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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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