Bo Hanson

@Abound Wealth Management

Latest period2024 - Q4

Reported5d ago

Managed Assets$311.747M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ANETArista Networks Inc Recent Activity New Position	0.06%	$182,433 1,651 shares@ $110.5 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.03%	$66,589 922 shares@ $72.23 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.02%	$57,833 56 shares@ $1032.74 avg price	New Position
JQUAJ P Morgan Exchange Traded F Recent Activity New Position	0.02%	$55,206 964 shares@ $57.27 avg price	New Position
RWLInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.02%	$37,246 380 shares@ $98.02 avg price	New Position
ACWVIshares Inc Recent Activity New Position	0.02%	$35,163 322 shares@ $109.21 avg price	New Position
XLGInvesco Exchange Traded Fd T Recent Activity New Position	0.01%	$30,129 603 shares@ $49.97 avg price	New Position
SMLFIshares Tr Recent Activity New Position	0.01%	$22,991 341 shares@ $67.43 avg price	New Position
OMFLInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.01%	$17,215 317 shares@ $54.31 avg price	New Position
FORForestar Group Inc Recent Activity New Position	0.01%	$15,760 608 shares@ $25.93 avg price	New Position