Abundance Wealth Counselors
Latest statistics and disclosures from Abundance Wealth Counselors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, PCT, BCI, BAI, ACWX, and represent 42.36% of Abundance Wealth Counselors's stock portfolio.
- Added to shares of these 10 stocks: PCT (+$35M), IVV (+$17M), TBG, AAPL, BCI, VTI, NVDA, MSFT, MA, RYN.
- Started 90 new stock positions in WMT, FIX, WDC, TPR, VRSN, ADT, RYN, BWA, FTI, MRSH.
- Reduced shares in these 10 stocks: BEPC, GILD, JNJ, Hologic, GPMT, WFC, ITOT, SHOP, ACWX, FSLR.
- Sold out of its positions in FSLR, GPMT, HSY, Hologic, ITOT, NVO, SHOP, Strive, WFC, SPOT.
- Abundance Wealth Counselors was a net buyer of stock by $112M.
- Abundance Wealth Counselors has $699M in assets under management (AUM), dropping by 18.09%.
- Central Index Key (CIK): 0001767080
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Portfolio Holdings for Abundance Wealth Counselors
Abundance Wealth Counselors holds 243 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 20.2 | $142M | +13% | 217k | 653.20 |
|
| Purecycle Technologies (PCT) | 6.3 | $44M | +370% | 8.5M | 5.19 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 5.5 | $39M | +6% | 1.6M | 24.29 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 5.2 | $37M | 1.1M | 32.95 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 5.0 | $35M | 512k | 68.47 |
|
|
| Ea Series Trust Tbg Dividend Foc (TBG) | 4.6 | $32M | +11% | 921k | 34.86 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.4 | $24M | +3% | 259k | 90.53 |
|
| Apple (AAPL) | 2.2 | $16M | +17% | 62k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $16M | +9% | 89k | 174.40 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.9 | $13M | +5% | 124k | 106.50 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 1.7 | $12M | +4% | 246k | 48.46 |
|
| Meta Platforms Cl A (META) | 1.5 | $10M | +9% | 18k | 572.13 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.5 | $10M | +2% | 219k | 46.23 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $9.5M | +10% | 33k | 287.56 |
|
| Microsoft Corporation (MSFT) | 1.3 | $9.3M | +16% | 25k | 370.18 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $7.3M | +32% | 23k | 320.81 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $6.2M | +4% | 32k | 191.92 |
|
| Amazon (AMZN) | 0.9 | $6.2M | +17% | 30k | 208.27 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $6.1M | +17% | 90k | 67.53 |
|
| Broadcom (AVGO) | 0.7 | $5.2M | +20% | 17k | 309.51 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $4.4M | +16% | 18k | 247.99 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $4.2M | +8% | 14k | 294.16 |
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.6 | $4.0M | 63k | 64.59 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $4.0M | +18% | 32k | 124.31 |
|
| McKesson Corporation (MCK) | 0.5 | $3.5M | +7% | 4.0k | 865.36 |
|
| Verizon Communications (VZ) | 0.5 | $3.4M | -2% | 68k | 50.20 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.5 | $3.4M | 39k | 86.64 |
|
|
| Abbvie (ABBV) | 0.5 | $3.4M | 16k | 217.49 |
|
|
| Chevron Corporation (CVX) | 0.5 | $3.4M | 16k | 206.91 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $3.1M | -36% | 13k | 244.44 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $3.1M | +33% | 51k | 60.65 |
