Abound Wealth Management
Latest statistics and disclosures from Abound Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJR, IEMG, AGG, VEA, IVV, and represent 51.45% of Abound Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IJR, AGG, AVGO, IEMG, VOO, NVDA, SPY, TSLA, VTI, DGRO.
- Started 201 new stock positions in SHOO, BBEU, HDB, ALNY, ELME, PJT, AX, VST, GEVO, WGO.
- Reduced shares in these 10 stocks: SCHX, VV, IEFA, VEA, SCHB, VB, SCHD, OKE, CEG, SCHF.
- Sold out of its positions in ARKF, AEO, RCUS, BANF, BMBL, CSWC, CHCT, DT, ELF, SIXG.
- Abound Wealth Management was a net buyer of stock by $13M.
- Abound Wealth Management has $301M in assets under management (AUM), dropping by 11.03%.
- Central Index Key (CIK): 0001950323
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Portfolio Holdings for Abound Wealth Management
Abound Wealth Management holds 1299 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Abound Wealth Management has 1299 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Abound Wealth Management Sept. 30, 2024 positions
- Download the Abound Wealth Management September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Scp Etf (IJR) | 13.0 | $39M | +5% | 334k | 116.96 |
|
| Ishares Core Msci Emkt (IEMG) | 12.0 | $36M | +5% | 628k | 57.41 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 11.4 | $34M | +6% | 340k | 101.27 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.5 | $26M | 485k | 52.81 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 6.6 | $20M | 34k | 576.82 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 5.7 | $17M | 254k | 67.85 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.3 | $13M | +6% | 25k | 527.68 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 3.9 | $12M | 49k | 237.24 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.7 | $11M | +2% | 39k | 283.16 |
|
| Apple (AAPL) | 2.7 | $8.1M | +2% | 35k | 233.00 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.6 | $7.7M | -2% | 98k | 78.05 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.5 | $7.5M | 156k | 47.85 |
|
|
| Tesla Motors (TSLA) | 1.6 | $4.7M | +8% | 18k | 261.64 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.4 | $4.1M | 42k | 97.56 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.2 | $3.6M | -6% | 14k | 263.28 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $3.2M | +15% | 5.6k | 573.75 |
|
| Oneok (OKE) | 0.9 | $2.8M | -2% | 31k | 91.13 |
|
| Microsoft Corporation (MSFT) | 0.8 | $2.4M | 5.6k | 430.27 |
|
|
| Broadcom (AVGO) | 0.7 | $2.1M | +900% | 12k | 172.50 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $1.9M | +37% | 15k | 121.44 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $1.7M | +6% | 16k | 108.63 |
|
| Amazon (AMZN) | 0.6 | $1.7M | +6% | 9.2k | 186.33 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.6 | $1.7M | 33k | 51.50 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $1.7M | 13k | 125.62 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.5 | $1.6M | 24k | 67.51 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.5 | $1.4M | 26k | 55.53 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.4M | 2.00 | 691180.00 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.4M | 2.8k | 488.10 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $1.1M | -5% | 26k | 41.12 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $859k | 8.2k | 104.18 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $833k | 5.0k | 167.20 |
|
|
| AFLAC Incorporated (AFL) | 0.3 | $809k | -4% | 7.2k | 111.80 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $711k | 4.0k | 179.14 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $691k | 3.3k | 210.84 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $673k | +2% | 759.00 | 886.51 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $629k | +38% | 3.8k | 165.86 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $586k | +2% | 20k | 29.18 |
|
| Southern Company (SO) | 0.2 | $570k | +3% | 6.3k | 90.18 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $500k | +5% | 6.7k | 75.11 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $426k | -8% | 3.4k | 126.81 |
|
| Workday Cl A (WDAY) | 0.1 | $352k | -8% | 1.4k | 244.41 |
|
| Meta Platforms Cl A (META) | 0.1 | $348k | +22% | 608.00 | 572.38 |
|
| Procter & Gamble Company (PG) | 0.1 | $340k | 2.0k | 173.16 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $332k | 4.6k | 71.76 |
|
|
| Amgen (AMGN) | 0.1 | $319k | 991.00 | 322.15 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $301k | +2% | 4.8k | 62.32 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $298k | 3.6k | 83.64 |
