Abound Wealth Management Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$299.6B
Holdings
1,270
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,270 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | UPSUNITED PARCEL SERVICE INC | 410 | $45.1M | 0.02% | |
| 202 | SSOPROSHARES TR | 533 | $44.1M | 0.01% | |
| 203 | DFACDIMENSIONAL ETF TRUST | 1,311 | $43.3M | 0.01% | |
| 204 | OVVOVINTIV INC | 1,007 | $43.1M | 0.01% | |
| 205 | QCOMQUALCOMM INC | 280 | $43.0M | 0.01% | |
| 206 | TLTISHARES TR | 469 | $42.7M | 0.01% | |
| 207 | IAU*ISHARES GOLD TR | 706 | $41.6M | 0.01% | |
| 208 | ICVTISHARES TR | 497 | $41.5M | 0.01% | |
| 209 | BDXBECTON DICKINSON & CO | 178 | $40.9M | 0.01% | |
| 210 | PICKISHARES INC | 1,130 | $40.5M | 0.01% | |
| 211 | ETNEATON CORP PLC | 146 | $39.7M | 0.01% | |
| 212 | COPCONOCOPHILLIPS | 376 | $39.5M | 0.01% | |
| 213 | CHRCHURCHILL DOWNS INC | 354 | $39.3M | 0.01% | |
| 214 | DUKDUKE ENERGY CORP NEW | 318 | $38.8M | 0.01% | |
| 215 | A4SAMERIPRISE FINL INC | 79 | $38.3M | 0.01% | |
| 216 | DYHTARGET CORP | 367 | $38.3M | 0.01% | |
| 217 | KHCKRAFT HEINZ CO | 1,257 | $38.2M | 0.01% | |
| 218 | IWDISHARES TR | 203 | $38.2M | 0.01% | |
| 219 | WKWORKIVA INC | 500 | $38.0M | 0.01% | |
| 220 | WMBWILLIAMS COS INC | 634 | $37.9M | 0.01% | |
| 221 | RWLINVESCO EXCH TRADED FD TR II | 380 | $37.8M | 0.01% | |
| 222 | MPCMARATHON PETE CORP | 259 | $37.8M | 0.01% | |
| 223 | FNDESCHWAB STRATEGIC TR | 1,220 | $37.6M | 0.01% | |
| 224 | HONHONEYWELL INTL INC | 177 | $37.5M | 0.01% | |
| 225 | DHRDANAHER CORPORATION | 183 | $37.5M | 0.01% | |
| 226 | VRTXVERTEX PHARMACEUTICALS INC | 77 | $37.2M | 0.01% | |
| 227 | VTWOVANGUARD SCOTTSDALE FDS | 457 | $36.9M | 0.01% | |
| 228 | PNCPNC FINL SVCS GROUP INC | 208 | $36.6M | 0.01% | |
| 229 | TFCTRUIST FINL CORP | 890 | $36.6M | 0.01% | |
| 230 | ELVELEVANCE HEALTH INC | 84 | $36.5M | 0.01% | |
| 231 | SCHPSCHWAB STRATEGIC TR | 1,354 | $36.4M | 0.01% | |
| 232 | FQIDIGITAL RLTY TR INC | 254 | $36.3M | 0.01% | |
| 233 | SPGIS&P GLOBAL INC | 70 | $35.7M | 0.01% | |
| 234 | ADPAUTOMATIC DATA PROCESSING IN | 117 | $35.7M | 0.01% | |
| 235 | PRFZINVESCO EXCHANGE TRADED FD T | 909 | $34.4M | 0.01% | |
| 236 | NWNNORTHWEST NAT HLDG CO | 803 | $34.3M | 0.01% | |
| 237 | IXUSISHARES TR | 491 | $34.3M | 0.01% | |
| 238 | VOTVANGUARD INDEX FDS | 136 | $33.3M | 0.01% | |
| 239 | UNPUNION PAC CORP | 141 | $33.2M | 0.01% | |
| 240 | PANWPALO ALTO NETWORKS INC | 194 | $33.1M | 0.01% | |
| 241 | AMDADVANCED MICRO DEVICES INC | 322 | $33.1M | 0.01% | |
| 242 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 198 | $32.8M | 0.01% | |
| 243 | FDXFEDEX CORP | 132 | $32.2M | 0.01% | |
| 244 | HCAHCA HEALTHCARE INC | 93 | $32.0M | 0.01% | |
| 245 | LINLINDE PLC | 68 | $31.9M | 0.01% | |
| 246 | UBERUBER TECHNOLOGIES INC | 423 | $30.8M | 0.01% | |
| 247 | LOWLOWES COS INC | 131 | $30.6M | 0.01% | |
