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CIK: 0002024264
Total reported value
$250.8M
$250.8M
69 檔
37.8%
As reported in its official Q4 2024 Form 13F filing, Abound Financial, LLC's tracked investment portfolio stood at $250.8M with 69 total positions.
During Q4 2024, Abound Financial, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPSM, SPYG, SPTM) accounted for 37.8% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 12.13% | -0.56% | — | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.99% | -0.30% | — | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 10.03% | +0.35% | — | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.44% | +0.18% | — | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.40% | -0.11% | — | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.31% | -0.23% | — | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 4.51% | +0.10% | — | |
| 8 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 4.21% | -0.34% | — | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.14% | +0.01% | — | |
| 10 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.73% | -0.25% | — | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.20% | -0.01% | — | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.17% | — | — | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.80% | -0.14% | — | |
| 14 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 1.46% | -0.07% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.08% | — | |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 1.37% | — | — | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.33% | — | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.29% | +0.33% | — | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 1.22% | — | — | |
| 20 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.22% | — | — | |
| 21 | PFFD | Global X US Preferred ETF | ETF-Other | 0.99% | — | — | |
| 22 | JIG | Jpmorgan International Growt | ETF-Other | 0.97% | +0.05% | — | |
| 23 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 0.89% | +0.19% | — | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.84% | -0.03% | — | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 0.76% | +0.02% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.06% | — | |
| 27 | QVMS | Invesco S&p Smallcap 600 Qvm | ETF-Other | 0.69% | +0.01% | — | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | -0.04% | — | |
| 29 | MSTR | Strategy Inc | Stock-Tech | 0.47% | -0.08% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.01% | — | |
| 31 | ENB | Enbridge Inc | Stock-Energy | 0.42% | -0.04% | — | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | +0.03% | — | |
| 33 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.41% | +0.06% | — | |
| 34 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.39% | -0.03% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | — | — | |
| 36 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.37% | +0.02% | — | |
| 37 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.30% | -0.11% | — | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.29% | -0.01% | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.02% | — | |
| 40 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.26% | +0.01% | — | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.26% | +0.09% | — | |
| 42 | SAIC | Science Applications Inte | Stock-Tech | 0.25% | +0.02% | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.25% | +0.01% | — | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.24% | -0.01% | — | |
| 45 | COR | Cencora Inc | Stock-Healthcare | 0.24% | -0.06% | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | +0.03% | — | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.22% | — | — | |
| 48 | GRNB | Vaneck Green Bond ETF | ETF-Other | 0.22% | -0.01% | — | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.22% | -0.01% | — | |
| 50 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.20% | -0.02% | — |
According to official SEC Form 13F filings, Abound Financial, LLC reported a total U.S. public equity portfolio value of $250.8M across 69 disclosed positions in Q4 2024.
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During Q4 2024, Abound Financial, LLC's top holdings by market value included SPSM (12.1%)、SPYG (12.0%)、SPTM (10.0%). The largest single position, SPSM, represented 12.1% of total portfolio value.
In Q4 2024, Abound Financial, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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