Abound Financial, LLC New Holdings in Q4 2024

Abound Financial, LLC

  • $197 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
533K
New
$44.33 - $49.55 $23.6M - $26.4M
533K $23.9B
SPYG
Spdr Portfolio

ETFs
269K
New
$81.74 - $91.38 $22M - $24.6M
269K $23.7B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
277K
New
$69.3 - $74.3 $19.2M - $20.6M
277K $19.8B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
213K
New
$66.77 - $71.52 $14.2M - $15.2M
213K $14.7B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
370K
New
$34.13 - $37.35 $12.6M - $13.8M
370K $12.6B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
243K
New
$51.09 - $55.27 $12.4M - $13.5M
243K $12.4B
SPMD
Spdr Portfolio

ETFs
163K
New
$54.13 - $59.56 $8.81M - $9.69M
163K $8.9B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
298K
New
$27.8 - $29.05 $8.29M - $8.66M
298K $8.32B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
161K
New
$38.37 - $42.82 $6.19M - $6.91M
161K $6.19B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
250K
New
$21.43 - $22.55 $5.36M - $5.64M
250K $5.39B
XLK
Technology Sector Spdr

ETFs
18.4K
New
$220.26 - $241.44 $4.06M - $4.45M
18.4K $4.28B
SPIB
Spdr Portfolio Intermediate Te

ETFs
109K
New
$32.65 - $33.68 $3.55M - $3.66M
109K $3.56B
FLMI
Franklin Dynamic Municipal Bon

ETFs
118K
New
$24.42 - $25.06 $2.87M - $2.95M
118K $2.87B
MSFT
Microsoft Corp

Technology
6.42K
New
$406.35 - $454.46 $2.61M - $2.92M
6.42K $2.71B
XLF
Financial Sector Spdr

ETFs
55.9K
New
$44.89 - $51.34 $2.51M - $2.87M
55.9K $2.7B
XLC
Select Sector Spdr Tr Communic

ETFs
27.1K
New
$89.66 - $102.16 $2.43M - $2.77M
27.1K $2.63B
AAPL
Apple Inc.

Technology
10.2K
New
$221.69 - $259.02 $2.26M - $2.64M
10.2K $2.55B
XLI
Industrial Sector Spdr

ETFs
18.2K
New
$131.76 - $143.99 $2.4M - $2.63M
18.2K $2.4B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
93.9K
New
$25.3 - $26.31 $2.38M - $2.47M
93.9K $2.4B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
101K
New
$19.47 - $20.95 $1.96M - $2.11M
101K $1.96B
JIG
J P Morgan Exchange Traded Fd

ETFs
30.6K
New
$62.5 - $67.55 $1.91M - $2.07M
30.6K $1.91B
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
19.9K
New
$86.6 - $95.01 $1.72M - $1.89M
19.9K $1.76B
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.46K
New
$174.22 - $187.62 $1.65M - $1.77M
9.46K $1.66B
XLV
Select Sector Spdr Fund Health

ETFs
10.9K
New
$136.28 - $154.74 $1.49M - $1.69M
10.9K $1.51B
GOOGL
Alphabet Inc.

Communication Services
7.81K
New
$161.86 - $196.66 $1.26M - $1.54M
7.81K $1.48B
QVMS
Invesco ETF Tr Ii S&P Smallcap
50.6K
New
$26.7 - $29.9 $1.35M - $1.51M
50.6K $1.37B
MA
Mastercard Inc

Financial Services
2.02K
New
$491.3 - $536.15 $990K - $1.08M
2.02K $1.06B
MSTR
Microstrategy Inc

Technology
3.22K
New
$162.69 - $473.83 $524K - $1.52M
3.22K $932M
META
Meta Platforms, Inc.

Communication Services
1.59K
New
$554.08 - $632.68 $881K - $1.01M
1.59K $931M
ENB
Enbridge Inc

Energy
19.4K
New
$40.4 - $43.92 $783K - $851K
19.4K $822M
TSLA
Tesla, Inc.

Consumer Cyclical
2.02K
New
$213.65 - $479.86 $432K - $970K
2.02K $817M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
9.38K
New
$81.6 - $90.89 $766K - $853K
9.38K $805M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
4.66K
New
$164.89 - $177.66 $769K - $828K
4.66K $770M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.63K
New
$442.29 - $483.08 $719K - $785K
1.63K $737M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
18.6K
New
$38.96 - $43.28 $726K - $807K
18.6K $734M
LDOS
Leidos Holdings, Inc.

Technology
4.13K
New
$143.17 - $201.39 $591K - $831K
4.13K $595M
BKNG
Booking Holdings Inc.

Consumer Cyclical
117
New
$4100.99 - $5300.34 $480K - $620K
117 $582M
AMZN
Amazon Com Inc

Consumer Cyclical
2.5K
New
$180.88 - $232.93 $453K - $583K
2.5K $549M
IQV
Iqvia Holdings Inc.

Healthcare
2.61K
New
$190.97 - $236.63 $497K - $616K
2.61K $512M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.57K
New
$172.07 - $207.36 $443K - $534K
2.57K $508M
SAIC
Science Applications International Corp

Technology
4.44K
New
$110.11 - $154.1 $489K - $685K
4.44K $497M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
864
New
$563.99 - $620.12 $487K - $536K
864 $492M
ORCL
Oracle Corp

Technology
2.89K
New
$165.41 - $192.43 $478K - $556K
2.89K $482M
ABC
Amerisourcebergen Corp

Healthcare
2.12K
New
N/A
2.12K $477M
QQQ
Invesco Qqq Trust, Series 1

ETFs
896
New
$481.22 - $538.17 $431K - $482K
896 $458M
V
Visa Inc.

Financial Services
1.36K
New
$273.87 - $320.91 $373K - $437K
1.36K $431M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
18.1K
New
$23.7 - $24.51 $429K - $444K
18.1K $429M
SBUX
Starbucks Corp

Consumer Cyclical
4.68K
New
$87.44 - $102.5 $409K - $480K
4.68K $427M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
5.3K
New
$47.29 - $84.74 $251K - $449K
5.3K $393M
Activity Summary
Buys All Purchases 69 New Holdings 69 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Abound Financial, LLC Portfolio

Follow Abound Financial, LLC 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 Financial, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email