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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
KRKroger Co
Recent Activity
Decreased -11.18%
0.01%
$24,779
405 shares@ $61.19 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -3.33%
0.01%
$24,552
116 shares@ $211.66 avg price
NKENike Inc
Recent Activity
Decreased -38.07%
0.01%
$24,355
322 shares@ $75.64 avg price
KKRKkr & Co Inc
Recent Activity
Decreased -2.43%
0.01%
$23,627
160 shares@ $147.67 avg price
SYKStryker Corporation
Recent Activity
Decreased -1.53%
0.01%
$23,125
64 shares@ $361.33 avg price
BXBlackstone Inc
Recent Activity
Decreased -42.73%
0.01%
$23,038
134 shares@ $171.93 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Decreased -3.84%
0.01%
$21,342
100 shares@ $213.42 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -2.73%
0.01%
$21,028
284 shares@ $74.05 avg price
LHLabcorp Holdings Inc
Recent Activity
Decreased -5.26%
0.01%
$20,526
90 shares@ $228.07 avg price
MDTMedtronic Plc
Recent Activity
Decreased -20.38%
0.01%
$19,656
246 shares@ $79.91 avg price