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 51.42% of Abound Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AGG, IJR, IEMG, NVDA, SPY, JPM, GOOG, SPLG, IEFA, CDNS.
- Started 50 new stock positions in GEV, IGPT, BIL, VYM, Sila Realty Trust, KRYS, VGK, FOXF, VWOB, VPU.
- Reduced shares in these 10 stocks: VOO, VEA, VB, VWO, QQQ, VTI, SCHX, CSCO, IVV, VNQ.
- Sold out of its positions in AAON, AFRM, ACI, ALNY, APLE, APP, ARCH, BGS, BKU, BLMN.
- Abound Wealth Management was a net buyer of stock by $6.4M.
- Abound Wealth Management has $271M in assets under management (AUM), dropping by 3.32%.
- Central Index Key (CIK): 0001950323
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Portfolio Holdings for Abound Wealth Management
Abound Wealth Management holds 1170 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Abound Wealth Management has 1170 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Abound Wealth Management June 30, 2024 positions
- Download the Abound Wealth Management June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Scp Etf (IJR) | 12.4 | $34M | +6% | 317k | 106.66 |
|
| Ishares Core Msci Emkt (IEMG) | 11.8 | $32M | +4% | 596k | 53.53 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 11.5 | $31M | +8% | 320k | 97.07 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.9 | $24M | -2% | 487k | 49.42 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 6.8 | $19M | 34k | 547.24 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 6.1 | $17M | 258k | 64.25 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.2 | $12M | -5% | 23k | 500.13 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 4.0 | $11M | -3% | 49k | 218.08 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.8 | $10M | -2% | 38k | 267.51 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.7 | $7.3M | +2% | 101k | 72.64 |
|
| Apple (AAPL) | 2.6 | $7.1M | 34k | 210.62 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.5 | $6.8M | -3% | 155k | 43.76 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.3 | $3.6M | 15k | 249.62 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.3 | $3.5M | -2% | 42k | 83.93 |
|
| Tesla Motors (TSLA) | 1.2 | $3.3M | 17k | 197.89 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $2.6M | +19% | 4.9k | 544.20 |
|
| Oneok (OKE) | 0.9 | $2.6M | 32k | 81.55 |
|
|
| Microsoft Corporation (MSFT) | 0.9 | $2.5M | 5.6k | 446.95 |
|
|
| Broadcom (AVGO) | 0.7 | $2.0M | 1.2k | 1605.57 |
|
|
| Amazon (AMZN) | 0.6 | $1.7M | 8.6k | 193.26 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $1.6M | +4% | 15k | 106.55 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $1.6M | 13k | 118.78 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.6 | $1.6M | 33k | 47.45 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.6 | $1.6M | +17% | 24k | 64.00 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $1.4M | +931% | 11k | 123.53 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.5 | $1.3M | +6% | 26k | 52.46 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.3M | -13% | 2.8k | 479.09 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.2M | 2.00 | 612241.00 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $1.1M | 28k | 38.42 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $897k | +65% | 4.9k | 183.41 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $816k | 8.1k | 100.84 |
|
|
| AFLAC Incorporated (AFL) | 0.2 | $678k | 7.6k | 89.31 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $655k | +123% | 3.2k | 202.24 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $651k | 4.0k | 164.29 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $631k | +3% | 743.00 | 849.44 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $557k | -8% | 3.7k | 151.63 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $519k | 20k | 26.56 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $499k | +4% | 2.7k | 182.18 |
|
| Southern Company (SO) | 0.2 | $471k | 6.1k | 77.57 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $455k | 6.3k | 72.05 |
|
|
| Workday Cl A (WDAY) | 0.1 | $353k | -8% | 1.6k | 223.56 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $332k | 5.3k | 62.87 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $322k | +7% | 2.0k | 164.94 |
|
