Abundance Wealth Counselors Incresed Positions in Q4 2025

Abundance Wealth Counselors

  • $511 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7.13K
+ 1.4%
$63.98 - $67.45 $456K - $481K
517K $34.4M
SUB
Ishares Short Term National Mu

ETFs
5.88K
+ 5.27%
$106.22 - $106.81 $625K - $628K
117K $12.5M
META
Meta Platforms, Inc.

Communication Services
3.59K
+ 27.94%
$609.01 - $751.67 $2.19M - $2.7M
16.4K $10M
IBM
International Business Machines Corp

Technology
1.25K
+ 17.32%
$275.97 - $314.98 $345K - $394K
8.47K $2.52M
AMZN
Amazon Com Inc

Consumer Cyclical
83
+ 0.33%
$213.04 - $254.0 $17.7K - $21.1K
25.2K $5.91M
CSCO
Cisco Systems, Inc.

Technology
19
+ 0.06%
$67.46 - $78.0 $1.28K - $1.48K
29.9K $2.33M
GBDC
Golub Capital Bdc, Inc.

Financial Services
18.1K
+ 22.38%
$13.33 - $14.31 $241K - $259K
98.8K $1.37M
F
Ford Motor CO

Consumer Cyclical
1.12K
+ 0.7%
$11.41 - $13.84 $12.8K - $15.5K
162K $2.14M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.36K
+ 4.62%
$185.12 - $192.11 $252K - $262K
30.9K $5.79M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
630
+ 1.45%
$27.71 - $34.0 $17.5K - $21.4K
44K $1.48M
UPS
United Parcel Service Inc

Industrials
411
+ 4.24%
$82.87 - $97.4 $34.1K - $40K
10.1K $950K
MTD
Mettler Toledo International Inc

Healthcare
4
+ 0.53%
$1273.67 - $1447.81 $5.09K - $5.79K
755 $1.06M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.03%
$237.49 - $291.74 $237 - $292
3.23K $922K
DHIL
Diamond Hill Investment Group Inc

Financial Services
1.39K
+ 26.25%
$126.29 - $142.54 $176K - $198K
6.69K $870K
BA
Boeing CO

Industrials
751
+ 80.06%
$191.81 - $225.32 $144K - $169K
1.69K $323K
HST
Host Hotels & Resorts, Inc.

Real Estate
790
+ 0.59%
$15.82 - $18.18 $12.5K - $14.4K
135K $2.38M
HOLX
Hologic Inc

Healthcare
121
+ 1.01%
$65.51 - $74.6 $7.93K - $9.03K
12.1K $896K
UGI
Ugi Corp

Utilities
870
+ 2.58%
$31.75 - $34.96 $27.6K - $30.4K
34.6K $1.21M
EXC
Exelon Corp

Utilities
581
+ 0.95%
$44.97 - $48.24 $26.1K - $28K
61.6K $2.83M
BP
Bp PLC

Energy
340
+ 1.06%
$32.78 - $37.35 $11.1K - $12.7K
32.3K $1.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
115
+ 4.53%
$653.02 - $687.39 $75.1K - $79K
2.65K $1.77M
BMY
Bristol Myers Squibb CO

Healthcare
77
+ 0.2%
$42.6 - $49.08 $3.28K - $3.78K
38.4K $1.8M
ING
Ing Groep Nv

Financial Services
2.97K
+ 5.0%
$23.66 - $26.51 $70.3K - $78.8K
62.4K $1.62M
NVS
Novartis Ag

Healthcare
73
+ 0.43%
$121.8 - $132.39 $8.89K - $9.66K
16.9K $2.23M
BK
Bank Of New York Mellon Corp

Financial Services
535
+ 22.13%
$104.54 - $112.64 $55.9K - $60.3K
2.95K $326K
ALCO
Alico, Inc.

Consumer Defensive
2.22K
+ 12.89%
$32.47 - $35.8 $72.2K - $79.6K
19.5K $645K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
171
+ 3.66%
$191.03 - $210.0 $32.7K - $35.9K
4.84K $987K
PSX
Phillips 66

Energy
50
+ 0.89%
$126.76 - $142.32 $6.34K - $7.12K
5.66K $805K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
39
+ 1.17%
$475.68 - $513.11 $18.6K - $20K
3.38K $1.72M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 0.15%
$402.9 - $437.15 $403 - $437
663 $287K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32
+ 2.24%
$600.51 - $631.95 $19.2K - $20.2K
1.46K $903K
XOM
Exxon Mobil Corp

Energy
145
+ 7.3%
$110.64 - $119.78 $16K - $17.4K
2.13K $250K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.67K
+ 12.12%
$42.38 - $49.47 $70.7K - $82.5K
15.4K $699K
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 3.01%
$910.94 - $954.99 $46.5K - $48.7K
1.74K $1.59M
V
Visa Inc.

Financial Services
453
+ 5.67%
$325.75 - $352.42 $148K - $160K
8.44K $2.75M
CIG
Energy CO Of Minas Gerais

Utilities
6.17K
+ 9.96%
$1.9 - $2.28 $11.7K - $14.1K
68.2K $143K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
158
+ 1.44%
$99.87 - $101.27 $15.8K - $16K
11.1K $1.11M
HUBB
Hubbell Inc

Industrials
8
+ 0.31%
$408.46 - $472.57 $3.27K - $3.78K
2.6K $1.12M
QCOM
Qualcomm Inc

Technology
17
+ 0.23%
$153.59 - $187.68 $2.61K - $3.19K
7.44K $1.24M
KHC
Kraft Heinz CO

Consumer Defensive
2.85K
+ 5.19%
$23.72 - $26.28 $67.7K - $75K
57.9K $1.44M
PFE
Pfizer Inc

Healthcare
785
+ 1.99%
$24.23 - $27.37 $19K - $21.5K
40.2K $1.01M
Gsk PLC
111
+ 0.32%
N/A
34.7K $0
Ea Series Trust
567K
+ 221.29%
N/A
823K $0
OAIM
Unified Ser Tr Oneascent Intl
243
+ 3.8%
N/A
6.64K $0
Fidelity Ethereum Fd
7.7K
+ 16.17%
N/A
55.3K $0
Fidelity Wise Origin Bitcoin
4.05K
+ 17.17%
N/A
27.6K $0
Innventure Inc
27.9K
+ 3.7%
N/A
782K $0
CVX
Chevron Corp

Energy
23
+ 0.14%
$148.9 - $157.72 $3.42K - $3.63K
16K $2.47M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
337
+ 3.07%
$6.71 - $8.68 $2.26K - $2.93K
11.3K $84K
Activity Summary
Buys All Purchases 84 New Holdings 16 Increased Positions 68 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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