Abound-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-17
Total Holdings
1,270
Total Value
299626222
Accession Number
0001950323-25-000007
Form Type
13F-HR
Manager Name
Abound-Wealth-Management
Data Enrichment
89% identified
1,132 identified138 unidentified

Holdings

1,270 positions • $299.6M total value
Manager:
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UNITED PARCEL SERVICE INC
Shares:410
Value:$45.1K
% of Portfolio:0.0% ($45.1K/$299.6M)
74347R107
Shares:533
Value:$44.1K
% of Portfolio:0.0% ($44.1K/$299.6M)
25434V708
Shares:1.3K
Value:$43.3K
% of Portfolio:0.0% ($43.3K/$299.6M)
Ovintiv Inc.
Shares:1.0K
Value:$43.1K
% of Portfolio:0.0% ($43.1K/$299.6M)
QUALCOMM INC/DE
Shares:280
Value:$43.0K
% of Portfolio:0.0% ($43.0K/$299.6M)
464287432
Shares:469
Value:$42.7K
% of Portfolio:0.0% ($42.7K/$299.6M)
464285204
Shares:706
Value:$41.6K
% of Portfolio:0.0% ($41.6K/$299.6M)
46435G102
Shares:497
Value:$41.5K
% of Portfolio:0.0% ($41.5K/$299.6M)
BECTON DICKINSON & CO
Shares:178
Value:$40.9K
% of Portfolio:0.0% ($40.9K/$299.6M)
46434G848
Shares:1.1K
Value:$40.5K
% of Portfolio:0.0% ($40.5K/$299.6M)
Eaton Corp plc
Shares:146
Value:$39.7K
% of Portfolio:0.0% ($39.7K/$299.6M)
CONOCOPHILLIPS
Shares:376
Value:$39.5K
% of Portfolio:0.0% ($39.5K/$299.6M)
Churchill Downs Inc
Shares:354
Value:$39.3K
% of Portfolio:0.0% ($39.3K/$299.6M)
Duke Energy CORP
Shares:318
Value:$38.8K
% of Portfolio:0.0% ($38.8K/$299.6M)
AMERIPRISE FINANCIAL INC
Shares:79
Value:$38.3K
% of Portfolio:0.0% ($38.3K/$299.6M)
TARGET CORP
Shares:367
Value:$38.3K
% of Portfolio:0.0% ($38.3K/$299.6M)
Kraft Heinz Co
Shares:1.3K
Value:$38.2K
% of Portfolio:0.0% ($38.2K/$299.6M)
464287598
Shares:203
Value:$38.2K
% of Portfolio:0.0% ($38.2K/$299.6M)
WORKIVA INC
Shares:500
Value:$38.0K
% of Portfolio:0.0% ($38.0K/$299.6M)
WILLIAMS COMPANIES, INC.
Shares:634
Value:$37.9K
% of Portfolio:0.0% ($37.9K/$299.6M)