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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389638107

Shares:2.1K

Value:$32.6K

% of Portfolio:0.0% ($32.6K/$197.7M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:542

Value:$32.4K

% of Portfolio:0.0% ($32.4K/$197.7M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:117

Value:$31.9K

% of Portfolio:0.0% ($31.9K/$197.7M)

46137V423

Shares:550

Value:$31.5K

% of Portfolio:0.0% ($31.5K/$197.7M)

HOME DEPOT, INC.

HD|437076102

Shares:85

Value:$31.2K

% of Portfolio:0.0% ($31.2K/$197.7M)

Salesforce, Inc.

CRM|79466L302

Shares:114

Value:$30.6K

% of Portfolio:0.0% ($30.6K/$197.7M)

78464A300

Shares:382

Value:$29.9K

% of Portfolio:0.0% ($29.9K/$197.7M)

MCDONALDS CORP

MCD|580135101

Shares:96

Value:$29.9K

% of Portfolio:0.0% ($29.9K/$197.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:141

Value:$29.5K

% of Portfolio:0.0% ($29.5K/$197.7M)

COMCAST CORP

CMCSA|20030N101

Shares:783

Value:$28.9K

% of Portfolio:0.0% ($28.9K/$197.7M)

EBAY INC

EBAY|278642103

Shares:421

Value:$28.5K

% of Portfolio:0.0% ($28.5K/$197.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:209

Value:$27.7K

% of Portfolio:0.0% ($27.7K/$197.7M)

DIAGEO PLC

DEO|25243Q205

Shares:261

Value:$27.4K

% of Portfolio:0.0% ($27.4K/$197.7M)

89214P109

TOWN|89214P109

Shares:800

Value:$27.4K

% of Portfolio:0.0% ($27.4K/$197.7M)

41653L503

Shares:698

Value:$26.8K

% of Portfolio:0.0% ($26.8K/$197.7M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:109

Value:$25.2K

% of Portfolio:0.0% ($25.2K/$197.7M)

Mondelez International, Inc.

MDLZ|609207105

Shares:372

Value:$25.2K

% of Portfolio:0.0% ($25.2K/$197.7M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:277

Value:$23.4K

% of Portfolio:0.0% ($23.4K/$197.7M)

3M CO

MMM|88579Y101

Shares:158

Value:$23.2K

% of Portfolio:0.0% ($23.2K/$197.7M)

PG&E Corp

PCG|69331C108

Shares:1.3K

Value:$23.1K

% of Portfolio:0.0% ($23.1K/$197.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip389638107)✕	2.1K	QoQ NEW(+2.1K) YoY-	All Managers (Combined)	$32.6K	0.0% ($32.6K/$197.7M)	QoQ NEW(+$32.6K) YoY-
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	542	QoQ NEW(+542) YoY-	All Managers (Combined)	$32.4K	0.0% ($32.4K/$197.7M)	QoQ NEW(+$32.4K) YoY-
GENERAL DYNAMICS CORP(GDcusip369550108)	117	QoQ NEW(+117) YoY-	All Managers (Combined)	$31.9K	0.0% ($31.9K/$197.7M)	QoQ NEW(+$31.9K) YoY-
(cusip46137V423)✕	550	QoQ NEW(+550) YoY-	All Managers (Combined)	$31.5K	0.0% ($31.5K/$197.7M)	QoQ NEW(+$31.5K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	85	QoQ NEW(+85) YoY-	All Managers (Combined)	$31.2K	0.0% ($31.2K/$197.7M)	QoQ NEW(+$31.2K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	114	QoQ NEW(+114) YoY-	All Managers (Combined)	$30.6K	0.0% ($30.6K/$197.7M)	QoQ NEW(+$30.6K) YoY-
(cusip78464A300)✕	382	QoQ NEW(+382) YoY-	All Managers (Combined)	$29.9K	0.0% ($29.9K/$197.7M)	QoQ NEW(+$29.9K) YoY-
MCDONALDS CORP(MCDcusip580135101)	96	QoQ NEW(+96) YoY-	All Managers (Combined)	$29.9K	0.0% ($29.9K/$197.7M)	QoQ NEW(+$29.9K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	141	QoQ NEW(+141) YoY-	All Managers (Combined)	$29.5K	0.0% ($29.5K/$197.7M)	QoQ NEW(+$29.5K) YoY-
COMCAST CORP(CMCSAcusip20030N101)	783	QoQ NEW(+783) YoY-	All Managers (Combined)	$28.9K	0.0% ($28.9K/$197.7M)	QoQ NEW(+$28.9K) YoY-
EBAY INC(EBAYcusip278642103)	421	QoQ NEW(+421) YoY-	All Managers (Combined)	$28.5K	0.0% ($28.5K/$197.7M)	QoQ NEW(+$28.5K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	209	QoQ NEW(+209) YoY-	All Managers (Combined)	$27.7K	0.0% ($27.7K/$197.7M)	QoQ NEW(+$27.7K) YoY-
DIAGEO PLC(DEOcusip25243Q205)	261	QoQ NEW(+261) YoY-	All Managers (Combined)	$27.4K	0.0% ($27.4K/$197.7M)	QoQ NEW(+$27.4K) YoY-
(TOWNcusip89214P109)	800	QoQ NEW(+800) YoY-	All Managers (Combined)	$27.4K	0.0% ($27.4K/$197.7M)	QoQ NEW(+$27.4K) YoY-
(cusip41653L503)✕	698	QoQ NEW(+698) YoY-	All Managers (Combined)	$26.8K	0.0% ($26.8K/$197.7M)	QoQ NEW(+$26.8K) YoY-
VEEVA SYSTEMS INC(VEEVcusip922475108)	109	QoQ NEW(+109) YoY-	All Managers (Combined)	$25.2K	0.0% ($25.2K/$197.7M)	QoQ NEW(+$25.2K) YoY-
Mondelez International, Inc.(MDLZcusip609207105)	372	QoQ NEW(+372) YoY-	All Managers (Combined)	$25.2K	0.0% ($25.2K/$197.7M)	QoQ NEW(+$25.2K) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	277	QoQ NEW(+277) YoY-	All Managers (Combined)	$23.4K	0.0% ($23.4K/$197.7M)	QoQ NEW(+$23.4K) YoY-
3M CO(MMMcusip88579Y101)	158	QoQ NEW(+158) YoY-	All Managers (Combined)	$23.2K	0.0% ($23.2K/$197.7M)	QoQ NEW(+$23.2K) YoY-
PG&E Corp(PCGcusip69331C108)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$23.1K	0.0% ($23.1K/$197.7M)	QoQ NEW(+$23.1K) YoY-