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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
VZVerizon Communications Inc
Recent Activity
Decreased -3.6%
0.03%
$88,810
2,221 shares@ $39.99 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -44.75%
0.03%
$86,802
2,421 shares@ $35.86 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -2.83%
0.03%
$78,986
240 shares@ $329.11 avg price
ONEQFidelity Comwlth Tr
Recent Activity
Decreased -2.83%
0.03%
$72,935
959 shares@ $76.06 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -9.66%
0.03%
$70,498
654 shares@ $107.8 avg price
ADBEAdobe Inc
Recent Activity
Decreased -1.28%
0.03%
$68,463
154 shares@ $444.57 avg price
DALDelta Air Lines Inc Del
Recent Activity
Decreased -0.79%
0.03%
$67,978
1,124 shares@ $60.48 avg price
IUSVIshares Tr
Recent Activity
Decreased -10.54%
0.03%
$62,894
679 shares@ $92.63 avg price
INTUIntuit
Recent Activity
Decreased -1.06%
0.02%
$58,443
93 shares@ $628.42 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -1.78%
0.02%
$57,853
1,541 shares@ $37.55 avg price