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