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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.13B
$232,000 0.0% of portfolio
4
Q3 2024 Reduced 50.0%
$12B
$4.88 Million 0.0% of portfolio
12
Q1 2024 New
$3.94B
$176,000 0.0% of portfolio
16
Q3 2024 Reduced 11.11%
$32.1B
$7.28 Million 0.0% of portfolio
25
Q3 2024 Added 38.89%
$90.8B
$14.9 Million 0.0% of portfolio
38
Q3 2024 Added 26.67%
$75B
$12.3 Million 0.0% of portfolio
9
Q4 2023 Added 12.5%
$2.14B
$210,000 0.0% of portfolio
5
Q3 2024 Reduced 16.67%
$4.22B
$318,000 0.0% of portfolio
7
Q3 2024 Reduced 46.15%
$18B
$3.73 Million 0.0% of portfolio
60
Q3 2024 Reduced 45.95%
$3.01B
$244,000 0.0% of portfolio
7
Q3 2024 New
$2.21B
$203,000 0.0% of portfolio
14
Q3 2024 Reduced 6.67%
$2.05B
$7.43 Million 0.0% of portfolio
177
Q3 2024 Added 2.31%
$2.56B
$238,000 0.0% of portfolio
13
Q2 2024 Reduced 43.48%
$5.35B
$826,000 0.0% of portfolio
120
Q3 2024 Reduced 14.29%
$25.1B
$1.17 Million 0.0% of portfolio
2
Q3 2024 Added 100.0%
$17.1B
$5.57 Million 0.0% of portfolio
93
Q3 2024 Added 121.43%
$14.1B
$1.05 Million 0.0% of portfolio
23
Q3 2023 Reduced 14.81%
$2.6B
$317,000 0.0% of portfolio
1
Q2 2024 Reduced 50.0%
$19.8B
$3.89 Million 0.0% of portfolio
10
Q3 2024 Added 25.0%
$4.15B
$249,000 0.0% of portfolio
64
Q2 2024 Reduced 21.95%
$2.99B
$398,000 0.0% of portfolio
2
Q2 2024 Reduced 33.33%
$28.6B
$4.28 Million 0.0% of portfolio
75
Q2 2024 Reduced 16.67%
$17.5B
$1.77 Million 0.0% of portfolio
210
Q3 2024 Added 11.7%
$59.8B
$10.4 Million 0.0% of portfolio
13
Q3 2024 Added 44.44%
$1.4B
$249,000 0.0% of portfolio
44
Q4 2023 New
$6.51B
$1.22 Million 0.0% of portfolio
54
Q3 2024 New
$580M
$229,000 0.0% of portfolio
5
Q3 2024 Reduced 50.0%
$4.39B
$401,000 0.0% of portfolio
10
Q3 2024 New
$8.09B
$599,000 0.0% of portfolio
30
Q3 2024 Reduced 11.76%
$7.26B
$13.9 Million 0.0% of portfolio
80
Q1 2023 New
$50.9B
$620,000 0.0% of portfolio
53
Q2 2024 Reduced 23.19%
$52.5B
$7.58 Million 0.0% of portfolio
56
Q3 2024 Reduced 8.2%
$0
$8.89 Million 0.0% of portfolio
350
Q3 2024 New
$0
$5.35 Million 0.0% of portfolio
49
Q4 2022 Added 4.17%
$0
$3.48 Million 0.0% of portfolio
29
Q3 2024 Added 70.59%
$0
$56,000 0.0% of portfolio
1
Q3 2024 Reduced 98.28%
$0
$7.73 Million 0.0% of portfolio
80
Q3 2024 Reduced 72.7%
$0
$775,000 0.0% of portfolio
6
Q3 2024 Reduced 79.31%
$0
$5.39 Million 0.0% of portfolio
49
Q2 2024 Reduced 50.51%
$0
$622,000 0.0% of portfolio
3
Q3 2024 New
$0
$8.37 Million 0.0% of portfolio
26
Q2 2024 Reduced 76.99%
$25.3B
$4.24 Million 0.0% of portfolio
66
Q4 2023 Added 17.86%
Veralto Corp
-
$6.6 Million 0.0% of portfolio
-
Q3 2024 Reduced 7.81%
$2.27B
$169,000 0.0% of portfolio
4
Q3 2024 Reduced 42.86%
$19.8B
$5.51 Million 0.0% of portfolio
29
Q2 2024 Added 11.54%
$3.67B
$279,000 0.0% of portfolio
10
Q3 2024 Reduced 50.0%
Vestis Corporation
-
$209,000 0.0% of portfolio
-
Q3 2024 New
$777M
$6.42 Million 0.0% of portfolio
537
Q2 2024 Added 280.85%
$14.1B
$651,000 0.0% of portfolio
56
Q2 2023 Reduced 22.22%

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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