|
| Innventure (INV) | 0.4 | $3.1M | 783k | 3.91 |
|
|
| Exelon Corporation (EXC) | 0.4 | $3.0M | 61k | 49.02 |
|
|
| Netflix (NFLX) | 0.4 | $2.9M | +3% | 30k | 96.15 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $2.9M | +9% | 13k | 213.66 |
|
| Visa Com Cl A (V) | 0.4 | $2.8M | +9% | 9.2k | 302.24 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $2.7M | +9% | 11k | 250.58 |
|
| Amgen (AMGN) | 0.4 | $2.7M | +2% | 7.6k | 351.83 |
|
| Host Hotels & Resorts (HST) | 0.4 | $2.7M | +3% | 140k | 19.16 |
|
| Novartis Sponsored Adr (NVS) | 0.4 | $2.6M | 17k | 152.75 |
|
|
| Tesla Motors (TSLA) | 0.4 | $2.5M | +28% | 6.7k | 371.75 |
|
| Totalenergies Se Act (TTE) | 0.4 | $2.5M | -4% | 27k | 91.09 |
|
| Cisco Systems (CSCO) | 0.3 | $2.4M | +3% | 31k | 77.59 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $2.3M | +35% | 3.6k | 650.29 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.3M | +134% | 4.5k | 499.66 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $2.2M | 6.9k | 327.07 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $2.1M | +22% | 2.1k | 996.43 |
|
| International Business Machines (IBM) | 0.3 | $2.1M | +3% | 8.8k | 242.39 |
|
| Deere & Company (DE) | 0.3 | $2.1M | 3.7k | 563.30 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.1M | +20% | 2.2k | 919.77 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.0M | +24% | 4.2k | 479.20 |
|
| Quanta Services (PWR) | 0.3 | $2.0M | 3.6k | 549.02 |
|
|
| American Express Company (AXP) | 0.3 | $1.9M | +17% | 6.3k | 302.48 |
|
| Prudential Financial (PRU) | 0.3 | $1.9M | 19k | 97.68 |
|
|
| Ford Motor Company (F) | 0.3 | $1.8M | -2% | 159k | 11.54 |
|
| GSK Sponsored Adr (GSK) | 0.3 | $1.8M | -4% | 33k | 55.19 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.7M | +4% | 12k | 147.11 |
|
| Hewlett Packard Enterprise (HPE) | 0.2 | $1.7M | +2% | 72k | 23.81 |
|
| Lowe's Companies (LOW) | 0.2 | $1.7M | 7.2k | 236.28 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $1.7M | +13% | 12k | 144.44 |
|
| Delta Air Lines Com New (DAL) | 0.2 | $1.7M | +23% | 25k | 66.48 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.2 | $1.7M | +32% | 21k | 80.56 |
|
| Nucor Corporation (NUE) | 0.2 | $1.6M | +5% | 9.6k | 169.10 |
|
| Alexandria Real Estate Equities (ARE) | 0.2 | $1.6M | +64% | 35k | 46.42 |
|
| Hannon Armstrong (HASI) | 0.2 | $1.6M | 44k | 36.75 |
|
|
| Gilead Sciences (GILD) | 0.2 | $1.6M | -54% | 11k | 139.36 |
|
| Enbridge (ENB) | 0.2 | $1.6M | 29k | 54.14 |
|
|
| Clearway Energy CL C (CWEN) | 0.2 | $1.6M | +2% | 40k | 39.29 |
|
| Ing Groep Sponsored Adr (ING) | 0.2 | $1.6M | -3% | 60k | 26.05 |
|
| Roper Industries (ROP) | 0.2 | $1.5M | +36% | 4.2k | 353.86 |
|
| BP Sponsored Adr (BP) | 0.2 | $1.5M | -3% | 31k | 47.00 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $1.5M | -10% | 25k | 59.03 |
|
| Wabtec Corporation (WAB) | 0.2 | $1.4M | +17% | 5.7k | 249.91 |
|
| Phillips 66 (PSX) | 0.2 | $1.4M | +37% | 7.8k | 182.18 |
|
| Ameriprise Financial (AMP) | 0.2 | $1.4M | +22% | 3.2k | 444.40 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.4M | +32% | 72k | 19.30 |
|
| Realty Income (O) | 0.2 | $1.4M | -2% | 23k | 61.18 |
|
| Regions Financial Corporation (RF) | 0.2 | $1.4M | -2% | 53k | 26.12 |
|
