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Asset Manager ← All Institutions

Abound Wealth Management

317 MAIN STREET, SUITE 201, FRANKLIN, TN 37064 • 615-226-3667

Q2 2025 · Filed 2025-07-14
Market Value
$354M
+18.1%
Holdings
1,325
+4
New Purchases
78
Added To
235
Closed
51
Reduced
256
Top 10 Concentration
67.5%
Turnover
9.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VV 6.33% 1.17% +5.16% $22M
ITOT 1.40% 0.76% +0.64% $5M
SCHA 0.97% 0.57% +0.40% $3M
AVGO 0.98% 0.70% +0.28% $3M
MUB 0.76% 0.54% +0.22% $3M
NVDA 0.93% 0.72% +0.21% $3M
MSFT 0.85% 0.71% +0.14% $3M
VB 4.39% 4.25% +0.14% $16M
SCHB 0.18% 0.07% +0.11% $637K
ZION 0.11% 0.00% +0.11% $380K
MO 0.10% 0.00% +0.10% $370K
SCHF 0.38% 0.28% +0.10% $1M
IEFA 2.63% 2.55% +0.08% $9M
NFLX 0.19% 0.12% +0.07% $675K
GOOG 0.32% 0.25% +0.07% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AGG 11.37% 12.84% -1.46% $40M
IJR 11.97% 13.06% -1.10% $42M
VTI 3.67% 4.72% -1.05% $13M
IEMG 5.34% 6.35% -1.01% $19M
VEA 8.00% 8.64% -0.64% $28M
AAPL 2.32% 2.94% -0.62% $8M
IVV 6.51% 7.12% -0.61% $23M
OKE 0.77% 1.10% -0.33% $3M
VNQ 1.02% 1.34% -0.32% $4M
SCHX 5.43% 5.66% -0.23% $19M
IUSB 0.00% 0.14% -0.14% $0
NSC 0.01% 0.14% -0.13% $42K
SPLG 1.11% 1.23% -0.12% $4M
AFL 0.19% 0.26% -0.07% $665K
BRK-A 0.21% 0.27% -0.06% $729K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 85.8%
Technology 6.3%
Consumer Cyclical 2.7%
Communication Services 1.3%
Energy 1.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $127M 35.9%
Large Cap 677 $222M 62.7%
Mid Cap 375 $4M 1.0%
Small Cap 165 $978K 0.3%
Micro Cap 31 $424K 0.1%

Portfolio Analytics

Avg Market Cap
$73.7B
Median Market Cap
$14.5B
Avg P/E
32.4
Median P/E
22.0
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
1,059
# ETFs / Funds
266

