ABOUND WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 39K | $9.92M |
 | OKE | 33K | $2.43M |
 | NVDA | 21K | $3.93M |
 | TSLA | 18K | $8.21M |
 | AVGO | 13K | $4.22M |
 | AMZN | 12K | $2.68M |
 | ABAT | 10K | $48.60K |
 | SO | 7K | $674.59K |
 | SILA | 7K | $170.01K |
 | GOOGL | 7K | $1.60M |
 | MSFT | 6K | $3.19M |
 | AFL | 6K | $637.63K |
 | GOOG | 6K | $1.39M |
 | BAC | 6K | $289.39K |
 | ZION | 6K | $312.49K |
 | RIVN | 5K | $66.14K |
 | NWBI | 4K | $52.93K |
 | PG | 4K | $647.11K |
 | JPM | 4K | $1.12M |
 | CSCO | 3K | $223.28K |
Apple Inc.
AAPL
Shares Held
39K
Value
$9.92M
ONEOK, Inc.
OKE
Shares Held
33K
Value
$2.43M
NVIDIA Corporation
NVDA
Shares Held
21K
Value
$3.93M
Tesla, Inc.
TSLA
Shares Held
18K
Value
$8.21M
Broadcom Inc.
AVGO
Shares Held
13K
Value
$4.22M
Amazon.com, Inc.
AMZN
Shares Held
12K
Value
$2.68M
American Battery Technology Company Common Stock
ABAT
Shares Held
10K
Value
$48.60K
The Southern Company
SO
Shares Held
7K
Value
$674.59K
Sila Realty Trust, Inc.
SILA
Shares Held
7K
Value
$170.01K
Alphabet Inc.
GOOGL
Shares Held
7K
Value
$1.60M
Microsoft Corporation
MSFT
Shares Held
6K
Value
$3.19M
Aflac Incorporated
AFL
Shares Held
6K
Value
$637.63K
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.39M
Bank of America Corporation
BAC
Shares Held
6K
Value
$289.39K
Zions Bancorporation, National Association
ZION
Shares Held
6K
Value
$312.49K
Rivian Automotive, Inc.
RIVN
Shares Held
5K
Value
$66.14K
Northwest Bancshares, Inc.
NWBI
Shares Held
4K
Value
$52.93K
The Procter & Gamble Company
PG
Shares Held
4K
Value
$647.11K
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.12M
Cisco Systems, Inc.
CSCO
Shares Held
3K
Value
$223.28K