Abound Wealth Management Portfolio Holdings

Abound Wealth Management

  • $300 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.3B
$6.83 Million 0.0% of portfolio
50
Q1 2025 Reduced 24.24%
$4.59B
$880,000 0.0% of portfolio
4
Q1 2023 New
$1.11B
$5.76 Million 0.0% of portfolio
200
Q1 2023 New
$1.83B
$130,000 0.0% of portfolio
11
Q1 2025 Reduced 21.43%
$1.53B
$7.22 Million 0.0% of portfolio
102
Q3 2024 Added 5,000.0%
$34.3B
$3.94 Million 0.0% of portfolio
41
Q1 2025 Reduced 19.61%
$1.26B
$4.84 Million 0.0% of portfolio
680
Q4 2024 New
$25.5B
$3.27 Million 0.0% of portfolio
68
Q1 2025 Reduced 32.0%
$3.64B
$289,000 0.0% of portfolio
11
Q3 2024 New
$952M
$11.5 Million 0.0% of portfolio
1,427
Q3 2023 Added 33.61%
$3.77B
$155,000 0.0% of portfolio
2
Q1 2025 New
$33.5B
$592,000 0.0% of portfolio
1
Q2 2023 New
$623M
$6.06 Million 0.0% of portfolio
189
Q1 2025 New
$0
$796,000 0.0% of portfolio
12
Q1 2025 New
$795M
$119,000 0.0% of portfolio
12
Q1 2025 Reduced 25.0%
Arm Holdings PLC
-
$13.8 Million 0.0% of portfolio
-
Q1 2025 Added 3,125.0%
$1.31B
$102,000 0.0% of portfolio
8
Q1 2025 New
$4.99B
$221,000 0.0% of portfolio
1
Q3 2024 New
$17.6B
$789,000 0.0% of portfolio
90
Q1 2025 Reduced 34.78%
$267B
$5.3 Million 0.0% of portfolio
8
Q1 2025 Reduced 20.0%
$5.08B
$265,000 0.0% of portfolio
3
Q4 2024 New
$211B
$2.06 Million 0.0% of portfolio
28
Q1 2025 Reduced 20.0%
$188M
$9.04 Million 0.0% of portfolio
946
Q1 2025 New
$21.7B
$5.11 Million 0.0% of portfolio
33
Q4 2024 Added 266.67%
$53.1B
$12.1 Million 0.0% of portfolio
46
Q1 2025 Reduced 17.86%
$3.3B
$111,000 0.0% of portfolio
4
Q1 2025 Reduced 33.33%
$69.9B
$7.63 Million 0.0% of portfolio
2
Q4 2022 Reduced 50.0%
$28.1B
$3.65 Million 0.0% of portfolio
17
Q2 2023 Added 13.33%
$3.01B
$294,000 0.0% of portfolio
7
Q4 2023 Reduced 36.36%
$1.57B
$100,000 0.0% of portfolio
2
Q4 2024 Reduced 33.33%
$40.9B
$14.7 Million 0.0% of portfolio
28
Q1 2025 Added 133.33%
$3.5B
$194,000 0.0% of portfolio
3
Q3 2024 New
$2.07B
$104,000 0.0% of portfolio
3
Q1 2025 New
$2.05B
$168,000 0.0% of portfolio
2
Q1 2025 Reduced 33.33%
$3.66B
$6.46 Million 0.0% of portfolio
2,267
Q1 2025 Added 0.67%
$5.36B
$381,000 0.0% of portfolio
2
Q4 2024 Reduced 33.33%
$29.5B
$369,000 0.0% of portfolio
4
Q1 2025 Reduced 33.33%
$37.9B
$5.06 Million 0.0% of portfolio
115
Q1 2025 Reduced 23.84%
$5.27B
$166,000 0.0% of portfolio
1
Q4 2024 Reduced 66.67%
$15B
$2.97 Million 0.0% of portfolio
57
Q3 2023 Added 7.55%
$754M
$185,000 0.0% of portfolio
13
Q1 2025 Reduced 27.78%
$79.9B
$845,000 0.0% of portfolio
62
Q1 2025 Reduced 42.06%
$23.4B
$195,000 0.0% of portfolio
87
Q1 2025 Reduced 47.59%
$13.6B
$265,000 0.0% of portfolio
10
Q1 2025 Reduced 58.33%
$10.8B
$251,000 0.0% of portfolio
11
Q2 2024 Reduced 52.17%
$9.21B
$322,000 0.0% of portfolio
8
Q1 2025 Reduced 50.0%
$2.54B
$212,000 0.0% of portfolio
4
Q1 2025 Reduced 33.33%
$2.48B
$207,000 0.0% of portfolio
3
Q1 2025 Reduced 25.0%
$62.7B
$5.45 Million 0.0% of portfolio
65
Q1 2025 Reduced 51.13%

Summary

  • Portfolio
  • No. of Stocks 1,270
  • Current Value $300 Billion
  • Prior Value $312 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 122 stocks
  • Additional Purchases 157 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 602 stocks
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