Abound Financial, LLC Top Holdings and 13F Report (2025) About Abound Financial, LLCInvestment ActivityAbound 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.Largest Holdings SPDR Portfolio S&P 600 Small Cap ETF $23,934,248SPDR Portfolio S&P 500 Growth ETF $23,672,869SPDR Portfolio S&P 1500 Composite Stock Market ETF $19,799,792SPDR Portfolio S&P 500 ETF $14,679,845SPDR Portfolio Developed World ex-US ETF $12,628,639 Sector AllocationMap of 500 Largest Holdings ofAbound Financial, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPSMSPDR Portfolio S&P 600 Small Cap ETF$23,934,248532,81912.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$23,672,869269,31512.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$19,799,792277,19110.0%ETFSPLGSPDR Portfolio S&P 500 ETF$14,679,845212,9367.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$12,628,639370,0156.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$12,446,376243,3786.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$8,896,711162,6754.5%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$8,315,169298,2484.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$6,194,974161,4533.1%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$5,390,362250,1322.7%ETFGLDMSPDR Gold MiniShares Trust$4,336,79283,4152.2%FinanceXLKTechnology Select Sector SPDR Fund$4,284,30018,4252.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$3,561,816108,7241.8%ETFFLMIFranklin Dynamic Municipal Bond ETF$2,872,705117,5651.5%ETFMSFTMicrosoft$2,705,2556,4181.4%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$2,699,31655,8511.4%ETFXLCCommunication Services Select Sector SPDR Fund$2,626,28427,1281.3%ETFAAPLApple$2,552,94810,1941.3%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$2,403,17618,2381.2%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$2,402,53793,9221.2%ETFPFFDGlobal X U.S. Preferred ETF$1,962,790100,6021.0%ETFJIGJPMorgan International Growth ETF$1,910,90530,6001.0%ETFSPHBInvesco S&P 500 High Beta ETF$1,759,84319,8510.9%ETFRSPInvesco S&P 500 Equal Weight ETF$1,657,2979,4570.8%ETFXLVHealth Care Select Sector SPDR Fund$1,505,70810,9440.8%ETFGOOGLAlphabet$1,478,2827,8090.7%Computer and TechnologyQVMSInvesco S&P SmallCap 600 QVM Multi-factor ETF$1,369,62950,6240.7%ETFMAMastercard$1,061,8532,0160.5%Business ServicesMSTRMicroStrategy$931,9953,2180.5%Computer and TechnologyMETAMeta Platforms$930,9951,5900.5%Computer and TechnologyENBEnbridge$821,93019,3710.4%Oils/EnergyTSLATesla$816,5642,0220.4%Auto/Tires/TrucksNULGNuveen ESG Large-Cap Growth ETF$805,3659,3820.4%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$770,3014,6620.4%ETFBRK.BBerkshire Hathaway$737,0331,6260.4%FinanceNULVNuveen ESG Large-Cap Value ETF$734,15218,6470.4%ETFLDOSLeidos$594,6444,1270.3%AerospaceBKNGBooking$581,5241170.3%Retail/WholesaleAMZNAmazon.com$549,1332,5030.3%Retail/WholesaleIQVIQVIA$511,9072,6050.3%MedicalTSMTaiwan Semiconductor Manufacturing$508,2982,5730.3%Computer and TechnologySAICScience Applications International$496,5274,4420.3%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$492,1188640.2%ETFORCLOracle$481,7562,8910.2%Computer and TechnologyCORCencora$477,0972,1230.2%MedicalQQQInvesco QQQ$458,0618960.2%FinanceVVisa$430,9501,3630.2%Business ServicesGRNBVanEck Green Bond ETF$428,91918,0970.2%ETFSBUXStarbucks$427,1844,6810.2%Retail/WholesaleGRAYSCALE BITCOIN$392,6015,3040.2%Common StockSMHVanEck Semiconductor ETF$380,9341,5730.2%ManufacturingDGROiShares Core Dividend Growth ETF$349,9945,7050.2%ETFCNRGSPDR S&P Kensho Clean Power ETF$348,7915,7590.2%ETFISHARES BITCOIN$322,0666,0710.2%MF Closed and MF OpenSHESPDR MSCI USA Gender Diversity Index ETF$312,3532,6970.2%ETFNUMVNuveen ESG Mid-Cap Value ETF$272,1197,8170.1%ETFNUSCNuveen ESG Small-Cap ETF$253,9646,0630.1%ETFVTIVanguard Total Stock Market ETF$251,8438690.1%ETFQTECFirst Trust NASDAQ 100 Technology Index Fund$241,9391,2850.1%ManufacturingSNPEXtrackers S&P 500 ESG ETF$239,2864,4910.1%ETFISTBiShares Core 1-5 Year USD Bond ETF$236,7484,9560.1%ManufacturingFXLFirst Trust Technology AlphaDEX Fund$230,8471,5540.1%ETFIUSGiShares Core S&P U.S. Growth ETF$228,2581,6380.1%ManufacturingPKWInvesco BuyBack Achievers ETF$227,9571,9800.1%ETFSPHQInvesco S&P 500 Quality ETF$222,6743,3220.1%ETFDUKDuke Energy$221,3892,0540.1%UtilitiesNUMGNuveen ESG Mid-Cap Growth ETF$215,4874,5480.1%ETFXOMExxon Mobil$213,8871,9880.1%Oils/EnergyPCKPIMCO California Municipal Income Fund II$112,73519,7080.1%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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