Abundance Wealth Counselors Incresed Positions in Q2 2025

Abundance Wealth Counselors

  • $534 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CIG
Energy CO Of Minas Gerais

Utilities
6.6K
+ 11.74%
$1.62 - $1.96 $10.7K - $12.9K
62.8K $123K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
100
+ 15.48%
$421.16 - $509.5 $42.1K - $51K
746 $332K
PRU
Prudential Financial Inc

Financial Services
893
+ 4.83%
$95.12 - $112.71 $84.9K - $101K
19.4K $2.08M
MTD
Mettler Toledo International Inc

Healthcare
17
+ 2.31%
$970.15 - $1216.57 $16.5K - $20.7K
753 $896K
DVYE
Ishares Emerging Markets Divid

ETFs
24
+ 0.31%
$23.95 - $29.03 $575 - $697
7.87K $225K
MA
Mastercard Inc

Financial Services
13
+ 2.94%
$479.92 - $590.74 $6.24K - $7.68K
455 $221K
SONY
Sony Group Corp

Technology
207
+ 4.5%
$21.24 - $26.88 $4.4K - $5.56K
4.81K $207K
TM
Toyota Motor Corp

Consumer Cyclical
62
+ 2.04%
$158.63 - $195.39 $9.84K - $12.1K
3.11K $620K
TTE
Total Energies Se

Energy
1.29K
+ 5.1%
N/A
26.5K $1.64M
UPS
United Parcel Service Inc

Industrials
701
+ 8.47%
$91.92 - $110.2 $64.4K - $77.3K
8.98K $906K
TGT
Target Corp

Consumer Defensive
168
+ 2.56%
$88.76 - $105.77 $14.9K - $17.8K
6.74K $686K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
229
+ 7.71%
$483.48 - $539.8 $111K - $124K
3.2K $1.55M
ROP
Roper Technologies Inc

Industrials
52
+ 1.72%
$519.19 - $590.78 $27K - $30.7K
3.08K $1.74M
HTGC
Hercules Capital, Inc.

Financial Services
768
+ 1.32%
$16.24 - $19.1 $12.5K - $14.7K
58.9K $1.08M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.55K
+ 13.59%
$53.23 - $70.65 $82.7K - $110K
13K $771K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
1.76K
+ 4.32%
$22.73 - $29.21 $40K - $51.4K
42.4K $1.14M
LOW
Lowes Companies Inc

Consumer Cyclical
105
+ 1.52%
$210.83 - $235.28 $22.1K - $24.7K
7.02K $1.57M
PLD
Prologis, Inc.

Real Estate
526
+ 3.15%
$89.76 - $112.34 $47.2K - $59.1K
17.2K $1.81M
MAS
Masco Corp

Industrials
184
+ 1.0%
$58.73 - $71.06 $10.8K - $13.1K
18.7K $1.24M
HPQ
Hp Inc

Technology
1.31K
+ 3.54%
$21.88 - $29.32 $28.6K - $38.4K
38.3K $936K
BP
Bp PLC

Energy
636
+ 2.08%
$26.11 - $33.81 $16.6K - $21.5K
31.3K $936K
NEP
Nextera Energy Partners, LP

Utilities
1.43K
+ 1.32%
N/A
110K $902K
KHC
Kraft Heinz CO

Consumer Defensive
3.23K
+ 6.7%
$25.61 - $30.81 $82.7K - $99.5K
51.5K $1.33M
Kenvue Inc
3.88K
+ 4.71%
N/A
86.4K $1.81M
CVX
Chevron Corp

Energy
154
+ 0.96%
$133.73 - $168.51 $20.6K - $26K
16.2K $2.34M
BMY
Bristol Myers Squibb CO

Healthcare
1.36K
+ 3.88%
$44.12 - $59.6 $60K - $81.1K
36.4K $1.69M
FISV
Fiserv Inc

Technology
337
+ 2.98%
N/A
11.6K $2M
UNH
Unitedhealth Group Inc

Healthcare
132
+ 5.41%
$274.35 - $599.47 $36.2K - $79.1K
2.57K $802K
AAPL
Apple Inc.

Technology
893
+ 1.55%
$172.42 - $223.89 $154K - $200K
58.5K $11.9M
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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