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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
IWBIshares Tr
Recent Activity
Decreased -0.12%
0.09%
$263,630
818 shares@ $322.29 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.8%
0.09%
$256,232
983 shares@ $260.67 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -7.01%
0.08%
$247,169
1,391 shares@ $177.7 avg price
TTDThe Trade Desk Inc
Recent Activity
Decreased -0.47%
0.08%
$222,375
1,892 shares@ $117.54 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -3.69%
0.07%
$200,459
3,386 shares@ $59.21 avg price
SHOPShopify Inc
Recent Activity
Decreased -3.11%
0.07%
$191,926
1,805 shares@ $106.34 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -6.2%
0.07%
$190,205
1,315 shares@ $144.65 avg price
CDNSCadence Design System Inc
Recent Activity
Decreased -1.56%
0.05%
$151,096
503 shares@ $300.39 avg price
ABTAbbott Labs
Recent Activity
Decreased -1.06%
0.05%
$136,386
1,206 shares@ $113.09 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.15%
0.05%
$135,755
1,262 shares@ $107.58 avg price