Abundance Wealth Counselors
Latest statistics and disclosures from Abundance Wealth Counselors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, PCT, BAI, ACWX, BCI, and represent 47.10% of Abundance Wealth Counselors's stock portfolio.
- Added to shares of these 10 stocks: PCT (+$136M), IVV (+$111M), BAI (+$44M), ACWX (+$40M), BCI (+$33M), TBG (+$24M), IEFA (+$21M), SUB (+$15M), AAPL (+$15M), NVDA (+$14M).
- Started 92 new stock positions in TRV, DECK, QLTY, MDT, QUS, FRSH, MRNA, DB, SMTC, SHG.
- Reduced shares in these 10 stocks: , , SNDK, , MRSH, DHR, , UBER, DOW, Honeywell International.
- Sold out of its positions in ADT, BURL, CME, DHR, DHIL, DOW, ET, EFX, FIVE, IT. Honeywell International, MKTX, MRSH, MEDP, PYPL, RGLD, SCHW, NOW, STKL, TSN, UBER.
- Abundance Wealth Counselors was a net buyer of stock by $734M.
- Abundance Wealth Counselors has $1.5B in assets under management (AUM), dropping by 120.89%.
- Central Index Key (CIK): 0001767080
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Portfolio Holdings for Abundance Wealth Counselors
Abundance Wealth Counselors holds 314 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 17.7 | $273M | +68% | 365k | 748.89 |
|
| Purecycle Technologies (PCT) | 13.3 | $205M | +196% | 25M | 8.11 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 6.6 | $102M | +74% | 1.9M | 52.72 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 5.1 | $79M | +101% | 1.0M | 76.11 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 4.4 | $69M | +92% | 3.1M | 22.34 |
|
| Ea Series Trust Tbg Divid Fo Etf (TBG) | 3.7 | $57M | +70% | 1.6M | 36.46 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.0 | $47M | +85% | 481k | 96.58 |
|
| Apple (AAPL) | 2.1 | $32M | +80% | 112k | 289.36 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $32M | +78% | 159k | 200.09 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.8 | $28M | +112% | 263k | 106.47 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 1.6 | $24M | +105% | 506k | 48.25 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $21M | +81% | 60k | 357.37 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.3 | $20M | +79% | 394k | 49.55 |
|
| Meta Platforms Cl A (META) | 1.2 | $19M | +83% | 33k | 563.29 |
|
| Microsoft Corporation (MSFT) | 1.1 | $16M | +75% | 44k | 373.03 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $15M | +73% | 40k | 370.04 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $14M | +109% | 68k | 212.77 |
|
| Amazon (AMZN) | 0.8 | $13M | +81% | 54k | 238.34 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $12M | +65% | 149k | 77.11 |
|
| Broadcom (AVGO) | 0.7 | $11M | +72% | 29k | 377.75 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $9.9M | +70% | 23k | 433.33 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $8.7M | +63% | 29k | 300.45 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $8.3M | +78% | 25k | 327.33 |
|
| Innventure (INV) | 0.5 | $7.9M | +100% | 1.6M | 5.07 |
|
| Abbvie (ABBV) | 0.5 | $7.6M | +95% | 30k | 251.64 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $7.6M | +57% | 51k | 148.31 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.5 | $7.4M | +98% | 78k | 95.44 |
|
| Micron Technology (MU) | 0.5 | $7.2M | +226% | 6.2k | 1154.29 |
|
| Cisco Systems (CSCO) | 0.4 | $6.5M | +77% | 55k | 117.46 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $6.4M | +77% | 19k | 334.82 |
|
