Abundance Wealth Counselors Purchases in Q2 2025

Abundance Wealth Counselors

  • $534 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
319
+ 0.16%
$498.8 - $620.9 $159K - $198K
195K $120M
Ea Series Trust
245K
New
N/A
245K $7.87M
Blackrock ETF Trust
20.5K
+ 2.11%
N/A
993K $28.6M
NVDA
Nvidia Corp

Technology
375
+ 0.47%
$94.31 - $157.99 $35.4K - $59.2K
79.5K $12.9M
Innventure Inc
754K
New
N/A
754K $3.62M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
11.1K
+ 2.18%
$49.48 - $61.22 $549K - $680K
519K $31.7M
MSFT
Microsoft Corp

Technology
764
+ 3.48%
$354.56 - $497.45 $271K - $380K
22.7K $11.2M
AVGO
Broadcom Inc.

Technology
1.76K
+ 15.39%
$146.29 - $275.65 $257K - $485K
13.2K $3.82M
HPE
Hewlett Packard Enterprise CO

Technology
71.8K
New
$12.51 - $20.45 $898K - $1.47M
71.8K $1.47M
RF
Regions Financial Corp

Financial Services
53.2K
New
$18.34 - $23.52 $975K - $1.25M
53.2K $1.25M
HST
Host Hotels & Resorts, Inc.

Real Estate
78.7K
New
$12.7 - $16.07 $1M - $1.27M
78.7K $1.21M
META
Meta Platforms, Inc.

Communication Services
63
+ 1.1%
$484.66 - $738.09 $30.5K - $46.5K
5.81K $4.19M
Easterly Govt Pptys Inc
34.2K
New
N/A
34.2K $760K
AMZN
Amazon Com Inc

Consumer Cyclical
63
+ 0.24%
$167.32 - $223.3 $10.5K - $14.1K
26.4K $5.73M
AMP
Ameriprise Financial Inc

Financial Services
996
+ 75.06%
$422.19 - $533.73 $421K - $532K
2.32K $1.24M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14.8K
New
$29.12 - $35.84 $432K - $532K
14.8K $532K
NVS
Novartis Ag

Healthcare
3.16K
+ 23.0%
$101.96 - $121.01 $322K - $382K
16.9K $2.04M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.18K
+ 4.39%
$152.93 - $181.74 $180K - $214K
28K $5.08M
Brookfield Renewable Corp
1.46K
+ 2.58%
N/A
58.2K $1.91M
DFAX
Dimensional ETF Tr
11K
New
$23.37 - $29.39 $258K - $324K
11K $324K
VRT
Vertiv Holdings CO

Industrials
2.46K
New
N/A
2.46K $316K
Gsk PLC
8.23K
+ 32.38%
N/A
33.6K $1.29M
O
Realty Income Corp

Real Estate
5.39K
+ 32.36%
$52.27 - $58.52 $282K - $315K
22K $1.27M
Lam Research Corp
124
+ 1.09%
N/A
11.5K $1.12M
COIN
Coinbase Global, Inc.

Technology
742
New
$151.47 - $375.07 $112K - $278K
742 $260K
MAR
Marriott International Inc

Consumer Cyclical
95
+ 1.44%
$211.12 - $274.14 $20.1K - $26K
6.68K $1.83M
AVAV
Aero Vironment Inc

Industrials
900
New
$111.65 - $284.95 $100K - $256K
900 $256K
MU
Micron Technology Inc

Technology
2K
New
$64.72 - $127.91 $129K - $256K
2K $247K
OAIM
Unified Ser Tr Oneascent Intl
6.39K
New
N/A
6.39K $244K
Ishares Bitcoin Trust ETF
3.93K
New
N/A
3.93K $240K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.25K
New
$149.76 - $186.42 $187K - $233K
1.25K $233K
SHOP
Shopify Inc.

Technology
2.01K
New
$76.89 - $115.35 $155K - $232K
2.01K $232K
UBER
Uber Technologies, Inc

Technology
2.41K
New
$64.62 - $93.3 $156K - $225K
2.41K $225K
MOS
Mosaic CO

Basic Materials
413
+ 1.85%
$22.76 - $36.95 $9.4K - $15.3K
22.8K $827K
SNOW
Snowflake Inc.

Technology
910
New
$130.53 - $223.77 $119K - $204K
910 $204K
HUBB
Hubbell Inc

Industrials
9
+ 0.35%
$315.94 - $408.41 $2.84K - $3.68K
2.58K $1.05M
FSLR
First Solar, Inc.

Technology
1.22K
New
$120.38 - $192.98 $147K - $236K
1.22K $202K
ING
Ing Groep Nv

Financial Services
2.78K
+ 4.96%
$16.62 - $21.98 $46.2K - $61.1K
58.8K $1.29M
F
Ford Motor CO

Consumer Cyclical
5.1K
+ 3.23%
$8.69 - $10.85 $44.3K - $55.4K
163K $1.78M
TXN
Texas Instruments Inc

Technology
34
+ 0.54%
N/A
6.28K $1.28M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
250
+ 6.61%
$160.22 - $209.35 $40.1K - $52.3K
4.03K $844K
MSTR
Microstrategy Inc

Technology
2
+ 0.17%
$237.95 - $421.61 $476 - $843
1.2K $486K
PNR
Pentair PLC

Industrials
225
+ 3.15%
$76.17 - $103.58 $17.1K - $23.3K
7.37K $757K
PFE
Pfizer Inc

Healthcare
6.65K
+ 21.31%
$21.59 - $24.84 $144K - $165K
37.8K $917K
GNRC
Generac Holdings Inc.

Industrials
231
+ 4.34%
$101.92 - $143.21 $23.5K - $33.1K
5.55K $795K
JNJ
Johnson & Johnson

Healthcare
2.36K
+ 12.75%
$146.36 - $159.82 $346K - $378K
20.9K $3.19M
TFC
Truist Financial Corp

Financial Services
723
+ 1.6%
$34.79 - $42.99 $25.2K - $31.1K
45.9K $1.97M
WFC
Wells Fargo & Company

Financial Services
1K
+ 32.33%
$60.98 - $80.12 $61K - $80.1K
4.09K $328K
ADBE
Adobe Inc.

Technology
253
+ 11.09%
$340.0 - $420.68 $86K - $106K
2.54K $1.01M
Activity Summary
Buys All Purchases 100 New Holdings 20 Increased Positions 80 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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