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Abound Wealth Management

All holdings · as of Dec 31, 2025

1,430 positions

CompanyClassValueShares% of portfolio
Seagate Technology Holdings PLC—$29.8K1080.0%
KEYCORP /NEW—$29.3K1,4210.0%
Teledyne Technologies Inc—$28.8K560.0%
DUCOMMUN INC /DE—$28.7K3020.0%
NEXTERA ENERGY INC—$28.4K3540.0%
Comcast Corp.—$28.4K9490.0%
LOCKHEED MARTIN CORP—$27.8K570.0%
ARGENX SE—$27.8K330.0%
SoFi Technologies, Inc.—$27.8K1,0600.0%
KLA CORP—$27.1K220.0%
LABCORP HOLDINGS INC.—$27.1K1080.0%
ISHARES TR—$27.0K1760.0%
iShares MSCI UAE ETF—$27.0K5000.0%
PayPal Holdings, Inc.—$27.0K4620.0%
Otis Worldwide Corp—$26.9K3080.0%
TRAVELERS COMPANIES, INC.—$26.9K930.0%
H&R Block Inc—$26.8K6160.0%
Philip Morris International Inc.—$26.7K1670.0%
XCEL ENERGY INC—$26.6K3610.0%
ISHARES TR—$26.6K3550.0%
CAPITAL ONE FINANCIAL CORP—$26.5K1090.0%
Air Products & Chemicals, Inc.—$26.5K1070.0%
STMICROELECTRONICS N V—$26.1K1,0060.0%
SCHWAB STRATEGIC TR—$25.6K8640.0%
State Street SPDR S&P Oil & Gas Exploration & Production ETF—$25.3K2000.0%
ISHARES TR—$24.8K3570.0%
ISHARES TR—$24.3K750.0%
Elevance Health Inc—$23.5K670.0%
PROGRESSIVE CORP/OH—$23.4K1030.0%
J P MORGAN EXCHANGE TRADED F—$23.4K4090.0%
ANHEUSER BUSCH INBEV SA/NV—$23.2K3630.0%
Spire Inc—$23.2K2810.0%
ISHARES TR—$23.0K2190.0%
ISHARES TR—$22.8K1670.0%
DIMENSIONAL ETF TRUST—$22.7K4540.0%
Simon Property Group Inc—$22.6K1220.0%
Prologis Inc—$22.5K1760.0%
DEERE & CO—$22.4K480.0%
SPDR SERIES TRUST—$22.3K2710.0%
CVS HEALTH Corp—$22.1K2790.0%
iShares MSCI UAE ETF—$22.0K5780.0%
AppLovin Corp—$22.0K330.0%
FIRST TR EXCHANGE-TRADED FD—$21.9K2010.0%
KKR & Co. Inc.—$21.8K1710.0%
GILEAD SCIENCES, INC.—$21.8K1780.0%
Parker-Hannifin Corp—$21.7K250.0%
Newmont Corp—$21.6K2160.0%
Leidos Holdings Inc—$21.5K1190.0%
TE Connectivity PLC—$21.4K940.0%
BARCLAYS PLC—$21.4K8410.0%
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