Abound Wealth Management Portfolio Holdings
Abound Wealth Management
- $312 Billion
- Q4 2024
Abound Wealth Management has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $312 Billion distributed in 1225 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 $40.4B, Ishares Core U.S. Aggregate Bo with a value of $35.4B, Ishares Inc with a value of $35B, Vanguard Ftse Developed Market with a value of $25.4B, and Ishares Core S&P 500 ETF with a value of $20.6B.
Examining the 13F form we can see an increase of $10.6B in the current position value, from $301B to 312B. Also it can be appreciated an additional of 68 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 Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,225
- Current Value $312 Billion
- Prior Value $301 Billion
- Filing
- Period Q4 2024
- Filing Date January 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 68 stocks
- Additional Purchases 293 stocks
- Sold out of 1 stocks
- Reduced holdings in 318 stocks