Abundance Wealth Counselors Incresed Positions in Q3 2025

Abundance Wealth Counselors

  • $523 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
918K
+ 154.02%
$20.34 - $21.61 $18.7M - $19.8M
1.51M $32.6M
META
Meta Platforms, Inc.

Communication Services
7.04K
+ 121.14%
$695.21 - $791.73 $4.89M - $5.57M
12.8K $9.43M
NVDA
Nvidia Corp

Technology
3.12K
+ 3.92%
$153.3 - $186.58 $478K - $582K
82.6K $15.4M
HST
Host Hotels & Resorts, Inc.

Real Estate
55.8K
+ 70.83%
$15.27 - $17.68 $852K - $986K
135K $2.29M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
19.8K
+ 9.08%
$48.31 - $48.93 $958K - $970K
238K $11.6M
AVGO
Broadcom Inc.

Technology
1.11K
+ 8.41%
$264.74 - $369.57 $294K - $410K
14.3K $4.72M
MA
Mastercard Inc

Financial Services
1.11K
+ 243.96%
$550.18 - $598.96 $611K - $665K
1.57K $890K
VRT
Vertiv Holdings CO

Industrials
7.71K
+ 313.72%
N/A
10.2K $880K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.57K
+ 5.62%
$181.56 - $190.33 $285K - $299K
29.5K $5.6M
ING
Ing Groep Nv

Financial Services
641
+ 1.09%
$22.0 - $26.08 $14.1K - $16.7K
59.4K $1.55M
EXC
Exelon Corp

Utilities
2.75K
+ 4.72%
$42.73 - $45.54 $117K - $125K
61K $2.75M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
909
+ 2.14%
$24.38 - $30.89 $22.2K - $28.1K
43.3K $1.33M
DAL
Delta Air Lines, Inc.

Industrials
564
+ 2.75%
$49.0 - $61.97 $27.6K - $35K
21.1K $1.19M
UNH
Unitedhealth Group Inc

Healthcare
268
+ 10.42%
$237.77 - $353.61 $63.7K - $94.8K
2.84K $980K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
242
+ 1.22%
$71.86 - $87.45 $17.4K - $21.2K
20K $1.67M
BP
Bp PLC

Energy
735
+ 2.35%
$30.25 - $35.69 $22.2K - $26.2K
32K $1.1M
TFC
Truist Financial Corp

Financial Services
248
+ 0.54%
$42.83 - $47.07 $10.6K - $11.7K
46.1K $2.11M
HPQ
Hp Inc

Technology
1.08K
+ 2.83%
$24.45 - $29.35 $26.5K - $31.8K
39.4K $1.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
142
+ 4.44%
$459.11 - $506.91 $65.2K - $72K
3.34K $1.68M
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
7.2K
+ 4.0%
$2.43 - $3.1 $17.5K - $22.3K
187K $561K
O
Realty Income Corp

Real Estate
692
+ 3.14%
$56.13 - $60.79 $38.8K - $42.1K
22.7K $1.38M
PSX
Phillips 66

Energy
141
+ 2.58%
$118.37 - $139.46 $16.7K - $19.7K
5.61K $762K
LLY
Eli Lilly & CO

Healthcare
176
+ 10.21%
$625.65 - $812.69 $110K - $143K
1.9K $1.45M
KHC
Kraft Heinz CO

Consumer Defensive
3.55K
+ 6.89%
$25.63 - $28.94 $90.9K - $103K
55K $1.43M
PNR
Pentair PLC

Industrials
364
+ 4.94%
$100.62 - $112.59 $36.6K - $41K
7.74K $857K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
640
+ 15.88%
$185.65 - $214.38 $119K - $137K
4.67K $936K
SONY
Sony Group Corp

Technology
5.59K
+ 116.22%
$23.92 - $30.07 $134K - $168K
10.4K $299K
PFE
Pfizer Inc

Healthcare
1.53K
+ 4.04%
$23.29 - $25.88 $35.6K - $39.6K
39.4K $1M
VZ
Verizon Communications Inc

Communication Services
425
+ 0.64%
$40.84 - $45.06 $17.4K - $19.2K
67.2K $2.95M
HUBB
Hubbell Inc

Industrials
7
+ 0.27%
$410.51 - $450.93 $2.87K - $3.16K
2.59K $1.11M
HTGC
Hercules Capital, Inc.

Financial Services
1.03K
+ 1.75%
$18.34 - $19.53 $19K - $20.2K
60K $1.13M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
2.62K
+ 6.01%
$10.85 - $11.41 $28.4K - $29.8K
46.1K $517K
BMY
Bristol Myers Squibb CO

Healthcare
1.93K
+ 5.3%
$43.31 - $48.98 $83.5K - $94.5K
38.3K $1.73M
UL
Unilever PLC

Consumer Defensive
725
+ 2.82%
$58.43 - $65.01 $42.4K - $47.1K
26.4K $1.56M
BDN
Brandywine Realty Trust

Real Estate
5.43K
+ 4.61%
$3.81 - $4.58 $20.7K - $24.9K
123K $514K
DHIL
Diamond Hill Investment Group Inc

Financial Services
221
+ 4.35%
$133.4 - $158.38 $29.5K - $35K
5.3K $741K
COIN
Coinbase Global, Inc.

Technology
1
+ 0.13%
$297.99 - $419.78 $298 - $420
743 $250K
AMP
Ameriprise Financial Inc

Financial Services
173
+ 7.45%
$486.13 - $544.55 $84.1K - $94.2K
2.5K $1.23M
GBDC
Golub Capital Bdc, Inc.

Financial Services
4.19K
+ 5.47%
$13.69 - $15.48 $57.3K - $64.8K
80.7K $1.11M
TGT
Target Corp

Consumer Defensive
711
+ 10.55%
$86.56 - $107.43 $61.5K - $76.4K
7.45K $668K
NVO
Novo Nordisk A S

Healthcare
662
+ 16.03%
$45.38 - $71.7 $30K - $47.5K
4.79K $265K
ADP
Automatic Data Processing Inc

Industrials
63
+ 2.48%
$288.69 - $310.94 $18.2K - $19.6K
2.6K $763K
CCI
Crown Castle International Corp

Real Estate
521
+ 4.29%
$92.96 - $113.91 $48.4K - $59.3K
12.7K $1.22M
MAR
Marriott International Inc

Consumer Cyclical
208
+ 3.11%
$255.35 - $282.87 $53.1K - $58.8K
6.89K $1.79M
PRU
Prudential Financial Inc

Financial Services
317
+ 1.64%
$100.68 - $109.89 $31.9K - $34.8K
19.7K $2.04M
UGI
Ugi Corp

Utilities
1.16K
+ 3.56%
$32.64 - $37.14 $37.9K - $43.1K
33.7K $1.12M
ADBE
Adobe Inc.

Technology
80
+ 3.16%
$333.65 - $392.1 $26.7K - $31.4K
2.62K $922K
LYB
Lyondell Basell Industries N.V.

Basic Materials
784
+ 6.04%
$48.34 - $67.22 $37.9K - $52.7K
13.8K $675K
UPS
United Parcel Service Inc

Industrials
707
+ 7.88%
$82.58 - $105.54 $58.4K - $74.6K
9.68K $808K
Activity Summary
Buys All Purchases 70 New Holdings 7 Increased Positions 63 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 3
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