Abound Wealth Management Software—Application

Abound Wealth Management

  • $300 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44B
$379 Million 0.13% of portfolio
1,316
Q1 2025 Added 30.95%
$48.1B
$260 Million 0.09% of portfolio
1,113
Q1 2025 Reduced 15.68%
$50.7B
$208 Million 0.07% of portfolio
1,421
Q1 2025 Reduced 0.07%
$268B
$204 Million 0.07% of portfolio
762
Q1 2025 Reduced 4.27%
$116B
$193 Million 0.06% of portfolio
2,019
Q1 2025 Added 11.86%
$79.5B
$125 Million 0.04% of portfolio
491
Q1 2025 Reduced 2.39%
$24B
$103 Million 0.03% of portfolio
1,891
Q1 2025 Reduced 0.05%
$176B
$50.7 Million 0.02% of portfolio
83
Q1 2025 Reduced 10.75%
$191B
$48.8 Million 0.02% of portfolio
61
Q1 2025 Reduced 14.08%
$3.57B
$38 Million 0.01% of portfolio
500
Q1 2023 New
$154B
$30.8 Million 0.01% of portfolio
423
Q1 2025 Reduced 18.34%
$53.1B
$12.1 Million 0.0% of portfolio
46
Q1 2025 Reduced 17.86%
$49.3B
$9.22 Million 0.0% of portfolio
5
Q1 2025 Reduced 28.57%
$191M
$9.04 Million 0.0% of portfolio
946
Q1 2025 New
$19.1B
$4.8 Million 0.0% of portfolio
65
Q2 2024 Reduced 1.52%
$2.23B
$4.49 Million 0.0% of portfolio
635
Q1 2024 Added 7.63%
$29.6B
$4 Million 0.0% of portfolio
7
Q2 2024 Reduced 12.5%
$1.64B
$3.79 Million 0.0% of portfolio
105
Q1 2023 New
$27.9B
$3.17 Million 0.0% of portfolio
10
Q1 2025 Reduced 33.33%
$18.5B
$2.26 Million 0.0% of portfolio
27
Q3 2024 New
$325B
$2.15 Million 0.0% of portfolio
8
Q1 2025 Reduced 33.33%
$3.87B
$880,000 0.0% of portfolio
4
Q1 2023 New
$18.1B
$620,000 0.0% of portfolio
4
Q1 2025 Reduced 86.21%
$1.4B
$439,000 0.0% of portfolio
24
Q1 2023 New
$29.5B
$298,000 0.0% of portfolio
3
Q3 2024 Reduced 75.0%
$2.64B
$167,000 0.0% of portfolio
3
Q3 2024 Reduced 40.0%
$2.09B
$156,000 0.0% of portfolio
6
Q3 2024 New
$9.85B
$155,000 0.0% of portfolio
1
Q1 2025 Reduced 50.0%
$17.8B
$150,000 0.0% of portfolio
33
Q1 2025 Reduced 56.58%
$1.85B
$146,000 0.0% of portfolio
2
Q1 2025 New
$2.82B
$146,000 0.0% of portfolio
3
Q1 2025 Reduced 25.0%
$2.59B
$142,000 0.0% of portfolio
4
Q1 2025 Reduced 50.0%
$1.68B
$123,000 0.0% of portfolio
2
Q4 2024 Reduced 50.0%
$424M
$115,000 0.0% of portfolio
17
Q1 2025 New
$2.18B
$107,000 0.0% of portfolio
8
Q1 2025 Reduced 20.0%
$7.19B
$77,000 0.0% of portfolio
3
Q1 2025 New
$2.15B
$25,000 0.0% of portfolio
1
Q4 2024 New
Filter Shares Options
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email