| Host Hotels & Resorts (HST) | 0.4 | $6.4M | +93% | 271k | 23.71 |
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.4 | $6.2M | +45% | 91k | 68.33 |
|
| Visa Com Cl A (V) | 0.4 | $6.0M | +90% | 18k | 343.09 |
|
| Hewlett Packard Enterprise (HPE) | 0.4 | $6.0M | +85% | 133k | 45.11 |
|
| Johnson & Johnson (JNJ) | 0.4 | $5.9M | +80% | 23k | 253.97 |
|
| Exelon Corporation (EXC) | 0.4 | $5.6M | +96% | 121k | 46.62 |
|
| McKesson Corporation (MCK) | 0.4 | $5.5M | +82% | 7.3k | 755.60 |
|
| Verizon Communications (VZ) | 0.4 | $5.5M | +91% | 130k | 42.34 |
|
| Amgen (AMGN) | 0.3 | $5.4M | +95% | 15k | 362.10 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $5.3M | +79% | 92k | 57.62 |
|
| Chevron Corporation (CVX) | 0.3 | $5.1M | +90% | 31k | 165.76 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $5.0M | +91% | 32k | 156.72 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $4.9M | +94% | 13k | 370.59 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $4.8M | +80% | 4.0k | 1199.43 |
|
| Tesla Motors (TSLA) | 0.3 | $4.8M | +71% | 12k | 420.60 |
|
| International Business Machines (IBM) | 0.3 | $4.7M | +92% | 17k | 281.21 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $4.7M | +74% | 6.2k | 746.69 |
|
| Ford Motor Company (F) | 0.3 | $4.5M | +104% | 326k | 13.90 |
|
| Quanta Services (PWR) | 0.3 | $4.5M | +75% | 6.3k | 720.04 |
|
| Deere & Company (DE) | 0.3 | $4.4M | +86% | 6.9k | 634.33 |
|
| Totalenergies Se Act (TTE) | 0.3 | $4.1M | +93% | 52k | 77.76 |
|
| Delta Air Lines Com New (DAL) | 0.3 | $4.0M | +72% | 43k | 93.66 |
|
| Alexandria Real Estate Equities (ARE) | 0.3 | $4.0M | +114% | 75k | 52.85 |
|
| Nucor Corporation (NUE) | 0.3 | $4.0M | +84% | 18k | 222.75 |
|
| American Express Company (AXP) | 0.3 | $3.9M | +85% | 12k | 338.25 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.9M | +86% | 7.8k | 500.39 |
|
| Netflix (NFLX) | 0.2 | $3.8M | +76% | 54k | 71.40 |
|
| Smucker J M Com New (SJM) | 0.2 | $3.8M | +338% | 34k | 112.50 |
|
| Ing Groep Sponsored Adr (ING) | 0.2 | $3.8M | +100% | 120k | 31.38 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $3.7M | +83% | 3.9k | 935.47 |
|
| Oracle Corporation (ORCL) | 0.2 | $3.5M | +103% | 24k | 146.55 |
|
| GSK Sponsored Adr (GSK) | 0.2 | $3.5M | +99% | 66k | 52.42 |
|
| Hannon Armstrong (HASI) | 0.2 | $3.4M | +101% | 87k | 39.05 |
|
| Mercantile Bank (MBWM) | 0.2 | $3.2M | NEW | 56k | 57.42 |
|
| Generac Holdings (GNRC) | 0.2 | $3.2M | +92% | 11k | 292.81 |
|
| Regions Financial Corporation (RF) | 0.2 | $3.2M | +98% | 105k | 30.20 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.2M | +36% | 6.1k | 513.60 |
|
| Enbridge (ENB) | 0.2 | $3.1M | +92% | 56k | 54.21 |
|
| Lowe's Companies (LOW) | 0.2 | $3.0M | +91% | 14k | 220.49 |
|
| Americold Rlty Tr (COLD) | 0.2 | $2.9M | +102% | 187k | 15.72 |
|
| Franklin Resources (BEN) | 0.2 | $2.9M | +101% | 88k | 33.27 |
|
| Wabtec Corporation (WAB) | 0.2 | $2.9M | +88% | 11k | 269.60 |
|
| Hp (HPQ) | 0.2 | $2.9M | +102% | 131k | 21.94 |
|
| Realty Income (O) | 0.2 | $2.9M | +104% | 46k | 61.96 |
|
| Dominion Resources (D) | 0.2 | $2.8M | +88% | 42k | 68.29 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.8M | +63% | 19k | 146.64 |
|
| Golub Capital BDC (GBDC) | 0.2 | $2.8M | +106% | 219k | 12.88 |
|
| Masco Corporation (MAS) | 0.2 | $2.8M | +83% | 34k | 81.37 |
|
| Gilead Sciences (GILD) | 0.2 | $2.8M | +93% | 22k | 126.33 |
|
