Abundance Wealth Counselors has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $483 Million distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $116M, Pure Cycle Technologies, Inc. with a value of $51M, Ishares Tr with a value of $32.8M, Ishares Msci Intl Quality Fact with a value of $22.5M, and Spdr Ser Tr Spdr S&P Biotech E with a value of $18M.
Examining the 13F form we can see an increase of $266M in the current position value, from $217M to 483M.
Below you can find more details about Abundance Wealth Counselors portfolio as well as his latest detailed transactions.
Portfolio value
$483 Million
ETFs: $256 Million
Industrials: $63.4 Million
Technology: $53.5 Million
Financial Services: $24.6 Million
Healthcare: $23.3 Million
Communication Services: $14.8 Million
Consumer Cyclical: $11.3 Million
Utilities: $8.75 Million
Other: $24 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
