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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
ELVElevance Health Inc
Recent Activity
Decreased -3.22%
0.02%
$33,108
90 shares@ $367.87 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -6.49%
0.02%
$31,248
518 shares@ $60.33 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -0.84%
0.01%
$30,737
117 shares@ $262.71 avg price
USBUs Bancorp Del
Recent Activity
Decreased -34.42%
0.01%
$30,707
642 shares@ $47.84 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Decreased -2.06%
0.01%
$29,883
521 shares@ $57.36 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Decreased -4.87%
0.01%
$27,977
39 shares@ $717.36 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -11.78%
0.01%
$27,391
307 shares@ $89.23 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -4.57%
0.01%
$27,207
167 shares@ $162.92 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -80.26%
0.01%
$26,423
448 shares@ $58.98 avg price
CCitigroup Inc
Recent Activity
Decreased -33.45%
0.01%
$25,482
362 shares@ $70.4 avg price