Abound Wealth Management Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$353.9B
Holdings
1,299
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,299 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XLRESELECT SECTOR SPDR TR | 3,414 | $141.4M | 0.04% | |
| 102 | JNJJOHNSON & JOHNSON | 900 | $137.5M | 0.04% | |
| 103 | SOXLDIREXION SHS ETF TR | 5,400 | $135.6M | 0.04% | |
| 104 | VSGXVANGUARD WORLD FD | 2,026 | $132.7M | 0.04% | |
| 105 | TGTXTG THERAPEUTICS INC | 3,506 | $126.2M | 0.04% | |
| 106 | SCHCSCHWAB STRATEGIC TR | 2,917 | $124.2M | 0.04% | |
| 107 | GEGE AEROSPACE | 478 | $123.1M | 0.03% | |
| 108 | ESGUISHARES TR | 900 | $121.8M | 0.03% | |
| 109 | CMGCHIPOTLE MEXICAN GRILL INC | 2,144 | $120.4M | 0.03% | |
| 110 | IWVISHARES TR | 343 | $120.4M | 0.03% | |
| 111 | GEVGE VERNOVA INC | 225 | $119.1M | 0.03% | |
| 112 | ANETARISTA NETWORKS INC | 1,151 | $117.8M | 0.03% | |
| 113 | SLYVSPDR SERIES TRUST | 1,460 | $116.5M | 0.03% | |
| 114 | IYJISHARES TR | 813 | $115.7M | 0.03% | |
| 115 | ESGVVANGUARD WORLD FD | 1,032 | $113.1M | 0.03% | |
| 116 | ORLYOREILLY AUTOMOTIVE INC | 1,254 | $113.1M | 0.03% | |
| 117 | PLTRPALANTIR TECHNOLOGIES INC | 811 | $110.6M | 0.03% | |
| 118 | XLFISELECT SECTOR SPDR TR | 1,336 | $108.2M | 0.03% | |
| 119 | DONSPDR DOW JONES INDL AVERAGE | 243 | $107.2M | 0.03% | |
| 120 | XLUSELECT SECTOR SPDR TR | 1,297 | $105.9M | 0.03% | |
| 121 | SPDWSPDR INDEX SHS FDS | 2,578 | $104.4M | 0.03% | |
| 122 | RSRELIANCE INC | 332 | $104.1M | 0.03% | |
| 123 | GSGOLDMAN SACHS GROUP INC | 145 | $102.5M | 0.03% | |
| 124 | CSGPCOSTAR GROUP INC | 1,256 | $101.0M | 0.03% | |
| 125 | WMWASTE MGMT INC DEL | 441 | $100.9M | 0.03% | |
| 126 | CVXCHEVRON CORP NEW | 704 | $100.8M | 0.03% | |
| 127 | FITBFIFTH THIRD BANCORP | 2,441 | $100.4M | 0.03% | |
| 128 | SYYSYSCO CORP | 1,287 | $97.5M | 0.03% | |
| 129 | TTTRANE TECHNOLOGIES PLC | 223 | $97.3M | 0.03% | |
| 130 | IGFISHARES TR | 1,633 | $96.7M | 0.03% | |
| 131 | ZSZSCALER INC | 300 | $94.2M | 0.03% | |
| 132 | CLVTRIP COM GROUP LTD | 1,606 | $94.2M | 0.03% | |
| 133 | DISDISNEY WALT CO | 726 | $90.0M | 0.03% | |
| 134 | GQ9SPDR GOLD TR | 295 | $89.9M | 0.03% | |
| 135 | TFCTRUIST FINL CORP | 2,089 | $89.8M | 0.03% | |
| 136 | SPSMSPDR SERIES TRUST | 2,105 | $89.7M | 0.03% | |
| 137 | XLESELECT SECTOR SPDR TR | 1,052 | $89.3M | 0.03% | |
| 138 | CARRCARRIER GLOBAL CORPORATION | 1,216 | $89.0M | 0.03% | |
| 139 | OTTROTTER TAIL CORP | 1,151 | $88.7M | 0.03% | |
| 140 | KRKROGER CO | 1,214 | $87.0M | 0.02% | |
| 141 | BKNGBOOKING HOLDINGS INC | 15 | $86.8M | 0.02% | |
| 142 | VOVANGUARD INDEX FDS | 310 | $86.8M | 0.02% | |
| 143 | BIVVANGUARD BD INDEX FDS | 1,101 | $85.1M | 0.02% | |
| 144 | LRCXLAM RESEARCH CORP | 871 | $84.7M | 0.02% | |
| 145 | BMYBRISTOL-MYERS SQUIBB CO | 1,829 | $84.7M | 0.02% | |
| 146 | VGKVANGUARD INTL EQUITY INDEX F | 1,070 | $82.9M | 0.02% | |
| 147 | VCSHVANGUARD SCOTTSDALE FDS | 1,027 | $81.6M | 0.02% | |
| 148 | BACVERIZON COMMUNICATIONS INC | 1,855 | $80.3M | 0.02% | |
