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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
KLACKla Corp
Recent Activity
Decreased -3.7%
0.01%
$16,654
26 shares@ $640.54 avg price
IEXIdex Corp
Recent Activity
Decreased -2.46%
0.01%
$16,534
79 shares@ $209.3 avg price
FTNTFortinet Inc
Recent Activity
Decreased -9.47%
0.01%
$16,292
172 shares@ $94.73 avg price
ZTSZoetis Inc
Recent Activity
Decreased -13.04%
0.01%
$16,234
100 shares@ $162.34 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -3.33%
0.01%
$15,994
87 shares@ $183.84 avg price
BUDAnheuser Busch Inbev Sa Nv
Recent Activity
Decreased -9.48%
0.01%
$15,773
315 shares@ $50.08 avg price
HUMHumana Inc
Recent Activity
Decreased -7.57%
0.01%
$15,565
61 shares@ $255.17 avg price
DEDeere & Co
Recent Activity
Decreased -53.16%
0.01%
$15,522
37 shares@ $419.52 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -5.88%
0.01%
$14,578
32 shares@ $455.57 avg price
CMECme Group Inc
Recent Activity
Decreased -1.56%
0.01%
$14,517
63 shares@ $230.43 avg price