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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
MSTRMicrostrategy Inc
Recent Activity
Increased 66.95%
0.1%
$291,095
1,005 shares@ $289.65 avg price
VUGVanguard Index Fds
Recent Activity
Increased 0.3%
0.09%
$280,310
683 shares@ $410.41 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 0.2%
0.09%
$272,270
522 shares@ $521.6 avg price
EFAIshares Tr
Recent Activity
Increased 0.2%
0.09%
$270,310
3,575 shares@ $75.62 avg price
BACBank America Corp
Recent Activity
Increased 3.41%
0.09%
$261,412
5,948 shares@ $43.95 avg price
HDHome Depot Inc
Recent Activity
Increased 10.38%
0.08%
$239,898
617 shares@ $388.82 avg price
SNOWSnowflake Inc
Recent Activity
Increased 92.69%
0.08%
$219,564
1,422 shares@ $154.41 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 141.75%
0.08%
$218,748
9,636 shares@ $22.71 avg price
VGTVanguard World Fd
Recent Activity
Increased 2.13%
0.07%
$208,677
336 shares@ $621.07 avg price
WMTWalmart Inc
Recent Activity
Increased 6.43%
0.07%
$207,862
2,301 shares@ $90.34 avg price