Abound Financial, LLC Portfolio Holdings

Abound Financial, LLC

  • $197 Billion
  • Q4 2024

Abound Financial, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $197 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 600 Small C with a value of $23.9B, Spdr Portfolio with a value of $23.7B, Spdr Portfolio S&P 1500 Compos with a value of $19.8B, Spdr Portfolio S&P 500 ETF (Ma with a value of $14.7B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $12.6B.

Examining the 13F form we can see an increase of $197B in the current position value.

Abound Financial, LLC is based out at Granite Bay, CA

Below you can find more details about Abound Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $197 Billion
ETFs: $178 Billion
Technology: $8.27 Billion
Communication Services: $2.41 Billion
Consumer Cyclical: $2.37 Billion
Financial Services: $2.34 Billion
Energy: $1.04 Billion
Healthcare: $989 Million
Utilities: $221 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86.9B
$822 Million 0.42% of portfolio
19,371
Q4 2024 New
$19.3B
$595 Million 0.3% of portfolio
4,127
Q4 2024 New
$186B
$582 Million 0.29% of portfolio
117
Q4 2024 New
$37B
$512 Million 0.26% of portfolio
2,605
Q4 2024 New
$38.4B
$477 Million 0.24% of portfolio
2,123
Q4 2024 New
$124B
$427 Million 0.22% of portfolio
4,681
Q4 2024 New
$55.7B
$393 Million 0.2% of portfolio
5,304
Q4 2024 New
$87.2B
$221 Million 0.11% of portfolio
2,054
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $197 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 69 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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