Abound Wealth Management Portfolio Holdings

Abound Wealth Management

  • $271 Billion
  • Q2 2024

Abound Wealth Management has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $271 Billion distributed in 1170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Sm Cap ETF with a value of $33.8B, Ishares Inc with a value of $31.9B, Ishares Core U.S. Aggregate Bo with a value of $31.1B, Vanguard Ftse Developed Market with a value of $24.1B, and Ishares Core S&P 500 ETF with a value of $18.6B.

Examining the 13F form we can see an increase of $8.71B in the current position value, from $263B to 271B. Also it can be appreciated an additional of 51 stocks purchases and 1 closed positions.

Abound Wealth Management is based out at Franklin, TN

Below you can find more details about Abound Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $271 Billion
ETFs: $230 Billion
Technology: $16.1 Billion
Consumer Cyclical: $6.77 Billion
Financial Services: $4.23 Billion
Energy: $3.14 Billion
Healthcare: $2.3 Billion
Communication Services: $2.27 Billion
Consumer Defensive: $1.63 Billion
Other: $2.85 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.8 Billion 12.45% of portfolio
316,501
Q2 2022 Reduced 45.15%
$0
$31.9 Billion 11.77% of portfolio
596,226
Q2 2022 Reduced 45.75%
$0
$31.1 Billion 11.47% of portfolio
320,442
Q2 2022 Reduced 61.42%
$0
$24.1 Billion 8.88% of portfolio
487,436
Q2 2022 Reduced 18.37%
$0
$18.6 Billion 6.85% of portfolio
33,944
Q2 2022 Reduced 28.26%
$0
$16.6 Billion 6.12% of portfolio
258,239
Q2 2022 Added 5.62%
$0
$11.5 Billion 4.24% of portfolio
23,017
Q2 2022 Reduced 80.95%
$0
$10.8 Billion 3.97% of portfolio
49,394
Q2 2022 Reduced 40.11%
$0
$10.2 Billion 3.75% of portfolio
38,068
Q2 2022 Added 123.22%
$0
$7.34 Billion 2.71% of portfolio
101,061
Q2 2022 Reduced 54.08%
$3.58T
$7.14 Billion 2.63% of portfolio
33,906
Q2 2022 Reduced 44.57%
$0
$6.78 Billion 2.5% of portfolio
154,851
Q2 2022 Reduced 15.28%
$0
$3.61 Billion 1.33% of portfolio
14,479
Q2 2022 Added 6.98%
$0
$3.5 Billion 1.29% of portfolio
41,733
Q2 2022 Reduced 69.58%
$727B
$3.31 Billion 1.22% of portfolio
16,721
Q2 2022 Reduced 74.06%
$0
$2.64 Billion 0.97% of portfolio
4,854
Q2 2022 Reduced 48.5%
$3.21T
$2.52 Billion 0.93% of portfolio
5,648
Q2 2022 Reduced 32.67%
$67.9B
$1.98 Billion 0.73% of portfolio
1,236
Q1 2024 Added 0.24%
$1.9T
$1.67 Billion 0.62% of portfolio
8,643
Q2 2022 Reduced 74.63%
$0
$1.58 Billion 0.58% of portfolio
13,302
Q2 2022 Added 213.57%
$0
$1.58 Billion 0.58% of portfolio
14,853
Q2 2022 Added 45.59%
$0
$1.57 Billion 0.58% of portfolio
32,999
Q2 2022 Reduced 17.39%
$0
$1.55 Billion 0.57% of portfolio
24,280
Q2 2024 Added 17.63%
$297B
$1.38 Billion 0.51% of portfolio
11,211
Q2 2024 Added 931.37%
Fidelity Wise Origin Bitcoin
-
$1.35 Billion 0.5% of portfolio
-
Q2 2024 Added 6.45%
$0
$1.35 Billion 0.5% of portfolio
2,808
Q2 2022 Added 4.49%
$403B
$1.22 Billion 0.45% of portfolio
2
Q1 2024 Reduced 33.33%
$0
$1.06 Billion 0.39% of portfolio
27,646
Q2 2022 Added 12.96%
$964B
$897 Million 0.33% of portfolio
4,890
Q2 2022 Reduced 98.2%
$0
$816 Million 0.3% of portfolio
8,095
Q2 2022 Reduced 40.85%
$68.6B
$678 Million 0.25% of portfolio
7,592
Q2 2022 Added 72.1%
$0
$651 Million 0.24% of portfolio
3,960
Q2 2024 Added 0.2%
$599B
$654 Million 0.24% of portfolio
3,236
Q2 2022 Reduced 74.35%
$405B
$631 Million 0.23% of portfolio
743
Q2 2024 Added 3.48%
$47B
$557 Million 0.21% of portfolio
3,675
Q2 2022 Added 67.02%
$0
$519 Million 0.19% of portfolio
19,545
Q2 2022 Reduced 13.49%
$941B
$499 Million 0.18% of portfolio
2,739
Q2 2022 Reduced 96.79%
$97.4B
$471 Million 0.17% of portfolio
6,075
Q2 2022 Reduced 5.27%
$0
$455 Million 0.17% of portfolio
6,314
Q2 2022 Reduced 60.33%
$50.3B
$353 Million 0.13% of portfolio
1,581
Q2 2024 Reduced 8.67%
$413B
$322 Million 0.12% of portfolio
1,950
Q2 2022 Reduced 25.69%
$0
$332 Million 0.12% of portfolio
5,278
Q2 2022 Added 703.01%
$178B
$310 Million 0.11% of portfolio
991
Q2 2022 Reduced 8.27%
$0
$308 Million 0.11% of portfolio
4,604
Q2 2022 Reduced 66.9%
$0
$276 Million 0.1% of portfolio
4,718
Q2 2022 Reduced 70.6%
$0
$280 Million 0.1% of portfolio
3,568
Q2 2022 Added 15.64%
$343B
$257 Million 0.09% of portfolio
1,496
Q2 2024 Added 13.59%
$310B
$237 Million 0.09% of portfolio
5,949
Q2 2022 Added 184.84%
$0
$244 Million 0.09% of portfolio
819
Q2 2022 Reduced 37.36%

Summary

  • Portfolio
  • No. of Stocks 1,170
  • Current Value $271 Billion
  • Prior Value $263 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 51 stocks
  • Additional Purchases 153 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 389 stocks
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