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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CMGChipotle Mexican Grill Inc
| 0.05% | $132,781 2,202 shares@ $60.31 avg price | Decreased -1.91% |
WFCWells Fargo Co New
| 0.04% | $123,782 1,762 shares@ $70.26 avg price | Decreased -0.73% |
TCOMTrip Com Group Ltd
| 0.04% | $110,474 1,609 shares@ $68.67 avg price | Decreased -0.06% |
ESGVVanguard World Fd
| 0.04% | $107,666 1,026 shares@ $104.94 avg price | Decreased -0.29% |
CVXChevron Corp New
| 0.04% | $106,388 735 shares@ $144.75 avg price | Decreased -22.46% |
SYYSysco Corp
| 0.04% | $99,206 1,297 shares@ $76.49 avg price | Decreased -3.42% |
GEGe Aerospace
| 0.04% | $98,346 590 shares@ $166.69 avg price | Decreased -10.19% |
MRKMerck & Co Inc
| 0.04% | $94,979 955 shares@ $99.46 avg price | Decreased -19.88% |
CSGPCostar Group Inc
| 0.03% | $91,727 1,281 shares@ $71.61 avg price | Decreased -0.38% |
IWMIshares Tr
| 0.03% | $90,949 412 shares@ $220.75 avg price | Decreased -5.06% |