Abound Wealth Management has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $300 Billion distributed in 1270 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 $39.1B, Ishares Core U.S. Aggregate Bo with a value of $38.5B, Vanguard Ftse Developed Market with a value of $25.9B, Ishares Core S&P 500 ETF with a value of $21.3B, and Ishares Inc with a value of $19B.
Examining the 13F form we can see an decrease of $12.1B in the current position value, from $312B to 300B.
Also it can be appreciated an additional of 122 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
$300 Billion
ETFs: $249 Billion
Technology: $18.5 Billion
Consumer Cyclical: $8.77 Billion
Financial Services: $4.35 Billion
Energy: $3.98 Billion
Communication Services: $3.2 Billion
Industrials: $2.63 Billion
Healthcare: $2.4 Billion
Other: $4.47 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