| Amgen (AMGN) | 0.1 | $310k | 991.00 | 312.39 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $308k | 4.6k | 66.97 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $280k | -2% | 3.6k | 78.34 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $276k | +2% | 4.7k | 58.52 |
|
| Abbvie (ABBV) | 0.1 | $257k | +13% | 1.5k | 171.57 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $255k | 681.00 | 373.99 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $252k | -12% | 1.6k | 160.46 |
|
| Meta Platforms Cl A (META) | 0.1 | $251k | -4% | 498.00 | 503.98 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $244k | 819.00 | 297.52 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $237k | 5.9k | 39.77 |
|
|
| Netflix (NFLX) | 0.1 | $234k | -8% | 346.00 | 674.98 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $227k | 510.00 | 444.48 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $225k | -10% | 1.2k | 182.58 |
|
| Visa Com Cl A (V) | 0.1 | $221k | +8% | 843.00 | 262.39 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $215k | +3% | 372.00 | 576.95 |
|
| Canadian Natl Ry (CNI) | 0.1 | $205k | 1.7k | 118.11 |
|
|
| Home Depot (HD) | 0.1 | $192k | -3% | 557.00 | 344.26 |
|
| Johnson & Johnson (JNJ) | 0.1 | $184k | 1.3k | 146.16 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $183k | 1.9k | 97.65 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $178k | -4% | 2.3k | 77.77 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $176k | 5.0k | 35.03 |
|
|
| Cisco Systems (CSCO) | 0.1 | $161k | -43% | 3.4k | 47.50 |
|
| Cadence Design Systems (CDNS) | 0.1 | $157k | +808% | 509.00 | 307.96 |
|
| salesforce (CRM) | 0.1 | $151k | 585.00 | 257.23 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $146k | +2% | 2.2k | 67.70 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $138k | +5016% | 2.2k | 62.65 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $137k | -2% | 311.00 | 441.51 |
|
| Sila Realty Trust Common Stock | 0.1 | $136k | NEW | 6.4k | 21.17 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $135k | -13% | 149.00 | 907.72 |
|
| UnitedHealth (UNH) | 0.0 | $135k | -12% | 265.00 | 508.68 |
|
| Merck & Co (MRK) | 0.0 | $128k | -6% | 1.0k | 123.78 |
|
| Ge Aerospace Com New (GE) | 0.0 | $127k | -14% | 800.00 | 158.96 |
|
| Chevron Corporation (CVX) | 0.0 | $126k | 804.00 | 156.37 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $125k | 3.3k | 38.41 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $124k | +7% | 1.2k | 103.87 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $124k | +6% | 1.1k | 115.17 |
|
| Shopify Cl A (SHOP) | 0.0 | $120k | 1.8k | 66.05 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $120k | 388.00 | 308.62 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $119k | +69% | 2.0k | 59.19 |
|
| Oracle Corporation (ORCL) | 0.0 | $119k | 843.00 | 141.15 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $118k | -2% | 2.1k | 54.92 |
|
| Verizon Communications (VZ) | 0.0 | $116k | +14% | 2.8k | 41.25 |
|
| International Business Machines (IBM) | 0.0 | $113k | -4% | 653.00 | 172.99 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $109k | 505.00 | 215.01 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $107k | 900.00 | 119.32 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $107k | 634.00 | 168.86 |
|
|
| Otter Tail Corporation (OTTR) | 0.0 | $101k | +28725% | 1.2k | 87.56 |
|
| Wells Fargo & Company (WFC) | 0.0 | $100k | 1.7k | 59.38 |
|
|
| Snowflake Cl A (SNOW) | 0.0 | $100k | +2136% | 738.00 | 135.09 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $99k | 1.0k | 96.60 |
|
|
| MercadoLibre (MELI) | 0.0 | $99k | 60.00 | 1643.40 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $98k | -14% | 251.00 | 390.65 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $98k | +252% | 504.00 | 194.41 |
|
| Pepsi (PEP) | 0.0 | $98k | +40% | 593.00 | 164.92 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $96k | -2% | 1.1k | 91.18 |
|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $96k | NEW | 2.0k | 47.49 |
|
