Abound Wealth Management
Follow13F filer, CIK 1950323, FRANKLIN, TN
Abound Wealth Management reported $311,746,661 across 1,225 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-13. Its ten largest share positions make up 70.62% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001950323-25-000002
- Period
- 2024-12-31
- Reported value
- $312M
- Holdings
- 1,225
- Top 10 weight
- 70.62%
- New
- 67
- Sold out
- 141
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SCHXadded | +503,827 | $11.7M |
| AGGadded | +25,670 | $2.49M |
| IEMGadded | +41,803 | $2.18M |
| VEAadded | +45,176 | $2.16M |
| IJRadded | +17,064 | $1.97M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TSLAreduced | -602 | -$243K |
| DGROreduced | -3,717 | -$228K |
| IQLTexited | -3,222 | -$134K |
| VXUSreduced | -1,822 | -$107K |
| LAM RESEARCH CORPexited | -92 | -$75.3K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,225 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| IQLTISHARES TR | 3,222 | $134K | shares |
| LAM RESEARCH CORPLAM RESEARCH CORP | 92 | $75.3K | shares |
| EMLPFIRST TR EXCHANGE-TRADED FD | 1,895 | $63.7K | shares |
| BLACKROCK INCBLACKROCK INC | 56 | $53.2K | shares |
| GBTCGRAYSCALE BITCOIN TRUST ETF | 1,030 | $52K | shares |
| ARISTA NETWORKS INCARISTA NETWORKS INC | 101 | $38.7K | shares |
| BROSDUTCH BROS INC | 950 | $30.4K | shares |
| BNDXVANGUARD CHARLOTTE FDS | 527 | $26.5K | shares |
| IBDXISHARES TR | 878 | $22.6K | shares |
| ANGLVANECK ETF TRUST | 749 | $22K | shares |
| VSSVANGUARD INTL EQUITY INDEX F | 167 | $21K | shares |
| SOWGSOW GOOD INC | 1,667 | $19.5K | shares |
| IBTGISHARES TR | 687 | $15.8K | shares |
| IBDSISHARES TR | 640 | $15.6K | shares |
| IBDWISHARES TR | 729 | $15.5K | shares |
| IBDVISHARES TR | 685 | $15.2K | shares |
| IBDUISHARES TR | 645 | $15.2K | shares |
| IBDTISHARES TR | 590 | $15.1K | shares |
| ISHARES TRISHARES TR | 576 | $13.5K | shares |
| BGSB & G FOODS INC | 1,432 | $12.7K | shares |
| MARATHON OIL CORPMARATHON OIL CORP | 447 | $11.9K | shares |
| BKCHGLOBAL X FDS | 230 | $10.8K | shares |
| BBJPJ P MORGAN EXCHANGE TRADED F | 159 | $9.43K | shares |
| MBBISHARES TR | 95 | $9.1K | shares |
| EMLCVANECK ETF TRUST | 350 | $8.89K | shares |
| INVESTMENT MANAGERS SER TR IINVESTMENT MANAGERS SER TR I | 301 | $7.34K | shares |
| IBDYISHARES TR | 272 | $7.18K | shares |
| BBEUJ P MORGAN EXCHANGE TRADED F | 107 | $6.67K | shares |
| Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF | 1,030 | $5.8K | shares |
| SOUNSOUNDHOUND AI INC | 1,200 | $5.59K | shares |
| STXFEA SERIES TRUST | 134 | $4.95K | shares |
| ICLRICON PUB LTD CO | 16 | $4.6K | shares |
| NNDMNANO DIMENSION LTD | 1,870 | $4.58K | shares |
| EWJISHARES INC | 64 | $4.58K | shares |
