Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | NOW | SERVICENOW INC | Technology | 341.0 | $52K | 0.01% | NEW | — | $153.15 | -34.9% |
| 222 | PANW | PALO ALTO NETWORKS INC | Technology | 282.0 | $52K | 0.01% | NEW | — | $184.22 | +37.3% |
| 223 | HCA | HCA HEALTHCARE INC | Healthcare | 110.0 | $51K | 0.01% | NEW | — | $466.85 | -15.9% |
| 224 | ITA | ISHARES TR | — | 238.0 | $51K | 0.01% | NEW | — | $215.03 | +3.8% |
| 225 | GLW | CORNING INC | Technology | 576.0 | $50K | 0.01% | NEW | — | $87.57 | +119.1% |
| 226 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 498.0 | $50K | 0.01% | NEW | — | $100.83 | -2.1% |
| 227 | TEAM | ATLASSIAN CORPORATION | Technology | 306.0 | $50K | 0.01% | NEW | — | $162.30 | -46.9% |
| 228 | QCOM | QUALCOMM INC | Technology | 289.0 | $49K | 0.01% | NEW | — | $171.04 | +18.4% |
| 229 | ECL | ECOLAB INC | Basic Materials | 186.0 | $49K | 0.01% | NEW | — | $262.56 | -4.7% |
| 230 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 232.0 | $48K | 0.01% | NEW | — | $208.82 | +3.8% |
| 231 | MU | MICRON TECHNOLOGY INC | Technology | 170.0 | $48K | 0.01% | NEW | — | $284.64 | +167.7% |
| 232 | IXUS | ISHARES TR | — | 568.0 | $48K | 0.01% | NEW | — | $84.57 | +12.5% |
| 233 | VOT | VANGUARD INDEX FDS | — | 170.0 | $47K | 0.01% | NEW | — | $279.18 | +3.5% |
| 234 | NSC | NORFOLK SOUTHN CORP | Industrials | 164.0 | $47K | 0.01% | NEW | — | $289.27 | +7.7% |
| 235 | MS | MORGAN STANLEY | Financial Services | 266.0 | $47K | 0.01% | NEW | — | $177.74 | +12.8% |
| 236 | DHR | DANAHER CORPORATION | Healthcare | 205.0 | $47K | 0.01% | NEW | — | $228.71 | -24.2% |
| 237 | SBUX | STARBUCKS CORP | Consumer Cyclical | 553.0 | $47K | 0.01% | NEW | — | $84.22 | +26.5% |
| 238 | ASH | ASHLAND INC | Basic Materials | 791.0 | $46K | 0.01% | NEW | — | $58.70 | -4.1% |
| 239 | ACN | ACCENTURE PLC IRELAND | Technology | 173.0 | $46K | 0.01% | NEW | — | $267.75 | -33.6% |
| 240 | VEU | VANGUARD INTL EQUITY INDEX F | — | 628.0 | $46K | 0.01% | NEW | — | $73.57 | +12.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.6%
Financial Services
25.5%
Consumer Cyclical
15.9%
Communication Services
6.9%
Industrials
4.1%
Energy
3.8%
Healthcare
3.4%
Consumer Defensive
2.3%
Utilities
1.8%
Real Estate
0.9%