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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.9 Billion 12.13% of portfolio
532,819
Q4 2024 New
$0
$23.7 Billion 11.99% of portfolio
269,315
Q4 2024 New
$0
$19.8 Billion 10.03% of portfolio
277,191
Q4 2024 New
$0
$14.7 Billion 7.44% of portfolio
212,936
Q4 2024 New
$0
$12.6 Billion 6.4% of portfolio
370,015
Q4 2024 New
$0
$12.4 Billion 6.31% of portfolio
243,378
Q4 2024 New
$0
$8.9 Billion 4.51% of portfolio
162,675
Q4 2024 New
$0
$8.32 Billion 4.21% of portfolio
298,248
Q4 2024 New
$0
$6.19 Billion 3.14% of portfolio
161,453
Q4 2024 New
$0
$5.39 Billion 2.73% of portfolio
250,132
Q4 2024 New
$8.15B
$4.34 Billion 2.2% of portfolio
83,415
Q4 2024 New
$0
$4.28 Billion 2.17% of portfolio
18,425
Q4 2024 New
$0
$3.56 Billion 1.8% of portfolio
108,724
Q4 2024 New
$0
$2.87 Billion 1.46% of portfolio
117,565
Q4 2024 New
$3.06T
$2.71 Billion 1.37% of portfolio
6,418
Q4 2024 New
$0
$2.7 Billion 1.37% of portfolio
55,851
Q4 2024 New
$3.66T
$2.55 Billion 1.29% of portfolio
10,194
Q4 2024 New
$0
$2.4 Billion 1.22% of portfolio
18,238
Q4 2024 New
$0
$2.4 Billion 1.22% of portfolio
93,922
Q4 2024 New
$0
$1.96 Billion 0.99% of portfolio
100,602
Q4 2024 New
$0
$1.91 Billion 0.97% of portfolio
30,600
Q4 2024 New
$0
$1.76 Billion 0.89% of portfolio
19,851
Q4 2024 New
$0
$1.66 Billion 0.84% of portfolio
9,457
Q4 2024 New
$0
$1.51 Billion 0.76% of portfolio
10,944
Q4 2024 New
$1.22T
$1.48 Billion 0.75% of portfolio
7,809
Q4 2024 New
$0
$1.37 Billion 0.69% of portfolio
50,624
Q4 2024 New
$538B
$1.06 Billion 0.54% of portfolio
2,016
Q4 2024 New
$3.24B
$932 Million 0.47% of portfolio
3,218
Q4 2024 New
$1.55T
$931 Million 0.47% of portfolio
1,590
Q4 2024 New
$86.9B
$822 Million 0.42% of portfolio
19,371
Q4 2024 New
$1.21T
$817 Million 0.41% of portfolio
2,022
Q4 2024 New
$0
$805 Million 0.41% of portfolio
9,382
Q4 2024 New
$0
$770 Million 0.39% of portfolio
4,662
Q4 2024 New
$610B
$737 Million 0.37% of portfolio
1,626
Q4 2024 New
$0
$734 Million 0.37% of portfolio
18,647
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
$2.42T
$549 Million 0.28% of portfolio
2,503
Q4 2024 New
$37B
$512 Million 0.26% of portfolio
2,605
Q4 2024 New
$1.04T
$508 Million 0.26% of portfolio
2,573
Q4 2024 New
$5.93B
$497 Million 0.25% of portfolio
4,442
Q4 2024 New
$0
$492 Million 0.25% of portfolio
864
Q4 2024 New
$38.4B
$477 Million 0.24% of portfolio
2,123
Q4 2024 New
$455B
$482 Million 0.24% of portfolio
2,891
Q4 2024 New
$0
$458 Million 0.23% of portfolio
896
Q4 2024 New
$565B
$431 Million 0.22% of portfolio
1,363
Q4 2024 New
$0
$429 Million 0.22% of portfolio
18,097
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

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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