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.