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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
SCHGSchwab Strategic Tr
Recent Activity
Increased 302.84%
0.3%
$925,457
33,206 shares@ $27.88 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.01%
0.26%
$793,204
3,309 shares@ $239.72 avg price
AFLAflac Inc
Recent Activity
Decreased -4.58%
0.23%
$714,576
6,908 shares@ $103.45 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 2.38%
0.23%
$712,208
777 shares@ $916.62 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 1.59%
0.23%
$706,391
4,031 shares@ $175.24 avg price
PGProcter And Gamble Co
Recent Activity
Increased 113.7%
0.23%
$703,678
4,197 shares@ $167.67 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -3.61%
0.23%
$692,302
3,657 shares@ $189.31 avg price
SOSouthern Co
Recent Activity
Increased 13.95%
0.2%
$592,503
7,198 shares@ $82.32 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -5.25%
0.17%
$506,393
19,016 shares@ $26.63 avg price
NSCNorfolk Southn Corp
Recent Activity
Increased 1064.49%
0.17%
$500,230
2,131 shares@ $234.74 avg price