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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TRIMBLE INC.
Shares:75
Value:$4.9K
% of Portfolio:0.0% ($4.9K/$299.6M)
XCEL ENERGY INC
Shares:69
Value:$4.9K
% of Portfolio:0.0% ($4.9K/$299.6M)
Ventas, Inc.
Shares:71
Value:$4.9K
% of Portfolio:0.0% ($4.9K/$299.6M)
37954Y632
Shares:134
Value:$4.9K
% of Portfolio:0.0% ($4.9K/$299.6M)
BROWN & BROWN, INC.
Shares:39
Value:$4.9K
% of Portfolio:0.0% ($4.9K/$299.6M)
921932828
Shares:50
Value:$4.8K
% of Portfolio:0.0% ($4.8K/$299.6M)
Archer Aviation Inc.
Shares:680
Value:$4.8K
% of Portfolio:0.0% ($4.8K/$299.6M)
AGILENT TECHNOLOGIES, INC.
Shares:41
Value:$4.8K
% of Portfolio:0.0% ($4.8K/$299.6M)
ZEBRA TECHNOLOGIES CORP
Shares:17
Value:$4.8K
% of Portfolio:0.0% ($4.8K/$299.6M)
Zoom Communications, Inc.
Shares:65
Value:$4.8K
% of Portfolio:0.0% ($4.8K/$299.6M)
NACCO INDUSTRIES INC
Shares:142
Value:$4.8K
% of Portfolio:0.0% ($4.8K/$299.6M)
MCCORMICK & CO INC
Shares:57
Value:$4.7K
% of Portfolio:0.0% ($4.7K/$299.6M)
CROWN CASTLE INC.
Shares:45
Value:$4.7K
% of Portfolio:0.0% ($4.7K/$299.6M)
CULLEN/FROST BANKERS, INC.
Shares:37
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$299.6M)
Interactive Brokers Group, Inc.
Shares:28
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$299.6M)
GENERAL MILLS INC
Shares:77
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$299.6M)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
Shares:25
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$299.6M)
SCHLUMBERGER LIMITED/NV
Shares:109
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$299.6M)
EVERSOURCE ENERGY
Shares:73
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$299.6M)
CORPAY, INC.
Shares:13
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$299.6M)