|
|
| Abbvie (ABBV) | 0.1 | $295k | 1.5k | 197.49 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $282k | +2% | 1.6k | 174.61 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $265k | -24% | 4.0k | 66.51 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $261k | 681.00 | 383.73 |
|
|
| Visa Com Cl A (V) | 0.1 | $261k | +12% | 950.00 | 274.98 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $258k | 819.00 | 314.36 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $256k | +2% | 521.00 | 490.88 |
|
| Netflix (NFLX) | 0.1 | $248k | 350.00 | 709.37 |
|
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $243k | NEW | 3.9k | 62.69 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $243k | 1.2k | 198.04 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $228k | -3% | 5.8k | 39.68 |
|
| Johnson & Johnson (JNJ) | 0.1 | $227k | +11% | 1.4k | 162.03 |
|
| Home Depot (HD) | 0.1 | $227k | 559.00 | 405.22 |
|
|
| salesforce (CRM) | 0.1 | $220k | +37% | 804.00 | 273.81 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $208k | 1.9k | 109.63 |
|
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| Canadian Natl Ry (CNI) | 0.1 | $204k | 1.7k | 117.12 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $200k | NEW | 814.00 | 245.45 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $193k | -11% | 329.00 | 585.96 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $187k | 5.0k | 37.37 |
|
|
| Cisco Systems (CSCO) | 0.1 | $187k | +3% | 3.5k | 53.21 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $177k | NEW | 1.0k | 174.50 |
|
| Wal-Mart Stores (WMT) | 0.1 | $175k | 2.2k | 80.77 |
|
|
| Sila Realty Trust Common Stock (SILA) | 0.1 | $161k | 6.4k | 25.29 |
|
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $159k | NEW | 4.4k | 36.38 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $159k | +3% | 322.00 | 494.18 |
|
| UnitedHealth (UNH) | 0.1 | $155k | 265.00 | 584.51 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $150k | +4% | 877.00 | 170.45 |
|
| Shopify Cl A (SHOP) | 0.0 | $149k | +2% | 1.9k | 80.14 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $148k | +17% | 1.3k | 117.25 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $148k | 3.3k | 44.67 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $147k | +331% | 2.3k | 64.74 |
|
| International Business Machines (IBM) | 0.0 | $144k | 653.00 | 221.14 |
|
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| Chevron Corporation (CVX) | 0.0 | $140k | +17% | 948.00 | 147.24 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $139k | +5% | 157.00 | 888.15 |
|
| Abbott Laboratories (ABT) | 0.0 | $139k | +2% | 1.2k | 113.97 |
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| Cadence Design Systems (CDNS) | 0.0 | $139k | 511.00 | 271.22 |
|
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| Merck & Co (MRK) | 0.0 | $135k | +15% | 1.2k | 113.58 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $134k | NEW | 3.2k | 41.49 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $129k | +2% | 2.2k | 57.62 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $128k | -33% | 1.5k | 84.55 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $128k | 2.1k | 59.57 |
|
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $127k | 388.00 | 326.67 |
|
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| Ge Aerospace Com New (GE) | 0.0 | $124k | -17% | 657.00 | 188.58 |
|
| MercadoLibre (MELI) | 0.0 | $123k | 60.00 | 2051.97 |
|
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $123k | 2.0k | 61.10 |
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|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $123k | 505.00 | 243.06 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $119k | +95% | 595.00 | 200.74 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $116k | +220% | 1.9k | 61.52 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $116k | 634.00 | 182.12 |
|
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $114k | 900.00 | 126.18 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $109k | NEW | 813.00 | 133.67 |
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| SYSCO Corporation (SYY) | 0.0 | $105k | 1.3k | 78.05 |
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| Fifth Third Ban (FITB) | 0.0 | $105k | 2.4k | 42.84 |
|
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $105k | 1.0k | 101.62 |
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| Verizon Communications (VZ) | 0.0 | $104k | -18% | 2.3k | 44.92 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $103k | -3% | 243.00 | 422.66 |
