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
UCBUnited Cmnty Bks Blairsvle G Recent Activity New Position	0.01%	$1,293 40 shares@ $32.33 avg price	New Position
SONYSony Group Corp Recent Activity New Position	0.01%	$1,270 60 shares@ $21.17 avg price	New Position
ZWSZurn Elkay Water Solns Corp Recent Activity New Position	0.01%	$1,194 32 shares@ $37.32 avg price	New Position
ULUnilever Plc Recent Activity New Position	0.01%	$1,191 21 shares@ $56.72 avg price	New Position
GBILGoldman Sachs Etf Tr Recent Activity New Position	0.01%	$1,000 10 shares@ $100.0 avg price	New Position
DAXGlobal X Fds Recent Activity New Position	0.01%	$1,000 30 shares@ $33.34 avg price	New Position
TTETotalenergies Se Recent Activity New Position	0.01%	$981 18 shares@ $54.5 avg price	New Position
DYNFBlackrock Etf Trust Recent Activity New Position	0.01%	$977 19 shares@ $51.43 avg price	New Position
JPSTJ P Morgan Exchange Traded F Recent Activity New Position	0.01%	$958 19 shares@ $50.43 avg price	New Position
LPLLg Display Co Ltd Recent Activity New Position	0.01%	$921 300 shares@ $3.07 avg price	New Position