Abound Financial, LLC Reduced Holdings in Q1 2025

Abound Financial, LLC

  • $198 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
-41.7K
- 25.66%
$50.21 - $57.73 $2.1M - $2.41M
121K $6.19B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-97.8K
- 97.18%
$19.04 - $20.15 $1.86M - $1.97M
2.84K $54M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-5.84K
- 2.74%
$64.88 - $72.1 $379K - $421K
207K $13.6B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-21K
- 7.05%
$27.64 - $28.58 $581K - $601K
277K $7.92B
MSFT
Microsoft Corp

Technology
-219
- 3.41%
$375.39 - $447.2 $82.2K - $97.9K
6.2K $2.33B
GOOGL
Alphabet Inc.

Communication Services
-140
- 1.79%
$154.33 - $206.19 $21.6K - $28.9K
7.67K $1.19B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.63K
- 17.41%
$77.67 - $90.15 $127K - $147K
7.75K $607M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-6.55K
- 6.02%
$32.5 - $33.3 $213K - $218K
102K $3.4B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-20
- 17.09%
$4295.4 - $5141.88 $85.9K - $103K
97 $447M
JIG
J P Morgan Exchange Traded Fd

ETFs
-2.55K
- 8.32%
$61.42 - $66.95 $156K - $171K
28.1K $1.78B
ORCL
Oracle Corp

Technology
-341
- 11.8%
$139.81 - $186.47 $47.7K - $63.6K
2.55K $357M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-265
- 10.3%
$165.25 - $224.62 $43.8K - $59.5K
2.31K $383M
FLMI
Franklin Dynamic Municipal Bon

ETFs
-4.93K
- 4.19%
$24.22 - $24.86 $119K - $122K
113K $2.75B
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-1.07K
- 18.56%
$50.35 - $66.84 $53.8K - $71.5K
4.69K $236M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-523
- 5.53%
$169.43 - $182.84 $88.6K - $95.6K
8.93K $1.55B
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-3.91K
- 21.58%
$23.56 - $24.16 $92K - $94.3K
14.2K $341M
AMZN
Amazon Com Inc

Consumer Cyclical
-40
- 1.6%
$190.26 - $242.06 $7.61K - $9.68K
2.46K $469M
IQV
Iqvia Holdings Inc.

Healthcare
-51
- 1.96%
$176.3 - $209.96 $8.99K - $10.7K
2.55K $450M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-983
- 16.21%
$37.9 - $43.9 $37.3K - $43.2K
5.08K $195M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-877
- 19.28%
$41.78 - $50.35 $36.6K - $44.2K
3.67K $158M
MA
Mastercard Inc

Financial Services
-183
- 9.08%
$504.67 - $576.31 $92.4K - $105K
1.83K $1B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-884
- 0.94%
$25.12 - $26.05 $22.2K - $23K
93K $2.35B
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-1.46K
- 18.69%
$33.28 - $36.41 $48.6K - $53.2K
6.36K $217M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-431
- 15.98%
$111.29 - $123.42 $48K - $53.2K
2.27K $259M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-7.21K
- 2.88%
$21.23 - $22.14 $153K - $160K
243K $5.36B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-79
- 4.82%
$126.86 - $146.45 $10K - $11.6K
1.56K $198M
V
Visa Inc.

Financial Services
-206
- 15.11%
$306.92 - $362.71 $63.2K - $74.7K
1.16K $405M
META
Meta Platforms, Inc.

Communication Services
-11
- 0.69%
$576.36 - $736.67 $6.34K - $8.1K
1.58K $910M
XLC
Select Sector Spdr Tr Communic

ETFs
-64
- 0.24%
$94.84 - $105.31 $6.07K - $6.74K
27.1K $2.61B
XOM
Exxon Mobil Corp

Energy
-74
- 3.72%
$105.44 - $118.93 $7.8K - $8.8K
1.91K $228M
ENB
Enbridge Inc

Energy
-412
- 2.13%
$41.54 - $45.45 $17.1K - $18.7K
19K $840M
ABC
Amerisourcebergen Corp

Healthcare
-187
- 8.81%
N/A
1.94K $539M
XLF
Financial Sector Spdr

ETFs
-282
- 0.5%
$47.32 - $52.19 $13.3K - $14.7K
55.6K $2.77B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-532
- 0.33%
$37.07 - $40.63 $19.7K - $21.6K
161K $6.34B
Activity Summary
Buys All Purchases 223 New Holdings 201 Increased Positions 22 Sells All Sells 35 Reductions 35 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