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| Microstrategy Cl A New (MSTR) | 0.0 | $102k | +4530% | 602.00 | 168.67 |
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| Ishares Tr Us Trsprtion (IYT) | 0.0 | $101k | NEW | 1.5k | 68.91 |
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| Pepsi (PEP) | 0.0 | $101k | 593.00 | 170.16 |
|
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| Wells Fargo & Company (WFC) | 0.0 | $100k | +5% | 1.8k | 56.50 |
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| CoStar (CSGP) | 0.0 | $97k | 1.3k | 75.44 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $96k | +7% | 434.00 | 221.11 |
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| Trip Com Group Ads (TCOM) | 0.0 | $96k | 1.6k | 59.43 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $92k | 1.1k | 87.83 |
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| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $92k | 2.0k | 45.50 |
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| McDonald's Corporation (MCD) | 0.0 | $92k | 300.00 | 304.84 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $91k | +2% | 2.4k | 37.55 |
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| Otter Tail Corporation (OTTR) | 0.0 | $90k | 1.2k | 78.13 |
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| Iron Mountain (IRM) | 0.0 | $89k | 747.00 | 118.90 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $85k | +176% | 323.00 | 264.08 |
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| Snowflake Cl A (SNOW) | 0.0 | $85k | 738.00 | 114.86 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $84k | 882.00 | 95.74 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $84k | 1.0k | 82.97 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $84k | 1.1k | 78.36 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $83k | +109% | 724.00 | 115.26 |
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| Caterpillar (CAT) | 0.0 | $83k | +35% | 212.00 | 390.79 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $81k | 156.00 | 517.78 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $79k | -23% | 384.00 | 206.41 |
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| Qualcomm (QCOM) | 0.0 | $79k | +51% | 464.00 | 169.92 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $77k | -4% | 957.00 | 80.78 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $76k | +208% | 336.00 | 225.76 |
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| Lam Research Corporation (LRCX) | 0.0 | $75k | +22% | 92.00 | 818.11 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $75k | 270.00 | 276.76 |
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| Kite Rlty Group Tr Com New (KRG) | 0.0 | $73k | 2.8k | 26.56 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $73k | -5% | 759.00 | 95.53 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $72k | +26% | 358.00 | 200.81 |
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| Advanced Micro Devices (AMD) | 0.0 | $72k | +16% | 438.00 | 164.04 |
|
| Coca-Cola Company (KO) | 0.0 | $72k | -12% | 997.00 | 71.88 |
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| One Gas (OGS) | 0.0 | $72k | 961.00 | 74.42 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $71k | 987.00 | 71.60 |
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| Community Bank System (CBU) | 0.0 | $70k | 1.2k | 58.07 |
|
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| Vanguard World Health Car Etf (VHT) | 0.0 | $70k | +62% | 249.00 | 282.60 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $68k | 1.8k | 38.15 |
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| Booking Holdings (BKNG) | 0.0 | $67k | 16.00 | 4212.12 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $67k | +87% | 240.00 | 280.28 |
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| Walt Disney Company (DIS) | 0.0 | $67k | 694.00 | 96.16 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $67k | +425% | 126.00 | 528.74 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $67k | 935.00 | 71.10 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $66k | +2% | 1.6k | 41.78 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $64k | +2% | 180.00 | 354.38 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $64k | NEW | 1.9k | 33.60 |
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| Ge Vernova (GEV) | 0.0 | $63k | +26% | 247.00 | 254.98 |
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| Servicenow (NOW) | 0.0 | $62k | +11% | 69.00 | 898.42 |
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| ConocoPhillips (COP) | 0.0 | $62k | -7% | 588.00 | 105.30 |