| CoStar (CSGP) | 0.0 | $96k | 1.3k | 74.14 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $95k | 1.3k | 71.39 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $89k | 2.4k | 36.49 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $86k | -8% | 155.00 | 555.54 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $83k | 2.4k | 35.08 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $82k | 405.00 | 203.08 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $82k | 881.00 | 92.53 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $80k | 75.00 | 1068.09 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $79k | 1.1k | 74.89 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $77k | -47% | 1.0k | 76.57 |
|
| McDonald's Corporation (MCD) | 0.0 | $77k | -3% | 302.00 | 255.11 |
|
| Trip Com Group Ads (TCOM) | 0.0 | $76k | 1.6k | 47.00 |
|
|
| ConocoPhillips (COP) | 0.0 | $73k | -2% | 638.00 | 114.35 |
|
| Coca-Cola Company (KO) | 0.0 | $73k | 1.1k | 63.62 |
|
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $71k | 270.00 | 264.30 |
|
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $71k | 801.00 | 88.16 |
|
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| Honeywell International (HON) | 0.0 | $69k | 323.00 | 213.51 |
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| Walt Disney Company (DIS) | 0.0 | $69k | -3% | 693.00 | 99.34 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $68k | 975.00 | 69.92 |
|
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $68k | -49% | 997.00 | 68.14 |
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| Iron Mountain (IRM) | 0.0 | $67k | 747.00 | 89.67 |
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| Booking Holdings (BKNG) | 0.0 | $63k | 16.00 | 3961.50 |
|
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $62k | NEW | 935.00 | 66.77 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $62k | 1.8k | 34.76 |
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| Kite Rlty Group Tr Com New (KRG) | 0.0 | $62k | 2.8k | 22.38 |
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| One Gas (OGS) | 0.0 | $61k | 961.00 | 63.85 |
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| Qualcomm (QCOM) | 0.0 | $61k | -31% | 306.00 | 199.48 |
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| Advanced Micro Devices (AMD) | 0.0 | $61k | -4% | 375.00 | 162.17 |
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| Constellation Energy (CEG) | 0.0 | $61k | +429% | 302.00 | 200.27 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $60k | -3% | 1.5k | 39.17 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $60k | 304.00 | 197.16 |
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| Waste Management (WM) | 0.0 | $60k | -2% | 280.00 | 212.96 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $59k | 573.00 | 102.74 |
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|
| Zscaler Incorporated (ZS) | 0.0 | $59k | 306.00 | 192.19 |
|
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| Community Bank System (CBU) | 0.0 | $57k | 1.2k | 47.23 |
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| Target Corporation (TGT) | 0.0 | $56k | +97% | 381.00 | 148.08 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $56k | +5% | 442.00 | 127.59 |
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| Intuit (INTU) | 0.0 | $56k | -3% | 85.00 | 660.54 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $56k | 908.00 | 61.67 |
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| Danaher Corporation (DHR) | 0.0 | $56k | -32% | 224.00 | 249.88 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $55k | 310.00 | 177.05 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $53k | -11% | 175.00 | 304.21 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $53k | 468.00 | 113.47 |
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|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $53k | 398.00 | 132.05 |
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| Caterpillar (CAT) | 0.0 | $53k | -4% | 157.00 | 334.16 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $52k | 600.00 | 86.95 |
|
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $52k | +28% | 282.00 | 182.60 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $51k | 296.00 | 173.49 |
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| Ishares Msci Gbl Etf New (PICK) | 0.0 | $51k | 1.2k | 40.83 |
|
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $51k | -17% | 162.00 | 312.31 |
|
