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
BNDWVanguard Scottsdale Fds Recent Activity New Position	0.01%	$12,141 178 shares@ $68.21 avg price	New Position
NVRNvr Inc Recent Activity New Position	0.01%	$8,343 1 shares@ $8343.0 avg price	New Position
ACHRArcher Aviation Inc Recent Activity New Position	0.01%	$6,630 680 shares@ $9.75 avg price	New Position
FLQLFranklin Templeton Etf Tr Recent Activity New Position	0.01%	$3,933 67 shares@ $58.71 avg price	New Position
TPLTexas Pacific Land Corporati Recent Activity New Position	0.01%	$3,318 3 shares@ $1106.0 avg price	New Position
SMCISuper Micro Computer Inc Recent Activity New Position	0.01%	$3,079 101 shares@ $30.49 avg price	New Position
DNPDnp Select Income Fd Inc Recent Activity New Position	0.01%	$2,505 284 shares@ $8.83 avg price	New Position
DBCInvesco Db Commdy Indx Trck Recent Activity New Position	0.01%	$2,146 100 shares@ $21.46 avg price	New Position
SHYIshares Tr Recent Activity New Position	0.01%	$1,558 19 shares@ $82.0 avg price	New Position
IVOGVanguard Admiral Fds Inc Recent Activity New Position	0.01%	$1,363 12 shares@ $113.59 avg price	New Position