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.

Portfolio value $312 Billion
ETFs: $258 Billion
Technology: $19.9 Billion
Consumer Cyclical: $10.9 Billion
Financial Services: $4.91 Billion
Energy: $3.61 Billion
Communication Services: $2.74 Billion
Industrials: $2.38 Billion
Consumer Defensive: $2.16 Billion
Other: $4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.4 Billion 12.97% of portfolio
350,813
Q4 2024 Added 5.11%
$0
$35.4 Billion 11.36% of portfolio
365,499
Q4 2024 Added 7.55%
$0
$35 Billion 11.22% of portfolio
669,641
Q4 2024 Added 6.66%
$0
$25.4 Billion 8.14% of portfolio
530,355
Q4 2024 Added 9.31%
$0
$20.6 Billion 6.62% of portfolio
35,035
Q4 2024 Added 2.0%
$0
$17.6 Billion 5.64% of portfolio
758,165
Q4 2024 Added 198.09%
$0
$13.6 Billion 4.36% of portfolio
25,199
Q4 2024 Added 2.39%
$0
$11.9 Billion 3.82% of portfolio
49,519
Q4 2024 Added 0.94%
$0
$11.7 Billion 3.74% of portfolio
40,222
Q4 2024 Added 2.92%
$3.58T
$8.65 Billion 2.77% of portfolio
34,527
Q4 2024 Reduced 0.37%
$0
$7.13 Billion 2.29% of portfolio
161,958
Q4 2024 Added 3.88%
$0
$7.07 Billion 2.27% of portfolio
100,569
Q4 2024 Added 2.19%
$1.28T
$7.07 Billion 2.27% of portfolio
17,497
Q4 2024 Reduced 3.33%
$0
$3.87 Billion 1.24% of portfolio
43,474
Q4 2024 Added 4.12%
$0
$3.68 Billion 1.18% of portfolio
13,649
Q4 2024 Added 0.29%
$0
$3.47 Billion 1.11% of portfolio
5,920
Q4 2024 Added 5.26%
$99.1B
$2.87 Billion 0.92% of portfolio
12,400
Q4 2024 Added 0.31%
$0
$2.4 Billion 0.77% of portfolio
18,633
Q4 2024 Added 41.69%
$3.31T
$2.38 Billion 0.76% of portfolio
5,644
Q4 2024 Added 0.28%
$355B
$2.34 Billion 0.75% of portfolio
17,460
Q4 2024 Added 13.22%
$2.39T
$2.11 Billion 0.68% of portfolio
9,618
Q4 2024 Added 4.5%
Fidelity Wise Origin Bitcoin
-
$2.1 Billion 0.67% of portfolio
-
Q4 2024 Reduced 0.14%
$0
$1.91 Billion 0.61% of portfolio
27,770
Q4 2024 Added 14.21%
$0
$1.85 Billion 0.59% of portfolio
17,338
Q4 2024 Added 9.33%
$0
$1.78 Billion 0.57% of portfolio
68,701
Q4 2024 Added 107.09%
$0
$1.46 Billion 0.47% of portfolio
2,848
Q4 2024 Added 1.79%
$417B
$1.36 Billion 0.44% of portfolio
2
Q1 2024 Reduced 33.33%
$1.23T
$954 Million 0.31% of portfolio
5,007
Q4 2024 Added 0.56%
$0
$976 Million 0.31% of portfolio
52,776
Q4 2024 Added 101.8%
$0
$925 Million 0.3% of portfolio
33,206
Q4 2024 Added 302.84%
$777B
$793 Million 0.25% of portfolio
3,309
Q4 2024 Added 1.01%
$66.3B
$715 Million 0.23% of portfolio
6,908
Q4 2024 Reduced 4.59%
$416B
$712 Million 0.23% of portfolio
777
Q4 2024 Added 2.37%
$0
$706 Million 0.23% of portfolio
4,031
Q4 2024 Added 1.59%
$389B
$704 Million 0.23% of portfolio
4,197
Q4 2024 Added 113.7%
$1.2T
$692 Million 0.22% of portfolio
3,657
Q4 2024 Reduced 3.61%
$90.9B
$593 Million 0.19% of portfolio
7,198
Q4 2024 Added 13.95%
$17.6B
$498 Million 0.16% of portfolio
2,919
Q4 2024 Added 145,850.0%
$59B
$500 Million 0.16% of portfolio
2,131
Q4 2024 Added 1,064.48%
$0
$506 Million 0.16% of portfolio
19,016
Q4 2024 Reduced 5.25%
$0
$491 Million 0.16% of portfolio
6,829
Q4 2024 Added 2.6%
$50.7B
$425 Million 0.14% of portfolio
3,233
Q4 2024 Reduced 3.69%
$1.46T
$374 Million 0.12% of portfolio
639
Q4 2024 Added 5.1%
$0
$372 Million 0.12% of portfolio
15,707
Q4 2024 Added 239.61%
$435B
$341 Million 0.11% of portfolio
382
Q4 2024 Added 9.14%
$51.9B
$341 Million 0.11% of portfolio
1,320
Q4 2024 Reduced 8.4%
$0
$314 Million 0.1% of portfolio
5,032
Q4 2024 Added 4.27%
$0
$311 Million 0.1% of portfolio
1,835
Q4 2024 Added 13.69%
$540B
$299 Million 0.1% of portfolio
946
Q4 2024 Reduced 0.42%

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
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