Top Holdings (1,325 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IJR 11.97% 387,319 $42M $109.29 $3M +13,128 +3.5%
2 AGG 11.37% 405,627 $40M $99.20 $2M +16,839 +4.3%
3 VEA 8.00% 496,226 $28M $57.01 $2M -12,697 -2.5%
4 IVV 6.51% 37,093 $23M $620.91 $2M -879 -2.3%
5 VV 6.33% 78,515 $22M $285.30 $19M +64,854 +474.7%
6 SCHX 5.43% 785,387 $19M $24.44 $2M +17,666 +2.3%
7 IEMG 5.34% 314,806 $19M $60.03 -$122K -37,617 -10.7%
8 VOO 4.52% 28,131 $16M $568.04 $2M +1,689 +6.4%
9 VB 4.39% 65,464 $16M $237.00 $3M +8,110 +14.1%
10 VTI 3.67% 42,688 $13M $303.93 -$1M -8,707 -16.9%
11 IEFA 2.63% 111,469 $9M $83.48 $2M +10,534 +10.4%
12 AAPL 2.32% 40,024 $8M $205.17 -$594K +382 +1.0%
13 VWO 1.84% 131,321 $6M $49.46 $885K +7,369 +6.0%
14 TSLA 1.73% 19,318 $6M $317.65 $1M -24 -0.1%
15 ITOT 1.40% 36,587 $5M $135.04 $3M +17,926 +96.1%
16 SPY 1.13% 6,468 $4M $617.89 $613K +420 +6.9%
17 SPLG 1.11% 54,015 $4M $72.69 $250K -1,885 -3.4%
18 VNQ 1.02% 40,702 $4M $89.06 -$404K -3,794 -8.5%
19 AVGO 0.98% 12,633 $3M $275.66 $1M +28 +0.2%
20 SCHA 0.97% 135,752 $3M $25.30 $2M +63,301 +87.4%
21 NVDA 0.93% 20,836 $3M $157.99 $1M +1,048 +5.3%
22 MSFT 0.85% 6,022 $3M $497.40 $881K +391 +6.9%
23 OKE 0.77% 33,310 $3M $81.63 -$586K
24 MUB 0.76% 25,810 $3M $104.48 $1M +10,462 +68.2%
25 FBTC 0.69% 25,825 $2M $93.99 $572K +45 +0.2%
26 AMZN 0.67% 10,762 $2M $219.40 $454K +737 +7.3%
27 QQQ 0.55% 3,543 $2M $551.60 $512K +466 +15.1%
28 META 0.43% 2,052 $2M $738.22 $418K +149 +7.8%
29 SCHF 0.38% 61,052 $1M $22.10 $500K +18,119 +42.2%
30 GOOG 0.32% 6,427 $1M $177.40 $389K +1,618 +33.6%
31 JPM 0.28% 3,466 $1M $289.90 $194K +162 +4.9%
32 GOOGL 0.26% 5,240 $923K $176.24 $303K +1,229 +30.6%
33 COST 0.22% 777 $769K $989.31 $24K -10 -1.3%
34 BRK-A 0.21% 1 $729K $728,800.00 -$70K
35 RSP 0.21% 4,008 $728K $181.73 $27K -41 -1.0%
36 NFLX 0.19% 504 $675K $1,339.26 $326K +130 +34.8%
37 AFL 0.19% 6,309 $665K $105.46 -$100K -575 -8.3%
38 QQQM 0.19% 2,891 $657K $227.09 $157K +304 +11.8%
39 SO 0.18% 7,085 $651K $91.83 $2K +32 +0.5%
40 PG 0.18% 4,082 $650K $159.33 -$29K +94 +2.4%
41 SCHB 0.18% 26,718 $637K $23.83 $428K +17,029 +175.8%
42 FNDX 0.16% 22,813 $560K $24.54 $189K +7,087 +45.1%
43 BND 0.15% 7,071 $521K $73.63 $36K +470 +7.1%
44 SCHE 0.14% 16,681 $503K $30.14 -$3K -1,646 -9.0%
45 VTV 0.14% 2,827 $500K $176.73 $118K +620 +28.1%
46 MSTR 0.13% 1,159 $468K $404.06 $89K -157 -11.9%
47 JBHT 0.12% 2,927 $420K $143.60 -$12K +5 +0.2%
48 VUG 0.11% 916 $401K $438.16 $130K +185 +25.3%
49 IJH 0.11% 6,326 $392K $62.02 $22K -28 -0.4%
50 ZION 0.11% 7,311 $380K $51.94 +7,311 NEW
51 MO 0.10% 6,314 $370K $58.63 $365K +6,229 +7328.2%
52 EFA 0.10% 4,115 $368K $89.40 $78K +570 +16.1%
53 ABNB 0.10% 2,581 $342K $132.34 -$6K -331 -11.4%