| XIGDXVOYA GLBL EQTY DIV & PREM OP | 786 | $4.43K | shares |
| CPCANADIAN PACIFIC KANSAS CITY | 50 | $4.29K | shares |
| SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC | 10 | $4.16K | shares |
| ISDPGIM HIGH YIELD BOND FUND IN | 294 | $4.1K | shares |
| SNYSANOFI SA | 67 | $3.86K | shares |
| HIOWESTERN ASSET HIGH INCOME OP | 922 | $3.73K | shares |
| SOXLDIREXION SHARES ETF TRUST | 100 | $3.67K | shares |
| SWKSSKYWORKS SOLUTIONS INC | 33 | $3.26K | shares |
| APTIV IRISH HOLDINGS LTDAPTIV IRISH HOLDINGS LTD | 42 | $3.02K | shares |
| HDBHDFC BANK LTD | 46 | $2.88K | shares |
| BJBJS WHSL CLUB HLDGS INC | 33 | $2.72K | shares |
| CUZCOUSINS PPTYS INC | 86 | $2.54K | shares |
| CATALENT INC USD 0.01CATALENT INC USD 0.01 | 39 | $2.36K | shares |
| MGMMGM RESORTS INTERNATIONAL | 56 | $2.19K | shares |
| HRHEALTHCARE RLTY TR | 116 | $2.11K | shares |
| WINGWINGSTOP INC | 5 | $2.08K | shares |
| INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS | 65 | $2.06K | shares |
| ARESARES MANAGEMENT CORPORATION | 13 | $2.03K | shares |
| FSLYFASTLY INC | 250 | $1.89K | shares |
| BF-BBROWN FORMAN CORP | 38 | $1.87K | shares |
| FDVVFIDELITY COVINGTON TRUST | 31 | $1.55K | shares |
| TDOCTELADOC HEALTH INC | 149 | $1.37K | shares |
| MEDPMEDPACE HLDGS INC | 4 | $1.34K | shares |
| KTKT CORP | 84 | $1.29K | shares |
| BTIBRITISH AMERN TOB PLC | 35 | $1.28K | shares |
| UUNITY SOFTWARE INC | 54 | $1.22K | shares |
| CMFISHARES TR | 21 | $1.22K | shares |
| APAAPA CORPORATION | 48 | $1.18K | shares |
| HASHASBRO INC | 16 | $1.16K | shares |
| TFXTELEFLEX INCORPORATED | 4 | $991 | shares |
| HEHAWAIIAN ELEC INDS INC MTN B | 100 | $968 | shares |
| PARAMOUNT GLOBALPARAMOUNT GLOBAL | 87 | $925 | shares |
| FMAGFIDELITY COVINGTON TRUST | 30 | $919 | shares |
| BATRAATLANTA BRAVES HLDGS INC | 20 | $843 | shares |
| AALAMERICAN AIRLINES GROUP INC | 72 | $810 | shares |
| VYMVANGUARD WHITEHALL FDS | 6 | $775 | shares |
| MLIMUELLER INDS INC | 10 | $741 | shares |
| OPENOPENDOOR TECHNOLOGIES INC | 350 | $700 | shares |
| EENI SPA | 22 | $667 | shares |
| CRSCARPENTER TECHNOLOGY CORP | 4 | $639 | shares |
| DOCUDOCUSIGN INC | 10 | $621 | shares |
| MTHMERITAGE HOMES CORP | 3 | $616 | shares |
| DANDANA INC | 57 | $602 | shares |
| PTONPELOTON INTERACTIVE INC | 127 | $595 | shares |
| AMTMAMENTUM HOLDINGS INC | 18 | $581 | shares |
| ENSGENSIGN GROUP INC | 4 | $576 | shares |
| SENSEONICS HLDGS INCSENSEONICS HLDGS INC | 1,600 | $560 | shares |
| SPMDSPDR SERIES TRUST | 10 | $549 | shares |
| FDRRFIDELITY COVINGTON TRUST | 10 | $522 | shares |
| AAAUGOLDMAN SACHS PHYSICAL GOLD | 19 | $495 | shares |
| CMACOMERICA INC | 8 | $480 | shares |
| FFLCFIDELITY COVINGTON TRUST | 10 | $459 | shares |