| 248 | SLVISHARES SILVER TR | 980 | $30.4M | 0.01% | |
| 249 | PYPLPAYPAL HLDGS INC | 462 | $30.1M | 0.01% | |
| 250 | INDAISHARES TR | 581 | $29.9M | 0.01% | |
| 251 | PGRPROGRESSIVE CORP | 103 | $29.1M | 0.01% | |
| 252 | GDGENERAL DYNAMICS CORP | 106 | $28.8M | 0.01% | |
| 253 | IJKISHARES TR | 339 | $28.2M | 0.01% | |
| 254 | ANETARISTA NETWORKS INC | 363 | $28.1M | 0.01% | |
| 255 | VFHVANGUARD WORLD FD | 235 | $28.1M | 0.01% | |
| 256 | PFEPFIZER INC | 1,108 | $28.1M | 0.01% | |
| 257 | IWSISHARES TR | 223 | $28.1M | 0.01% | |
| 258 | TDYTELEDYNE TECHNOLOGIES INC | 54 | $27.0M | 0.01% | |
| 259 | AQLTISHARES TR | 1,172 | $26.9M | 0.01% | |
| 260 | NEENEXTERA ENERGY INC | 368 | $26.1M | 0.01% | |
| 261 | CBCHUBB LIMITED | 86 | $26.0M | 0.01% | |
| 262 | TMUST-MOBILE US INC | 97 | $26.0M | 0.01% | |
| 263 | MMM3M CO | 173 | $25.4M | 0.01% | |
| 264 | IUSGISHARES TR | 199 | $25.3M | 0.01% | |
| 265 | LMTLOCKHEED MARTIN CORP | 56 | $25.2M | 0.01% | |
| 266 | TMOTHERMO FISHER SCIENTIFIC INC | 50 | $24.9M | 0.01% | |
| 267 | TWLOTWILIO INC | 250 | $24.5M | 0.01% | |
| 268 | AIRAAR CORP | 436 | $24.4M | 0.01% | |
| 269 | MCHPMICROCHIP TECHNOLOGY INC. | 502 | $24.3M | 0.01% | |
| 270 | TRVTRAVELERS COMPANIES INC | 90 | $23.8M | 0.01% | |
| 271 | IYMISHARES TR | 176 | $23.7M | 0.01% | |
| 272 | JEPIJ P MORGAN EXCHANGE TRADED F | 413 | $23.6M | 0.01% | |
| 273 | BSXBOSTON SCIENTIFIC CORP | 232 | $23.4M | 0.01% | |
| 274 | VRSKVERISK ANALYTICS INC | 78 | $23.2M | 0.01% | |
| 275 | GLWCORNING INC | 505 | $23.1M | 0.01% | |
| 276 | REGNREGENERON PHARMACEUTICALS | 36 | $23.0M | 0.01% | |
| 277 | YUMYUM BRANDS INC | 141 | $22.2M | 0.01% | |
| 278 | SYKSTRYKER CORPORATION | 60 | $22.2M | 0.01% | |
| 279 | SRSPIRE INC | 281 | $22.0M | 0.01% | |
| 280 | IWNISHARES TR | 145 | $21.8M | 0.01% | |
| 281 | SHWSHERWIN WILLIAMS CO | 62 | $21.8M | 0.01% | |
| 282 | MDBMONGODB INC | 124 | $21.8M | 0.01% | |
| 283 | SMLFISHARES TR | 341 | $21.2M | 0.01% | |
| 284 | XLISELECT SECTOR SPDR TR | 161 | $21.1M | 0.01% | |
| 285 | PHPARKER-HANNIFIN CORP | 34 | $20.9M | 0.01% | |
| 286 | FISVFISERV INC | 94 | $20.8M | 0.01% | |
| 287 | SPGSIMON PPTY GROUP INC NEW | 125 | $20.8M | 0.01% | |
| 288 | VLUEISHARES TR | 194 | $20.7M | 0.01% | |
| 289 | EMBISHARES TR | 228 | $20.7M | 0.01% | |
| 290 | SDYSPDR SER TR | 151 | $20.5M | 0.01% | |
| 291 | ZBHZIMMER BIOMET HOLDINGS INC | 180 | $20.4M | 0.01% | |
| 292 | TRVCCITIGROUP INC | 284 | $20.2M | 0.01% | |
| 293 | APHAMPHENOL CORP NEW | 307 | $20.1M | 0.01% | |
| 294 | IYWISHARES TR | 141 | $19.8M | 0.01% | |
| 295 | KELKELLANOVA | 240 | $19.8M | 0.01% | |
| 296 | USBUS BANCORP DEL | 468 | $19.8M | 0.01% | |
| 297 | XLYSELECT SECTOR SPDR TR | 99 | $19.5M | 0.01% | |
| 298 | ICEINTERCONTINENTAL EXCHANGE IN | 112 | $19.4M | 0.01% | |
| 299 | KDKYNDRYL HLDGS INC | 598 | $18.8M | 0.01% | |
| 300 | BUDANHEUSER BUSCH INBEV SA/NV | 304 | $18.7M | 0.01% |