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
IQLTIshares Tr Recent Activity Exited	0%	$133,681 3,222 shares@ $41.5 avg price	Exited
LRCXLam Research Corp Recent Activity Exited	0%	$75,266 92 shares@ $818.11 avg price	Exited
EMLPFirst Tr Exchange-traded Fd Recent Activity Exited	0%	$63,664 1,895 shares@ $33.6 avg price	Exited
BLKBlackrock Inc Recent Activity Exited	0%	$53,193 56 shares@ $949.88 avg price	Exited
GBTCGrayscale Bitcoin Tr Btc Recent Activity Exited	0%	$52,015 1,030 shares@ $50.5 avg price	Exited
ANETArista Networks Inc Recent Activity Exited	0%	$38,682 101 shares@ $383.0 avg price	Exited
BROSDutch Bros Inc Recent Activity Exited	0%	$30,416 950 shares@ $32.02 avg price	Exited
BNDXVanguard Charlotte Fds Recent Activity Exited	0%	$26,501 527 shares@ $50.29 avg price	Exited
IBDXIshares Tr Recent Activity Exited	0%	$22,574 878 shares@ $25.72 avg price	Exited
ANGLVaneck Etf Trust Recent Activity Exited	0%	$22,029 749 shares@ $29.42 avg price	Exited