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Bo Hanson

@Abound Wealth Management

Latest period2024 - Q4ReportedManaged Assets$311.747MTotal holdings1225
Assets growth rate3.53%Assets growth rate (2-Q avg)7.28%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Abound Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1225 positions.

Assets under management

The assets under management (AUM) of Abound Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 311.747M in assets, with a quarterly growth rate of 3.53% and a 2-quarter average growth rate of 7.28%. The portfolio is managed by Bo Hanson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -0.36%
2.78%
$8.646M
34,527 shares@ $250.43 avg price
TSLATesla Inc
Recent Activity
Decreased -3.32%
2.27%
$7.066M
17,497 shares@ $403.85 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
Decreased -0.14%
0.68%
$2.098M
25,721 shares@ $81.59 avg price
AFLAflac Inc
Recent Activity
Decreased -4.58%
0.23%
$714,576
6,908 shares@ $103.45 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -3.61%
0.23%
$692,302
3,657 shares@ $189.31 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -5.25%
0.17%
$506,393
19,016 shares@ $26.63 avg price
ABNBAirbnb Inc
Recent Activity
Decreased -3.69%
0.14%
$424,836
3,233 shares@ $131.41 avg price
WDAYWorkday Inc
Recent Activity
Decreased -8.39%
0.11%
$340,502
1,320 shares@ $257.96 avg price
VVisa Inc
Recent Activity
Decreased -0.42%
0.1%
$299,105
946 shares@ $316.18 avg price
CRMSalesforce Inc
Recent Activity
Decreased -0.99%
0.09%
$266,195
796 shares@ $334.42 avg price