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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
ABTAbbott Labs
Recent Activity
Decreased -1.06%
0.05%
$136,386
1,206 shares@ $113.09 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Increased 1.46%
0.05%
$136,200
3,349 shares@ $40.67 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.15%
0.05%
$135,755
1,262 shares@ $107.58 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.38%
0.05%
$134,772
266 shares@ $506.67 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Decreased -1.91%
0.05%
$132,781
2,202 shares@ $60.31 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 420.25%
0.05%
$131,136
3,418 shares@ $38.37 avg price
IWVIshares Tr
Recent Activity
0.05%
$129,666
388 shares@ $334.2 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 5.55%
0.05%
$129,056
533 shares@ $242.14 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 205.42%
0.05%
$126,417
4,627 shares@ $27.33 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
0.05%
$125,239
595 shares@ $210.49 avg price