Abundance Wealth Counselors Purchases in Q4 2024

Abundance Wealth Counselors

  • $459 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
998
+ 2.38%
$10.56 - $11.31 $10.5K - $11.3K
42.9K $460K
GNRC
Generac Holdings Inc.

Industrials
24
+ 0.48%
$154.28 - $195.11 $3.7K - $4.68K
5K $775K
PG
Procter & Gamble CO

Consumer Defensive
244
+ 2.35%
$161.05 - $179.7 $39.3K - $43.8K
10.6K $1.79M
EXC
Exelon Corp

Utilities
2.82K
+ 6.44%
$36.22 - $40.97 $102K - $116K
46.7K $1.76M
DHIL
Diamond Hill Investment Group Inc

Financial Services
18
+ 0.39%
$150.15 - $171.89 $2.7K - $3.09K
4.58K $710K
ASML
Asml Holding Nv

Technology
73
+ 12.27%
$658.43 - $872.27 $48.1K - $63.7K
668 $463K
MOS
Mosaic CO

Basic Materials
280
+ 1.51%
$23.87 - $28.34 $6.68K - $7.94K
18.9K $463K
ADBE
Adobe Inc.

Technology
181
+ 8.71%
$437.39 - $552.96 $79.2K - $100K
2.26K $1.01M
NVO
Novo Nordisk A S

Healthcare
541
+ 14.44%
$85.0 - $120.04 $46K - $64.9K
4.29K $369K
O
Realty Income Corp

Real Estate
1.04K
+ 7.55%
$51.76 - $64.71 $54K - $67.5K
14.9K $794K
UNH
Unitedhealth Group Inc

Healthcare
100
+ 4.98%
$485.52 - $625.25 $48.6K - $62.5K
2.11K $1.07M
JNJ
Johnson & Johnson

Healthcare
362
+ 3.86%
$143.34 - $165.86 $51.9K - $60K
9.75K $1.41M
TGT
Target Corp

Consumer Defensive
13
+ 0.22%
$121.59 - $160.69 $1.58K - $2.09K
5.82K $787K
Kenvue Inc
693
+ 0.91%
N/A
77.2K $1.65M
UL
Unilever PLC

Consumer Defensive
335
+ 1.55%
$56.7 - $64.64 $19K - $21.7K
21.9K $1.24M
PLD
Prologis, Inc.

Real Estate
1.09K
+ 7.78%
$101.4 - $126.96 $110K - $138K
15.1K $1.6M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
309
+ 0.13%
$47.58 - $48.56 $14.7K - $15K
244K $11.6M
MAS
Masco Corp

Industrials
10
+ 0.06%
$72.52 - $85.73 $725 - $857
18.2K $1.32M
NVS
Novartis Ag

Healthcare
89
+ 0.7%
$96.78 - $117.18 $8.61K - $10.4K
12.8K $1.25M
AMD
Advanced Micro Devices Inc

Technology
758
+ 10.61%
$118.88 - $172.8 $90.1K - $131K
7.9K $954K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
820
+ 2.11%
$26.39 - $35.74 $21.6K - $29.3K
39.6K $1.06M
TMO
Thermo Fisher Scientific Inc.

Healthcare
15
+ 0.52%
$501.29 - $612.85 $7.52K - $9.19K
2.89K $1.5M
ABBV
Abb Vie Inc.

Healthcare
172
+ 1.07%
$164.99 - $203.87 $28.4K - $35.1K
16.3K $2.89M
TMDX
Trans Medics Group, Inc.

Healthcare
528
+ 10.56%
$59.28 - $144.9 $31.3K - $76.5K
5.53K $345K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.22K
+ 1.77%
$89.81 - $104.0 $289K - $334K
185K $16.7M
IEFA
Ishares Tr

ETFs
652
+ 0.16%
$70.06 - $77.43 $45.7K - $50.5K
421K $29.6M
Activity Summary
Buys All Purchases 77 New Holdings 11 Increased Positions 66 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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