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:

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LPL Financial Holdings Inc.

LPLA|50212V100

Shares:2

Value:$639

% of Portfolio:0.0% ($639/$197.7M)

COMPASS MINERALS INTERNATIONAL INC

CMP|20451N101

Shares:57

Value:$530

% of Portfolio:0.0% ($530/$197.7M)

37954Y830

Shares:8

Value:$312

% of Portfolio:0.0% ($312/$197.7M)

COCA COLA CO

KO|191216100

Shares:4

Value:$286

% of Portfolio:0.0% ($286/$197.7M)

BRC Inc.

BRCC|05601U105

Shares:122

Value:$255

% of Portfolio:0.0% ($255/$197.7M)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:2

Value:$217

% of Portfolio:0.0% ($217/$197.7M)

FOX FACTORY HOLDING CORP

FOXF|35138V102

Shares:7

Value:$163

% of Portfolio:0.0% ($163/$197.7M)

Bumble Inc.

BMBL|12047B105

Shares:31

Value:$135

% of Portfolio:0.0% ($135/$197.7M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:4

Value:$43

% of Portfolio:0.0% ($43/$197.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LPL Financial Holdings Inc.(LPLAcusip50212V100)	2	QoQ NEW(+2) YoY-	All Managers (Combined)	$639	0.0% ($639/$197.7M)	QoQ NEW(+$639) YoY-
COMPASS MINERALS INTERNATIONAL INC(CMPcusip20451N101)	57	QoQ NEW(+57) YoY-	All Managers (Combined)	$530	0.0% ($530/$197.7M)	QoQ NEW(+$530) YoY-
(cusip37954Y830)✕	8	QoQ NEW(+8) YoY-	All Managers (Combined)	$312	0.0% ($312/$197.7M)	QoQ NEW(+$312) YoY-
COCA COLA CO(KOcusip191216100)	4	QoQ NEW(+4) YoY-	All Managers (Combined)	$286	0.0% ($286/$197.7M)	QoQ NEW(+$286) YoY-
BRC Inc.(BRCCcusip05601U105)	122	QoQ NEW(+122) YoY-	All Managers (Combined)	$255	0.0% ($255/$197.7M)	QoQ NEW(+$255) YoY-
AGNICO EAGLE MINES LTD(AEMcusip008474108)	2	QoQ NEW(+2) YoY-	All Managers (Combined)	$217	0.0% ($217/$197.7M)	QoQ NEW(+$217) YoY-
FOX FACTORY HOLDING CORP(FOXFcusip35138V102)	7	QoQ NEW(+7) YoY-	All Managers (Combined)	$163	0.0% ($163/$197.7M)	QoQ NEW(+$163) YoY-
Bumble Inc.(BMBLcusip12047B105)	31	QoQ NEW(+31) YoY-	All Managers (Combined)	$135	0.0% ($135/$197.7M)	QoQ NEW(+$135) YoY-
Warner Bros. Discovery, Inc.(WBDcusip934423104)	4	QoQ NEW(+4) YoY-	All Managers (Combined)	$43	0.0% ($43/$197.7M)	QoQ NEW(+$43) YoY-