has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $300 Billion distributed in 1270 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 $39.1B, Ishares Core U.S. Aggregate Bo with a value of $38.5B, Vanguard Ftse Developed Market with a value of $25.9B, Ishares Core S&P 500 ETF with a value of $21.3B, and Ishares Inc with a value of $19B.
Examining the 13F form we can see an decrease of $12.1B in the current position value, from $312B to 300B. Also it can be appreciated an additional of 122 stocks purchases and 1 closed positions.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,270
- Current Value $300 Billion
- Prior Value $312 Billion
- Filing
- Period Q1 2025
- Filing Date April 17, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 122 stocks
- Additional Purchases 157 stocks
- Sold out of 1 stocks
- Reduced holdings in 602 stocks