IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Abound Wealth Management

Q1 2025 Holdings

Filed 2025-04-17 | 1270 holdings | $299.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(IHF)US HLTHCR PR ETF464288828$20740.0%
Interdigital Inc(IDCC)COM45867G101$20710.0%
Highwoods Pptys Inc(HIW)COM431284108$20870.0%
Wsfs Finl Corp(WSFS)COM929328102$20840.0%
Stepstone Group Inc(STEP)COM CL A85914M107$20940.0%
Bancorp Inc del(TBBK)COM05969A105$21240.0%
Hawkins Inc(HWKN)COM420261109$21220.0%
Heico Corp New(HEI/A)CL A422806208$21210.0%
Phinia Inc(PHIN)COMMON STOCK71880K101$21350.0%
Enel Chile S.A.(ENIC)SPONSORED ADR29278D105$213650.0%
Boot Barn Hldgs Inc(BOOT)COM099406100$21520.0%
SIX Flags Entertainment Corp(FUN)COM83001C108$21560.0%
NMI Hldgs Inc(NMIH)COM629209305$21760.0%
Fulton Finl Corp PA(FULT)COM360271100$218120.0%
GMS Inc(GMS1EUR)COM36251C103$22030.0%
Lumen Technologies Inc(LUMN)COM550241103$220560.0%
Intercontinental Hotels Grou(IHG)SPONSORED ADS45857P806$22020.0%
Evertec Inc(EVTC)COM30040P103$22160.0%
Federal Signal Corp(FSS)COM313855108$22130.0%
Asbury Automotive Group Inc(ABG)COM043436104$22110.0%
WK Kellogg Co(KLG)COM SHS92942W107$221110.0%
Willscot Hldgs Corp(WSC)COM CL A971378104$22380.0%
Sensient Technologies Corp(SXT)COM81725T100$22430.0%
Corvel Corp(CRVL)COM221006109$22420.0%
Fuller H B Co(FUL)COM359694106$22540.0%
Verra Mobility Corp(VRRM)CL A COM STK92511U102$226100.0%
LI Auto Inc(LI)SPONSORED ADS50202M102$22790.0%
Granite Constr Inc(GVA)COM387328107$22730.0%
Check Point Software Tech LT(CHKP)ORDM22465104$22810.0%
Sanmina Corporation(SANM)COM801056102$22930.0%
M/I Homes Inc(MHO)COM55305B101$22920.0%
Ishares TR(ICLN)GL CLEAN ENE ETF464288224$229200.0%
Stonex Group Inc(SNEX)COM861896108$23030.0%
Core Natural Resources Inc(CNR)COM SHS218937100$23230.0%
Telephone & Data SYS Inc(TDS)COM NEW879433829$23360.0%
Franklin Resources Inc(BEN)COM354613101$234120.0%
HA Sustainable Infra Cap Inc(HASI)COM41068X100$23480.0%
Goosehead INS Inc(GSHD)COM CL A38267D109$23720.0%
Integer Hldgs Corp(ITGR)COM45826H109$23720.0%
Prudential PLC(PUKN)ADR74435K204$237110.0%
Tanger Inc(SKT)COM875465106$23770.0%
Amer States WTR Co(AWR)COM029899101$23730.0%
Entegris Inc(ENTG)COM29362U104$23830.0%
Takeda Pharmaceutical Co LTD(TAK)SPONSORED ADS874060205$238160.0%
Simply Good Foods Co(SMPL)COM82900L102$24270.0%
Centrais Eletricas Brasileir(AXIA)SPONSORED ADR15234Q207$242340.0%
AIR Lease Corp(AL)CL A00912X302$24250.0%
Dorman Prods Inc(DORM)COM258278100$24220.0%
WD 40 Co(WDFC)COM929236107$24410.0%
JBT Marel Corporation(JBTM)COM477839104$24520.0%
PreviousPage 7 of 26Next