| Dominion Resources (D) | 0.2 | $1.4M | +43% | 22k | 61.82 |
|
| Unilever Spon Adr New (UL) | 0.2 | $1.4M | -2% | 24k | 56.97 |
|
| Golub Capital BDC (GBDC) | 0.2 | $1.3M | +7% | 106k | 12.66 |
|
| Kraft Heinz (KHC) | 0.2 | $1.3M | 57k | 22.49 |
|
|
| Hubbell (HUBB) | 0.2 | $1.3M | 2.6k | 490.80 |
|
|
| LKQ Corporation (LKQ) | 0.2 | $1.3M | +77% | 43k | 29.37 |
|
| Hp (HPQ) | 0.2 | $1.2M | +54% | 65k | 19.21 |
|
| UGI Corporation (UGI) | 0.2 | $1.2M | -3% | 33k | 36.42 |
|
| Pfizer (PFE) | 0.2 | $1.2M | +7% | 43k | 28.08 |
|
| United Parcel Svcs CL B (UPS) | 0.2 | $1.2M | +17% | 12k | 98.38 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.2M | +14% | 24k | 48.75 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $1.2M | 6.0k | 191.81 |
|
|
| Rayonier (RYN) | 0.2 | $1.1M | NEW | 56k | 20.62 |
|
| Masco Corporation (MAS) | 0.2 | $1.1M | +3% | 19k | 60.37 |
|
| Target Corporation (TGT) | 0.2 | $1.1M | +32% | 9.2k | 121.20 |
|
| Generac Holdings (GNRC) | 0.2 | $1.1M | +2% | 5.7k | 195.33 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.1M | 11k | 99.27 |
|
|
| Merck & Co (MRK) | 0.2 | $1.1M | +293% | 9.2k | 120.29 |
|
| Fidelity Ethereum SHS (FETH) | 0.2 | $1.1M | -5% | 52k | 20.88 |
|
| Americold Rlty Tr (COLD) | 0.2 | $1.1M | NEW | 92k | 11.46 |
|
| Kenvue (KVUE) | 0.2 | $1.1M | -2% | 61k | 17.24 |
|
| Diamond Hill Invt Group Com New (DHIL) | 0.2 | $1.0M | -8% | 6.1k | 172.09 |
|
| Qualcomm (QCOM) | 0.1 | $1.0M | +9% | 8.1k | 128.78 |
|
| Franklin Resources (BEN) | 0.1 | $1.0M | +37% | 44k | 23.62 |
|
| Mid-America Apartment (MAA) | 0.1 | $1.0M | NEW | 8.5k | 122.12 |
|
| Walt Disney Company (DIS) | 0.1 | $1.0M | +10% | 11k | 96.38 |
|
| Pentair SHS (PNR) | 0.1 | $999k | +42% | 12k | 87.11 |
|
| Crown Castle Intl (CCI) | 0.1 | $995k | -6% | 12k | 81.31 |
|
| Mettler-Toledo International (MTD) | 0.1 | $989k | +3% | 784.00 | 1261.20 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $949k | +66% | 3.9k | 243.08 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $944k | +162% | 2.6k | 356.56 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $920k | 3.2k | 286.86 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.1 | $918k | 62k | 14.77 |
|
|
| Ali (ALCO) | 0.1 | $905k | +12% | 22k | 41.26 |
|
| UnitedHealth (UNH) | 0.1 | $898k | +24% | 3.3k | 270.60 |
|
| Mosaic (MOS) | 0.1 | $893k | +64% | 35k | 25.50 |
|
| Wal-Mart Stores (WMT) | 0.1 | $883k | NEW | 7.1k | 124.28 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $878k | 1.5k | 597.62 |
|
|
| Comfort Systems USA (FIX) | 0.1 | $872k | NEW | 632.00 | 1378.99 |
|
| Intel Corporation (INTC) | 0.1 | $848k | +123% | 19k | 44.13 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $829k | 2.5k | 337.95 |
|
|
| Xplr Infrastructure Com Unit Part In (XIFR) | 0.1 | $823k | -2% | 78k | 10.62 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $812k | -8% | 615.00 | 1320.83 |
|
| PG&E Corporation (PCG) | 0.1 | $774k | NEW | 44k | 17.57 |
|
| Smucker J M Com New (SJM) | 0.1 | $744k | 7.7k | 96.44 |
|
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| Chubb (CB) | 0.1 | $742k | NEW | 2.3k | 325.93 |
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| Edison International (EIX) | 0.1 | $730k | NEW | 10k | 73.18 |
|
| Easterly Govt Pptys Com Shs (DEA) | 0.1 | $671k | -3% | 31k | 21.43 |
