Abundance Wealth Counselors 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Abundance Wealth Counselors | Institutional Filer | ▲ 17.72% | $697.2M | 243 |
Current Portfolio Holdings
Showing all 243 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 217K | $141.5M | 20.30% |
| 2 | PCT | PureCycle Technologies, Inc. | Industrials | 8.5M | $44.3M | 6.35% |
| 3 | BCI | ABRDN ETFS | — | 1.6M | $38.7M | 5.54% |
| 4 | BAI | BLACKROCK ETF TRUST | — | 1.1M | $36.7M | 5.27% |
| 5 | ACWX | ISHARES TR | — | 512K | $35.1M | 5.03% |
| 6 | TBG | EA SERIES TRUST | — | 921K | $32.1M | 4.60% |
| 7 | IEFA | ISHARES TR | — | 259K | $23.5M | 3.37% |
| 8 | AAPL | Apple Inc. | Technology | 62K | $15.7M | 2.25% |
| 9 | NVDA | NVIDIA Corporation | Technology | 89K | $15.3M | 2.20% |
| 10 | SUB | ISHARES TR | — | 124K | $13.2M | 1.89% |
| 11 | ISTB | ISHARES TR | — | 246K | $11.9M | 1.71% |
| 12 | IQLT | ISHARES TR | — | 219K | $10.1M | 1.45% |
| 13 | GOOGL | Alphabet Inc. | Technology | 33K | $9.5M | 1.37% |
| 14 | MSFT | Microsoft Corporation | Technology | 25K | $9.3M | 1.33% |
| 15 | META | Meta Platforms, Inc. | Technology | 18K | $8.5M | 1.22% |
Showing 1 to 15 of 243 holdings