| Boeing Company (BA) | 0.0 | $50k | +17% | 277.00 | 182.02 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $50k | 130.00 | 385.52 |
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| Churchill Downs (CHDN) | 0.0 | $49k | 354.00 | 139.60 |
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| Servicenow (NOW) | 0.0 | $49k | 62.00 | 790.61 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $49k | -2% | 128.00 | 382.72 |
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| Microchip Technology (MCHP) | 0.0 | $49k | -5% | 535.00 | 91.51 |
|
| Starbucks Corporation (SBUX) | 0.0 | $48k | -3% | 618.00 | 77.89 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $48k | 1.3k | 35.58 |
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| Encana Corporation (OVV) | 0.0 | $47k | 1.0k | 46.89 |
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| Anthem (ELV) | 0.0 | $47k | -2% | 86.00 | 540.21 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $46k | 460.00 | 100.39 |
|
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| Becton, Dickinson and (BDX) | 0.0 | $46k | +96% | 196.00 | 234.20 |
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| Sun Life Financial (SLF) | 0.0 | $45k | -5% | 924.00 | 48.99 |
|
| FedEx Corporation (FDX) | 0.0 | $45k | +175% | 149.00 | 299.87 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $44k | 94.00 | 467.33 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $44k | -14% | 344.00 | 127.48 |
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| TJX Companies (TJX) | 0.0 | $43k | -54% | 392.00 | 109.98 |
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| Nike CL B (NKE) | 0.0 | $43k | -30% | 569.00 | 75.42 |
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| BlackRock (BLK) | 0.0 | $43k | 54.00 | 787.48 |
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| Intel Corporation (INTC) | 0.0 | $42k | -10% | 1.4k | 30.98 |
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| Nextera Energy (NEE) | 0.0 | $42k | 590.00 | 70.87 |
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|
| Truist Financial Corp equities (TFC) | 0.0 | $42k | +17% | 1.1k | 38.85 |
|
| Uber Technologies (UBER) | 0.0 | $42k | +4% | 571.00 | 72.68 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $41k | 153.00 | 266.61 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $41k | +123% | 163.00 | 250.13 |
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| Applied Materials (AMAT) | 0.0 | $41k | -3% | 172.00 | 236.04 |
|
| American Express Company (AXP) | 0.0 | $40k | +3% | 171.00 | 231.78 |
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| Dutch Bros Cl A (BROS) | 0.0 | $39k | NEW | 950.00 | 41.38 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $39k | +5% | 37.00 | 1061.51 |
|
| Norfolk Southern (NSC) | 0.0 | $39k | +121% | 182.00 | 215.08 |
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| Union Pacific Corporation (UNP) | 0.0 | $39k | -39% | 172.00 | 225.68 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $38k | -6% | 223.00 | 170.76 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $38k | -32% | 856.00 | 43.93 |
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| Linde SHS (LIN) | 0.0 | $38k | -3% | 85.00 | 440.99 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $37k | 67.00 | 552.04 |
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| Workiva Com Cl A (WK) | 0.0 | $37k | 500.00 | 72.99 |
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| Paypal Holdings (PYPL) | 0.0 | $36k | 626.00 | 58.06 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $36k | -43% | 209.00 | 173.52 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $36k | 1.2k | 29.57 |
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| Ameriprise Financial (AMP) | 0.0 | $36k | -3% | 83.00 | 428.07 |
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| Lowe's Companies (LOW) | 0.0 | $35k | -13% | 158.00 | 220.80 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $35k | +2% | 346.00 | 100.24 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $35k | +72% | 230.00 | 150.64 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $34k | 900.00 | 38.15 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $34k | 194.00 | 174.47 |
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| General Dynamics Corporation (GD) | 0.0 | $34k | 117.00 | 289.28 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $34k | +3% | 588.00 | 57.32 |
