Abundance Wealth Counselors Incresed Positions in Q4 2024

Abundance Wealth Counselors

  • $459 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
18.7K
+ 18.21%
$104.94 - $106.2 $1.96M - $1.99M
122K $12.8M
HDV
Ishares Core High Dividend ETF

ETFs
13.7K
+ 294.91%
$110.82 - $121.28 $1.52M - $1.67M
18.4K $2.07M
NVDA
Nvidia Corp

Technology
3.47K
+ 4.33%
$117.0 - $148.88 $406K - $516K
83.6K $11.2M
AAPL
Apple Inc.

Technology
1.68K
+ 3.04%
$221.69 - $259.02 $372K - $435K
57K $14.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.62K
+ 6.65%
$180.88 - $232.93 $292K - $377K
25.9K $5.69M
AVGO
Broadcom Inc.

Technology
818
+ 6.78%
$159.67 - $250.0 $131K - $205K
12.9K $2.99M
TSLA
Tesla, Inc.

Consumer Cyclical
261
+ 4.8%
$213.65 - $479.86 $55.8K - $125K
5.7K $2.3M
GOOGL
Alphabet Inc.

Communication Services
203
+ 0.64%
$161.86 - $196.66 $32.9K - $39.9K
31.8K $6.01M
NFLX
Netflix Inc

Communication Services
262
+ 8.76%
$687.65 - $936.56 $180K - $245K
3.25K $2.9M
JPM
Jpmorgan Chase & CO

Financial Services
56
+ 0.41%
$205.18 - $250.29 $11.5K - $14K
13.8K $3.3M
CSCO
Cisco Systems, Inc.

Technology
963
+ 1.95%
$52.45 - $60.02 $50.5K - $57.8K
50.4K $2.99M
MCK
Mckesson Corp

Healthcare
6
+ 0.15%
$482.27 - $628.5 $2.89K - $3.77K
4.07K $2.32M
VTI
Vanguard Total Stock Market Et

ETFs
270
+ 1.12%
$280.04 - $302.45 $75.6K - $81.7K
24.4K $7.06M
GOOG
Alphabet Inc.

Communication Services
673
+ 22.1%
$163.08 - $198.16 $110K - $133K
3.72K $708K
META
Meta Platforms, Inc.

Communication Services
196
+ 3.53%
$554.08 - $632.68 $109K - $124K
5.75K $3.37M
BMY
Bristol Myers Squibb CO

Healthcare
564
+ 1.79%
$51.92 - $59.94 $29.3K - $33.8K
32K $1.81M
C
Citigroup Inc

Financial Services
376
+ 2.08%
$61.31 - $72.5 $23.1K - $27.3K
18.4K $1.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
409
+ 15.6%
$442.29 - $483.08 $181K - $198K
3.03K $1.37M
AXP
American Express CO

Financial Services
8
+ 0.13%
$267.35 - $305.57 $2.14K - $2.44K
6.14K $1.82M
DIS
Walt Disney CO

Communication Services
94
+ 0.98%
$92.39 - $117.6 $8.68K - $11.1K
9.66K $1.08M
COST
Costco Wholesale Corp

Consumer Defensive
95
+ 5.99%
$873.59 - $994.69 $83K - $94.5K
1.68K $1.54M
NOW
Service Now, Inc.

Technology
89
+ 36.93%
$867.18 - $1148.42 $77.2K - $102K
330 $350K
BAC
Bank Of America Corp

Financial Services
684
+ 3.0%
$39.22 - $47.77 $26.8K - $32.7K
23.5K $1.03M
UGI
Ugi Corp

Utilities
505
+ 1.74%
$23.24 - $30.37 $11.7K - $15.3K
29.5K $833K
TM
Toyota Motor Corp

Consumer Cyclical
246
+ 9.49%
$169.2 - $199.52 $41.6K - $49.1K
2.84K $552K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.35K
+ 13.55%
$96.64 - $101.23 $130K - $137K
11.3K $1.1M
ENB
Enbridge Inc

Energy
558
+ 1.96%
$40.4 - $43.92 $22.5K - $24.5K
29K $1.23M
ADP
Automatic Data Processing Inc

Industrials
111
+ 4.76%
$280.08 - $307.97 $31.1K - $34.2K
2.44K $715K
IWM
Ishares Russell 2000 ETF

ETFs
270
+ 1.25%
$216.13 - $242.4 $58.4K - $65.4K
21.9K $4.83M
TFC
Truist Financial Corp

Financial Services
673
+ 1.65%
$41.51 - $48.1 $27.9K - $32.4K
41.4K $1.8M
MSFT
Microsoft Corp

Technology
521
+ 2.53%
$406.35 - $454.46 $212K - $237K
21.1K $8.91M
ORCL
Oracle Corp

Technology
400
+ 3.62%
$165.41 - $192.43 $66.2K - $77K
11.4K $1.91M
MA
Mastercard Inc

Financial Services
3
+ 0.67%
$491.3 - $536.15 $1.47K - $1.61K
452 $238K
MRK
Merck & Co., Inc.

Healthcare
553
+ 15.63%
$96.31 - $114.76 $53.3K - $63.5K
4.09K $407K
ETN
Eaton Corp PLC

Industrials
6
+ 0.73%
$326.96 - $377.52 $1.96K - $2.27K
827 $274K
CIG
Energy CO Of Minas Gerais

Utilities
294
+ 0.86%
$1.77 - $2.07 $520 - $609
34.5K $61K
PRU
Prudential Financial Inc

Financial Services
280
+ 1.67%
$114.59 - $129.52 $32.1K - $36.3K
17.1K $2.02M
PEG
Public Service Enterprise Group Inc

Utilities
26
+ 0.84%
$81.87 - $94.51 $2.13K - $2.46K
3.13K $264K
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
LLY
Eli Lilly & CO

Healthcare
83
+ 5.7%
$727.2 - $932.06 $60.4K - $77.4K
1.54K $1.19M
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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