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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
FASTFastenal Co
Recent Activity
Decreased -1.11%
0.01%
$19,138
266 shares@ $71.95 avg price
SIRISiriusxm Holdings Inc
Recent Activity
Decreased -28.99%
0.01%
$18,923
830 shares@ $22.8 avg price
YUMYum Brands Inc
Recent Activity
Decreased -3.42%
0.01%
$18,918
141 shares@ $134.18 avg price
ORLYOreilly Automotive Inc
Recent Activity
Decreased -11.11%
0.01%
$18,712
16 shares@ $1169.5 avg price
POOLPool Corp
Recent Activity
Decreased -1.85%
0.01%
$18,102
53 shares@ $341.55 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -46.57%
0.01%
$18,028
195 shares@ $92.46 avg price
MCOMoodys Corp
Recent Activity
Decreased -5.12%
0.01%
$17,545
37 shares@ $474.19 avg price
MCKMckesson Corp
Recent Activity
Decreased -3.22%
0.01%
$17,303
30 shares@ $576.77 avg price
ICEIntercontinental Exchange In
Recent Activity
Decreased -4.16%
0.01%
$17,082
115 shares@ $148.54 avg price
LCIILci Inds
Recent Activity
Decreased -2.39%
0.01%
$16,842
163 shares@ $103.33 avg price