Abundance Wealth Counselors Portfolio Holdings
Abundance Wealth Counselors
- $478 Million
- Q1 2025
Abundance Wealth Counselors has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $478 Million distributed in 151 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 $109M, Ishares Msci Acwi Ex Us ETF with a value of $28.2M, Blackrock ETF Trust with a value of $21.3M, Ishares Tr with a value of $21.2M, and Pure Cycle Technologies, Inc. with a value of $16.8M.
Examining the 13F form we can see an increase of $18.1M in the current position value, from $459M to 478M.
Below you can find more details about Abundance Wealth Counselors portfolio as well as his latest detailed transactions.
Portfolio value
$478 Million
ETFs: $259 Million
Technology: $49.3 Million
Industrials: $29.2 Million
Healthcare: $26.2 Million
Financial Services: $25.2 Million
Communication Services: $16.1 Million
Consumer Cyclical: $12 Million
Consumer Defensive: $8.38 Million
Other: $24.7 Million