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
$0
$39 Billion 12.96% of portfolio
333,749
Q3 2024 Added 5.45%
$0
$36 Billion 11.97% of portfolio
627,838
Q3 2024 Added 5.3%
$0
$34.4 Billion 11.43% of portfolio
339,829
Q3 2024 Added 6.05%
$0
$25.6 Billion 8.51% of portfolio
485,179
Q3 2024 Reduced 0.46%
$0
$19.8 Billion 6.58% of portfolio
34,347
Q3 2024 Added 1.19%
$0
$17.3 Billion 5.73% of portfolio
254,338
Q3 2024 Reduced 1.51%
$0
$13 Billion 4.31% of portfolio
24,611
Q3 2024 Added 6.93%
$0
$11.6 Billion 3.86% of portfolio
49,059
Q3 2024 Reduced 0.68%
$0
$11.1 Billion 3.67% of portfolio
39,080
Q3 2024 Added 2.66%
$4.15T
$8.07 Billion 2.68% of portfolio
34,655
Q3 2024 Added 2.21%
$0
$7.68 Billion 2.55% of portfolio
98,416
Q3 2024 Reduced 2.62%
$0
$7.46 Billion 2.48% of portfolio
155,912
Q3 2024 Added 0.69%
$1.46T
$4.74 Billion 1.57% of portfolio
18,099
Q3 2024 Added 8.24%
$0
$4.07 Billion 1.35% of portfolio
41,754
Q3 2024 Added 0.05%
$0
$3.58 Billion 1.19% of portfolio
13,609
Q3 2024 Reduced 6.01%
$0
$3.23 Billion 1.07% of portfolio
5,624
Q3 2024 Added 15.86%
$3.27T
$2.42 Billion 0.8% of portfolio
5,628
Q3 2024 Reduced 0.35%
$97.1B
$2.13 Billion 0.71% of portfolio
12,362
Q3 2024 Added 900.16%
$349B
$1.87 Billion 0.62% of portfolio
15,421
Q3 2024 Added 37.55%
$2.33T
$1.71 Billion 0.57% of portfolio
9,204
Q3 2024 Added 6.49%
$0
$1.72 Billion 0.57% of portfolio
15,858
Q3 2024 Added 6.77%
$0
$1.71 Billion 0.57% of portfolio
33,175
Q3 2024 Added 0.53%
$0
$1.65 Billion 0.55% of portfolio
13,151
Q3 2024 Reduced 1.14%
$0
$1.64 Billion 0.55% of portfolio
24,314
Q3 2024 Added 0.14%
Fidelity Wise Origin Bitcoin
-
$1.43 Billion 0.47% of portfolio
-
Q3 2024 Added 0.14%
$412B
$1.38 Billion 0.46% of portfolio
2
Q1 2024 Reduced 33.33%
$0
$1.37 Billion 0.45% of portfolio
2,798
Q3 2024 Reduced 0.36%
$0
$1.08 Billion 0.36% of portfolio
26,152
Q3 2024 Reduced 5.4%
$0
$859 Million 0.29% of portfolio
8,243
Q3 2024 Added 1.83%
$1.2T
$832 Million 0.28% of portfolio
4,979
Q3 2024 Added 1.82%
$65.2B
$809 Million 0.27% of portfolio
7,240
Q3 2024 Reduced 4.64%
$0
$711 Million 0.24% of portfolio
3,968
Q3 2024 Added 0.2%
$711B
$691 Million 0.23% of portfolio
3,276
Q3 2024 Added 1.24%
$424B
$673 Million 0.22% of portfolio
759
Q3 2024 Added 2.15%
$1.17T
$629 Million 0.21% of portfolio
3,794
Q3 2024 Added 38.52%
$0
$586 Million 0.19% of portfolio
20,070
Q3 2024 Added 2.69%
$90.5B
$570 Million 0.19% of portfolio
6,317
Q3 2024 Added 3.98%
$0
$500 Million 0.17% of portfolio
6,656
Q3 2024 Added 5.42%
$53.9B
$426 Million 0.14% of portfolio
3,357
Q3 2024 Reduced 8.65%
$1.37T
$348 Million 0.12% of portfolio
608
Q3 2024 Added 22.09%
$54.1B
$352 Million 0.12% of portfolio
1,441
Q3 2024 Reduced 8.86%
$141B
$319 Million 0.11% of portfolio
991
Q2 2022 Reduced 8.27%
$400B
$340 Million 0.11% of portfolio
1,964
Q3 2024 Added 0.72%
$0
$332 Million 0.11% of portfolio
4,625
Q3 2024 Added 0.46%
$318B
$295 Million 0.1% of portfolio
1,496
Q2 2024 Added 13.59%
$0
$301 Million 0.1% of portfolio
4,826
Q3 2024 Added 2.29%
$0
$298 Million 0.1% of portfolio
3,568
Q2 2022 Added 15.64%
$0
$257 Million 0.09% of portfolio
819
Q2 2022 Reduced 37.36%
$0
$265 Million 0.09% of portfolio
3,986
Q3 2024 Reduced 24.48%

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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