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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
JNJJohnson & Johnson
Recent Activity
Decreased -6.2%
0.07%
$190,205
1,315 shares@ $144.65 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.06%
$182,433
1,651 shares@ $110.5 avg price
CNICanadian Natl Ry Co
Recent Activity
Increased 0.46%
0.06%
$177,967
1,753 shares@ $101.53 avg price
MAMastercard Incorporated
Recent Activity
Increased 2.18%
0.06%
$173,482
329 shares@ $527.31 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 1.12%
0.06%
$168,192
5,064 shares@ $33.22 avg price
SILASila Realty Trust Inc
Recent Activity
Increased 1.61%
0.06%
$157,111
6,460 shares@ $24.33 avg price
FNDASchwab Strategic Tr
Recent Activity
Increased 138.91%
0.05%
$152,282
5,127 shares@ $29.71 avg price
CDNSCadence Design System Inc
Recent Activity
Decreased -1.56%
0.05%
$151,096
503 shares@ $300.39 avg price
IBMInternational Business Machs
Recent Activity
Increased 3.22%
0.05%
$148,072
674 shares@ $219.7 avg price
ORCLOracle Corp
Recent Activity
Increased 0.58%
0.05%
$146,913
882 shares@ $166.57 avg price