|
| Ge Aerospace Com New (GE) | 0.1 | $670k | NEW | 2.4k | 283.77 |
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| Fiserv (FISV) | 0.1 | $653k | +19% | 12k | 55.80 |
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| Micron Technology (MU) | 0.1 | $643k | +5% | 1.9k | 337.84 |
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| Automatic Data Processing (ADP) | 0.1 | $631k | +18% | 3.1k | 203.18 |
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| FedEx Corporation (FDX) | 0.1 | $621k | NEW | 1.7k | 356.18 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $612k | +69% | 3.6k | 169.66 |
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| PNC Financial Services (PNC) | 0.1 | $597k | +129% | 2.9k | 208.09 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $594k | 7.8k | 76.54 |
|
|
| Technipfmc (FTI) | 0.1 | $589k | NEW | 8.5k | 69.13 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $553k | NEW | 14k | 38.86 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $545k | +8% | 2.6k | 206.09 |
|
| Boeing Company (BA) | 0.1 | $537k | +59% | 2.7k | 199.03 |
|
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.1 | $532k | +65% | 196k | 2.71 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $522k | NEW | 4.1k | 126.28 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $521k | 15k | 35.94 |
|
|
| Ge Vernova (GEV) | 0.1 | $520k | NEW | 596.00 | 872.90 |
|
| General Motors Company (GM) | 0.1 | $508k | NEW | 6.8k | 74.50 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $501k | NEW | 649.00 | 772.64 |
|
| AllianceBernstein Global Hgh Incm (AWF) | 0.1 | $498k | +7% | 49k | 10.17 |
|
| Western Digital (WDC) | 0.1 | $495k | NEW | 1.8k | 270.49 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $489k | -6% | 3.6k | 135.72 |
|
| Centene Corporation (CNC) | 0.1 | $488k | NEW | 15k | 32.74 |
|
| Transmedics Group (TMDX) | 0.1 | $486k | -20% | 4.9k | 99.41 |
|
| Pepsi (PEP) | 0.1 | $461k | NEW | 3.0k | 155.29 |
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| Amphenol Corp Cl A (APH) | 0.1 | $457k | NEW | 3.6k | 126.35 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $449k | +28% | 3.8k | 118.63 |
|
| Sandisk Corp (SNDK) | 0.1 | $439k | NEW | 691.00 | 635.34 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $421k | NEW | 3.4k | 122.78 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $409k | NEW | 1.9k | 211.90 |
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| Servicenow (NOW) | 0.1 | $409k | NEW | 3.9k | 104.55 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $408k | +37% | 913.00 | 446.54 |
|
| Eaton Corp SHS (ETN) | 0.1 | $400k | NEW | 1.1k | 357.67 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $388k | NEW | 6.6k | 58.78 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $382k | NEW | 2.6k | 146.28 |
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| Zoom Communications Cl A (ZM) | 0.1 | $369k | NEW | 4.6k | 80.39 |
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| Newmont Mining Corporation (NEM) | 0.1 | $367k | NEW | 3.4k | 108.25 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $364k | NEW | 11k | 33.97 |
|
| Applied Materials (AMAT) | 0.1 | $357k | +25% | 1.0k | 341.79 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $354k | NEW | 2.0k | 173.45 |
