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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Merck & Co., Inc.

MRK|58933Y105

Shares:246

Value:$22.1K

% of Portfolio:0.0% ($22.1K/$197.7M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:100

Value:$21.8K

% of Portfolio:0.0% ($21.8K/$197.7M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:250

Value:$21.7K

% of Portfolio:0.0% ($21.7K/$197.7M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:191

Value:$21.4K

% of Portfolio:0.0% ($21.4K/$197.7M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:100

Value:$20.9K

% of Portfolio:0.0% ($20.9K/$197.7M)

Prologis, Inc.

PLD|74340W103

Shares:178

Value:$20.0K

% of Portfolio:0.0% ($20.0K/$197.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:473

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$197.7M)

PEPSICO INC

PEP|713448108

Shares:131

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$197.7M)

464287879

Shares:200

Value:$19.5K

% of Portfolio:0.0% ($19.5K/$197.7M)

Qorvo, Inc.

QRVO|74736K101

Shares:269

Value:$19.5K

% of Portfolio:0.0% ($19.5K/$197.7M)

Coterra Energy Inc.

CTRA|127097103

Shares:666

Value:$19.2K

% of Portfolio:0.0% ($19.2K/$197.7M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:80

Value:$18.9K

% of Portfolio:0.0% ($18.9K/$197.7M)

FS Credit Opportunities Corp.

FSCO|30290Y101

Shares:2.7K

Value:$18.8K

% of Portfolio:0.0% ($18.8K/$197.7M)

464287192

Shares:292

Value:$18.7K

% of Portfolio:0.0% ($18.7K/$197.7M)

Bank of New York Mellon Corp

BK|064058100

Shares:216

Value:$18.1K

% of Portfolio:0.0% ($18.1K/$197.7M)

46138E206

Shares:754

Value:$18.0K

% of Portfolio:0.0% ($18.0K/$197.7M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:247

Value:$17.7K

% of Portfolio:0.0% ($17.7K/$197.7M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:98

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$197.7M)

46434G103

IEMG|46434G103

Shares:325

Value:$17.5K

% of Portfolio:0.0% ($17.5K/$197.7M)

808524607

SCHA|808524607

Shares:736

Value:$17.2K

% of Portfolio:0.0% ($17.2K/$197.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Merck & Co., Inc.(MRKcusip58933Y105)	246	QoQ NEW(+246) YoY-	All Managers (Combined)	$22.1K	0.0% ($22.1K/$197.7M)	QoQ NEW(+$22.1K) YoY-
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$21.8K	0.0% ($21.8K/$197.7M)	QoQ NEW(+$21.8K) YoY-
MICRON TECHNOLOGY INC(MUcusip595112103)	250	QoQ NEW(+250) YoY-	All Managers (Combined)	$21.7K	0.0% ($21.7K/$197.7M)	QoQ NEW(+$21.7K) YoY-
GILEAD SCIENCES, INC.(GILDcusip375558103)	191	QoQ NEW(+191) YoY-	All Managers (Combined)	$21.4K	0.0% ($21.4K/$197.7M)	QoQ NEW(+$21.4K) YoY-
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$20.9K	0.0% ($20.9K/$197.7M)	QoQ NEW(+$20.9K) YoY-
Prologis, Inc.(PLDcusip74340W103)	178	QoQ NEW(+178) YoY-	All Managers (Combined)	$20.0K	0.0% ($20.0K/$197.7M)	QoQ NEW(+$20.0K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	473	QoQ NEW(+473) YoY-	All Managers (Combined)	$19.7K	0.0% ($19.7K/$197.7M)	QoQ NEW(+$19.7K) YoY-
PEPSICO INC(PEPcusip713448108)	131	QoQ NEW(+131) YoY-	All Managers (Combined)	$19.6K	0.0% ($19.6K/$197.7M)	QoQ NEW(+$19.6K) YoY-
(cusip464287879)✕	200	QoQ NEW(+200) YoY-	All Managers (Combined)	$19.5K	0.0% ($19.5K/$197.7M)	QoQ NEW(+$19.5K) YoY-
Qorvo, Inc.(QRVOcusip74736K101)	269	QoQ NEW(+269) YoY-	All Managers (Combined)	$19.5K	0.0% ($19.5K/$197.7M)	QoQ NEW(+$19.5K) YoY-
Coterra Energy Inc.(CTRAcusip127097103)	666	QoQ NEW(+666) YoY-	All Managers (Combined)	$19.2K	0.0% ($19.2K/$197.7M)	QoQ NEW(+$19.2K) YoY-
NORFOLK SOUTHERN CORP(NSCcusip655844108)	80	QoQ NEW(+80) YoY-	All Managers (Combined)	$18.9K	0.0% ($18.9K/$197.7M)	QoQ NEW(+$18.9K) YoY-
FS Credit Opportunities Corp.(FSCOcusip30290Y101)	2.7K	QoQ NEW(+2.7K) YoY-	All Managers (Combined)	$18.8K	0.0% ($18.8K/$197.7M)	QoQ NEW(+$18.8K) YoY-
(cusip464287192)✕	292	QoQ NEW(+292) YoY-	All Managers (Combined)	$18.7K	0.0% ($18.7K/$197.7M)	QoQ NEW(+$18.7K) YoY-
Bank of New York Mellon Corp(BKcusip064058100)	216	QoQ NEW(+216) YoY-	All Managers (Combined)	$18.1K	0.0% ($18.1K/$197.7M)	QoQ NEW(+$18.1K) YoY-
(cusip46138E206)✕	754	QoQ NEW(+754) YoY-	All Managers (Combined)	$18.0K	0.0% ($18.0K/$197.7M)	QoQ NEW(+$18.0K) YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	247	QoQ NEW(+247) YoY-	All Managers (Combined)	$17.7K	0.0% ($17.7K/$197.7M)	QoQ NEW(+$17.7K) YoY-
TEXAS INSTRUMENTS INC(TXNcusip882508104)	98	QoQ NEW(+98) YoY-	All Managers (Combined)	$17.6K	0.0% ($17.6K/$197.7M)	QoQ NEW(+$17.6K) YoY-
(IEMGcusip46434G103)	325	QoQ NEW(+325) YoY-	All Managers (Combined)	$17.5K	0.0% ($17.5K/$197.7M)	QoQ NEW(+$17.5K) YoY-
(SCHAcusip808524607)	736	QoQ NEW(+736) YoY-	All Managers (Combined)	$17.2K	0.0% ($17.2K/$197.7M)	QoQ NEW(+$17.2K) YoY-