Abound-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  "LTH",
  "QRVO",
  null,
  "PCG",
  "SNOW",
  "MU",
  "MMM",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "A",
  "APD",
  null,
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "MODG",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "KMX",
  null,
  "DUK",
  null,
  null,
  "PAGP",
  "EBAY",
  "FSLY",
  null,
  null,
  null,
  "GD",
  "GILD",
  "HD",
  "MCD",
  null,
  null,
  null,
  "FE",
  "QCOM",
  "FSCO",
  null,
  null,
  null,
  null,
  "AMAT",
  "BKNG",
  null,
  "META",
  null,
  null,
  "IJH",
  "PLBC",
  null,
  "ROOT",
  null,
  "IQV",
  "ZEO",
  "PCK",
  null,
  null,
  "LHX",
  "LIN",
  null,
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "GE",
  null,
  "NVS",
  "OMC",
  "ORLY",
  "ICLR",
  null,
  "ALK",
  "HSY",
  "DG",
  "IWD",
  "ORCL",
  "KHC",
  "DASH",
  "PAYX",
  null,
  "IWF",
  "PEP",
  "IEMG",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "ENB",
  "INTC",
  "LDOS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "LPLA",
  "MSTR",
  "IEFA",
  null,
  "NOW",
  "SHOP",
  "O",
  "ROST",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  "AMT",
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SBUX",
  "TXN",
  "TGT",
  "TM",
  "TFC",
  "UBER",
  "UL",
  "UPS",
  "AGNC",
  "SCHW",
  "SUN",
  "VWO",
  "TCBK",
  null,
  null,
  "TOWN",
  null,
  null,
  "SKX",
  null,
  "SNY",
  "TSM",
  null,
  null,
  "DD",
  null,
  "GVA",
  "SAIC",
  "MAT",
  "ADSK",
  "AVY",
  "FI",
  "DEO",
  "FSLR",
  "FOXF",
  null,
  "UA",
  "AMZN",
  "IVE",
  null,
  null,
  "KD",
  "HIMS",
  null,
  "VGT",
  "VEA",
  "VOO",
  "VEEV",
  "VRSN",
  "V",
  "WBD",
  "WMT",
  "WBA",
  null,
  "WFC",
  "WMB",
  null,
  "YUMC",
  "YUM",
  "IUSG",
  "GTM",
  null,
  "SOLV",
  null,
  "AEM",
  null,
  "CHKP",
  null,
  "SCHA",
  "NSC",
  null,
  null,
  null,
  "OTIS",
  null,
  "CRM",
  null,
  "PTEN",
  null,
  null,
  null,
  "IUSV",
  "ZBH",
  "DGRO",
  "MCK",
  "SPYV",
  "FDX",
  "KMB",
  "LULU",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "BA",
  "BRCC",
  "BMBL",
  "BYRN",
  "CVNA",
  "CVX",
  "CHD",
  "CSCO",
  "CLOV",
  "KO",
  "COIN",
  "CMCSA",
  "COP",
  "CMP",
  "COO",
  "CTRA",
  "CVS",
  "DHR",
  "DAWN",
  null,
  "DOCU",
  "RSP",
  null,
  "EFA",
  "ADI",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "PM",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 269
Total Value: 197664869
Accession Number: 0001420506-25-000836
Form Type: 13F-HR
CIK: abound-financial
Manager Name: Abound-Financial

Data Enrichment

75% identified

201 identified68 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

269 positions • $197.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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KIMBERLY CLARK CORP

KMB|494368103

Shares:120

Value:$17.1K

% of Portfolio:0.0% ($17.1K/$197.7M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:154

Value:$16.9K

% of Portfolio:0.0% ($16.9K/$197.7M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:108

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$197.7M)

GRANITE CONSTRUCTION INC

GVA|387328107

Shares:205

Value:$15.4K

% of Portfolio:0.0% ($15.4K/$197.7M)

PAYCHEX INC

PAYX|704326107

Shares:100

Value:$15.4K

% of Portfolio:0.0% ($15.4K/$197.7M)

DANAHER CORP /DE/

DHR|235851102

Shares:75

Value:$15.4K

% of Portfolio:0.0% ($15.4K/$197.7M)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:98

Value:$14.7K

% of Portfolio:0.0% ($14.7K/$197.7M)

92189H821

Shares:1.6K

Value:$14.0K

% of Portfolio:0.0% ($14.0K/$197.7M)

COOPER COMPANIES, INC.

COO|216648501

Shares:164

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$197.7M)

921943858

VEA|921943858

Shares:272

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$197.7M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:78

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$197.7M)

YUM BRANDS INC

YUM|988498101

Shares:85

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$197.7M)

949746804

Shares:10

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$197.7M)

464287465

EFA|464287465

Shares:140

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$197.7M)

MCKESSON CORP

MCK|58155Q103

Shares:17

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$197.7M)

CONOCOPHILLIPS

COP|20825C104

Shares:107

Value:$11.2K

% of Portfolio:0.0% ($11.2K/$197.7M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:247

Value:$11.2K

% of Portfolio:0.0% ($11.2K/$197.7M)

78464A839

Shares:145

Value:$11.2K

% of Portfolio:0.0% ($11.2K/$197.7M)

CARVANA CO.

