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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
HONHoneywell Intl Inc
Recent Activity
Decreased -24.24%
0.02%
$45,213
200 shares@ $226.07 avg price
DLRDigital Rlty Tr Inc
Recent Activity
Decreased -4.86%
0.02%
$45,120
254 shares@ $177.64 avg price
FDXFedex Corp
Recent Activity
Decreased -6.79%
0.02%
$42,376
151 shares@ $280.64 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -3.6%
0.02%
$42,201
214 shares@ $197.21 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -3.38%
0.02%
$38,911
171 shares@ $227.55 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -5.12%
0.02%
$36,512
148 shares@ $246.71 avg price
MPCMarathon Pete Corp
Recent Activity
Decreased -12.12%
0.02%
$36,394
261 shares@ $139.45 avg price
TAt&t Inc
Recent Activity
Decreased -36.58%
0.02%
$34,013
1,494 shares@ $22.77 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -28.12%
0.02%
$33,529
69 shares@ $485.93 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -4.47%
0.02%
$33,437
64 shares@ $522.46 avg price