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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STERIS plc
Shares:16
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$299.6M)
Liberty Media Corp
Shares:40
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$299.6M)
RESMED INC
Shares:16
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$299.6M)
PENN Entertainment, Inc.
Shares:218
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$299.6M)
METTLER TOLEDO INTERNATIONAL INC/
Shares:3
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$299.6M)
Live Nation Entertainment, Inc.
Shares:27
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$299.6M)
PRINCIPAL FINANCIAL GROUP INC
Shares:41
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$299.6M)
Ingersoll Rand Inc.
Shares:43
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$299.6M)
HERSHEY CO
Shares:20
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$299.6M)
KEYCORP /NEW/
Shares:214
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$299.6M)
STATE STREET CORP
Shares:38
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$299.6M)
EQUIFAX INC
Shares:14
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$299.6M)
ALLIANT ENERGY CORP
Shares:53
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$299.6M)
921946406
Shares:26
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$299.6M)
ROCKWELL AUTOMATION, INC
Shares:13
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$299.6M)
Expedia Group, Inc.
Shares:20
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$299.6M)
IDEXX LABORATORIES INC /DE
Shares:8
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$299.6M)
NORTHERN TRUST CORP
Shares:34
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$299.6M)
ALEXANDRIA REAL ESTATE EQUITIES, INC.
Shares:36
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$299.6M)
464287499
Shares:39
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$299.6M)