CVNA|146869102

Shares:49

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$197.7M)

315912808

Shares:150

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$197.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
KIMBERLY CLARK CORP(KMBcusip494368103)	120	QoQ NEW(+120) YoY-	All Managers (Combined)	$17.1K	0.0% ($17.1K/$197.7M)	QoQ NEW(+$17.1K) YoY-
UNITED PARCEL SERVICE INC(UPScusip911312106)	154	QoQ NEW(+154) YoY-	All Managers (Combined)	$16.9K	0.0% ($16.9K/$197.7M)	QoQ NEW(+$16.9K) YoY-
APPLIED MATERIALS INC /DE(AMATcusip038222105)	108	QoQ NEW(+108) YoY-	All Managers (Combined)	$15.7K	0.0% ($15.7K/$197.7M)	QoQ NEW(+$15.7K) YoY-
GRANITE CONSTRUCTION INC(GVAcusip387328107)	205	QoQ NEW(+205) YoY-	All Managers (Combined)	$15.4K	0.0% ($15.4K/$197.7M)	QoQ NEW(+$15.4K) YoY-
PAYCHEX INC(PAYXcusip704326107)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$15.4K	0.0% ($15.4K/$197.7M)	QoQ NEW(+$15.4K) YoY-
DANAHER CORP /DE/(DHRcusip235851102)	75	QoQ NEW(+75) YoY-	All Managers (Combined)	$15.4K	0.0% ($15.4K/$197.7M)	QoQ NEW(+$15.4K) YoY-
Keysight Technologies, Inc.(KEYScusip49338L103)	98	QoQ NEW(+98) YoY-	All Managers (Combined)	$14.7K	0.0% ($14.7K/$197.7M)	QoQ NEW(+$14.7K) YoY-
(cusip92189H821)✕	1.6K	QoQ NEW(+1.6K) YoY-	All Managers (Combined)	$14.0K	0.0% ($14.0K/$197.7M)	QoQ NEW(+$14.0K) YoY-
COOPER COMPANIES, INC.(COOcusip216648501)	164	QoQ NEW(+164) YoY-	All Managers (Combined)	$13.8K	0.0% ($13.8K/$197.7M)	QoQ NEW(+$13.8K) YoY-
(VEAcusip921943858)	272	QoQ NEW(+272) YoY-	All Managers (Combined)	$13.8K	0.0% ($13.8K/$197.7M)	QoQ NEW(+$13.8K) YoY-
Coinbase Global, Inc.(COINcusip19260Q107)	78	QoQ NEW(+78) YoY-	All Managers (Combined)	$13.4K	0.0% ($13.4K/$197.7M)	QoQ NEW(+$13.4K) YoY-
YUM BRANDS INC(YUMcusip988498101)	85	QoQ NEW(+85) YoY-	All Managers (Combined)	$13.4K	0.0% ($13.4K/$197.7M)	QoQ NEW(+$13.4K) YoY-
(cusip949746804)✕	10	QoQ NEW(+10) YoY-	All Managers (Combined)	$12.0K	0.0% ($12.0K/$197.7M)	QoQ NEW(+$12.0K) YoY-
(EFAcusip464287465)	140	QoQ NEW(+140) YoY-	All Managers (Combined)	$11.4K	0.0% ($11.4K/$197.7M)	QoQ NEW(+$11.4K) YoY-
MCKESSON CORP(MCKcusip58155Q103)	17	QoQ NEW(+17) YoY-	All Managers (Combined)	$11.4K	0.0% ($11.4K/$197.7M)	QoQ NEW(+$11.4K) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	107	QoQ NEW(+107) YoY-	All Managers (Combined)	$11.2K	0.0% ($11.2K/$197.7M)	QoQ NEW(+$11.2K) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	247	QoQ NEW(+247) YoY-	All Managers (Combined)	$11.2K	0.0% ($11.2K/$197.7M)	QoQ NEW(+$11.2K) YoY-
(cusip78464A839)✕	145	QoQ NEW(+145) YoY-	All Managers (Combined)	$11.2K	0.0% ($11.2K/$197.7M)	QoQ NEW(+$11.2K) YoY-
CARVANA CO.(CVNAcusip146869102)	49	QoQ NEW(+49) YoY-	All Managers (Combined)	$10.2K	0.0% ($10.2K/$197.7M)	QoQ NEW(+$10.2K) YoY-
(cusip315912808)✕	150	QoQ NEW(+150) YoY-	All Managers (Combined)	$10.2K	0.0% ($10.2K/$197.7M)	QoQ NEW(+$10.2K) YoY-