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| American Express Company (AXP) | 0.0 | $61k | +30% | 224.00 | 271.41 |
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| Kinsale Cap Group (KNSL) | 0.0 | $61k | 130.00 | 465.87 |
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| Starbucks Corporation (SBUX) | 0.0 | $60k | 619.00 | 97.55 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $60k | 398.00 | 149.64 |
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| Target Corporation (TGT) | 0.0 | $60k | 382.00 | 155.68 |
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| Waste Management (WM) | 0.0 | $59k | 283.00 | 207.78 |
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| Intuit (INTU) | 0.0 | $59k | +10% | 94.00 | 624.07 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $58k | 468.00 | 123.63 |
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| Danaher Corporation (DHR) | 0.0 | $58k | -7% | 207.00 | 278.03 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $58k | +655% | 1.1k | 50.77 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $57k | +2% | 473.00 | 121.16 |
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| Goldman Sachs (GS) | 0.0 | $57k | +70% | 114.00 | 496.94 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $56k | +43% | 96.00 | 586.83 |
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $55k | 162.00 | 340.45 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $55k | +41% | 326.00 | 167.83 |
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| Honeywell International (HON) | 0.0 | $55k | -18% | 264.00 | 206.95 |
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| Paypal Holdings (PYPL) | 0.0 | $55k | +11% | 699.00 | 78.07 |
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| Sun Life Financial (SLF) | 0.0 | $54k | 924.00 | 58.02 |
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| BlackRock (BLK) | 0.0 | $53k | +3% | 56.00 | 949.88 |
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| Nextera Energy (NEE) | 0.0 | $53k | +6% | 626.00 | 84.60 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $53k | 590.00 | 89.43 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $53k | 1.4k | 38.53 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $52k | NEW | 1.0k | 50.50 |
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| At&t (T) | 0.0 | $52k | +116% | 2.4k | 22.00 |
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| Zscaler Incorporated (ZS) | 0.0 | $52k | 303.00 | 170.94 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $51k | +17% | 192.00 | 267.38 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $49k | 306.00 | 158.97 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $48k | 297.00 | 162.98 |
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| TJX Companies (TJX) | 0.0 | $48k | +5% | 412.00 | 117.42 |
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| Anthem (ELV) | 0.0 | $48k | +8% | 93.00 | 518.60 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $48k | NEW | 533.00 | 90.17 |
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| Ishares Msci Gbl Etf New (PICK) | 0.0 | $48k | -11% | 1.1k | 43.21 |
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| Churchill Downs (CHDN) | 0.0 | $48k | 354.00 | 135.21 |
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| Becton, Dickinson and (BDX) | 0.0 | $47k | 196.00 | 241.61 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $47k | -12% | 386.00 | 122.43 |
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| Nike CL B (NKE) | 0.0 | $46k | -8% | 520.00 | 88.33 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $46k | -30% | 396.00 | 114.84 |
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| Norfolk Southern (NSC) | 0.0 | $45k | 183.00 | 247.98 |
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| Us Bancorp Del Com New (USB) | 0.0 | $45k | +234% | 979.00 | 45.73 |
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| FedEx Corporation (FDX) | 0.0 | $44k | +8% | 162.00 | 273.71 |
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| Union Pacific Corporation (UNP) | 0.0 | $44k | +2% | 177.00 | 245.92 |
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| Digital Realty Trust (DLR) | 0.0 | $43k | +493% | 267.00 | 162.10 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $43k | +10% | 41.00 | 1052.66 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $43k | NEW | 683.00 | 62.98 |
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| Microchip Technology (MCHP) | 0.0 | $43k | 532.00 | 80.30 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $43k | -2% | 92.00 | 463.67 |
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| Lowe's Companies (LOW) | 0.0 | $42k | 156.00 | 271.27 |
