Abound Financial, LLC Portfolio Holdings

Abound Financial, LLC

  • $198 Billion
  • Q1 2025

Abound Financial, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $198 Billion distributed in 269 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $23.1B, Spdr Portfolio S&P 600 Small C with a value of $22.9B, Spdr Portfolio S&P 1500 Compos with a value of $20B, Spdr Portfolio S&P 500 ETF (Ma with a value of $13.6B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $13.5B.

Examining the 13F form we can see an increase of $292M in the current position value, from $197B to 198B.

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 $198 Billion
ETFs: $174 Billion
Technology: $8.74 Billion
Financial Services: $2.81 Billion
Consumer Cyclical: $2.72 Billion
Communication Services: $2.3 Billion
Healthcare: $2.04 Billion
Energy: $1.26 Billion
Consumer Defensive: $994 Million
Other: $866 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33.1B
$2.55 Million 0.0% of portfolio
9
Q1 2025 New
$33.1B
$7.47 Million 0.0% of portfolio
100
Q1 2025 New
$69B
$914,000 0.0% of portfolio
5
Q1 2025 New
$0
$6.72 Million 0.0% of portfolio
81
Q1 2025 New
$0
$5.88 Million 0.0% of portfolio
74
Q1 2025 New
$21.1B
$8.79 Million 0.0% of portfolio
100
Q1 2025 New
$16.4B
$8.63 Million 0.0% of portfolio
106
Q1 2025 New
$0
$4.53 Million 0.0% of portfolio
110
Q1 2025 New
$702M
$1.9 Million 0.0% of portfolio
300
Q1 2025 New
$24.5B
$5.66 Million 0.0% of portfolio
140
Q1 2025 New
$51B
$2.78 Million 0.0% of portfolio
19
Q1 2025 New
Solventum Corp
-
$1.6 Million 0.0% of portfolio
-
Q1 2025 New
$6.58B
$4.43 Million 0.0% of portfolio
150
Q1 2025 New
Grayscale Ethereum Mini Tr E
-
$3.5 Million 0.0% of portfolio
-
Q1 2025 New
Global X Fds
-
$4.21 Million 0.0% of portfolio
-
Q1 2025 New
$0
$312,000 0.0% of portfolio
8
Q1 2025 New
$858M
$163,000 0.0% of portfolio
7
Q1 2025 New
$40.1B
$3.82 Million 0.0% of portfolio
37
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 269
  • Current Value $198 Billion
  • Prior Value $197 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 201 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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