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.
Stock Holdings Table Companies Only
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