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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Snowflake Inc.

SNOW|833445109

Shares:19

Value:$2.8K

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

Day One Biopharmaceuticals, Inc.

DAWN|23954D109

Shares:327

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$197.7M)

lululemon athletica inc.

LULU|550021109

Shares:9

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$197.7M)

Kyndryl Holdings, Inc.

KD|50155Q100

Shares:80

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$197.7M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:58

Value:$2.4K

% of Portfolio:0.0% ($2.4K/$197.7M)

Zeo Energy Corp.

ZEO|98944F109

Shares:1.5K

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$197.7M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:20

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$197.7M)

MATTEL INC /DE/

MAT|577081102

Shares:112

Value:$2.2K

% of Portfolio:0.0% ($2.2K/$197.7M)

Airbnb, Inc.

ABNB|009066101

Shares:16

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$197.7M)

Fastly, Inc.

FSLY|31188V100

Shares:300

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$197.7M)

Under Armour, Inc.

UA|904311206

Shares:300

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$197.7M)

CLOVER HEALTH INVESTMENTS, CORP. /DE

CLOV|18914F103

Shares:452

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$197.7M)

Solventum Corp

SOLV|83444M101

Shares:21

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$197.7M)

97717X669

Shares:15

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$197.7M)

ZoomInfo Technologies Inc.

GTM|98980F104

Shares:100

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$197.7M)

DoorDash, Inc.

DASH|25809K105

Shares:5

Value:$914

% of Portfolio:0.0% ($914/$197.7M)

Life Time Group Holdings, Inc.

LTH|53190C102

Shares:29

Value:$876

% of Portfolio:0.0% ($876/$197.7M)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:70

Value:$782

% of Portfolio:0.0% ($782/$197.7M)

Topgolf Callaway Brands Corp.

MODG|131193104

Shares:115

Value:$758

% of Portfolio:0.0% ($758/$197.7M)

AGNC Investment Corp.

AGNC|00123Q104

Shares:74

Value:$709

% of Portfolio:0.0% ($709/$197.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Snowflake Inc.(SNOWcusip833445109)	19	QoQ NEW(+19) YoY-	All Managers (Combined)	$2.8K	0.0% ($2.8K/$197.7M)	QoQ NEW(+$2.8K) YoY-
Day One Biopharmaceuticals, Inc.(DAWNcusip23954D109)	327	QoQ NEW(+327) YoY-	All Managers (Combined)	$2.6K	0.0% ($2.6K/$197.7M)	QoQ NEW(+$2.6K) YoY-
lululemon athletica inc.(LULUcusip550021109)	9	QoQ NEW(+9) YoY-	All Managers (Combined)	$2.5K	0.0% ($2.5K/$197.7M)	QoQ NEW(+$2.5K) YoY-
Kyndryl Holdings, Inc.(KDcusip50155Q100)	80	QoQ NEW(+80) YoY-	All Managers (Combined)	$2.5K	0.0% ($2.5K/$197.7M)	QoQ NEW(+$2.5K) YoY-
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	58	QoQ NEW(+58) YoY-	All Managers (Combined)	$2.4K	0.0% ($2.4K/$197.7M)	QoQ NEW(+$2.4K) YoY-
Zeo Energy Corp.(ZEOcusip98944F109)	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$2.3K	0.0% ($2.3K/$197.7M)	QoQ NEW(+$2.3K) YoY-
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	20	QoQ NEW(+20) YoY-	All Managers (Combined)	$2.3K	0.0% ($2.3K/$197.7M)	QoQ NEW(+$2.3K) YoY-
MATTEL INC /DE/(MATcusip577081102)	112	QoQ NEW(+112) YoY-	All Managers (Combined)	$2.2K	0.0% ($2.2K/$197.7M)	QoQ NEW(+$2.2K) YoY-
Airbnb, Inc.(ABNBcusip009066101)	16	QoQ NEW(+16) YoY-	All Managers (Combined)	$1.9K	0.0% ($1.9K/$197.7M)	QoQ NEW(+$1.9K) YoY-
Fastly, Inc.(FSLYcusip31188V100)	300	QoQ NEW(+300) YoY-	All Managers (Combined)	$1.9K	0.0% ($1.9K/$197.7M)	QoQ NEW(+$1.9K) YoY-
Under Armour, Inc.(UAcusip904311206)	300	QoQ NEW(+300) YoY-	All Managers (Combined)	$1.8K	0.0% ($1.8K/$197.7M)	QoQ NEW(+$1.8K) YoY-
CLOVER HEALTH INVESTMENTS, CORP. /DE(CLOVcusip18914F103)	452	QoQ NEW(+452) YoY-	All Managers (Combined)	$1.6K	0.0% ($1.6K/$197.7M)	QoQ NEW(+$1.6K) YoY-
Solventum Corp(SOLVcusip83444M101)	21	QoQ NEW(+21) YoY-	All Managers (Combined)	$1.6K	0.0% ($1.6K/$197.7M)	QoQ NEW(+$1.6K) YoY-
(cusip97717X669)✕	15	QoQ NEW(+15) YoY-	All Managers (Combined)	$1.2K	0.0% ($1.2K/$197.7M)	QoQ NEW(+$1.2K) YoY-
ZoomInfo Technologies Inc.(GTMcusip98980F104)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$1.0K	0.0% ($1.0K/$197.7M)	QoQ NEW(+$1.0K) YoY-
DoorDash, Inc.(DASHcusip25809K105)	5	QoQ NEW(+5) YoY-	All Managers (Combined)	$914	0.0% ($914/$197.7M)	QoQ NEW(+$914) YoY-
Life Time Group Holdings, Inc.(LTHcusip53190C102)	29	QoQ NEW(+29) YoY-	All Managers (Combined)	$876	0.0% ($876/$197.7M)	QoQ NEW(+$876) YoY-
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	70	QoQ NEW(+70) YoY-	All Managers (Combined)	$782	0.0% ($782/$197.7M)	QoQ NEW(+$782) YoY-
Topgolf Callaway Brands Corp.(MODGcusip131193104)	115	QoQ NEW(+115) YoY-	All Managers (Combined)	$758	0.0% ($758/$197.7M)	QoQ NEW(+$758) YoY-
AGNC Investment Corp.(AGNCcusip00123Q104)	74	QoQ NEW(+74) YoY-	All Managers (Combined)	$709	0.0% ($709/$197.7M)	QoQ NEW(+$709) YoY-