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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RTX Corp

RTX|75513E101

Shares:595

Value:$78.8K

% of Portfolio:0.0% ($78.8K/$197.7M)

464287663

IUSV|464287663

Shares:806

Value:$74.4K

% of Portfolio:0.0% ($74.4K/$197.7M)

Avery Dennison Corp

AVY|053611109

Shares:400

Value:$71.2K

% of Portfolio:0.0% ($71.2K/$197.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:415

Value:$68.8K

% of Portfolio:0.0% ($68.8K/$197.7M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:230

Value:$67.7K

% of Portfolio:0.0% ($67.7K/$197.7M)

ANALOG DEVICES INC

ADI|032654105

Shares:328

Value:$66.1K

% of Portfolio:0.0% ($66.1K/$197.7M)

464287655

IWM|464287655

Shares:325

Value:$64.8K

% of Portfolio:0.0% ($64.8K/$197.7M)

Alphabet Inc.

GOOG|02079K107

Shares:389

Value:$60.8K

% of Portfolio:0.0% ($60.8K/$197.7M)

464287598

IWD|464287598

Shares:306

Value:$57.6K

% of Portfolio:0.0% ($57.6K/$197.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:195

Value:$56.2K

% of Portfolio:0.0% ($56.2K/$197.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:886

Value:$54.7K

% of Portfolio:0.0% ($54.7K/$197.7M)

37954Y657

Shares:2.8K

Value:$54.0K

% of Portfolio:0.0% ($54.0K/$197.7M)

TOYOTA MOTOR CORP/

TM|892331307

Shares:300

Value:$53.0K

% of Portfolio:0.0% ($53.0K/$197.7M)

ICON PLC

ICLR|G4705A100

Shares:299

Value:$52.3K

% of Portfolio:0.0% ($52.3K/$197.7M)

Yum China Holdings, Inc.

YUMC|98850P109

Shares:1.0K

Value:$52.1K

% of Portfolio:0.0% ($52.1K/$197.7M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:115

Value:$51.5K

% of Portfolio:0.0% ($51.5K/$197.7M)

464286509

Shares:1.2K

Value:$50.2K

% of Portfolio:0.0% ($50.2K/$197.7M)

464289123

Shares:1.2K

Value:$49.4K

% of Portfolio:0.0% ($49.4K/$197.7M)

PFIZER INC

PFE|717081103

Shares:1.9K

Value:$49.2K

% of Portfolio:0.0% ($49.2K/$197.7M)

FIRST SOLAR, INC.

FSLR|336433107

Shares:354

Value:$44.8K

% of Portfolio:0.0% ($44.8K/$197.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RTX Corp(RTXcusip75513E101)	595	QoQ NEW(+595) YoY-	All Managers (Combined)	$78.8K	0.0% ($78.8K/$197.7M)	QoQ NEW(+$78.8K) YoY-
(IUSVcusip464287663)	806	QoQ NEW(+806) YoY-	All Managers (Combined)	$74.4K	0.0% ($74.4K/$197.7M)	QoQ NEW(+$74.4K) YoY-
Avery Dennison Corp(AVYcusip053611109)	400	QoQ NEW(+400) YoY-	All Managers (Combined)	$71.2K	0.0% ($71.2K/$197.7M)	QoQ NEW(+$71.2K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	415	QoQ NEW(+415) YoY-	All Managers (Combined)	$68.8K	0.0% ($68.8K/$197.7M)	QoQ NEW(+$68.8K) YoY-
Air Products & Chemicals, Inc.(APDcusip009158106)	230	QoQ NEW(+230) YoY-	All Managers (Combined)	$67.7K	0.0% ($67.7K/$197.7M)	QoQ NEW(+$67.7K) YoY-
ANALOG DEVICES INC(ADIcusip032654105)	328	QoQ NEW(+328) YoY-	All Managers (Combined)	$66.1K	0.0% ($66.1K/$197.7M)	QoQ NEW(+$66.1K) YoY-
(IWMcusip464287655)	325	QoQ NEW(+325) YoY-	All Managers (Combined)	$64.8K	0.0% ($64.8K/$197.7M)	QoQ NEW(+$64.8K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	389	QoQ NEW(+389) YoY-	All Managers (Combined)	$60.8K	0.0% ($60.8K/$197.7M)	QoQ NEW(+$60.8K) YoY-
(IWDcusip464287598)	306	QoQ NEW(+306) YoY-	All Managers (Combined)	$57.6K	0.0% ($57.6K/$197.7M)	QoQ NEW(+$57.6K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	195	QoQ NEW(+195) YoY-	All Managers (Combined)	$56.2K	0.0% ($56.2K/$197.7M)	QoQ NEW(+$56.2K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	886	QoQ NEW(+886) YoY-	All Managers (Combined)	$54.7K	0.0% ($54.7K/$197.7M)	QoQ NEW(+$54.7K) YoY-
(cusip37954Y657)✕	2.8K	QoQ -97.17% (-97.8K) YoY-	All Managers (Combined)	$54.0K	0.0% ($54.0K/$197.7M)	QoQ -97.24% (-$1.9M) YoY-
TOYOTA MOTOR CORP/(TMcusip892331307)	300	QoQ NEW(+300) YoY-	All Managers (Combined)	$53.0K	0.0% ($53.0K/$197.7M)	QoQ NEW(+$53.0K) YoY-
ICON PLC(ICLRcusipG4705A100)	299	QoQ NEW(+299) YoY-	All Managers (Combined)	$52.3K	0.0% ($52.3K/$197.7M)	QoQ NEW(+$52.3K) YoY-
Yum China Holdings, Inc.(YUMCcusip98850P109)	1.0K	QoQ NEW(+1.0K) YoY-	All Managers (Combined)	$52.1K	0.0% ($52.1K/$197.7M)	QoQ NEW(+$52.1K) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	115	QoQ NEW(+115) YoY-	All Managers (Combined)	$51.5K	0.0% ($51.5K/$197.7M)	QoQ NEW(+$51.5K) YoY-
(cusip464286509)✕	1.2K	QoQ NEW(+1.2K) YoY-	All Managers (Combined)	$50.2K	0.0% ($50.2K/$197.7M)	QoQ NEW(+$50.2K) YoY-
(cusip464289123)✕	1.2K	QoQ NEW(+1.2K) YoY-	All Managers (Combined)	$49.4K	0.0% ($49.4K/$197.7M)	QoQ NEW(+$49.4K) YoY-
PFIZER INC(PFEcusip717081103)	1.9K	QoQ NEW(+1.9K) YoY-	All Managers (Combined)	$49.2K	0.0% ($49.2K/$197.7M)	QoQ NEW(+$49.2K) YoY-
FIRST SOLAR, INC.(FSLRcusip336433107)	354	QoQ NEW(+354) YoY-	All Managers (Combined)	$44.8K	0.0% ($44.8K/$197.7M)	QoQ NEW(+$44.8K) YoY-