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
+31.22%
+11.25%
38,787.5
 
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
+19.63%
-1.60%
11,734.2
 
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
+22.51%
+7.50%
10,719.5
 
SPLG
SPDR Portfolio S&P 500 ETF
207,094
13,618.5
-2.74%
6.890
-0.20%
0.020
+22.77%
+8.02%
77,157.6
 
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
+13.77%
+20.44%
27,078.7
 
SPYV
SPDR Portfolio S&P 500 Value ETF
255,740
13,060.6
+5.08%
6.610
+0.32%
0.050
+14.19%
+4.46%
26,895.7
 
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
+1.34%
+4.45%
8,696.6
 
SPEM
SPDR Portfolio Emerging Markets ETF
160,921
6,335.5
-0.33%
3.210
-0.01%
0.060
+17.09%
+15.17%
12,578.5
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
120,937
6,189.6
-25.66%
3.130
-1.16%
0.050
+18.59%
+2.30%
13,549.3
 
GLDM
SPDR Gold MiniShares Trust
91,194
5,644.0
+9.33%
2.860
+0.24%
0.040
-0.99%
+29.16%
16,240.8
 

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
$55.65
2.09%
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
$19.17
-2.34%
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
$97.50
11.69%
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
$43.76
-0.66%
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
$76.38
6.71%
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
$52.98
2.16%
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
$28.57
1.53%
Reduce -7.05%
277,233
-21,015
MSTR
Strategy
2025-03-31
Add
Add
+0.25%
●
239.27 ($317.51) 396.5
$432.45
36.20%
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
$67.08
18.10%
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
$74.04
7.06%
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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