| Kraft Heinz (KHC) | 0.2 | $2.8M | +106% | 118k | 23.62 |
|
| Unilever Spon Adr New (UL) | 0.2 | $2.8M | +92% | 46k | 60.12 |
|
| Clearway Energy CL C (CWEN) | 0.2 | $2.8M | +101% | 81k | 34.18 |
|
| Hubbell (HUBB) | 0.2 | $2.7M | +100% | 5.2k | 523.23 |
|
| Intel Corporation (INTC) | 0.2 | $2.7M | 20k | 139.63 |
|
|
| Ameriprise Financial (AMP) | 0.2 | $2.7M | +84% | 5.8k | 458.76 |
|
| Prudential Financial (PRU) | 0.2 | $2.6M | +26% | 25k | 107.93 |
|
| Qualcomm (QCOM) | 0.2 | $2.6M | +72% | 14k | 184.79 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $2.6M | +101% | 50k | 51.05 |
|
| Bank of America Corporation (BAC) | 0.2 | $2.5M | +85% | 44k | 56.98 |
|
| Roper Industries (ROP) | 0.2 | $2.5M | +75% | 7.4k | 338.39 |
|
| Mid-America Apartment (MAA) | 0.2 | $2.4M | +106% | 18k | 138.94 |
|
| UnitedHealth (UNH) | 0.2 | $2.4M | +73% | 5.8k | 415.65 |
|
| Rayonier (RYN) | 0.2 | $2.4M | +101% | 112k | 21.28 |
|
| UGI Corporation (UGI) | 0.2 | $2.4M | +105% | 69k | 34.54 |
|
| Kenvue (KVUE) | 0.2 | $2.4M | +101% | 123k | 19.11 |
|
| LKQ Corporation (LKQ) | 0.2 | $2.3M | +109% | 89k | 26.33 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $2.3M | +109% | 24k | 98.98 |
|
| BP Sponsored Adr (BP) | 0.2 | $2.3M | +101% | 63k | 36.95 |
|
| Phillips 66 (PSX) | 0.1 | $2.3M | +73% | 14k | 169.05 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $2.3M | +77% | 21k | 107.50 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $2.3M | +108% | 43k | 52.65 |
|
| Target Corporation (TGT) | 0.1 | $2.2M | +78% | 17k | 130.61 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $2.1M | +68% | 1.0k | 1989.44 |
|
| Pfizer (PFE) | 0.1 | $2.0M | +95% | 84k | 24.08 |
|
| Hercules Technology Growth Capital (HTGC) | 0.1 | $2.0M | +105% | 128k | 15.77 |
|
| Pentair SHS (PNR) | 0.1 | $2.0M | +127% | 26k | 76.66 |
|
| Walt Disney Company (DIS) | 0.1 | $2.0M | +95% | 20k | 96.25 |
|
| Mettler-Toledo International (MTD) | 0.1 | $1.9M | +91% | 1.5k | 1277.51 |
|
| Crown Castle Intl (CCI) | 0.1 | $1.9M | +104% | 25k | 75.73 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.9M | +59% | 3.9k | 477.58 |
|
| T. Rowe Price (TROW) | 0.1 | $1.9M | NEW | 16k | 113.69 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $1.9M | +1146% | 887k | 2.10 |
|
| Xplr Infrastructure Com Unit Part In (XIFR) | 0.1 | $1.8M | +99% | 155k | 11.81 |
|
| Fidelity Ethereum SHS (FETH) | 0.1 | $1.6M | +100% | 104k | 15.74 |
|
| Mosaic (MOS) | 0.1 | $1.6M | +117% | 76k | 21.19 |
|
| Easterly Govt Pptys Com Shs (DEA) | 0.1 | $1.6M | +106% | 65k | 24.93 |
|
| Ali (ALCO) | 0.1 | $1.6M | +76% | 39k | 41.37 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.6M | +38% | 4.5k | 353.34 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.5M | +38% | 3.7k | 409.50 |
|
| Merck & Co (MRK) | 0.1 | $1.5M | +26% | 12k | 128.51 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.5M | +99% | 2.5k | 580.91 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $1.5M | NEW | 16k | 90.10 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.4M | +99% | 6.2k | 223.95 |
|
| Dorman Products (DORM) | 0.1 | $1.3M | NEW | 9.6k | 136.45 |
|
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.1 | $1.2M | +100% | 393k | 3.17 |
|
| Comfort Systems USA (FIX) | 0.1 | $1.2M | 624.00 | 1981.95 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | +142% | 8.7k | 136.73 |
|
