Abound Financial, LLC New Holdings in Q4 2024

Abound Financial, LLC

$197 Billion
Q4 2024

Stock	Shares change	Price Range	Shares Held	Trade History
SMH Vaneck ETF Tr Semiconductor Et ETFs	1.57K New	$238.25 - $261.28 $375K - $411K	1.57K $381M
DGRO Ishares Core Dividend Growth E ETFs	5.71K New	$60.73 - $64.94 $346K - $370K	5.71K $350M
CNRG Spdr S&P Kensho Clean Power Et ETFs	5.76K New	$59.26 - $65.51 $341K - $377K	5.76K $349M
Ishares Bitcoin	6.07K New	N/A	6.07K $322M
SHE Spdr Ser Tr Ssga Gender Divers ETFs	2.7K New	$113.29 - $121.45 $306K - $328K	2.7K $312M
NUMV Nuveen Esg Mid Cap Value ETF ETFs	7.82K New	$34.46 - $38.29 $269K - $299K	7.82K $272M
NUSC Nuveen Esg Small Cap ETF ETFs	6.06K New	$41.74 - $46.2 $253K - $280K	6.06K $254M
VTI Vanguard Total Stock Market Et ETFs	869 New	$280.04 - $302.45 $243K - $263K	869 $252M
QTEC First Trust Nasdaq 100 Technol ETFs	1.29K New	$185.87 - $204.12 $239K - $262K	1.29K $242M
SNPE Dbx ETF Tr Xtrackers S&P 500 E ETFs	4.49K New	$51.94 - $55.55 $233K - $249K	4.49K $239M
ISTB Ihares Core 1 5 Years Usd Bond ETFs	4.96K New	$47.58 - $48.56 $236K - $241K	4.96K $237M
FXL First Tr Exchange Traded Fd Fi ETFs	1.55K New	$136.18 - $158.26 $212K - $246K	1.55K $231M
IUSG Ishares Core S&P U.S Growth Et ETFs	1.64K New	$129.96 - $144.97 $213K - $237K	1.64K $228M
PKW Invesco Exchange Traded Fd Tr ETFs	1.98K New	$114.02 - $125.22 $226K - $248K	1.98K $228M
SPHQ Invesco Exchange Traded Fd Tr ETFs	3.32K New	$65.67 - $69.79 $218K - $232K	3.32K $223M
DUK Duke Energy Corp Utilities	2.05K New	$105.76 - $120.76 $217K - $248K	2.05K $221M
NUMG Nuveen Esg Mid Cap Growth ETF ETFs	4.55K New	$44.28 - $51.47 $201K - $234K	4.55K $215M
XOM Exxon Mobil Corp Energy	1.99K New	$105.51 - $125.37 $210K - $249K	1.99K $214M
PCK Pimco California Municipal Income Fund Ii Financial Services	19.7K New	$5.64 - $6.3 $111K - $124K	19.7K $113M

Activity Summary All Purchases 69 New Holdings 69 Increased Positions 0 All Sells 0 Reductions 0 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.