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| Boeing Company (BA) | 0.0 | $42k | 274.00 | 152.05 |
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| Uber Technologies (UBER) | 0.0 | $42k | -2% | 554.00 | 75.16 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $41k | 67.00 | 617.49 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $41k | -9% | 313.00 | 131.91 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $41k | +194% | 265.00 | 154.02 |
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| Linde SHS (LIN) | 0.0 | $41k | 85.00 | 479.22 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $40k | 223.00 | 179.30 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $40k | -13% | 927.00 | 42.78 |
|
| Workiva Com Cl A (WK) | 0.0 | $40k | 500.00 | 79.12 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $39k | 1.2k | 32.27 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $39k | 83.00 | 470.78 |
|
|
| Arista Networks (ANET) | 0.0 | $39k | +8% | 101.00 | 382.99 |
|
| Encana Corporation (OVV) | 0.0 | $39k | 1.0k | 38.33 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $39k | +6% | 222.00 | 173.40 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $38k | +3% | 201.00 | 189.80 |
|
| PNC Financial Services (PNC) | 0.0 | $38k | 205.00 | 185.15 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $38k | 903.00 | 41.55 |
|
|
| Hca Holdings (HCA) | 0.0 | $38k | 92.00 | 407.26 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $36k | +59% | 234.00 | 153.14 |
|
| S&p Global (SPGI) | 0.0 | $36k | +16% | 69.00 | 518.33 |
|
| General Dynamics Corporation (GD) | 0.0 | $36k | 118.00 | 301.31 |
|
|
| Applied Materials (AMAT) | 0.0 | $35k | 175.00 | 202.11 |
|
|
| Pfizer (PFE) | 0.0 | $34k | 1.2k | 28.95 |
|
|
| Citigroup Com New (C) | 0.0 | $34k | +70% | 544.00 | 62.65 |
|
| Mongodb Cl A (MDB) | 0.0 | $34k | 124.00 | 270.35 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $33k | +38% | 136.00 | 243.47 |
|
| United Parcel Service CL B (UPS) | 0.0 | $33k | 242.00 | 136.47 |
|
|
| Deere & Company (DE) | 0.0 | $33k | +83% | 79.00 | 417.46 |
|
| Gilead Sciences (GILD) | 0.0 | $31k | +100% | 365.00 | 83.90 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $31k | +84% | 484.00 | 62.92 |
|
| Dutch Bros Cl A (BROS) | 0.0 | $30k | 950.00 | 32.02 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $30k | +16% | 254.00 | 119.17 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $30k | 908.00 | 32.67 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $30k | 223.00 | 132.06 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $29k | 328.00 | 89.42 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $29k | 500.00 | 58.53 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $29k | +27% | 348.00 | 83.72 |
|
| Progressive Corporation (PGR) | 0.0 | $29k | 115.00 | 253.26 |
|
|
| Block Cl A (SQ) | 0.0 | $29k | +1612% | 428.00 | 67.16 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $29k | 621.00 | 45.87 |
|
|
| Chubb (CB) | 0.0 | $28k | +46% | 97.00 | 288.45 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $28k | 980.00 | 28.41 |
|
|
| Medtronic SHS (MDT) | 0.0 | $28k | +19% | 309.00 | 90.05 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $28k | 137.00 | 203.03 |
|
|
| Analog Devices (ADI) | 0.0 | $28k | +17% | 120.00 | 230.92 |
|
| Siriusxm Holdings Common Stock | 0.0 | $28k | NEW | 1.2k | 23.64 |
|
| Eaton Corp SHS (ETN) | 0.0 | $28k | +13% | 83.00 | 331.07 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $27k | +9% | 71.00 | 383.39 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $27k | 657.00 | 41.27 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $27k | NEW | 527.00 | 50.29 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $26k | 176.00 | 149.80 |
|
|
| Geo Group Inc/the reit (GEO) | 0.0 | $26k | 2.0k | 12.85 |
|
Past Filings by Abound Wealth Management
SEC 13F filings are viewable for Abound Wealth Management going back to 2022
- Abound Wealth Management 2024 Q3 filed Nov. 4, 2024
- Abound Wealth Management 2022 Q2 filed Aug. 12, 2024
- Abound Wealth Management 2022 Q1 filed Aug. 12, 2024
- Abound Wealth Management 2021 Q4 filed Aug. 12, 2024
- Abound Wealth Management 2024 Q2 filed Aug. 9, 2024
- Abound Wealth Management 2023 Q3 filed Aug. 8, 2024
- Abound Wealth Management 2023 Q2 filed Aug. 8, 2024
- Abound Wealth Management 2024 Q1 filed Aug. 8, 2024
- Abound Wealth Management 2023 Q4 filed Aug. 8, 2024
- Abound Wealth Management 2023 Q1 filed Aug. 7, 2024
- Abound Wealth Management 2022 Q4 filed Aug. 7, 2024
- Abound Wealth Management 2022 Q3 filed Aug. 7, 2024