Abundance Wealth Counselors New Holdings in Q3 2024

Abundance Wealth Counselors

  • $483 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
201K
New
$520.18 - $576.82 $104M - $116M
201K $116M
FDLO
Fidelity Covington Tr Low Vola

ETFs
195K
New
$56.38 - $61.35 $11M - $12M
195K $12M
SUB
Ishares Short Term National Mu

ETFs
103K
New
$104.3 - $106.3 $10.7M - $10.9M
103K $10.9M
MSFT
Microsoft Corp

Technology
20.6K
New
$395.15 - $467.56 $8.15M - $9.64M
20.6K $8.87M
VTI
Vanguard Total Stock Market Et

ETFs
24.1K
New
$255.18 - $283.2 $6.15M - $6.82M
24.1K $6.82M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
109K
New
$57.32 - $62.65 $6.26M - $6.85M
109K $6.81M
IWM
Ishares Russell 2000 ETF

ETFs
21.6K
New
$200.87 - $224.6 $4.34M - $4.85M
21.6K $4.77M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
40.1K
New
$105.53 - $118.34 $4.24M - $4.75M
40.1K $4.7M
IBM
International Business Machines Corp

Technology
15.5K
New
$175.1 - $223.38 $2.71M - $3.46M
15.5K $3.42M
GILD
Gilead Sciences, Inc.

Healthcare
27.9K
New
$66.59 - $83.99 $1.86M - $2.34M
27.9K $2.34M
CVX
Chevron Corp

Energy
15.4K
New
$137.88 - $161.97 $2.12M - $2.49M
15.4K $2.27M
PRU
Prudential Financial Inc

Financial Services
16.8K
New
$105.53 - $127.32 $1.77M - $2.14M
16.8K $2.03M
FISV
Fiserv Inc

Technology
11.3K
New
N/A
11.3K $2.03M
LOW
Lowes Companies Inc

Consumer Cyclical
6.74K
New
$213.3 - $270.78 $1.44M - $1.82M
6.74K $1.83M
PG
Procter & Gamble CO

Consumer Defensive
10.4K
New
$160.76 - $177.82 $1.67M - $1.85M
10.4K $1.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.87K
New
$531.86 - $624.21 $1.53M - $1.79M
2.87K $1.78M
DE
Deere & CO

Industrials
3.95K
New
$344.84 - $418.0 $1.36M - $1.65M
3.95K $1.65M
ROP
Roper Technologies Inc

Industrials
2.95K
New
$515.25 - $576.55 $1.52M - $1.7M
2.95K $1.64M
BMY
Bristol Myers Squibb CO

Healthcare
31.4K
New
$39.66 - $51.75 $1.25M - $1.63M
31.4K $1.63M
MAR
Marriott International Inc

Consumer Cyclical
6.54K
New
$211.35 - $255.11 $1.38M - $1.67M
6.54K $1.63M
MAS
Masco Corp

Industrials
18.2K
New
$64.7 - $83.94 $1.17M - $1.52M
18.2K $1.52M
JNJ
Johnson & Johnson

Healthcare
9.39K
New
$145.48 - $167.38 $1.37M - $1.57M
9.39K $1.52M
KHC
Kraft Heinz CO

Consumer Defensive
42.5K
New
$31.86 - $36.13 $1.35M - $1.54M
42.5K $1.49M
F
Ford Motor CO

Consumer Cyclical
133K
New
$9.71 - $14.55 $1.29M - $1.93M
133K $1.4M
UL
Unilever PLC

Consumer Defensive
21.6K
New
$54.7 - $65.59 $1.18M - $1.41M
21.6K $1.4M
LLY
Eli Lilly & CO

Healthcare
1.46K
New
$772.14 - $960.02 $1.12M - $1.4M
1.46K $1.29M
QCOM
Qualcomm Inc

Technology
7.54K
New
$156.12 - $209.64 $1.18M - $1.58M
7.54K $1.28M
NUE
Nucor Corp

Basic Materials
8.52K
New
$137.77 - $166.14 $1.17M - $1.42M
8.52K $1.28M
TXN
Texas Instruments Inc

Technology
6.11K
New
$194.6 - $194.6 $1.19M - $1.19M
6.11K $1.26M
C
Citigroup Inc

Financial Services
18.1K
New
$56.11 - $67.61 $1.01M - $1.22M
18.1K $1.13M
HTGC
Hercules Capital, Inc.

Financial Services
55.9K
New
$17.71 - $21.67 $990K - $1.21M
55.9K $1.1M
HUBB
Hubbell Inc

Industrials
2.56K
New
$355.55 - $428.48 $909K - $1.1M
2.56K $1.1M
MTD
Mettler Toledo International Inc

Healthcare
684
New
$1308.0 - $1521.03 $895K - $1.04M
684 $1.03M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.96K
New
$96.25 - $101.98 $959K - $1.02M
9.96K $1.01M
DAL
Delta Air Lines, Inc.

Industrials
19.8K
New
$37.32 - $51.8 $740K - $1.03M
19.8K $1.01M
LRCX
Lam Research Corp

Technology
1.15K
New
$731.56 - $1127.3 $844K - $1.3M
1.15K $942K
ING
Ing Groep Nv

Financial Services
51.4K
New
$16.55 - $18.66 $850K - $958K
51.4K $933K
DIS
Walt Disney CO

Communication Services
9.57K
New
$85.6 - $98.61 $819K - $944K
9.57K $920K
UPS
United Parcel Service Inc

Industrials
6.73K
New
$123.32 - $147.38 $830K - $992K
6.73K $917K
HOLX
Hologic Inc

Healthcare
11.2K
New
$73.48 - $83.64 $821K - $935K
11.2K $910K
INTC
Intel Corp

Technology
38.5K
New
$18.9 - $34.87 $727K - $1.34M
38.5K $902K
O
Realty Income Corp

Real Estate
13.8K
New
$52.36 - $63.42 $723K - $876K
13.8K $876K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.76K
New
$283.28 - $314.39 $780K - $866K
2.76K $866K
GNRC
Generac Holdings Inc.

Industrials
4.98K
New
$133.16 - $159.78 $663K - $795K
4.98K $791K
SWK
Stanley Black & Decker, Inc.

Industrials
7.16K
New
$77.75 - $110.17 $557K - $789K
7.16K $789K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.43K
New
$475.2 - $527.7 $680K - $755K
1.43K $755K
UGI
Ugi Corp

Utilities
29K
New
$22.23 - $25.05 $645K - $727K
29K $726K
PSX
Phillips 66

Energy
5.12K
New
$125.0 - $147.17 $641K - $754K
5.12K $674K
ADP
Automatic Data Processing Inc

Industrials
2.33K
New
$233.44 - $279.45 $544K - $652K
2.33K $645K
Activity Summary
Buys All Purchases 108 New Holdings 67 Increased Positions 41 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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