Abundance Wealth Counselors Reduced Holdings in Q1 2025

Abundance Wealth Counselors

  • $478 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PCT
Pure Cycle Technologies, Inc.

Industrials
-279K
- 10.33%
$6.92 - $10.9 $1.93M - $3.04M
2.42M $16.8M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-277K
- 51.54%
$36.91 - $41.03 $10.2M - $11.4M
261K $10.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-5.55K
- 2.77%
$554.06 - $615.85 $3.07M - $3.42M
195K $109M
IEFA
Ishares Tr

ETFs
-140K
- 33.29%
$69.57 - $78.65 $9.75M - $11M
281K $21.2M
FDLO
Fidelity Covington Tr Low Vola

ETFs
-111K
- 56.94%
$59.43 - $63.22 $6.59M - $7.01M
83.9K $4.91M
NVDA
Nvidia Corp

Technology
-4.46K
- 5.34%
$106.98 - $149.43 $477K - $667K
79.2K $8.91M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-6.27K
- 3.39%
$81.1 - $94.7 $508K - $593K
179K $14.6M
VTI
Vanguard Total Stock Market Et

ETFs
-5.23K
- 21.48%
$271.18 - $303.12 $1.42M - $1.59M
19.1K $5.26M
CSCO
Cisco Systems, Inc.

Technology
-19.9K
- 39.37%
$58.74 - $64.87 $1.17M - $1.29M
30.6K $1.84M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11K
- 10.34%
$57.21 - $65.8 $631K - $725K
95.5K $5.58M
AVGO
Broadcom Inc.

Technology
-1.46K
- 11.34%
$167.43 - $244.7 $245K - $358K
11.4K $2.12M
IWM
Ishares Russell 2000 ETF

ETFs
-1.35K
- 6.17%
$198.1 - $229.79 $267K - $310K
20.5K $4.1M
AMD
Advanced Micro Devices Inc

Technology
-5.03K
- 63.71%
$96.63 - $129.55 $486K - $652K
2.87K $342K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.64K
- 59.96%
$302.31 - $337.54 $496K - $554K
1.1K $336K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-13.2K
- 5.44%
$47.59 - $48.35 $631K - $641K
230K $11.1M
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
-29.2K
- 31.26%
$11.31 - $12.37 $330K - $361K
64.2K $729K
AIQ
Global X Funds Global X Artifi

ETFs
-8.3K
- 41.47%
$36.38 - $42.77 $302K - $355K
11.7K $426K
GOOG
Alphabet Inc.

Communication Services
-373
- 10.03%
$156.06 - $207.71 $58.2K - $77.5K
3.35K $523K
NOW
Service Now, Inc.

Technology
-61
- 18.48%
$783.83 - $1170.39 $47.8K - $71.4K
269 $214K
META
Meta Platforms, Inc.

Communication Services
-3
- 0.05%
$576.36 - $736.67 $1.73K - $2.21K
5.75K $3.28M
MRK
Merck & Co., Inc.

Healthcare
-535
- 13.07%
$83.01 - $101.02 $44.4K - $54K
3.56K $319K
ETN
Eaton Corp PLC

Industrials
-6
- 0.73%
$271.83 - $371.23 $1.63K - $2.23K
821 $223K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-4.08K
- 9.52%
$10.53 - $11.08 $43K - $45.2K
38.8K $416K
Lam Research Corp
-561
- 4.69%
N/A
11.4K $830K
MA
Mastercard Inc

Financial Services
-10
- 2.21%
$504.67 - $576.31 $5.05K - $5.76K
442 $213K
DVYE
Ishares Emerging Markets Divid

ETFs
-1.1K
- 12.34%
$25.08 - $27.99 $27.7K - $30.9K
7.84K $214K
PEG
Public Service Enterprise Group Inc

Utilities
-26
- 0.83%
$78.2 - $90.39 $2.03K - $2.35K
3.1K $255K
BK
Bank Of New York Mellon Corp

Financial Services
-323
- 10.29%
$75.42 - $88.95 $24.4K - $28.7K
2.82K $236K
XOM
Exxon Mobil Corp

Energy
-174
- 7.82%
$105.44 - $118.93 $18.3K - $20.7K
2.05K $244K
NFLX
Netflix Inc

Communication Services
-63
- 1.94%
$828.4 - $1058.6 $52.2K - $66.7K
3.19K $2.98M
IXUS
Ishares Tr

ETFs
-37
- 0.09%
$65.06 - $72.31 $2.41K - $2.68K
42.9K $3M
DE
Deere & CO

Industrials
-1
- 0.03%
$408.57 - $509.27 $409 - $509
3.77K $1.76M
V
Visa Inc.

Financial Services
-170
- 2.01%
$306.92 - $362.71 $52.2K - $61.7K
8.31K $2.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-60
- 1.98%
$442.66 - $534.52 $26.6K - $32.1K
2.97K $1.58M
MCK
Mckesson Corp

Healthcare
-5
- 0.12%
$566.21 - $672.99 $2.83K - $3.36K
4.07K $2.7M
IBM
International Business Machines Corp

Technology
-61
- 0.41%
$217.4 - $264.74 $13.3K - $16.1K
15K $3.72M
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
Track This Portfolio

Track Abundance Wealth Counselors Portfolio

Follow Abundance Wealth Counselors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abundance Wealth Counselors, based on Form 13F filings with the SEC.

News

Stay updated on Abundance Wealth Counselors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email