| Western Digital (WDC) | 0.1 | $1.2M | +2% | 1.9k | 638.72 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $1.2M | +101% | 29k | 40.68 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.2M | -10% | 5.4k | 219.43 |
|
| AllianceBernstein Global Hgh Incm (AWF) | 0.1 | $1.2M | +130% | 113k | 10.30 |
|
| Fiserv (FISV) | 0.1 | $1.1M | +96% | 23k | 49.05 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | +40% | 5.5k | 205.02 |
|
| Applied Materials (AMAT) | 0.1 | $1.1M | +44% | 1.5k | 723.00 |
|
| Sandisk Corp (SNDK) | 0.1 | $1.1M | -30% | 478.00 | 2273.73 |
|
| PNC Financial Services (PNC) | 0.1 | $1.1M | +48% | 4.3k | 246.22 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.1M | +4% | 1.5k | 686.81 |
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $996k | +82% | 6.9k | 144.61 |
|
| Ge Aerospace Com New (GE) | 0.1 | $937k | +6% | 2.5k | 373.73 |
|
| Corning Incorporated (GLW) | 0.1 | $920k | +49% | 3.6k | 255.43 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $902k | +98% | 1.8k | 496.73 |
|
| Global X Fds Artificial Etf (AIQ) | 0.1 | $887k | +100% | 14k | 65.61 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $876k | +28% | 10k | 87.88 |
|
| Wal-Mart Stores (WMT) | 0.1 | $838k | +4% | 7.4k | 113.26 |
|
| Cipher Mining (CIFR) | 0.1 | $834k | +99% | 34k | 24.50 |
|
| Ge Vernova (GEV) | 0.1 | $817k | +16% | 695.00 | 1174.86 |
|
| Centene Corporation (CNC) | 0.1 | $801k | -16% | 13k | 64.19 |
|
| Chubb (CB) | 0.1 | $777k | 2.3k | 340.74 |
|
|
| Caterpillar (CAT) | 0.0 | $763k | +43% | 716.00 | 1064.90 |
|
| Boeing Company (BA) | 0.0 | $757k | +29% | 3.5k | 216.47 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $746k | +31% | 978.00 | 763.14 |
|
| Edison International (EIX) | 0.0 | $743k | 10k | 74.45 |
|
|
| Spdr Series Trust St Str Msci Usaq (QUS) | 0.0 | $733k | NEW | 3.9k | 186.86 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $723k | +22% | 5.1k | 143.10 |
|
| PG&E Corporation (PCG) | 0.0 | $703k | -5% | 42k | 16.82 |
|
| 10x Genomics Cl A Com (TXG) | 0.0 | $686k | +88% | 18k | 38.34 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $681k | +52% | 4.0k | 168.42 |
|
| Iren Ordinary Shares (IREN) | 0.0 | $640k | +100% | 14k | 45.73 |
|
| Unified Ser Tr Oneascent Intl (OAIM) | 0.0 | $635k | +100% | 13k | 47.83 |
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.0 | $631k | 14k | 44.36 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $628k | 3.6k | 176.32 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $613k | NEW | 2.0k | 301.71 |
|
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $610k | +102% | 14k | 42.87 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $595k | +100% | 5.4k | 110.32 |
|
| Seneca Foods Corp Cl A (SENEA) | 0.0 | $594k | +116% | 3.4k | 173.94 |
|
| General Motors Company (GM) | 0.0 | $586k | +11% | 7.6k | 77.08 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $586k | +100% | 1.6k | 368.38 |
|
| Transmedics Group (TMDX) | 0.0 | $570k | +75% | 8.6k | 66.42 |
|
| Technipfmc (FTI) | 0.0 | $565k | 8.5k | 66.30 |
|
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.0 | $563k | +28% | 3.6k | 158.22 |
|
| Home Depot (HD) | 0.0 | $559k | NEW | 1.6k | 352.68 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $558k | 1.9k | 289.43 |
|
|
| FedEx Corporation (FDX) | 0.0 | $546k | 1.7k | 313.13 |
|
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $543k | +106% | 15k | 37.12 |
|