|
| Caterpillar (CAT) | 0.1 | $354k | NEW | 499.00 | 708.46 |
|
| Spdr Series Trust State Street Spd (XBI) | 0.1 | $353k | NEW | 2.8k | 127.71 |
|
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $350k | 7.0k | 49.85 |
|
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $342k | +44% | 795.00 | 430.29 |
|
| S&p Global (SPGI) | 0.0 | $332k | NEW | 780.00 | 425.34 |
|
| Corning Incorporated (GLW) | 0.0 | $328k | NEW | 2.4k | 135.97 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $325k | NEW | 538.00 | 604.57 |
|
| Tapestry (TPR) | 0.0 | $325k | NEW | 2.3k | 141.11 |
|
| Fortinet (FTNT) | 0.0 | $324k | NEW | 4.0k | 81.72 |
|
| Danaher Corporation (DHR) | 0.0 | $319k | NEW | 1.7k | 189.60 |
|
| Cme (CME) | 0.0 | $317k | NEW | 1.1k | 295.35 |
|
| Blackrock (BLK) | 0.0 | $315k | NEW | 328.00 | 961.71 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $315k | 6.8k | 46.67 |
|
|
| Incyte Corporation (INCY) | 0.0 | $310k | NEW | 3.3k | 94.12 |
|
| Natera (NTRA) | 0.0 | $306k | NEW | 1.5k | 199.99 |
|
| Dollar General (DG) | 0.0 | $303k | NEW | 2.6k | 118.73 |
|
| Verisign (VRSN) | 0.0 | $300k | NEW | 1.2k | 248.36 |
|
| TJX Companies (TJX) | 0.0 | $293k | NEW | 1.8k | 159.70 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $289k | -5% | 741.00 | 390.41 |
|
| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $287k | NEW | 3.4k | 83.73 |
|
| Uber Technologies (UBER) | 0.0 | $286k | NEW | 4.0k | 71.93 |
|
| Unified Ser Tr Oneascent Intl (OAIM) | 0.0 | $286k | 6.6k | 43.06 |
|
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $282k | -87% | 7.1k | 39.83 |
|
| Philip Morris International (PM) | 0.0 | $282k | NEW | 1.7k | 165.34 |
|
| General Dynamics Corporation (GD) | 0.0 | $281k | NEW | 820.00 | 343.22 |
|
| Expedia Group Com New (EXPE) | 0.0 | $281k | NEW | 1.2k | 230.89 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $273k | +2% | 2.9k | 93.29 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $265k | NEW | 3.6k | 72.74 |
|
| Dow (DOW) | 0.0 | $263k | NEW | 6.3k | 41.65 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $262k | 2.7k | 97.23 |
|
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| Illumina (ILMN) | 0.0 | $262k | NEW | 2.1k | 123.26 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $260k | NEW | 1.7k | 150.82 |
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| Advanced Micro Devices (AMD) | 0.0 | $258k | -13% | 1.3k | 203.43 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $258k | NEW | 4.2k | 61.26 |
|
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $258k | -2% | 7.5k | 34.38 |
|
| Exelixis (EXEL) | 0.0 | $254k | NEW | 5.9k | 42.89 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $254k | NEW | 1.9k | 131.74 |
|
| Capital One Financial (COF) | 0.0 | $253k | NEW | 1.4k | 182.43 |
|
| Honeywell International (HON) | 0.0 | $252k | NEW | 1.1k | 226.03 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $252k | 2.6k | 95.62 |
|
|
| MarketAxess Holdings (MKTX) | 0.0 | $247k | NEW | 1.5k | 164.98 |
|
| Citigroup Com New (C) | 0.0 | $245k | NEW | 2.2k | 113.41 |
|
| Burlington Stores (BURL) | 0.0 | $244k | NEW | 751.00 | 325.38 |
|
| Textron (TXT) | 0.0 | $242k | NEW | 2.8k | 87.56 |
|
| Iren Ordinary Shares (IREN) | 0.0 | $240k | 7.0k | 34.28 |
|
|
