Abundance Wealth Counselors Portfolio Holdings
Abundance Wealth Counselors
- $459 Million
- Q4 2024
Abundance Wealth Counselors has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $459 Million distributed in 141 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 $118M, Ishares Tr with a value of $29.6M, Pure Cycle Technologies, Inc. with a value of $27.7M, Ishares Msci Intl Quality Fact with a value of $20M, and Spdr Ser Tr Spdr S&P Biotech E with a value of $16.7M.
Examining the 13F form we can see an decrease of $23.6M in the current position value, from $483M to 459M.
Below you can find more details about Abundance Wealth Counselors portfolio as well as his latest detailed transactions.
Portfolio value
$459 Million
ETFs: $257 Million
Technology: $56.3 Million
Industrials: $39 Million
Financial Services: $23.6 Million
Healthcare: $22.3 Million
Communication Services: $16.4 Million
Consumer Cyclical: $13.3 Million
Consumer Defensive: $7.32 Million
Other: $19.9 Million