| SPSMSPDR SERIES TRUST | 10 | $458 | shares |
| CVCOCAVCO INDS INC DEL | 1 | $429 | shares |
| UPSTUPSTART HLDGS INC | 10 | $401 | shares |
| MASIMASIMO CORP | 3 | $400 | shares |
| INDIINDIE SEMICONDUCTOR INC | 100 | $399 | shares |
| FRNWFIDELITY COVINGTON TRUST | 24 | $392 | shares |
| DCHDAUCH CORP | 62 | $384 | shares |
| IFRAISHARES TR | 8 | $378 | shares |
| UFPTUFP TECHNOLOGIES INC | 1 | $317 | shares |
| FVALFIDELITY COVINGTON TRUST | 5 | $310 | shares |
| DAYDAYFORCE INC | 5 | $307 | shares |
| SUSLISHARES TR | 3 | $306 | shares |
| KNKNOWLES CORP | 15 | $271 | shares |
| EPCEDGEWELL PERSONAL CARE CO | 7 | $255 | shares |
| RGRSTURM RUGER & CO INC | 6 | $251 | shares |
| FFSMFIDELITY COVINGTON TRUST | 9 | $249 | shares |
| 23ANDME HOLDING CO23ANDME HOLDING CO | 680 | $237 | shares |
| SCLSTEPAN CO | 3 | $232 | shares |
| NPKNATIONAL PRESTO INDS INC | 3 | $226 | shares |
| BKEBUCKLE INC | 5 | $220 | shares |
| PEBPEBBLEBROOK HOTEL TR | 16 | $212 | shares |
| SVCSERVICE PPTYS TR | 44 | $201 | shares |
| MDPEDIATRIX MEDICAL GROUP INC | 17 | $198 | shares |
| VISTA OUTDOOR INCVISTA OUTDOOR INC | 5 | $196 | shares |
| DIODDIODES INC | 3 | $193 | shares |
| DGIIDIGI INTL INC | 7 | $193 | shares |
| TSTENARIS S A | 6 | $191 | shares |
| ENVESTNET INCENVESTNET INC | 3 | $188 | shares |
| GRFSGRIFOLS S A | 21 | $187 | shares |
| GLNGGOLAR LNG LTD | 5 | $184 | shares |
| FDRVFIDELITY COVINGTON TRUST | 13 | $184 | shares |
| STEM INCSTEM INC | 523 | $183 | shares |
| CIGCIA ENERGETICA DE MINAS GERA | 85 | $176 | shares |
| CLWCLEARWATER PAPER CORP | 6 | $172 | shares |
| PCRXPACIRA BIOSCIENCES INC | 10 | $151 | shares |
| PERFICIENT INCPERFICIENT INC | 2 | $151 | shares |
| CCRNCROSS CTRY HEALTHCARE INC | 11 | $148 | shares |
| ADUSADDUS HOMECARE CORP | 1 | $134 | shares |
| HAUZDBX ETF TR | 5 | $117 | shares |
| DSIISHARES TR | 1 | $110 | shares |
| FIWFIRST TR EXCHANGE-TRADED FD | 1 | $110 | shares |
| SCHPSCHWAB STRATEGIC TR | 2 | $108 | shares |
| EBNDSPDR SERIES TRUST | 5 | $107 | shares |
| ETENERGY TRANSFER L P | 6 | $97 | shares |
| DMDESKTOP METAL INC CLASS A COM | 20 | $94 | shares |
| ENERGOUS CORPENERGOUS CORP | 150 | $89 | shares |
| ESGDISHARES TR | 1 | $85 | shares |
| FIRYFIRY INC | 14 | $79 | shares |
| FCLDFIDELITY COVINGTON TRUST | 3 | $74 | shares |
| BIONANO GENOMICS INCBIONANO GENOMICS INC | 150 | $69 | shares |
| FIDELITY COVINGTON TRUSTFIDELITY COVINGTON TRUST | 3 | $63 | shares |
| BYNDBEYOND MEAT INC | 8 | $55 | shares |
| ARKGARK ETF TR | 2 | $52 | shares |
| REALTHE REALREAL INC | 10 | $32 | shares |
| GEVOGEVO INC | 3 | $5 | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001950323-25-000002 | base | 2025-01-13 | acceptance time not in the bulk data set |