Abundance Wealth Counselors Incresed Positions 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
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
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
Fidelity Wise Origin Bitcoin
11.4K
+ 162.15%
N/A
18.4K $1.73M
META
Meta Platforms, Inc.

Communication Services
63
+ 1.1%
$484.66 - $738.09 $30.5K - $46.5K
5.81K $4.19M
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
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
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
MAR
Marriott International Inc

Consumer Cyclical
95
+ 1.44%
$211.12 - $274.14 $20.1K - $26K
6.68K $1.83M
MOS
Mosaic CO

Basic Materials
413
+ 1.85%
$22.76 - $36.95 $9.4K - $15.3K
22.8K $827K
HUBB
Hubbell Inc

Industrials
9
+ 0.35%
$315.94 - $408.41 $2.84K - $3.68K
2.58K $1.05M
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
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
47.9K
+ 36.29%
$1.61 - $2.69 $77.1K - $129K
180K $444K
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 1.09%
$908.13 - $1056.85 $18.2K - $21.1K
1.85K $1.83M
NUE
Nucor Corp

Basic Materials
133
+ 1.43%
$103.22 - $131.43 $13.7K - $17.5K
9.45K $1.28M
ASML
Asml Holding Nv

Technology
12
+ 1.57%
$595.37 - $815.24 $7.14K - $9.78K
778 $651K
CWEN
Clearway Energy, Inc.

Utilities
624
+ 1.62%
$26.74 - $32.22 $16.7K - $20.1K
39.2K $1.25M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4
+ 0.16%
$141.37 - $228.57 $565 - $914
2.54K $473K
GOOG
Alphabet Inc.

Communication Services
10
+ 0.3%
$146.58 - $180.01 $1.47K - $1.8K
3.36K $595K
GBDC
Golub Capital Bdc, Inc.

Financial Services
6.92K
+ 9.94%
$13.03 - $15.28 $90.2K - $106K
76.6K $1.12M
UL
Unilever PLC

Consumer Defensive
482
+ 1.91%
$57.9 - $65.43 $27.9K - $31.5K
25.7K $1.54M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
4.74K
+ 12.21%
$9.73 - $11.03 $46.1K - $52.2K
43.5K $480K
LLY
Eli Lilly & CO

Healthcare
168
+ 10.8%
$713.71 - $898.95 $120K - $151K
1.72K $1.34M
V
Visa Inc.

Financial Services
37
+ 0.45%
$308.27 - $373.31 $11.4K - $13.8K
8.35K $2.92M
HOLX
Hologic Inc

Healthcare
99
+ 0.83%
$52.73 - $65.22 $5.22K - $6.46K
12.1K $788K
QCOM
Qualcomm Inc

Technology
70
+ 0.9%
$124.66 - $159.48 $8.73K - $11.2K
7.86K $1.27M
EXC
Exelon Corp

Utilities
4.03K
+ 7.43%
$42.2 - $47.37 $170K - $191K
58.2K $2.51M
DHIL
Diamond Hill Investment Group Inc

Financial Services
187
+ 3.83%
$125.49 - $145.8 $23.5K - $27.3K
5.08K $738K
CCI
Crown Castle International Corp

Real Estate
518
+ 4.45%
$94.83 - $107.06 $49.1K - $55.5K
12.2K $1.25M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
4.4K
+ 28.55%
$67.83 - $92.33 $298K - $406K
19.8K $1.5M
BDN
Brandywine Realty Trust

Real Estate
10.2K
+ 9.46%
$3.5 - $4.58 $35.6K - $46.6K
118K $506K
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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