Abundance Wealth Counselors Incresed Positions in Q1 2025

Abundance Wealth Counselors

  • $478 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
8.79K
+ 90.19%
$142.06 - $167.7 $1.25M - $1.47M
18.5K $3.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.93K
+ 196.78%
$551.42 - $612.93 $1.62M - $1.8M
4.43K $2.48M
EXC
Exelon Corp

Utilities
7.54K
+ 16.15%
$37.3 - $46.08 $281K - $347K
54.2K $2.47M
VZ
Verizon Communications Inc

Communication Services
7.78K
+ 13.12%
$37.81 - $46.49 $294K - $362K
67K $3.03M
ABBV
Abb Vie Inc.

Healthcare
388
+ 2.38%
$169.2 - $216.66 $65.6K - $84.1K
16.7K $3.48M
GILD
Gilead Sciences, Inc.

Healthcare
443
+ 1.6%
$89.14 - $117.41 $39.5K - $52K
28.2K $3.14M
TTE
Total Energies Se

Energy
4.87K
+ 23.92%
N/A
25.2K $1.64M
CVX
Chevron Corp

Energy
1.05K
+ 7.01%
$146.71 - $167.97 $154K - $176K
16K $2.66M
AMGN
Amgen Inc

Healthcare
260
+ 3.25%
$258.59 - $327.36 $67.2K - $85.1K
8.26K $2.57M
CCI
Crown Castle International Corp

Real Estate
3.41K
+ 41.42%
$84.33 - $106.39 $287K - $363K
11.6K $1.21M
F
Ford Motor CO

Consumer Cyclical
38.8K
+ 32.57%
$9.12 - $10.43 $354K - $405K
158K $1.59M
ING
Ing Groep Nv

Financial Services
12.3K
+ 28.0%
$15.51 - $20.74 $190K - $254K
56K $1.1M
INTC
Intel Corp

Technology
7.43K
+ 21.59%
$19.1 - $27.39 $142K - $204K
41.9K $1.03M
Kenvue Inc
5.27K
+ 6.82%
N/A
82.5K $1.98M
BMY
Bristol Myers Squibb CO

Healthcare
3.05K
+ 9.54%
$53.9 - $63.11 $165K - $193K
35K $2.13M
KHC
Kraft Heinz CO

Consumer Defensive
10.4K
+ 27.4%
$28.51 - $32.22 $296K - $334K
48.2K $1.47M
ALCO
Alico, Inc.

Consumer Defensive
8.76K
+ 79.44%
$25.9 - $32.8 $227K - $287K
19.8K $590K
NVS
Novartis Ag

Healthcare
887
+ 6.91%
$97.14 - $115.57 $86.2K - $103K
13.7K $1.53M
Gsk PLC
4.39K
+ 20.9%
N/A
25.4K $984K
PLD
Prologis, Inc.

Real Estate
1.61K
+ 10.65%
$103.59 - $124.04 $166K - $199K
16.7K $1.87M
SUB
Ishares Short Term National Mu

ETFs
2.42K
+ 1.99%
$105.3 - $106.24 $255K - $257K
124K $13.1M
BP
Bp PLC

Energy
4.2K
+ 15.9%
$29.93 - $35.31 $126K - $148K
30.6K $1.04M
ROP
Roper Technologies Inc

Industrials
102
+ 3.49%
$502.71 - $593.81 $51.3K - $60.6K
3.02K $1.77M
UGI
Ugi Corp

Utilities
3.12K
+ 10.55%
$28.0 - $34.16 $87.2K - $106K
32.6K $1.08M
UL
Unilever PLC

Consumer Defensive
3.29K
+ 15.01%
$54.72 - $60.29 $180K - $198K
25.2K $1.47M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.64K
+ 20.69%
$92.51 - $102.81 $244K - $272K
15.4K $1.47M
UNH
Unitedhealth Group Inc

Healthcare
330
+ 15.64%
$461.52 - $548.18 $152K - $181K
2.44K $1.28M
GBDC
Golub Capital Bdc, Inc.

Financial Services
14K
+ 25.06%
$14.46 - $15.96 $202K - $223K
69.6K $1.05M
CWEN
Clearway Energy, Inc.

Utilities
1.4K
+ 3.76%
$24.63 - $30.42 $34.4K - $42.5K
38.5K $1.17M
NUE
Nucor Corp

Basic Materials
840
+ 9.91%
$114.48 - $142.52 $96.2K - $120K
9.32K $1.18M
COST
Costco Wholesale Corp

Consumer Defensive
147
+ 8.74%
$890.62 - $1076.86 $131K - $158K
1.83K $1.73M
O
Realty Income Corp

Real Estate
1.8K
+ 12.08%
$51.67 - $58.49 $92.7K - $105K
16.7K $966K
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
ASML
Asml Holding Nv

Technology
98
+ 14.67%
$662.63 - $776.99 $64.9K - $76.1K
766 $557K
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
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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