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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
CRMSalesforce Inc
Recent Activity
Decreased -0.99%
0.09%
$266,195
796 shares@ $334.42 avg price
IWBIshares Tr
Recent Activity
Decreased -0.12%
0.09%
$263,630
818 shares@ $322.29 avg price
BACBank America Corp
Recent Activity
Increased 3.41%
0.09%
$261,412
5,948 shares@ $43.95 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.8%
0.09%
$256,232
983 shares@ $260.67 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -7.01%
0.08%
$247,169
1,391 shares@ $177.7 avg price
VIGVanguard Specialized Funds
Recent Activity
0.08%
$240,066
1,226 shares@ $195.82 avg price