| Seneca Foods Corp Cl A (SENEA) | 0.0 | $239k | NEW | 1.6k | 151.12 |
|
| Emcor (EME) | 0.0 | $237k | NEW | 321.00 | 738.31 |
|
| BorgWarner (BWA) | 0.0 | $234k | NEW | 4.3k | 54.26 |
|
| Medpace Hldgs (MEDP) | 0.0 | $232k | NEW | 484.00 | 480.19 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $232k | NEW | 3.4k | 68.14 |
|
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.0 | $228k | +2% | 1.7k | 133.46 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $226k | NEW | 3.5k | 64.07 |
|
| Stryker Corporation (SYK) | 0.0 | $225k | NEW | 686.00 | 328.59 |
|
| Shell Spon Ads (SHEL) | 0.0 | $225k | NEW | 2.4k | 93.00 |
|
| Mueller Industries (MLI) | 0.0 | $225k | NEW | 2.0k | 110.80 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $223k | NEW | 4.9k | 45.97 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $223k | NEW | 2.4k | 93.98 |
|
| Nextera Energy (NEE) | 0.0 | $223k | NEW | 2.4k | 92.88 |
|
| Royal Gold (RGLD) | 0.0 | $222k | NEW | 873.00 | 254.49 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $220k | NEW | 5.7k | 38.42 |
|
| Cipher Mining (CIFR) | 0.0 | $219k | 17k | 12.87 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $217k | NEW | 1.7k | 130.95 |
|
| Equifax (EFX) | 0.0 | $216k | NEW | 1.2k | 180.07 |
|
| Teradyne (TER) | 0.0 | $214k | NEW | 723.00 | 296.46 |
|
| Gartner (IT) | 0.0 | $209k | NEW | 1.3k | 158.34 |
|
| Nutanix Cl A (NTNX) | 0.0 | $208k | NEW | 5.5k | 38.01 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $207k | 10k | 20.70 |
|
|
| Five Below (FIVE) | 0.0 | $207k | NEW | 904.00 | 228.48 |
|
| Paypal Holdings (PYPL) | 0.0 | $202k | NEW | 4.5k | 45.23 |
|
| 10x Genomics Cl A Com (TXG) | 0.0 | $201k | NEW | 9.5k | 21.23 |
|
| Match Group (MTCH) | 0.0 | $201k | NEW | 6.5k | 30.71 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $170k | +4% | 71k | 2.39 |
|
| Adt (ADT) | 0.0 | $136k | NEW | 21k | 6.57 |
|
| Sunopta (STKL) | 0.0 | $105k | NEW | 16k | 6.48 |
|
| Purecycle Technologies Unit 06/17/2026 (PCTTU) | 0.0 | $62k | 10k | 6.18 |
|
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $55k | +12% | 13k | 4.29 |
|
| Btq Technologies Corp (BTQ) | 0.0 | $32k | 12k | 2.67 |
|
|
| Alight Com Cl A (ALIT) | 0.0 | $9.7k | NEW | 17k | 0.58 |
|
Past Filings by Abundance Wealth Counselors
SEC 13F filings are viewable for Abundance Wealth Counselors going back to 2018
- Abundance Wealth Counselors 2026 Q1 filed April 23, 2026
- Abundance Wealth Counselors 2025 Q4 filed Jan. 26, 2026
- Abundance Wealth Counselors 2025 Q3 filed Oct. 22, 2025
- Abundance Wealth Counselors 2025 Q2 filed July 21, 2025
- Abundance Wealth Counselors 2025 Q1 filed April 21, 2025
- Abundance Wealth Counselors 2024 Q4 filed Jan. 24, 2025
- Abundance Wealth Counselors 2024 Q3 filed Oct. 17, 2024
- Abundance Wealth Counselors 2024 Q2 filed July 17, 2024
- Abundance Wealth Counselors 2024 Q1 filed April 19, 2024
- Abundance Wealth Counselors 2023 Q4 filed Jan. 17, 2024
- Abundance Wealth Counselors 2023 Q3 filed Oct. 30, 2023
- Abundance Wealth Counselors 2023 Q2 filed July 19, 2023
- Abundance Wealth Counselors 2023 Q1 filed May 2, 2023
- Abundance Wealth Counselors 2022 Q4 amended filed Feb. 9, 2023
- Abundance Wealth Counselors 2022 Q4 filed Feb. 2, 2023
- Abundance Wealth Counselors 2022 Q3 filed Nov. 1, 2022