ABOUND FINANCIAL, LLC
Top Portfolio Positions
195 positions ·
$23,890,302 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
8,143 | $2,066,611 | 8.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,974 | $2,005,443 | 8.39% | |
| MSFT |
Microsoft Corp
Technology
|
4,285 | $1,586,178 | 6.64% | |
| ETHA |
iShares Ethereum Trust ETF
|
91,624 | $1,450,407 | 6.07% | |
| IBIT |
iShares Bitcoin Trust ETF
|
33,917 | $1,303,091 | 5.45% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,336 | $868,408 | 3.63% | |
| MA |
Mastercard Inc
Financial Services
|
1,666 | $832,433 | 3.48% | |
| ENB |
Enbridge Inc
Energy
|
14,429 | $781,186 | 3.27% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
2,202 | $744,165 | 3.11% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
4,128 | $641,986 | 2.69% |
Portfolio Trend
Holdings in PURR
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,817 | 357 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,270 | 357 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||