Abound Financial, LLC Purchases and Sells in Q1 2025

Abound Financial, LLC

$198 Billion
Q1 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLDM	7.78K + 9.33%	$52.19 - $61.89 $406K - $481K	91.2K $5.64B
SPDW	1.73K + 0.47%	$33.84 - $37.77 $58.7K - $65.5K	372K $13.5B
SPYV	12.4K + 5.08%	$49.78 - $53.19 $615K - $658K	256K $13.1B
MSTR	1.75K + 54.35%	$239.27 - $396.5 $418K - $693K	4.97K $1.43B
SPTM	17.5K + 6.32%	$67.03 - $74.61 $1.17M - $1.31M	295K $20B
ISHARES BITCOIN TRUST ETF	4.31K + 71.01%	N/A	10.4K $486M

New Holdings

201 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	3.32K New	$95.85 - $99.25 $318K - $329K	3.32K $328M
PM	1.65K New	$117.15 - $158.79 $193K - $262K	1.65K $262M
UNH	356 New	$461.52 - $548.18 $164K - $195K	356 $186M
VRSN	730 New	$205.1 - $254.74 $150K - $186K	730 $185M
AOA	2.41K New	$75.7 - $80.01 $182K - $193K	2.41K $184M
IWF	489 New	$360.07 - $417.26 $176K - $204K	489 $177M

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMD	-41.7K - 25.66%	$50.21 - $57.73 $2.1M - $2.41M	121K $6.19B
PFFD	-97.8K - 97.18%	$19.04 - $20.15 $1.86M - $1.97M	2.84K $54M
SPLG	-5.84K - 2.74%	$64.88 - $72.1 $379K - $421K	207K $13.6B
SPTI	-21K - 7.05%	$27.64 - $28.58 $581K - $601K	277K $7.92B
MSFT	-219 - 3.41%	$375.39 - $447.2 $82.2K - $97.9K	6.2K $2.33B
GOOGL	-140 - 1.79%	$154.33 - $206.19 $21.6K - $28.9K	7.67K $1.19B

Activity Summary All Purchases 223 New Holdings 201 Increased Positions 22 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Abound Financial, LLC with notifications on news.