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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SHERWIN WILLIAMS CO
Shares:62
Value:$21.8K
% of Portfolio:0.0% ($21.8K/$299.6M)
MongoDB, Inc.
Shares:124
Value:$21.8K
% of Portfolio:0.0% ($21.8K/$299.6M)
46434V290
Shares:341
Value:$21.2K
% of Portfolio:0.0% ($21.2K/$299.6M)
81369Y704
Shares:161
Value:$21.1K
% of Portfolio:0.0% ($21.1K/$299.6M)
Parker-Hannifin Corp
Shares:34
Value:$20.9K
% of Portfolio:0.0% ($20.9K/$299.6M)
FISERV INC
Shares:94
Value:$20.8K
% of Portfolio:0.0% ($20.8K/$299.6M)
SIMON PROPERTY GROUP INC /DE/
Shares:125
Value:$20.8K
% of Portfolio:0.0% ($20.8K/$299.6M)
46432F388
Shares:194
Value:$20.7K
% of Portfolio:0.0% ($20.7K/$299.6M)
464288281
Shares:228
Value:$20.7K
% of Portfolio:0.0% ($20.7K/$299.6M)
78464A763
Shares:151
Value:$20.5K
% of Portfolio:0.0% ($20.5K/$299.6M)
ZIMMER BIOMET HOLDINGS, INC.
Shares:180
Value:$20.4K
% of Portfolio:0.0% ($20.4K/$299.6M)
CITIGROUP INC
Shares:284
Value:$20.2K
% of Portfolio:0.0% ($20.2K/$299.6M)
AMPHENOL CORP /DE/
Shares:307
Value:$20.1K
% of Portfolio:0.0% ($20.1K/$299.6M)
464287721
Shares:141
Value:$19.8K
% of Portfolio:0.0% ($19.8K/$299.6M)
KELLANOVA
Shares:240
Value:$19.8K
% of Portfolio:0.0% ($19.8K/$299.6M)
US BANCORP \DE\
Shares:468
Value:$19.8K
% of Portfolio:0.0% ($19.8K/$299.6M)
81369Y407
Shares:99
Value:$19.5K
% of Portfolio:0.0% ($19.5K/$299.6M)
Intercontinental Exchange, Inc.
Shares:112
Value:$19.4K
% of Portfolio:0.0% ($19.4K/$299.6M)
Kyndryl Holdings, Inc.
Shares:598
Value:$18.8K
% of Portfolio:0.0% ($18.8K/$299.6M)
Anheuser-Busch InBev SA/NV
Shares:304
Value:$18.7K
% of Portfolio:0.0% ($18.7K/$299.6M)