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
VSSVanguard Intl Equity Index F Recent Activity Exited	0%	$21,036 167 shares@ $125.97 avg price	Exited
SOWGSow Good Inc Recent Activity Exited	0%	$19,488 1,667 shares@ $11.7 avg price	Exited
IBTGIshares Tr Recent Activity Exited	0%	$15,846 687 shares@ $23.07 avg price	Exited
IBDSIshares Tr Recent Activity Exited	0%	$15,597 640 shares@ $24.38 avg price	Exited
IBDWIshares Tr Recent Activity Exited	0%	$15,470 729 shares@ $21.23 avg price	Exited
IBDVIshares Tr Recent Activity Exited	0%	$15,187 685 shares@ $22.18 avg price	Exited
IBDUIshares Tr Recent Activity Exited	0%	$15,164 645 shares@ $23.52 avg price	Exited
IBDTIshares Tr Recent Activity Exited	0%	$15,063 590 shares@ $25.54 avg price	Exited
IBTFIshares Tr Recent Activity Exited	0%	$13,490 576 shares@ $23.43 avg price	Exited
BGSB & G Foods Inc New Recent Activity Exited	0%	$12,717 1,432 shares@ $8.89 avg price	Exited