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
$17.5B
$17.4 Million 0.01% of portfolio
81
Q1 2024 Added 161.29%
$84.2B
$16.4 Million 0.01% of portfolio
62
Q2 2024 Reduced 7.46%
$101B
$19.1 Million 0.01% of portfolio
813
Q3 2024 Reduced 40.04%
$89B
$19.3 Million 0.01% of portfolio
120
Q3 2024 Added 7.14%
$136B
$21.4 Million 0.01% of portfolio
164
Q3 2024 New
$90.6B
$21.2 Million 0.01% of portfolio
27
Q1 2024 Reduced 3.57%
$42.4B
$26.1 Million 0.01% of portfolio
456
Q3 2024 Added 7.8%
$3.08B
$20.1 Million 0.01% of portfolio
167
Q3 2024 Added 1.83%
$164B
$42.3 Million 0.01% of portfolio
156
Q3 2024 Reduced 1.27%
$92.3B
$17.4 Million 0.01% of portfolio
70
Q3 2024 Added 2.94%
$113B
$23.1 Million 0.01% of portfolio
104
Q3 2024 Reduced 0.95%
$89.6B
$15.5 Million 0.01% of portfolio
31
Q3 2024 Added 3.33%
$115B
$27.8 Million 0.01% of portfolio
309
Q3 2024 Added 19.77%
$36.8B
$42.7 Million 0.01% of portfolio
532
Q3 2024 Reduced 0.56%
$112B
$21.7 Million 0.01% of portfolio
209
Q3 2024 Added 6.09%
$7.66B
$16.7 Million 0.01% of portfolio
120
Q1 2023 New
$88.3B
$21.2 Million 0.01% of portfolio
288
Q2 2024 Reduced 10.56%
$22.8B
$33.5 Million 0.01% of portfolio
124
Q2 2024 Reduced 0.8%
$88.1B
$18.7 Million 0.01% of portfolio
39
Q3 2024 Added 8.33%
$228B
$19.7 Million 0.01% of portfolio
189
Q2 2024 Reduced 57.43%
$83.6B
$15.3 Million 0.01% of portfolio
34
Q3 2024 Added 13.33%
$34.4B
$22.9 Million 0.01% of portfolio
428
Q3 2024 Added 201.41%
$237B
$30.3 Million 0.01% of portfolio
254
Q3 2024 Added 16.51%
$39B
$16.6 Million 0.01% of portfolio
110
Q3 2024 Reduced 7.56%
$77.1B
$20.3 Million 0.01% of portfolio
18
Q3 2024 Added 50.0%
$11.9B
$38.6 Million 0.01% of portfolio
1,007
Q1 2024 Added 0.6%
$115B
$25.3 Million 0.01% of portfolio
74
Q3 2024 Added 1.37%
$90.8B
$24.3 Million 0.01% of portfolio
38
Q3 2024 Added 46.15%
$144B
$34.3 Million 0.01% of portfolio
1,185
Q3 2024 Added 1.37%
$84.9B
$38 Million 0.01% of portfolio
205
Q3 2024 Reduced 1.91%
$14.5B
$20.4 Million 0.01% of portfolio
54
Q2 2024 Reduced 11.48%
$156B
$29.1 Million 0.01% of portfolio
115
Q3 2024 Reduced 0.86%
$107B
$21.1 Million 0.01% of portfolio
167
Q3 2024 Reduced 2.34%
$59.3B
$15.7 Million 0.01% of portfolio
43
Q3 2024 Added 38.71%
$15.6B
$17.3 Million 0.01% of portfolio
111
Q1 2024 Added 0.91%
$35.5B
$21.7 Million 0.01% of portfolio
342
Q3 2024 Added 1.18%
$79.1B
$43.2 Million 0.01% of portfolio
41
Q3 2024 Added 10.81%
$168B
$35.8 Million 0.01% of portfolio
69
Q3 2024 Added 16.95%
$148B
$18.9 Million 0.01% of portfolio
292
Q3 2024 Added 13.18%
$101B
$27.2 Million 0.01% of portfolio
71
Q3 2024 Added 9.23%
$59.3B
$21.1 Million 0.01% of portfolio
125
Q2 2024 Reduced 0.79%
$146B
$23.3 Million 0.01% of portfolio
65
Q3 2024 Added 1.56%
$86.4B
$19.9 Million 0.01% of portfolio
39
Q3 2024 Added 25.81%
$986B
$38.5 Million 0.01% of portfolio
222
Q3 2024 Added 6.22%
$22.7B
$21.2 Million 0.01% of portfolio
48
Q2 2024 Added 2.13%
$201B
$41.4 Million 0.01% of portfolio
67
Q2 2024 Added 1.52%
$296B
$23.6 Million 0.01% of portfolio
114
Q3 2024 Added 12.87%
$61.5B
$24.1 Million 0.01% of portfolio
103
Q2 2024 Added 45.07%
$63.6B
$39.7 Million 0.01% of portfolio
927
Q3 2024 Reduced 13.69%

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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