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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
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -9.15%
0.02%
$54,233
635 shares@ $85.41 avg price
ZSZscaler Inc
Recent Activity
Decreased -0.99%
0.02%
$54,123
300 shares@ $180.41 avg price
SLFSun Life Financial Inc.
Recent Activity
Decreased -5.41%
0.02%
$51,860
874 shares@ $59.34 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -30.6%
0.02%
$49,395
322 shares@ $153.41 avg price
COPConocophillips
Recent Activity
Decreased -15.47%
0.02%
$49,263
497 shares@ $99.13 avg price
AXPAmerican Express Co
Recent Activity
Decreased -26.33%
0.02%
$48,960
165 shares@ $296.73 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -14.84%
0.02%
$48,642
241 shares@ $201.84 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -28.94%
0.02%
$46,635
81 shares@ $575.75 avg price
SCHCSchwab Strategic Tr
Recent Activity
Decreased -1.6%
0.02%
$46,174
1,345 shares@ $34.34 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -12.78%
0.02%
$46,171
382 shares@ $120.87 avg price