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
MROMarathon Oil Corp Recent Activity Exited	0%	$11,905 447 shares@ $26.64 avg price	Exited
BKCHGlobal X Fds Recent Activity Exited	0%	$10,809 230 shares@ $47.0 avg price	Exited
BBJPJ P Morgan Exchange Traded F Recent Activity Exited	0%	$9,426 159 shares@ $59.29 avg price	Exited
MBBIshares Tr Recent Activity Exited	0%	$9,102 95 shares@ $95.82 avg price	Exited
EMLCVaneck Etf Trust Recent Activity Exited	0%	$8,890 350 shares@ $25.4 avg price	Exited
RINCInvestment Managers Ser Tr I Recent Activity Exited	0%	$7,336 301 shares@ $24.38 avg price	Exited
IBDYIshares Tr Recent Activity Exited	0%	$7,181 272 shares@ $26.41 avg price	Exited
BBEUJ P Morgan Exchange Traded F Recent Activity Exited	0%	$6,671 107 shares@ $62.35 avg price	Exited
3899⤦Grayscale Bitcoin Mini Tr Bt Recent Activity Exited	0%	$5,799 1,030 shares@ $5.64 avg price	Exited
SOUNSoundhound Ai Inc Recent Activity Exited	0%	$5,592 1,200 shares@ $4.66 avg price	Exited