54 XOM 0.09% 2,967 $320K $107.79 $21K +458 +18.2%
55 SNOW 0.09% 1,363 $305K $223.77 $97K -58 -4.1%
56 ABBV 0.08% 1,531 $284K $185.64 -$36K +4 +0.3%
57 IWB 0.08% 820 $278K $339.52 $27K +1 +0.1%
58 ISRG 0.08% 508 $276K $542.96 $23K -2 -0.4%
59 V 0.08% 757 $269K $354.88 -$35K -110 -12.7%
60 AMGN 0.08% 961 $268K $279.15 -$31K +1 +0.1%
61 BAC 0.07% 5,435 $257K $47.32 $29K -25 -0.5%
62 SHOP 0.07% 2,189 $253K $115.35 $60K +170 +8.4%
63 VIG 0.07% 1,226 $251K $204.65 $13K
64 WDAY 0.07% 1,011 $243K $240.00 -$17K -102 -9.2%
65 FNDA 0.07% 8,443 $242K $28.65 $101K +3,316 +64.7%
66 HD 0.07% 637 $233K $366.45 -$5K -14 -2.1%
67 OZ 0.07% 3,645 $233K $64.01 -$2K
68 MRK 0.07% 2,920 $231K $79.17 $15K +510 +21.2%
69 SMH 0.06% 814 $227K $278.88 $55K
70 RTX 0.06% 1,537 $224K $146.03 $22K +5 +0.3%
71 CSCO 0.06% 3,175 $220K $69.39 $19K -87 -2.7%
72 CRWD 0.06% 428 $218K $509.12 $114K +134 +45.6%
73 FNDF 0.06% 5,402 $216K $40.02 $93K +1,996 +58.6%
74 VGT 0.06% 316 $210K $663.63 $12K -48 -13.2%
75 VTEB 0.06% 4,197 $206K $49.03 $190K +3,887 +1253.9%
76 IBM 0.06% 694 $205K $294.90 $34K +6 +0.9%
77 CRM 0.06% 750 $204K $272.54 $26 -12 -1.6%
78 WMT 0.06% 2,086 $204K $97.78 $5K -182 -8.0%
79 SPEM 0.06% 4,724 $202K $42.74 $19K +66 +1.4%
80 FTEC 0.06% 1,014 $200K $197.22 $32K -30 -2.9%
81 MA 0.06% 350 $197K $562.34 $27K +41 +13.3%
82 TTD 0.05% 2,701 $194K $71.98 $91K +810 +42.8%
83 FNDC 0.05% 4,608 $194K $42.05 $129K +2,814 +156.9%
84 ADBE 0.05% 486 $188K $386.88 $135K +349 +254.7%
85 ORCL 0.05% 845 $185K $218.62 $66K -8 -0.9%
86 CNI 0.05% 1,753 $182K $104.05 $12K
87 WFC 0.05% 2,194 $176K $80.11 $19K +9 +0.4%
88 FNDE 0.05% 5,178 $171K $33.01 $133K +3,958 +324.4%
89 VBR 0.05% 866 $169K $194.97 $642 -37 -4.1%
90 BABA 0.05% 1,440 $163K $113.40 $27K +408 +39.5%
91 IVW 0.05% 1,480 $163K $110.08 -$58K -905 -38.0%
92 VCIT 0.05% 1,951 $162K $82.92 +1,951 NEW
93 SILA 0.04% 6,666 $158K $23.67 -$17K +107 +1.6%
94 CAT 0.04% 400 $155K $388.20 $17K -18 -4.3%
95 ABT 0.04% 1,132 $154K $135.95 $4K +3 +0.3%
96 LLY 0.04% 196 $153K $781.13 -$4K +6 +3.2%
97 SMG 0.04% 2,319 $153K $65.95 $27K +24 +1.1%
98 CDNS 0.04% 486 $150K $308.37 $25K -5 -1.0%
99 MELI 0.04% 57 $149K $2,613.63 $32K -3 -5.0%
100 MCD 0.04% 504 $147K $292.37 $66K +243 +93.1%

New Positions

SymbolValue% Port
ZION $380K 0.11%
VCIT $162K 0.05%
SOXL $136K 0.04%
VCSH $82K 0.02%
JMUB $78K 0.02%
QJUN $68K 0.02%
DJUN $63K 0.02%
PXF $62K 0.02%
TMFG $57K 0.02%
IGSB $56K 0.02%
PWOD $53K 0.02%
DJUL $49K 0.01%
VIAC $48K 0.01%
FELG $40K 0.01%
FDN $40K 0.01%

Sold Out Positions

SymbolValue% Port
MEC —%
CFG —%
IEX —%
MRP —%
PATH —%
CHD —%
MFA —%
IONQ —%
AER —%
APG —%
CIB —%
TAP —%
BMRN —%
IBKR —%
ESPO —%
View SEC EDGAR Filings for Abound Wealth Management →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms