Abundance Wealth Counselors Purchases and Sells in Q1 2025

Abundance Wealth Counselors

$478 Million
Q1 2025

Top Buys

Incresed Positions

93 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JNJ	8.79K + 90.19%	$142.06 - $167.7 $1.25M - $1.47M	18.5K $3.08M
SPY	2.93K + 196.78%	$551.42 - $612.93 $1.62M - $1.8M	4.43K $2.48M
EXC	7.54K + 16.15%	$37.3 - $46.08 $281K - $347K	54.2K $2.47M
VZ	7.78K + 13.12%	$37.81 - $46.49 $294K - $362K	67K $3.03M
ABBV	388 + 2.38%	$169.2 - $216.66 $65.6K - $84.1K	16.7K $3.48M
GILD	443 + 1.6%	$89.14 - $117.41 $39.5K - $52K	28.2K $3.14M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACWX	508K New	$51.39 - $57.43 $26.1M - $29.2M	508K $28.2M
BLACKROCK ETF TRUST	972K New	N/A	972K $21.3M
BCI	597K New	$19.66 - $21.64 $11.7M - $12.9M	597K $12.8M
RSP	26.8K New	$169.43 - $182.84 $4.54M - $4.9M	26.8K $4.64M
DEA	78K New	$10.26 - $11.77 $801K - $919K	78K $827K
LYB	11.4K New	$69.82 - $78.67 $798K - $899K	11.4K $819K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PCT	-279K - 10.33%	$6.92 - $10.9 $1.93M - $3.04M	2.42M $16.8M
IQLT	-277K - 51.54%	$36.91 - $41.03 $10.2M - $11.4M	261K $10.4M
IVV	-5.55K - 2.77%	$554.06 - $615.85 $3.07M - $3.42M	195K $109M
IEFA	-140K - 33.29%	$69.57 - $78.65 $9.75M - $11M	281K $21.2M
FDLO	-111K - 56.94%	$59.43 - $63.22 $6.59M - $7.01M	83.9K $4.91M
NVDA	-4.46K - 5.34%	$106.98 - $149.43 $477K - $667K	79.2K $8.91M

Activity Summary All Purchases 110 New Holdings 17 Increased Positions 93 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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