| Gmo Etf Trust Us Quality Etf (QLTY) | 0.0 | $541k | NEW | 13k | 41.62 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $541k | +100% | 5.3k | 102.81 |
|
| Eaton Corp SHS (ETN) | 0.0 | $534k | +12% | 1.3k | 426.12 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $494k | +400% | 18k | 27.41 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $492k | NEW | 10k | 47.94 |
|
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $486k | +101% | 15k | 32.23 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $481k | +58% | 5.8k | 83.31 |
|
| Fortinet (FTNT) | 0.0 | $470k | -22% | 3.1k | 153.62 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $449k | +8% | 7.1k | 62.89 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $448k | +100% | 8.4k | 53.11 |
|
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.0 | $445k | +50% | 2.6k | 173.12 |
|
| Waste Connections (WCN) | 0.0 | $441k | NEW | 2.6k | 166.69 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $436k | +56% | 4.6k | 94.93 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $436k | -25% | 2.6k | 169.88 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $431k | NEW | 447.00 | 965.00 |
|
| Zoom Communications Cl A (ZM) | 0.0 | $429k | +8% | 5.0k | 86.31 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $427k | NEW | 1.8k | 236.62 |
|
| Eversource Energy (ES) | 0.0 | $409k | NEW | 5.7k | 72.27 |
|
| Natera (NTRA) | 0.0 | $405k | -2% | 1.5k | 271.45 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $399k | +64% | 8.0k | 49.82 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $397k | NEW | 4.2k | 95.09 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $394k | 11k | 36.84 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $392k | NEW | 1.4k | 276.17 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $392k | NEW | 5.2k | 75.79 |
|
| Public Service Enterprise (PEG) | 0.0 | $391k | NEW | 4.8k | 81.16 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $390k | NEW | 1.5k | 252.23 |
|
| RBB Motley Fol Etf (TMFC) | 0.0 | $387k | NEW | 5.1k | 76.16 |
|
| Nextera Energy (NEE) | 0.0 | $385k | +83% | 4.4k | 87.77 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $381k | +100% | 12k | 33.29 |
|
| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.0 | $381k | NEW | 4.3k | 89.43 |
|
| Incyte Corporation (INCY) | 0.0 | $375k | 3.3k | 113.36 |
|
|
| Illumina (ILMN) | 0.0 | $374k | 2.1k | 175.83 |
|
|
| Verisign (VRSN) | 0.0 | $365k | +20% | 1.5k | 251.56 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $364k | +100% | 6.8k | 53.47 |
|
| Applied Optoelectronics (AAOI) | 0.0 | $361k | NEW | 2.4k | 148.16 |
|
| Teradyne (TER) | 0.0 | $359k | +2% | 742.00 | 483.84 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $358k | -18% | 1.4k | 254.50 |
|
| Pepsi (PEP) | 0.0 | $354k | -11% | 2.6k | 135.40 |
|
| Tapestry (TPR) | 0.0 | $337k | 2.3k | 146.38 |
|
|
| Philip Morris International (PM) | 0.0 | $336k | +8% | 1.9k | 180.91 |
|
| Molina Healthcare (MOH) | 0.0 | $335k | NEW | 1.5k | 228.70 |
|
| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 0.0 | $331k | NEW | 8.1k | 41.10 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $328k | NEW | 531.00 | 616.84 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $326k | NEW | 3.9k | 84.58 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $324k | NEW | 2.4k | 132.76 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $322k | NEW | 2.2k | 146.19 |
|
| Capital One Financial (COF) | 0.0 | $320k | +15% | 1.6k | 200.62 |