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| Ge Vernova (GEV) | 0.0 | $34k | NEW | 196.00 | 171.51 |
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| Sow Good (SOWG) | 0.0 | $33k | NEW | 1.7k | 20.02 |
|
| Sirius Xm Holdings (SIRI) | 0.0 | $33k | 12k | 2.83 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $33k | -3% | 240.00 | 136.98 |
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| Pfizer (PFE) | 0.0 | $33k | 1.2k | 27.98 |
|
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| PNC Financial Services (PNC) | 0.0 | $33k | +3% | 209.00 | 155.73 |
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| Arista Networks (ANET) | 0.0 | $33k | 93.00 | 349.66 |
|
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $32k | 526.00 | 60.29 |
|
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| Lockheed Martin Corporation (LMT) | 0.0 | $32k | +3% | 67.00 | 469.45 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $31k | +257% | 218.00 | 142.85 |
|
| Mongodb Cl A (MDB) | 0.0 | $31k | 124.00 | 249.97 |
|
|
| Exelon Corporation (EXC) | 0.0 | $31k | +502% | 892.00 | 34.62 |
|
| Goldman Sachs (GS) | 0.0 | $31k | 67.00 | 455.16 |
|
|
| Hca Holdings (HCA) | 0.0 | $30k | -3% | 92.00 | 321.41 |
|
| Geo Group Inc/the reit (GEO) | 0.0 | $29k | 2.0k | 14.36 |
|
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $29k | 908.00 | 31.92 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $28k | +2% | 117.00 | 242.10 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $28k | NEW | 500.00 | 55.78 |
|
| Key (KEY) | 0.0 | $28k | 1.9k | 14.21 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $28k | NEW | 293.00 | 93.70 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $27k | 223.00 | 120.57 |
|
|
| Align Technology (ALGN) | 0.0 | $27k | 111.00 | 241.43 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $27k | 137.00 | 195.13 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $27k | NEW | 326.00 | 81.97 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $27k | 621.00 | 42.60 |
|
|
| S&p Global (SPGI) | 0.0 | $26k | 59.00 | 447.73 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $26k | 980.00 | 26.57 |
|
|
| Micron Technology (MU) | 0.0 | $26k | 197.00 | 131.65 |
|
|
| Humana (HUM) | 0.0 | $25k | +19% | 67.00 | 373.75 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $25k | +2684% | 362.00 | 68.46 |
|
| Palo Alto Networks (PANW) | 0.0 | $25k | +2% | 73.00 | 338.97 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $25k | 657.00 | 37.66 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $25k | -9% | 109.00 | 226.24 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $25k | 176.00 | 139.68 |
|
|
| Progressive Corporation (PGR) | 0.0 | $24k | -5% | 116.00 | 207.30 |
|
| Verisk Analytics (VRSK) | 0.0 | $24k | 88.00 | 270.38 |
|
|
| Analog Devices (ADI) | 0.0 | $23k | 102.00 | 229.09 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $23k | 73.00 | 313.15 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $23k | 27.00 | 837.63 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $23k | NEW | 98.00 | 229.56 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $22k | 105.00 | 210.07 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $22k | 145.00 | 151.78 |
|
|
| Varonis Sys (VRNS) | 0.0 | $22k | 456.00 | 47.97 |
|
|
| Stryker Corporation (SYK) | 0.0 | $22k | 64.00 | 337.84 |
|
|
| Baxter International (BAX) | 0.0 | $22k | 643.00 | 33.47 |
|
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $21k | NEW | 280.00 | 75.86 |
|
| Kroger (KR) | 0.0 | $21k | 423.00 | 49.96 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $21k | -18% | 274.00 | 76.91 |
|
| Travelers Companies (TRV) | 0.0 | $21k | +45% | 103.00 | 203.56 |
|
| At&t (T) | 0.0 | $21k | -2% | 1.1k | 19.12 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $21k | 264.00 | 78.39 |
|
|
| Yum! Brands (YUM) | 0.0 | $21k | 156.00 | 132.47 |
|
|
| Medtronic SHS (MDT) | 0.0 | $20k | 258.00 | 78.73 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $20k | 112.00 | 181.23 |
|
Past Filings by Abound Wealth Management
SEC 13F filings are viewable for Abound Wealth Management going back to 2022
- 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