ABOUND FINANCIAL, LLC
Top Portfolio Positions
196 positions ·
$24,563,371 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
8,143 | $2,066,611 | 8.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,974 | $2,005,443 | 8.16% | |
| MSFT |
Microsoft Corp
Technology
|
4,285 | $1,586,178 | 6.46% | |
| ETHA |
iShares Ethereum Trust ETF
|
91,624 | $1,450,407 | 5.90% | |
| IBIT |
iShares Bitcoin Trust ETF
|
33,917 | $1,303,091 | 5.31% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,336 | $868,408 | 3.54% | |
| MA |
Mastercard Inc
Financial Services
|
1,666 | $832,433 | 3.39% | |
| ENB |
Enbridge Inc
Energy
|
14,429 | $781,186 | 3.18% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
2,202 | $744,165 | 3.03% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,506 | $721,675 | 2.94% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ZEO
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $872 | 1,520 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,656 | 1,520 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $2,295 | 1,520 | Shares | Sole | 2025-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||