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Abound Financial, LLC Top Holdings and 13F Report (2025)

About Abound Financial, LLC

Investment Activity

  • Abound Financial, LLC has $197.37 million in total holdings as of December 31, 2024.
  • Abound Financial, LLC owns shares of 69 different stocks, but just 17 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofAbound Financial, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$23,934,248532,81912.1%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$23,672,869269,31512.0%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$19,799,792277,19110.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$14,679,845212,9367.4%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$12,628,639370,0156.4%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$12,446,376243,3786.3%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$8,896,711162,6754.5%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$8,315,169298,2484.2%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$6,194,974161,4533.1%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$5,390,362250,1322.7%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$4,336,79283,4152.2%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,284,30018,4252.2%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$3,561,816108,7241.8%ETF
Franklin Dynamic Municipal Bond ETF stock logo
FLMI
Franklin Dynamic Municipal Bond ETF
$2,872,705117,5651.5%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$2,705,2556,4181.4%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$2,699,31655,8511.4%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$2,626,28427,1281.3%ETF
Apple Inc. stock logo
AAPL
Apple
$2,552,94810,1941.3%Computer and Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$2,403,17618,2381.2%ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$2,402,53793,9221.2%ETF
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$1,962,790100,6021.0%ETF
JPMorgan International Growth ETF stock logo
JIG
JPMorgan International Growth ETF
$1,910,90530,6001.0%ETF
Invesco S&P 500 High Beta ETF stock logo
SPHB
Invesco S&P 500 High Beta ETF
$1,759,84319,8510.9%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,657,2979,4570.8%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,505,70810,9440.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,478,2827,8090.7%Computer and Technology
Invesco S&P SmallCap 600 QVM Multi-factor ETF stock logo
QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
$1,369,62950,6240.7%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$1,061,8532,0160.5%Business Services
MicroStrategy Incorporated stock logo
MSTR
MicroStrategy
$931,9953,2180.5%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$930,9951,5900.5%Computer and Technology
Enbridge Inc. stock logo
ENB
Enbridge
$821,93019,3710.4%Oils/Energy
Tesla, Inc. stock logo
TSLA
Tesla
$816,5642,0220.4%Auto/Tires/Trucks
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$805,3659,3820.4%ETF
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$770,3014,6620.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$737,0331,6260.4%Finance
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$734,15218,6470.4%ETF
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$594,6444,1270.3%Aerospace
Booking Holdings Inc. stock logo
BKNG
Booking
$581,5241170.3%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$549,1332,5030.3%Retail/Wholesale
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$511,9072,6050.3%Medical
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$508,2982,5730.3%Computer and Technology
Science Applications International Co. stock logo
SAIC
Science Applications International
$496,5274,4420.3%Computer and Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$492,1188640.2%ETF
Oracle Co. stock logo
ORCL
Oracle
$481,7562,8910.2%Computer and Technology
Cencora, Inc. stock logo
COR
Cencora
$477,0972,1230.2%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$458,0618960.2%Finance
Visa Inc. stock logo
V
Visa
$430,9501,3630.2%Business Services
VanEck Green Bond ETF stock logo
GRNB
VanEck Green Bond ETF
$428,91918,0970.2%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$427,1844,6810.2%Retail/Wholesale
GRAYSCALE BITCOIN
$392,6015,3040.2%Common Stock
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$380,9341,5730.2%Manufacturing
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$349,9945,7050.2%ETF
CNRG
SPDR S&P Kensho Clean Power ETF
$348,7915,7590.2%ETF
ISHARES BITCOIN
$322,0666,0710.2%MF Closed and MF Open
SPDR MSCI USA Gender Diversity Index ETF stock logo
SHE
SPDR MSCI USA Gender Diversity Index ETF
$312,3532,6970.2%ETF
NUMV
Nuveen ESG Mid-Cap Value ETF
$272,1197,8170.1%ETF
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$253,9646,0630.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$251,8438690.1%ETF
First Trust NASDAQ 100 Technology Index Fund stock logo
QTEC
First Trust NASDAQ 100 Technology Index Fund
$241,9391,2850.1%Manufacturing
Xtrackers S&P 500 ESG ETF stock logo
SNPE
Xtrackers S&P 500 ESG ETF
$239,2864,4910.1%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$236,7484,9560.1%Manufacturing
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$230,8471,5540.1%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$228,2581,6380.1%Manufacturing
Invesco BuyBack Achievers ETF stock logo
PKW
Invesco BuyBack Achievers ETF
$227,9571,9800.1%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$222,6743,3220.1%ETF
Duke Energy Co. stock logo
DUK
Duke Energy
$221,3892,0540.1%Utilities
Nuveen ESG Mid-Cap Growth ETF stock logo
NUMG
Nuveen ESG Mid-Cap Growth ETF
$215,4874,5480.1%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$213,8871,9880.1%Oils/Energy
PIMCO California Municipal Income Fund II stock logo
PCK
PIMCO California Municipal Income Fund II
$112,73519,7080.1%Financial Services

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data