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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
WFCWells Fargo Co New
Recent Activity
Decreased -0.73%
0.04%
$123,782
1,762 shares@ $70.26 avg price
LLYEli Lilly & Co
Recent Activity
Increased 1.28%
0.04%
$122,980
159 shares@ $773.46 avg price
VXFVanguard Index Fds
Recent Activity
0.04%
$120,533
634 shares@ $190.12 avg price
ESGUIshares Tr
Recent Activity
Increased 0.56%
0.04%
$116,585
905 shares@ $128.83 avg price
EMXCIshares Inc
Recent Activity
Increased 2.14%
0.04%
$114,116
2,058 shares@ $55.45 avg price
VSGXVanguard World Fd
Recent Activity
Increased 6.64%
0.04%
$113,991
2,010 shares@ $56.72 avg price
TCOMTrip Com Group Ltd
Recent Activity
Decreased -0.06%
0.04%
$110,474
1,609 shares@ $68.67 avg price
IYJIshares Tr
Recent Activity
0.04%
$108,552
813 shares@ $133.53 avg price
ESGVVanguard World Fd
Recent Activity
Decreased -0.29%
0.04%
$107,666
1,026 shares@ $104.94 avg price
FITBFifth Third Bancorp
Recent Activity
Increased 3.53%
0.04%
$106,842
2,527 shares@ $42.29 avg price