AF

ABOUND FINANCIAL, LLC

13F
ABOUND FINANCIAL, LLC
Last update 2025-04-30 269 Stocks (201 new)
Value $198.00 Mil Turnover 7 %
Countries:
Top Holdings: SPYG(11.68%)SPSM(11.59%)SPTM(10.14%)SPLG(6.89%)SPDW(6.85%)
Summary Stock Picks Current Portfolio
ABOUND FINANCIAL, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYG
SPDR Portfolio S&P 500 Growth ETF
287,164
23,079.4
+6.63%
11.680
+0.73%
0.070
+25.08%
+11.51%
39,008.9
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
562,256
22,917.5
+5.52%
11.590
+0.61%
0.210
+16.73%
-0.41%
11,882.8
 
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
294,699
20,042.5
+6.32%
10.140
+0.60%
0.210
+18.37%
+8.18%
10,786.9
 
SPLG
SPDR Portfolio S&P 500 ETF
207,094
13,618.5
-2.74%
6.890
-0.20%
0.020
+18.58%
+8.66%
77,940.5
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
371,749
13,535.4
+0.47%
6.850
+0.03%
0.060
+14.31%
+23.82%
27,839.3
 
SPYV
SPDR Portfolio S&P 500 Value ETF
255,740
13,060.6
+5.08%
6.610
+0.32%
0.050
+11.85%
+5.66%
27,280.4
 
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
277,233
7,923.3
-7.05%
4.010
-0.30%
0.090
+1.37%
+4.44%
8,773.4
 
SPEM
SPDR Portfolio Emerging Markets ETF
160,921
6,335.5
-0.33%
3.210
-0.01%
0.060
+15.57%
+16.69%
12,744.3
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
120,937
6,189.6
-25.66%
3.130
-1.16%
0.050
+15.90%
+3.80%
13,773.5
 
GLDM
SPDR Gold MiniShares Trust
91,194
5,644.0
+9.33%
2.860
+0.24%
0.040
+3.02%
+29.31%
16,286.6
 

ABOUND FINANCIAL, LLC's Historical Top Holdings Breakdowns

ABOUND FINANCIAL, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
2025-03-31
Reduce
Reduce
-1.16%
●
50.21 ($54.51) 57.73
$56.39
3.45%
Reduce -25.66%
120,937
-41,738
PFFD
Global X U.S. Preferred ETF
2025-03-31
Reduce
Reduce
-0.96%
●
19.04 ($19.63) 20.15
$19.09
-2.73%
Reduce -97.18%
2,838
-97,764
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Add
Add
+0.73%
●
80.05 ($87.3) 92.39
$97.65
11.86%
Add 6.63%
287,164
17,849
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-03-31
Add
Add
+0.61%
●
40.03 ($44.05) 46.81
$44.36
0.70%
Add 5.52%
562,256
29,437
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-03-31
Add
Add
+0.60%
●
67.03 ($71.58) 74.61
$76.81
7.31%
Add 6.32%
294,699
17,508
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.32%
●
49.78 ($51.86) 53.19
$53.58
3.32%
Add 5.08%
255,740
12,362
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
2025-03-31
Reduce
Reduce
-0.30%
●
27.64 ($28.14) 28.58
$28.56
1.51%
Reduce -7.05%
277,233
-21,015
MSTR
Strategy
2025-03-31
Add
Add
+0.25%
●
239.27 ($317.51) 396.5
$407.84
28.45%
Add 54.35%
4,967
1,749
GLDM
SPDR Gold MiniShares Trust
2025-03-31
Add
Add
+0.24%
●
52.19 ($56.8) 61.89
$67.23
18.36%
Add 9.33%
91,194
7,779
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.20%
●
64.88 ($69.16) 72.1
$74.45
7.65%
Reduce -2.74%
207,094
-5,842

ABOUND FINANCIAL, LLC Total Holding History ($B)

To

ABOUND FINANCIAL, LLC's Asset Allocation

To

ABOUND FINANCIAL, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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ABOUND FINANCIAL, LLC's Hypothetical Growth since 2025-03-31

ABOUND FINANCIAL, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ABOUND FINANCIAL, LLC's Holdings Heat Map

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ABOUND FINANCIAL, LLC's Holdings Bubble Chart

ABOUND FINANCIAL, LLC News

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