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

Page 12 of 14

Sort by:

FIRSTENERGY CORP

FE|337932107

Shares:140

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$197.7M)

81369Y506

Shares:57

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$197.7M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:47

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$197.7M)

46137V720

Shares:100

Value:$4.9K

% of Portfolio:0.0% ($4.9K/$197.7M)

AT&T INC.

T|00206R102

Shares:172

Value:$4.9K

% of Portfolio:0.0% ($4.9K/$197.7M)

ServiceNow, Inc.

NOW|81762P102

Shares:6

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$197.7M)

SHOPIFY INC.

SHOP|82509L107

Shares:50

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$197.7M)

25434V724

Shares:110

Value:$4.5K

% of Portfolio:0.0% ($4.5K/$197.7M)

Hims & Hers Health, Inc.

HIMS|433000106

Shares:150

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$197.7M)

REALTY INCOME CORP

O|756109104

Shares:74

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$197.7M)

37960A420

Shares:247

Value:$4.2K

% of Portfolio:0.0% ($4.2K/$197.7M)

46428Q109

Shares:134

Value:$4.2K

% of Portfolio:0.0% ($4.2K/$197.7M)

Otis Worldwide Corp

OTIS|68902V107

Shares:37

Value:$3.8K

% of Portfolio:0.0% ($3.8K/$197.7M)

Kraft Heinz Co

KHC|500754106

Shares:124

Value:$3.8K

% of Portfolio:0.0% ($3.8K/$197.7M)

38964R203

Shares:203

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$197.7M)

Byrna Technologies Inc.

BYRN|12448X201

Shares:200

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$197.7M)

PATTERSON UTI ENERGY INC

PTEN|703481101

Shares:400

Value:$3.3K

% of Portfolio:0.0% ($3.3K/$197.7M)

CVS HEALTH Corp

CVS|126650100

Shares:47

Value:$3.2K

% of Portfolio:0.0% ($3.2K/$197.7M)

Uber Technologies, Inc

UBER|90353T100

Shares:40

Value:$2.9K

% of Portfolio:0.0% ($2.9K/$197.7M)

PLAINS GP HOLDINGS LP

PAGP|72651A207

Shares:133

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$197.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FIRSTENERGY CORP(FEcusip337932107)	140	QoQ NEW(+140) YoY-	All Managers (Combined)	$5.7K	0.0% ($5.7K/$197.7M)	QoQ NEW(+$5.7K) YoY-
(cusip81369Y506)✕	57	QoQ NEW(+57) YoY-	All Managers (Combined)	$5.3K	0.0% ($5.3K/$197.7M)	QoQ NEW(+$5.3K) YoY-
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	47	QoQ NEW(+47) YoY-	All Managers (Combined)	$5.2K	0.0% ($5.2K/$197.7M)	QoQ NEW(+$5.2K) YoY-
(cusip46137V720)✕	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$4.9K	0.0% ($4.9K/$197.7M)	QoQ NEW(+$4.9K) YoY-
AT&T INC.(Tcusip00206R102)	172	QoQ NEW(+172) YoY-	All Managers (Combined)	$4.9K	0.0% ($4.9K/$197.7M)	QoQ NEW(+$4.9K) YoY-
ServiceNow, Inc.(NOWcusip81762P102)	6	QoQ NEW(+6) YoY-	All Managers (Combined)	$4.8K	0.0% ($4.8K/$197.7M)	QoQ NEW(+$4.8K) YoY-
SHOPIFY INC.(SHOPcusip82509L107)	50	QoQ NEW(+50) YoY-	All Managers (Combined)	$4.8K	0.0% ($4.8K/$197.7M)	QoQ NEW(+$4.8K) YoY-
(cusip25434V724)✕	110	QoQ NEW(+110) YoY-	All Managers (Combined)	$4.5K	0.0% ($4.5K/$197.7M)	QoQ NEW(+$4.5K) YoY-
Hims & Hers Health, Inc.(HIMScusip433000106)	150	QoQ NEW(+150) YoY-	All Managers (Combined)	$4.4K	0.0% ($4.4K/$197.7M)	QoQ NEW(+$4.4K) YoY-
REALTY INCOME CORP(Ocusip756109104)	74	QoQ NEW(+74) YoY-	All Managers (Combined)	$4.3K	0.0% ($4.3K/$197.7M)	QoQ NEW(+$4.3K) YoY-
(cusip37960A420)✕	247	QoQ NEW(+247) YoY-	All Managers (Combined)	$4.2K	0.0% ($4.2K/$197.7M)	QoQ NEW(+$4.2K) YoY-
(cusip46428Q109)✕	134	QoQ NEW(+134) YoY-	All Managers (Combined)	$4.2K	0.0% ($4.2K/$197.7M)	QoQ NEW(+$4.2K) YoY-
Otis Worldwide Corp(OTIScusip68902V107)	37	QoQ NEW(+37) YoY-	All Managers (Combined)	$3.8K	0.0% ($3.8K/$197.7M)	QoQ NEW(+$3.8K) YoY-
Kraft Heinz Co(KHCcusip500754106)	124	QoQ NEW(+124) YoY-	All Managers (Combined)	$3.8K	0.0% ($3.8K/$197.7M)	QoQ NEW(+$3.8K) YoY-
(cusip38964R203)✕	203	QoQ NEW(+203) YoY-	All Managers (Combined)	$3.5K	0.0% ($3.5K/$197.7M)	QoQ NEW(+$3.5K) YoY-
Byrna Technologies Inc.(BYRNcusip12448X201)	200	QoQ NEW(+200) YoY-	All Managers (Combined)	$3.4K	0.0% ($3.4K/$197.7M)	QoQ NEW(+$3.4K) YoY-
PATTERSON UTI ENERGY INC(PTENcusip703481101)	400	QoQ NEW(+400) YoY-	All Managers (Combined)	$3.3K	0.0% ($3.3K/$197.7M)	QoQ NEW(+$3.3K) YoY-
CVS HEALTH Corp(CVScusip126650100)	47	QoQ NEW(+47) YoY-	All Managers (Combined)	$3.2K	0.0% ($3.2K/$197.7M)	QoQ NEW(+$3.2K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	40	QoQ NEW(+40) YoY-	All Managers (Combined)	$2.9K	0.0% ($2.9K/$197.7M)	QoQ NEW(+$2.9K) YoY-
PLAINS GP HOLDINGS LP(PAGPcusip72651A207)	133	QoQ NEW(+133) YoY-	All Managers (Combined)	$2.8K	0.0% ($2.8K/$197.7M)	QoQ NEW(+$2.8K) YoY-