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