Abound Wealth Management Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$299.6M
Holdings
1,270
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,270 positions)
| Stock | Value |
|---|---|
IJRISHARES TR | $39.1M |
AGGISHARES TR | $38.5M |
VEAVANGUARD TAX-MANAGED FDS | $25.9M |
IVVISHARES TR | $21.3M |
IEMGISHARES INC | $19.0M |
SCHXSCHWAB STRATEGIC TR | $17.0M |
VTIVANGUARD INDEX FDS | $14.1M |
VOOVANGUARD INDEX FDS | $13.6M |
VBVANGUARD INDEX FDS | $12.7M |
AAPLAPPLE INC | $8.8M |
AQLTISHARES TR | $7.6M |
VWOVANGUARD INTL EQUITY INDEX F | $5.6M |
TSLATESLA INC | $5.0M |
VNQVANGUARD INDEX FDS | $4.0M |
SPYMSPDR SER TR | $3.7M |
VVVANGUARD INDEX FDS | $3.5M |
SPYSPDR S&P 500 ETF TR | $3.4M |
OKEONEOK INC NEW | $3.3M |
ITOTISHARES TR | $2.3M |
NVDANVIDIA CORPORATION | $2.1M |
MSFTMICROSOFT CORP | $2.1M |
AVGOBROADCOM INC | $2.1M |
AMZNAMAZON COM INC | $1.9M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $1.9M |
SCHASCHWAB STRATEGIC TR | $1.7M |
MUBISHARES TR | $1.6M |
NDQINVESCO QQQ TR | $1.4M |
METAMETA PLATFORMS INC | $1.1M |
SCHFSCHWAB STRATEGIC TR | $849K |
JPMJPMORGAN CHASE & CO. | $811K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $798K |
AFLAFLAC INC | $765K |
GOOGALPHABET INC | $751K |
COSTCOSTCO WHSL CORP NEW | $744K |
RSPINVESCO EXCHANGE TRADED FD T | $701K |
PGPROCTER AND GAMBLE CO | $680K |
SOSOUTHERN CO | $649K |
GOOGLALPHABET INC | $620K |
SCHESCHWAB STRATEGIC TR | $505K |
QQQMINVESCO EXCH TRADED FD TR II | $499K |
BNDVANGUARD BD INDEX FDS | $485K |
JBHTHUNT J B TRANS SVCS INC | $432K |
NSCNORFOLK SOUTHN CORP | $429K |
IUSBISHARES TR | $408K |
VTVVANGUARD INDEX FDS | $381K |
MIGAMICROSTRATEGY INC | $379K |
FNDXSCHWAB STRATEGIC TR | $371K |
IJHISHARES TR | $371K |
NFLXNETFLIX INC | $349K |
ABNBAIRBNB INC | $348K |
ABBVABBVIE INC | $320K |
VVISA INC | $304K |
AMGNAMGEN INC | $299K |
XOMEXXON MOBIL CORP | $298K |
EFAISHARES TR | $290K |
VUGVANGUARD INDEX FDS | $271K |
WDAYWORKDAY INC | $260K |
ISRGINTUITIVE SURGICAL INC | $252K |
IWBISHARES TR | $251K |
HDHOME DEPOT INC | $239K |
VIGVANGUARD SPECIALIZED FUNDS | $238K |
OZBELPOINTE PREP LLC | $235K |
BACBANK AMERICA CORP | $228K |
IVWISHARES TR | $221K |
MRKMERCK & CO INC | $216K |
SCHBSCHWAB STRATEGIC TR | $209K |
SNOWSNOWFLAKE INC | $208K |
CRMSALESFORCE INC | $204K |
RTXRTX CORPORATION | $203K |
CSCOCISCO SYS INC | $201K |
WMTWALMART INC | $199K |
VGTVANGUARD WORLD FD | $197K |
SHOPSHOPIFY INC | $193K |
SPEMSPDR INDEX SHS FDS | $183K |
SILASILA REALTY TRUST INC | $175K |
SMHVANECK ETF TRUST | $172K |
JNJJOHNSON & JOHNSON | $172K |
IBMINTERNATIONAL BUSINESS MACHS | $171K |
CNRCANADIAN NATL RY CO | $171K |
MAMASTERCARD INCORPORATED | $170K |
FTECFIDELITY COVINGTON TRUST | $168K |
VBRVANGUARD INDEX FDS | $168K |
LLYELI LILLY & CO | $157K |
WFCWELLS FARGO CO NEW | $157K |
ABTABBOTT LABS | $150K |
GQ9SPDR GOLD TR | $146K |
XLRESELECT SECTOR SPDR TR | $141K |
FNDASCHWAB STRATEGIC TR | $140K |
UNHUNITEDHEALTH GROUP INC | $139K |
CATCATERPILLAR INC | $138K |
BABAALIBABA GROUP HLDG LTD | $136K |
SMGSCOTTS MIRACLE-GRO CO | $126K |
CDNSCADENCE DESIGN SYSTEM INC | $125K |
FNDFSCHWAB STRATEGIC TR | $123K |
ORLYOREILLY AUTOMOTIVE INC | $121K |
ORCLORACLE CORP | $119K |
VSGXVANGUARD WORLD FD | $119K |
MLB1MERCADOLIBRE INC | $117K |
MBBISHARES TR | $115K |
SLYVSPDR SER TR | $114K |
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