|
| S&p Global (SPGI) | 0.0 | $320k | 785.00 | 407.26 |
|
|
| Citigroup Com New (C) | 0.0 | $319k | +5% | 2.3k | 139.96 |
|
| Cb Financial Svcs Inc C ommon (CBFV) | 0.0 | $319k | NEW | 8.4k | 37.90 |
|
| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 0.0 | $318k | NEW | 1.1k | 286.09 |
|
| Exelixis (EXEL) | 0.0 | $316k | -2% | 5.8k | 54.41 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $315k | +57% | 16k | 20.06 |
|
| TJX Companies (TJX) | 0.0 | $311k | +11% | 2.1k | 151.50 |
|
| Blackrock (BLK) | 0.0 | $311k | 323.00 | 961.56 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $309k | 1.2k | 255.88 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $304k | -24% | 488.00 | 623.54 |
|
| Shell Spon Ads (SHEL) | 0.0 | $304k | +62% | 3.9k | 77.54 |
|
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.0 | $293k | NEW | 4.6k | 63.95 |
|
| Goldman Sachs (GS) | 0.0 | $292k | NEW | 289.00 | 1011.37 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $291k | NEW | 15k | 19.89 |
|
| Deutsche Bk Namen Akt (DB) | 0.0 | $291k | NEW | 8.6k | 33.76 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $290k | +5% | 569.00 | 509.74 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $287k | NEW | 4.5k | 63.25 |
|
| BorgWarner (BWA) | 0.0 | $286k | 4.3k | 66.40 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $283k | NEW | 1.7k | 164.27 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $283k | NEW | 2.8k | 99.29 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $274k | NEW | 5.0k | 54.54 |
|
| Viking Holdings Ord Shs (VIK) | 0.0 | $271k | NEW | 2.6k | 104.67 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $270k | NEW | 1.0k | 260.36 |
|
| Dell Technologies CL C (DELL) | 0.0 | $268k | NEW | 620.00 | 431.46 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $266k | -15% | 2.8k | 93.40 |
|
| Etsy (ETSY) | 0.0 | $265k | NEW | 3.5k | 75.33 |
|
| Textron (TXT) | 0.0 | $263k | +3% | 2.9k | 91.73 |
|
| Rubrik Cl A (RBRK) | 0.0 | $261k | NEW | 3.3k | 80.28 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $261k | +7% | 1.8k | 146.11 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $260k | NEW | 6.3k | 41.43 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $259k | NEW | 528.00 | 490.56 |
|
| Emcor (EME) | 0.0 | $258k | -3% | 311.00 | 829.88 |
|
| Aramark Hldgs (ARMK) | 0.0 | $257k | NEW | 4.5k | 56.90 |
|
| Ionq Inc Pipe (IONQ) | 0.0 | $256k | NEW | 4.8k | 53.26 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $252k | NEW | 10k | 25.26 |
|
| Timothy Plan U S Sm Cp Core (TPSC) | 0.0 | $249k | NEW | 5.2k | 47.98 |
|
| Medtronic SHS (MDT) | 0.0 | $249k | NEW | 3.2k | 78.23 |
|
| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $247k | +3% | 3.5k | 69.98 |
|
| Texas Roadhouse (TXRH) | 0.0 | $247k | NEW | 1.3k | 193.23 |
|
| Lumentum Hldgs (LITE) | 0.0 | $247k | NEW | 288.00 | 858.06 |
|
| DTE Energy Company (DTE) | 0.0 | $244k | NEW | 1.6k | 152.37 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $243k | NEW | 330.00 | 736.40 |
|
| Ambarella SHS (AMBA) | 0.0 | $242k | NEW | 2.8k | 85.80 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $241k | -25% | 1.4k | 168.53 |
|
| Mueller Industries (MLI) | 0.0 | $241k | -3% | 2.0k | 122.93 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $241k | NEW | 1.5k | 163.67 |
|
| General Dynamics Corporation (GD) | 0.0 | $240k | -17% | 677.00 | 354.24 |
|
