Abundance Wealth Counselors Purchases in Q1 2025

Abundance Wealth Counselors

  • $478 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
508K
New
$51.39 - $57.43 $26.1M - $29.2M
508K $28.2M
Blackrock ETF Trust
972K
New
N/A
972K $21.3M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
597K
New
$19.66 - $21.64 $11.7M - $12.9M
597K $12.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
26.8K
New
$169.43 - $182.84 $4.54M - $4.9M
26.8K $4.64M
JNJ
Johnson & Johnson

Healthcare
8.79K
+ 90.19%
$142.06 - $167.7 $1.25M - $1.47M
18.5K $3.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.93K
+ 196.78%
$551.42 - $612.93 $1.62M - $1.8M
4.43K $2.48M
DEA
Easterly Government Properties, Inc.

Real Estate
78K
New
$10.26 - $11.77 $801K - $919K
78K $827K
LYB
Lyondell Basell Industries N.V.

Basic Materials
11.4K
New
$69.82 - $78.67 $798K - $899K
11.4K $819K
EXC
Exelon Corp

Utilities
7.54K
+ 16.15%
$37.3 - $46.08 $281K - $347K
54.2K $2.47M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.78K
New
$175.5 - $209.86 $664K - $793K
3.78K $686K
AMP
Ameriprise Financial Inc

Financial Services
1.33K
New
$472.29 - $575.13 $627K - $763K
1.33K $642K
PNR
Pentair PLC

Industrials
7.15K
New
$84.0 - $105.35 $601K - $753K
7.15K $625K
ABBV
Abb Vie Inc.

Healthcare
388
+ 2.38%
$169.2 - $216.66 $65.6K - $84.1K
16.7K $3.48M
GILD
Gilead Sciences, Inc.

Healthcare
443
+ 1.6%
$89.14 - $117.41 $39.5K - $52K
28.2K $3.14M
TTE
Total Energies Se

Energy
4.87K
+ 23.92%
N/A
25.2K $1.64M
Fidelity Wise Origin Bitcoin
7.01K
New
N/A
7.01K $505K
CVX
Chevron Corp

Energy
1.05K
+ 7.01%
$146.71 - $167.97 $154K - $176K
16K $2.66M
AMGN
Amgen Inc

Healthcare
260
+ 3.25%
$258.59 - $327.36 $67.2K - $85.1K
8.26K $2.57M
CCI
Crown Castle International Corp

Real Estate
3.41K
+ 41.42%
$84.33 - $106.39 $287K - $363K
11.6K $1.21M
PDCO
Patterson Companies, Inc.

Healthcare
13.2K
+ 58.87%
$30.8 - $31.25 $407K - $412K
35.6K $1.11M
F
Ford Motor CO

Consumer Cyclical
38.8K
+ 32.57%
$9.12 - $10.43 $354K - $405K
158K $1.59M
ING
Ing Groep Nv

Financial Services
12.3K
+ 28.0%
$15.51 - $20.74 $190K - $254K
56K $1.1M
INTC
Intel Corp

Technology
7.43K
+ 21.59%
$19.1 - $27.39 $142K - $204K
41.9K $1.03M
Kenvue Inc
5.27K
+ 6.82%
N/A
82.5K $1.98M
BMY
Bristol Myers Squibb CO

Healthcare
3.05K
+ 9.54%
$53.9 - $63.11 $165K - $193K
35K $2.13M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
646
New
$402.49 - $513.76 $260K - $332K
646 $313K
KHC
Kraft Heinz CO

Consumer Defensive
10.4K
+ 27.4%
$28.51 - $32.22 $296K - $334K
48.2K $1.47M
ALCO
Alico, Inc.

Consumer Defensive
8.76K
+ 79.44%
$25.9 - $32.8 $227K - $287K
19.8K $590K
NVS
Novartis Ag

Healthcare
887
+ 6.91%
$97.14 - $115.57 $86.2K - $103K
13.7K $1.53M
Gsk PLC
4.39K
+ 20.9%
N/A
25.4K $984K
PLD
Prologis, Inc.

Real Estate
1.61K
+ 10.65%
$103.59 - $124.04 $166K - $199K
16.7K $1.87M
SUB
Ishares Short Term National Mu

ETFs
2.42K
+ 1.99%
$105.3 - $106.24 $255K - $257K
124K $13.1M
BP
Bp PLC

Energy
4.2K
+ 15.9%
$29.93 - $35.31 $126K - $148K
30.6K $1.04M
ROP
Roper Technologies Inc

Industrials
102
+ 3.49%
$502.71 - $593.81 $51.3K - $60.6K
3.02K $1.77M
UGI
Ugi Corp

Utilities
3.12K
+ 10.55%
$28.0 - $34.16 $87.2K - $106K
32.6K $1.08M
BA
Boeing CO

Industrials
1.39K
New
$148.15 - $186.25 $206K - $259K
1.39K $237K
IWF
Ishares Russell 1000 Gr ETF

ETFs
640
New
$360.07 - $417.26 $230K - $267K
640 $231K
UL
Unilever PLC

Consumer Defensive
3.29K
+ 15.01%
$54.72 - $60.29 $180K - $198K
25.2K $1.47M
WFC
Wells Fargo & Company

Financial Services
3.09K
New
$66.78 - $81.42 $207K - $252K
3.09K $222K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.64K
+ 20.69%
$92.51 - $102.81 $244K - $272K
15.4K $1.47M
SPOT
Spotify Technology S.A.

Communication Services
400
New
$457.79 - $648.32 $183K - $259K
400 $220K
UNH
Unitedhealth Group Inc

Healthcare
330
+ 15.64%
$461.52 - $548.18 $152K - $181K
2.44K $1.28M
GBDC
Golub Capital Bdc, Inc.

Financial Services
14K
+ 25.06%
$14.46 - $15.96 $202K - $223K
69.6K $1.05M
XLE
Energy Sector Spdr

ETFs
2.15K
New
$85.7 - $93.96 $184K - $202K
2.15K $200K
CWEN
Clearway Energy, Inc.

Utilities
1.4K
+ 3.76%
$24.63 - $30.42 $34.4K - $42.5K
38.5K $1.17M
SONY
Sony Group Corp

Technology
4.6K
New
$19.88 - $25.64 $91.5K - $118K
4.6K $200K
NUE
Nucor Corp

Basic Materials
840
+ 9.91%
$114.48 - $142.52 $96.2K - $120K
9.32K $1.18M
COST
Costco Wholesale Corp

Consumer Defensive
147
+ 8.74%
$890.62 - $1076.86 $131K - $158K
1.83K $1.73M
O
Realty Income Corp

Real Estate
1.8K
+ 12.08%
$51.67 - $58.49 $92.7K - $105K
16.7K $966K
Activity Summary
Buys All Purchases 110 New Holdings 17 Increased Positions 93 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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