Abound Wealth Management Portfolio Holdings

Abound Wealth Management

  • $301 Billion
  • Q3 2024

Abound Wealth Management has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $301 Billion distributed in 1299 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 $39B, Ishares Inc with a value of $36B, Ishares Core U.S. Aggregate Bo with a value of $34.4B, Vanguard Ftse Developed Market with a value of $25.6B, and Ishares Core S&P 500 ETF with a value of $19.8B.

Examining the 13F form we can see an increase of $29.9B in the current position value, from $271B to 301B.

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 $301 Billion
ETFs: $254 Billion
Technology: $17.9 Billion
Consumer Cyclical: $8.27 Billion
Financial Services: $4.89 Billion
Energy: $3.39 Billion
Healthcare: $2.54 Billion
Communication Services: $2.45 Billion
Consumer Defensive: $1.77 Billion
Other: $3.46 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$8.07 Billion 2.68% of portfolio
34,655
Q3 2024 Added 2.21%
$1.05T
$4.74 Billion 1.57% of portfolio
18,099
Q3 2024 Added 8.24%
$50.3B
$2.8 Billion 0.93% of portfolio
30,754
Q3 2024 Reduced 2.23%
$3.15T
$2.42 Billion 0.8% of portfolio
5,628
Q3 2024 Reduced 0.35%
$64.7B
$2.13 Billion 0.71% of portfolio
12,362
Q3 2024 Added 900.16%
$337B
$1.87 Billion 0.62% of portfolio
15,421
Q3 2024 Added 37.55%
$2.1T
$1.71 Billion 0.57% of portfolio
9,204
Q3 2024 Added 6.49%
$434B
$1.38 Billion 0.46% of portfolio
2
Q1 2024 Reduced 33.33%
$1.04T
$832 Million 0.28% of portfolio
4,979
Q3 2024 Added 1.82%
$72.1B
$809 Million 0.27% of portfolio
7,240
Q3 2024 Reduced 4.64%
$733B
$691 Million 0.23% of portfolio
3,276
Q3 2024 Added 1.24%
$426B
$673 Million 0.22% of portfolio
759
Q3 2024 Added 2.15%
$1.01T
$629 Million 0.21% of portfolio
3,794
Q3 2024 Added 38.52%
$97.7B
$570 Million 0.19% of portfolio
6,317
Q3 2024 Added 3.98%
$55.2B
$426 Million 0.14% of portfolio
3,357
Q3 2024 Reduced 8.65%
$1.29T
$348 Million 0.12% of portfolio
608
Q3 2024 Added 22.09%
$150B
$319 Million 0.11% of portfolio
991
Q2 2022 Reduced 8.27%
$425B
$340 Million 0.11% of portfolio
1,964
Q3 2024 Added 0.72%
$324B
$295 Million 0.1% of portfolio
1,496
Q2 2024 Added 13.59%
$515B
$261 Million 0.09% of portfolio
950
Q3 2024 Added 12.69%
$383B
$228 Million 0.08% of portfolio
5,752
Q3 2024 Reduced 3.31%
$437B
$227 Million 0.08% of portfolio
559
Q3 2024 Added 0.36%
$190B
$256 Million 0.08% of portfolio
521
Q3 2024 Added 2.16%
$406B
$227 Million 0.08% of portfolio
1,402
Q3 2024 Added 11.18%
$390B
$248 Million 0.08% of portfolio
350
Q3 2024 Added 1.16%
$75.4B
$204 Million 0.07% of portfolio
1,745
Q3 2024 Added 0.46%
$330B
$220 Million 0.07% of portfolio
804
Q3 2024 Added 37.44%
$56.9B
$208 Million 0.07% of portfolio
1,901
Q3 2024 Added 1.44%
$243B
$187 Million 0.06% of portfolio
3,516
Q3 2024 Added 3.99%
$249B
$175 Million 0.06% of portfolio
2,162
Q2 2024 Added 2.32%
$208B
$139 Million 0.05% of portfolio
1,219
Q3 2024 Added 2.35%
$83.6B
$139 Million 0.05% of portfolio
511
Q3 2024 Added 0.39%
$317B
$140 Million 0.05% of portfolio
948
Q3 2024 Added 17.91%
$749B
$139 Million 0.05% of portfolio
157
Q3 2024 Added 5.37%
$490B
$148 Million 0.05% of portfolio
1,264
Q3 2024 Added 17.8%
$203B
$144 Million 0.05% of portfolio
653
Q2 2024 Reduced 4.11%
$508B
$159 Million 0.05% of portfolio
322
Q3 2024 Added 3.54%
$493B
$149 Million 0.05% of portfolio
877
Q3 2024 Added 4.03%
$134B
$149 Million 0.05% of portfolio
1,863
Q3 2024 Added 2.64%
$569B
$155 Million 0.05% of portfolio
265
Q2 2024 Reduced 12.54%
$1.72B
$129 Million 0.04% of portfolio
2,245
Q3 2024 Added 2.05%
$197B
$124 Million 0.04% of portfolio
657
Q3 2024 Reduced 17.88%
$103B
$123 Million 0.04% of portfolio
60
Q1 2023 New
$261B
$135 Million 0.04% of portfolio
1,192
Q3 2024 Added 15.06%
$239B
$80.8 Million 0.03% of portfolio
156
Q3 2024 Added 0.65%
$213B
$82.8 Million 0.03% of portfolio
212
Q3 2024 Added 35.03%
$33.3B
$97 Million 0.03% of portfolio
1,286
Q3 2024 Reduced 0.16%
$90.4B
$83.4 Million 0.03% of portfolio
724
Q3 2024 Added 109.25%
$33.1B
$105 Million 0.03% of portfolio
2,441
Q3 2024 Reduced 0.08%

Summary

  • Portfolio
  • No. of Stocks 1,299
  • Current Value $301 Billion
  • Prior Value $271 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 202 stocks
  • Additional Purchases 328 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 334 stocks
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