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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
JBHTHunt J B Trans Svcs Inc
Recent Activity
Increased 145850%
0.16%
$498,142
2,919 shares@ $170.66 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 2.6%
0.16%
$491,038
6,829 shares@ $71.91 avg price
ABNBAirbnb Inc
Recent Activity
Decreased -3.69%
0.14%
$424,836
3,233 shares@ $131.41 avg price
METAMeta Platforms Inc
Recent Activity
Increased 5.1%
0.12%
$374,066
639 shares@ $585.4 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 239.62%
0.12%
$371,946
15,707 shares@ $23.69 avg price
NFLXNetflix Inc
Recent Activity
Increased 9.15%
0.11%
$340,627
382 shares@ $891.7 avg price
WDAYWorkday Inc
Recent Activity
Decreased -8.39%
0.11%
$340,502
1,320 shares@ $257.96 avg price
IJHIshares Tr
Recent Activity
Increased 4.27%
0.11%
$313,554
5,032 shares@ $62.32 avg price
VTVVanguard Index Fds
Recent Activity
Increased 13.7%
0.1%
$310,744
1,835 shares@ $169.35 avg price
VVisa Inc
Recent Activity
Decreased -0.42%
0.1%
$299,105
946 shares@ $316.18 avg price