| Dollar General (DG) | 0.0 | $236k | -19% | 2.0k | 115.11 |
|
| Cummins (CMI) | 0.0 | $235k | NEW | 330.00 | 713.21 |
|
| Semtech Corporation (SMTC) | 0.0 | $235k | NEW | 1.5k | 161.85 |
|
| Nutanix Cl A (NTNX) | 0.0 | $234k | -16% | 4.6k | 50.96 |
|
| Equinix (EQIX) | 0.0 | $233k | NEW | 223.00 | 1042.39 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $231k | NEW | 2.0k | 114.18 |
|
| Oshkosh Corporation (OSK) | 0.0 | $230k | NEW | 1.5k | 153.48 |
|
| Aon Shs Cl A (AON) | 0.0 | $229k | NEW | 689.00 | 331.69 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $226k | NEW | 945.00 | 239.01 |
|
| Toll Brothers (TOL) | 0.0 | $226k | NEW | 1.4k | 164.75 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $223k | NEW | 1.6k | 137.53 |
|
| Travelers Companies (TRV) | 0.0 | $220k | NEW | 667.00 | 330.12 |
|
| Evercore Class A (EVR) | 0.0 | $220k | NEW | 644.00 | 341.44 |
|
| Stryker Corporation (SYK) | 0.0 | $217k | 689.00 | 314.84 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $216k | NEW | 725.00 | 298.07 |
|
| Moody's Corporation (MCO) | 0.0 | $216k | NEW | 476.00 | 452.92 |
|
| United Bankshares (UBSI) | 0.0 | $215k | NEW | 4.7k | 45.83 |
|
| EQT Corporation (EQT) | 0.0 | $215k | NEW | 4.0k | 53.17 |
|
| Match Group (MTCH) | 0.0 | $215k | -13% | 5.6k | 38.05 |
|
| Biogen Idec (BIIB) | 0.0 | $214k | NEW | 992.00 | 216.06 |
|
| Wells Fargo & Company (WFC) | 0.0 | $213k | NEW | 2.6k | 82.64 |
|
| First Solar (FSLR) | 0.0 | $213k | NEW | 902.00 | 235.96 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $213k | -30% | 1.8k | 116.67 |
|
| Ea Series Trust Towle Value Etf (TCV) | 0.0 | $212k | NEW | 6.6k | 32.05 |
|
| Us Bancorp Com New (USB) | 0.0 | $211k | NEW | 3.5k | 60.40 |
|
| Amalgamated Financial Corp (AMAL) | 0.0 | $208k | NEW | 4.5k | 45.90 |
|
| Eastern Bankshares (EBC) | 0.0 | $208k | NEW | 9.3k | 22.24 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $207k | NEW | 653.00 | 316.90 |
|
| Moderna (MRNA) | 0.0 | $207k | NEW | 3.0k | 70.03 |
|
| Ecolab (ECL) | 0.0 | $205k | NEW | 737.00 | 278.61 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $204k | NEW | 1.3k | 156.97 |
|
| Steel Dynamics (STLD) | 0.0 | $204k | NEW | 888.00 | 229.46 |
|
| Waste Management (WM) | 0.0 | $203k | NEW | 912.00 | 222.88 |
|
| Dole Ord Shs (DOLE) | 0.0 | $202k | NEW | 15k | 13.72 |
|
| Prologis (PLD) | 0.0 | $201k | NEW | 1.5k | 135.47 |
|
| P3 Health Partners Com Cl A New (PIII) | 0.0 | $173k | NEW | 16k | 10.80 |
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $167k | +121% | 28k | 5.91 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $159k | NEW | 12k | 13.28 |
|
| Freshworks Class A Com (FRSH) | 0.0 | $127k | NEW | 13k | 10.12 |
|
| Purecycle Technologies Unit 06/17/2026 (PCTTU) | 0.0 | $111k | 10k | 11.00 |
|
|
| Immunitybio (IBRX) | 0.0 | $89k | NEW | 10k | 8.76 |
|
| Opendoor Technologies (OPEN) | 0.0 | $69k | NEW | 15k | 4.62 |
|
| Btq Technologies Corp (BTQ) | 0.0 | $65k | 12k | 5.39 |
|
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $52k | NEW | 14k | 3.67 |
|
| Alight Com Cl A (ALIT) | 0.0 | $16k | +72% | 29k | 0.56 |
|
| Faraday Future Intlgt Elec I Com New Cl A (FFAI) | 0.0 | $3.0k | NEW | 13k | 0.23 |
|
Past Filings by Abundance Wealth Counselors
SEC 13F filings are viewable for Abundance Wealth Counselors going back to 2018
- Abundance Wealth Counselors 2026 Q2 filed July 23, 2026
- 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