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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464288356

Shares:2.2K

Value:$124.0K

% of Portfolio:0.1% ($124.0K/$197.7M)

ELI LILLY & Co

LLY|532457108

Shares:150

Value:$123.9K

% of Portfolio:0.1% ($123.9K/$197.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:714

Value:$121.7K

% of Portfolio:0.1% ($121.7K/$197.7M)

CHEVRON CORP

CVX|166764100

Shares:699

Value:$116.9K

% of Portfolio:0.1% ($116.9K/$197.7M)

Walmart Inc.

WMT|931142103

Shares:1.3K

Value:$116.1K

% of Portfolio:0.1% ($116.1K/$197.7M)

LOWES COMPANIES INC

LOW|548661107

Shares:493

Value:$115.0K

% of Portfolio:0.1% ($115.0K/$197.7M)

PIMCO CALIFORNIA MUNICIPAL INCOME FUND II

PCK|72200M108

Shares:19.9K

Value:$112.4K

% of Portfolio:0.1% ($112.4K/$197.7M)

CARMAX INC

KMX|143130102

Shares:1.4K

Value:$109.3K

% of Portfolio:0.1% ($109.3K/$197.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:440

Value:$108.0K

% of Portfolio:0.1% ($108.0K/$197.7M)

NOVARTIS AG

NVS|66987V109

Shares:932

Value:$103.9K

% of Portfolio:0.1% ($103.9K/$197.7M)

UNILEVER PLC

UL|904767704

Shares:1.7K

Value:$103.0K

% of Portfolio:0.1% ($103.0K/$197.7M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:870

Value:$101.8K

% of Portfolio:0.1% ($101.8K/$197.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:400

Value:$99.5K

% of Portfolio:0.1% ($99.5K/$197.7M)

464288570

Shares:944

Value:$96.7K

% of Portfolio:0.0% ($96.7K/$197.7M)

464288752

Shares:1.0K

Value:$95.2K

% of Portfolio:0.0% ($95.2K/$197.7M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:65

Value:$93.1K

% of Portfolio:0.0% ($93.1K/$197.7M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:1.2K

Value:$91.8K

% of Portfolio:0.0% ($91.8K/$197.7M)

Walt Disney Co

DIS|254687106

Shares:889

Value:$87.7K

% of Portfolio:0.0% ($87.7K/$197.7M)

Broadcom Inc.

AVGO|11135F101

Shares:520

Value:$87.1K

% of Portfolio:0.0% ($87.1K/$197.7M)

ROSS STORES, INC.

ROST|778296103

Shares:673

Value:$86.0K

% of Portfolio:0.0% ($86.0K/$197.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288356)✕	2.2K	QoQ NEW(+2.2K) YoY-	All Managers (Combined)	$124.0K	0.1% ($124.0K/$197.7M)	QoQ NEW(+$124.0K) YoY-
ELI LILLY & Co(LLYcusip532457108)	150	QoQ NEW(+150) YoY-	All Managers (Combined)	$123.9K	0.1% ($123.9K/$197.7M)	QoQ NEW(+$123.9K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	714	QoQ NEW(+714) YoY-	All Managers (Combined)	$121.7K	0.1% ($121.7K/$197.7M)	QoQ NEW(+$121.7K) YoY-
CHEVRON CORP(CVXcusip166764100)	699	QoQ NEW(+699) YoY-	All Managers (Combined)	$116.9K	0.1% ($116.9K/$197.7M)	QoQ NEW(+$116.9K) YoY-
Walmart Inc.(WMTcusip931142103)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$116.1K	0.1% ($116.1K/$197.7M)	QoQ NEW(+$116.1K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	493	QoQ NEW(+493) YoY-	All Managers (Combined)	$115.0K	0.1% ($115.0K/$197.7M)	QoQ NEW(+$115.0K) YoY-
PIMCO CALIFORNIA MUNICIPAL INCOME FUND II(PCKcusip72200M108)	19.9K	QoQ +1.11% (-220) YoY-	All Managers (Combined)	$112.4K	0.1% ($112.4K/$197.7M)	QoQ -0.29% (-$338) YoY-
CARMAX INC(KMXcusip143130102)	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$109.3K	0.1% ($109.3K/$197.7M)	QoQ NEW(+$109.3K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	440	QoQ NEW(+440) YoY-	All Managers (Combined)	$108.0K	0.1% ($108.0K/$197.7M)	QoQ NEW(+$108.0K) YoY-
NOVARTIS AG(NVScusip66987V109)	932	QoQ NEW(+932) YoY-	All Managers (Combined)	$103.9K	0.1% ($103.9K/$197.7M)	QoQ NEW(+$103.9K) YoY-
UNILEVER PLC(ULcusip904767704)	1.7K	QoQ NEW(+1.7K) YoY-	All Managers (Combined)	$103.0K	0.1% ($103.0K/$197.7M)	QoQ NEW(+$103.0K) YoY-
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	870	QoQ NEW(+870) YoY-	All Managers (Combined)	$101.8K	0.1% ($101.8K/$197.7M)	QoQ NEW(+$101.8K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	400	QoQ NEW(+400) YoY-	All Managers (Combined)	$99.5K	0.1% ($99.5K/$197.7M)	QoQ NEW(+$99.5K) YoY-
(cusip464288570)✕	944	QoQ NEW(+944) YoY-	All Managers (Combined)	$96.7K	0.0% ($96.7K/$197.7M)	QoQ NEW(+$96.7K) YoY-
(cusip464288752)✕	1.0K	QoQ NEW(+1.0K) YoY-	All Managers (Combined)	$95.2K	0.0% ($95.2K/$197.7M)	QoQ NEW(+$95.2K) YoY-
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	65	QoQ NEW(+65) YoY-	All Managers (Combined)	$93.1K	0.0% ($93.1K/$197.7M)	QoQ NEW(+$93.1K) YoY-
SCHWAB CHARLES CORP(SCHWcusip808513105)	1.2K	QoQ NEW(+1.2K) YoY-	All Managers (Combined)	$91.8K	0.0% ($91.8K/$197.7M)	QoQ NEW(+$91.8K) YoY-
Walt Disney Co(DIScusip254687106)	889	QoQ NEW(+889) YoY-	All Managers (Combined)	$87.7K	0.0% ($87.7K/$197.7M)	QoQ NEW(+$87.7K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	520	QoQ NEW(+520) YoY-	All Managers (Combined)	$87.1K	0.0% ($87.1K/$197.7M)	QoQ NEW(+$87.1K) YoY-
ROSS STORES, INC.(ROSTcusip778296103)	673	QoQ NEW(+673) YoY-	All Managers (Combined)	$86.0K	0.0% ($86.0K/$197.7M)	QoQ NEW(+$86.0K) YoY-