test

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
RSReliance Inc
Recent Activity
Increased 35700%
0.04%
$96,274
358 shares@ $268.93 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 492.46%
0.04%
$94,965
1,256 shares@ $75.61 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 12.09%
0.03%
$92,113
269 shares@ $342.43 avg price
PEPPepsico Inc
Recent Activity
Increased 0.17%
0.03%
$90,380
594 shares@ $152.16 avg price
IVWIshares Tr
Recent Activity
Increased 0.91%
0.03%
$90,334
890 shares@ $101.5 avg price
MCDMcdonalds Corp
Recent Activity
Increased 1%
0.03%
$87,926
303 shares@ $290.19 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 119.19%
0.03%
$85,927
1,497 shares@ $57.4 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 2.97%
0.03%
$85,218
2,497 shares@ $34.13 avg price
DISDisney Walt Co
Recent Activity
Increased 10.09%
0.03%
$85,065
764 shares@ $111.35 avg price
KOCoca Cola Co
Recent Activity
Increased 30.8%
0.03%
$81,187
1,304 shares@ $62.26 avg price