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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Wendy's Co
Shares:226
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$299.6M)
Ulta Beauty, Inc.
Shares:9
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$299.6M)
TYSON FOODS, INC.
Shares:52
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$299.6M)
02072L532
Shares:169
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$299.6M)
464287523
Shares:17
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$299.6M)
Archer-Daniels-Midland Co
Shares:68
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$299.6M)
MONOLITHIC POWER SYSTEMS INC
Shares:6
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$299.6M)
ROLLINS INC
Shares:60
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$299.6M)
RAYMOND JAMES FINANCIAL INC
Shares:23
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$299.6M)
EDISON INTERNATIONAL
Shares:54
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$299.6M)
IQVIA HOLDINGS INC.
Shares:18
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$299.6M)
ANSYS INC
Shares:10
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$299.6M)
Discover Financial Services
Shares:18
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$299.6M)
Five9, Inc.
Shares:113
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$299.6M)
WATERS CORP /DE/
Shares:8
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$299.6M)
Snap-on Inc
Shares:9
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$299.6M)
NUCOR CORP
Shares:25
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$299.6M)
Extra Space Storage Inc.
Shares:20
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$299.6M)
United Airlines Holdings, Inc.
Shares:43
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$299.6M)
BALL Corp
Shares:57
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$299.6M)