Abundance Wealth Counselors Purchases in Q1 2025

Abundance Wealth Counselors

  • $478 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
185
+ 1.67%
N/A
11.3K $2.45M
UPS
United Parcel Service Inc

Industrials
2.38K
+ 40.27%
$109.66 - $136.26 $261K - $324K
8.28K $910K
MOS
Mosaic CO

Basic Materials
3.51K
+ 18.62%
$23.08 - $28.8 $81K - $101K
22.4K $609K
ENB
Enbridge Inc

Energy
1.93K
+ 6.65%
$41.54 - $45.45 $80K - $87.5K
30.9K $1.36M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
1.03K
+ 2.6%
$26.47 - $29.92 $27.3K - $30.8K
40.7K $1.19M
Brookfield Renewable Corp
3.45K
+ 6.47%
N/A
56.8K $1.59M
TMDX
Trans Medics Group, Inc.

Healthcare
1.22K
+ 22.03%
$56.73 - $79.42 $69.1K - $96.7K
6.75K $454K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
46.8K
+ 54.83%
$2.6 - $3.19 $122K - $149K
132K $343K
JPM
Jpmorgan Chase & CO

Financial Services
345
+ 2.51%
$225.19 - $279.95 $77.7K - $96.6K
14.1K $3.4M
LLY
Eli Lilly & CO

Healthcare
17
+ 1.1%
$725.72 - $929.72 $12.3K - $15.8K
1.56K $1.29M
PSX
Phillips 66

Energy
336
+ 6.66%
$113.93 - $131.55 $38.3K - $44.2K
5.38K $664K
PFE
Pfizer Inc

Healthcare
4.74K
+ 17.9%
$25.01 - $27.13 $118K - $129K
31.2K $791K
ADP
Automatic Data Processing Inc

Industrials
133
+ 5.44%
$286.85 - $318.64 $38.2K - $42.4K
2.58K $787K
QCOM
Qualcomm Inc

Technology
283
+ 3.77%
$151.94 - $175.86 $43K - $49.8K
7.79K $1.22M
TM
Toyota Motor Corp

Consumer Cyclical
204
+ 7.19%
$176.53 - $195.35 $36K - $39.9K
3.04K $618K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
436
+ 3.85%
$95.85 - $99.25 $41.8K - $43.3K
11.7K $1.16M
TFC
Truist Financial Corp

Financial Services
3.78K
+ 9.12%
$39.48 - $48.15 $149K - $182K
45.2K $1.86M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
28
+ 1.23%
$132.75 - $177.12 $3.72K - $4.96K
2.31K $352K
BEN
Franklin Resources Inc

Financial Services
4.81K
+ 16.63%
$18.92 - $22.24 $91K - $107K
33.7K $649K
MTD
Mettler Toledo International Inc

Healthcare
60
+ 8.88%
$1177.09 - $1390.0 $70.6K - $83.4K
736 $880K
PRU
Prudential Financial Inc

Financial Services
1.41K
+ 8.25%
$105.04 - $122.33 $148K - $172K
18.5K $2.06M
PG
Procter & Gamble CO

Consumer Defensive
126
+ 1.18%
$158.56 - $176.26 $20K - $22.2K
10.8K $1.83M
CIG
Energy CO Of Minas Gerais

Utilities
21.7K
+ 63.08%
$1.71 - $1.98 $37.2K - $43.1K
56.2K $99K
CRWD
Crowd Strike Holdings, Inc.

Technology
51
+ 6.98%
$308.86 - $455.36 $15.8K - $23.2K
782 $276K
C
Citigroup Inc

Financial Services
93
+ 0.5%
$67.23 - $84.63 $6.25K - $7.87K
18.5K $1.32M
PIII
P3 Health Partners Inc.

Healthcare
174K
+ 77.3%
$0.16 - $0.25 $27.9K - $43.6K
400K $66K
HSY
Hershey CO

Consumer Defensive
48
+ 3.53%
$144.74 - $186.36 $6.95K - $8.95K
1.41K $241K
MSTR
Microstrategy Inc

Technology
43
+ 3.72%
$239.27 - $396.5 $10.3K - $17K
1.2K $346K
IWR
Ishares Russell Mid Cap ETF

ETFs
172
+ 6.38%
$82.81 - $92.93 $14.2K - $16K
2.87K $244K
HTGC
Hercules Capital, Inc.

Financial Services
2.41K
+ 4.32%
$18.01 - $22.0 $43.4K - $53K
58.2K $1.12M
MAS
Masco Corp

Industrials
306
+ 1.68%
$68.67 - $81.85 $21K - $25K
18.5K $1.31M
DHIL
Diamond Hill Investment Group Inc

Financial Services
310
+ 6.77%
$142.84 - $156.59 $44.3K - $48.5K
4.89K $698K
TXN
Texas Instruments Inc

Technology
210
+ 3.48%
N/A
6.24K $1.12M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
604
+ 4.32%
$31.63 - $35.22 $19.1K - $21.3K
14.6K $466K
BAC
Bank Of America Corp

Financial Services
762
+ 3.25%
$39.61 - $47.74 $30.2K - $36.4K
24.2K $1.01M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
453
+ 3.81%
$5.62 - $10.15 $2.55K - $4.6K
12.4K $78K
LOW
Lowes Companies Inc

Consumer Cyclical
217
+ 3.24%
$222.66 - $268.42 $48.3K - $58.2K
6.92K $1.62M
HOLX
Hologic Inc

Healthcare
1.14K
+ 10.54%
$60.7 - $73.77 $69.4K - $84.4K
12K $741K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
74
+ 5.17%
$507.05 - $563.67 $37.5K - $41.7K
1.5K $726K
BDN
Brandywine Realty Trust

Real Estate
10.5K
+ 10.82%
$4.44 - $5.66 $46.7K - $59.5K
108K $480K
NVO
Novo Nordisk A S

Healthcare
55
+ 1.28%
$69.3 - $90.95 $3.81K - $5K
4.34K $302K
DIS
Walt Disney CO

Communication Services
263
+ 2.72%
$96.87 - $114.0 $25.5K - $30K
9.93K $1M
TGT
Target Corp

Consumer Defensive
755
+ 12.97%
$103.65 - $142.5 $78.3K - $108K
6.57K $706K
HPQ
Hp Inc

Technology
2.7K
+ 7.88%
$27.69 - $34.72 $74.8K - $93.8K
37K $1.02M
GNRC
Generac Holdings Inc.

Industrials
320
+ 6.4%
$126.65 - $164.06 $40.5K - $52.5K
5.32K $674K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
61
+ 2.46%
$165.25 - $224.62 $10.1K - $13.7K
2.54K $387K
ADBE
Adobe Inc.

Technology
23
+ 1.02%
$377.84 - $464.11 $8.69K - $10.7K
2.28K $901K
NEP
Nextera Energy Partners, LP

Utilities
44K
+ 68.12%
$8.38 - $18.87 $369K - $830K
109K $1.03M
AXP
American Express CO

Financial Services
74
+ 1.21%
$255.39 - $325.87 $18.9K - $24.1K
6.21K $1.67M
Activity Summary
Buys All Purchases 110 New Holdings 17 Increased Positions 93 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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