| 149 | KOCOCA COLA CO | 1,125 | $79.6M | 0.02% | |
| 150 | ITA*ISHARES TR | 422 | $79.6M | 0.02% | |
| 151 | SCHDSCHWAB STRATEGIC TR | 2,979 | $79.0M | 0.02% | |
| 152 | JMUBJ P MORGAN EXCHANGE TRADED F | 1,577 | $78.3M | 0.02% | |
| 153 | IUSGISHARES TR | 519 | $78.0M | 0.02% | |
| 154 | IRMIRON MTN INC DEL | 748 | $76.8M | 0.02% | |
| 155 | TAT&T INC | 2,635 | $76.3M | 0.02% | |
| 156 | ONEQFIDELITY COMWLTH TR | 949 | $76.0M | 0.02% | |
| 157 | OEFISHARES TR | 247 | $75.2M | 0.02% | |
| 158 | BSXBOSTON SCIENTIFIC CORP | 679 | $72.9M | 0.02% | |
| 159 | VXFVANGUARD INDEX FDS | 367 | $70.8M | 0.02% | |
| 160 | KNSLKINSALE CAP GROUP INC | 146 | $70.7M | 0.02% | |
| 161 | CBUCOMMUNITY FINANCIAL SYSTEM I | 1,222 | $69.5M | 0.02% | |
| 162 | AMATAPPLIED MATLS INC | 379 | $69.5M | 0.02% | |
| 163 | IWFISHARES TR | 163 | $69.3M | 0.02% | |
| 164 | OGSONE GAS INC | 961 | $69.1M | 0.02% | |
| 165 | IWMISHARES TR | 319 | $68.8M | 0.02% | |
| 166 | QJUNFIRST TR EXCHNG TRADED FD VI | 2,300 | $68.0M | 0.02% | |
| 167 | INTUINTUIT | 86 | $67.4M | 0.02% | |
| 168 | UNHUNITEDHEALTH GROUP INC | 215 | $67.0M | 0.02% | |
| 169 | TXNTEXAS INSTRS INC | 320 | $66.4M | 0.02% | |
| 170 | NOWSERVICENOW INC | 64 | $66.1M | 0.02% | |
| 171 | IGVISHARES TR | 590 | $64.6M | 0.02% | |
| 172 | DJUNFIRST TR EXCHNG TRADED FD VI | 1,400 | $63.0M | 0.02% | |
| 173 | KRGKITE RLTY GROUP TR | 2,751 | $62.3M | 0.02% | |
| 174 | VHTVANGUARD WORLD FD | 251 | $62.3M | 0.02% | |
| 175 | TEAMATLASSIAN CORPORATION | 306 | $62.2M | 0.02% | |
| 176 | IUSVISHARES TR | 652 | $61.7M | 0.02% | |
| 177 | PXFINVESCO EXCH TRADED FD TR II | 1,073 | $61.6M | 0.02% | |
| 178 | RIVNRIVIAN AUTOMOTIVE INC | 4,426 | $60.8M | 0.02% | |
| 179 | VOTVANGUARD INDEX FDS | 210 | $59.7M | 0.02% | |
| 180 | VDEVANGUARD WORLD FD | 499 | $59.4M | 0.02% | |
| 181 | ETNEATON CORP PLC | 165 | $58.9M | 0.02% | |
| 182 | VCRVANGUARD WORLD FD | 162 | $58.7M | 0.02% | |
| 183 | OTISOTIS WORLDWIDE CORP | 590 | $58.4M | 0.02% | |
| 184 | LIESUN LIFE FINANCIAL INC. | 874 | $58.1M | 0.02% | |
| 185 | IJJISHARES TR | 469 | $57.9M | 0.02% | |
| 186 | JQUAJ P MORGAN EXCHANGE TRADED F | 964 | $57.9M | 0.02% | |
| 187 | VLGEAVILLAGE SUPER MKT INC | 1,500 | $57.8M | 0.02% | |
| 188 | SCHGSCHWAB STRATEGIC TR | 1,962 | $57.3M | 0.02% | |
| 189 | TMFGRBB FD INC | 1,864 | $56.6M | 0.02% | |
| 190 | PPAINVESCO EXCHANGE TRADED FD T | 397 | $56.3M | 0.02% | |
| 191 | KMBKIMBERLY-CLARK CORP | 434 | $55.9M | 0.02% | |
| 192 | IGSBISHARES TR | 1,056 | $55.7M | 0.02% | |
| 193 | BLKBLACKROCK INC | 52 | $54.6M | 0.02% | |
| 194 | VOEVANGUARD INDEX FDS | 330 | $54.3M | 0.02% | |
| 195 | PWODPENNS WOODS BANCORP INC | 1,762 | $53.5M | 0.02% | |
| 196 | ACNACCENTURE PLC IRELAND | 178 | $53.3M | 0.02% | |
| 197 | PEPPEPSICO INC | 403 | $53.3M | 0.02% | |
| 198 | CADECADENCE BANK | 1,665 | $53.2M | 0.02% | |
| 199 | AXPAMERICAN EXPRESS CO | 167 | $53.2M | 0.02% | |
| 200 | VBKVANGUARD INDEX FDS | 192 | $53.2M | 0.02% |