Abundance Wealth Counselors Reduced Holdings in Q2 2025

Abundance Wealth Counselors

  • $534 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-168K
- 93.9%
$69.8 - $85.28 $11.7M - $14.3M
10.9K $1.02M
IBM
International Business Machines Corp

Technology
-7.57K
- 50.56%
$221.03 - $294.78 $1.67M - $2.23M
7.4K $2.18M
INTC
Intel Corp

Technology
-26K
- 62.14%
$18.13 - $22.69 $472K - $590K
15.9K $435K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-12.1K
- 5.24%
$47.89 - $48.65 $578K - $587K
218K $10.6M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-1.17K
- 0.2%
$19.55 - $21.78 $22.8K - $25.4K
596K $12.4M
ABBV
Abb Vie Inc.

Healthcare
-247
- 1.48%
$170.16 - $206.27 $42K - $50.9K
16.4K $3.05M
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
-39.1K
- 60.95%
$10.25 - $12.25 $401K - $479K
25.1K $307K
AMGN
Amgen Inc

Healthcare
-221
- 2.67%
$262.28 - $309.85 $58K - $68.5K
8.04K $2.25M
SPY
Spdr S&P 500 ETF Trust

ETFs
-888
- 20.07%
$496.48 - $617.85 $441K - $549K
3.54K $2.19M
PWR
Quanta Services, Inc.

Industrials
-2.78K
- 42.42%
$239.47 - $381.26 $665K - $1.06M
3.77K $1.43M
VZ
Verizon Communications Inc

Communication Services
-281
- 0.42%
$41.67 - $45.62 $11.7K - $12.8K
66.8K $2.88M
GILD
Gilead Sciences, Inc.

Healthcare
-820
- 2.91%
$96.91 - $113.0 $79.5K - $92.7K
27.3K $3.02M
PG
Procter & Gamble CO

Consumer Defensive
-97
- 0.9%
$157.66 - $172.39 $15.3K - $16.7K
10.7K $1.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.17K
- 6.41%
$90.56 - $109.49 $197K - $238K
31.7K $3.47M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-802
- 6.83%
$96.84 - $99.46 $77.7K - $79.8K
10.9K $1.09M
MRK
Merck & Co., Inc.

Healthcare
-179
- 5.03%
$73.47 - $87.12 $13.2K - $15.6K
3.38K $267K
AMD
Advanced Micro Devices Inc

Technology
-974
- 33.97%
$78.21 - $143.81 $76.2K - $140K
1.89K $292K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-74
- 4.92%
$456.74 - $568.03 $33.8K - $42K
1.43K $690K
HSY
Hershey CO

Consumer Defensive
-75
- 5.33%
$151.29 - $173.13 $11.3K - $13K
1.33K $221K
NVO
Novo Nordisk A S

Healthcare
-212
- 4.88%
$58.08 - $81.05 $12.3K - $17.2K
4.13K $285K
PEG
Public Service Enterprise Group Inc

Utilities
-245
- 7.9%
$77.13 - $84.18 $18.9K - $20.6K
2.86K $240K
ENB
Enbridge Inc

Energy
-931
- 3.01%
$41.09 - $47.16 $38.3K - $43.9K
30K $1.34M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-24
- 0.16%
$28.02 - $32.37 $672 - $777
14.6K $462K
ADP
Automatic Data Processing Inc

Industrials
-36
- 1.4%
$276.76 - $326.81 $9.96K - $11.8K
2.54K $783K
BK
Bank Of New York Mellon Corp

Financial Services
-200
- 7.1%
$73.31 - $91.62 $14.7K - $18.3K
2.62K $238K
IWR
Ishares Russell Mid Cap ETF

ETFs
-172
- 5.99%
$74.88 - $91.97 $12.9K - $15.8K
2.7K $248K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-460
- 3.72%
$5.0 - $7.65 $2.3K - $3.52K
11.9K $83K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-62
- 2.69%
$144.63 - $179.53 $8.97K - $11.1K
2.25K $370K
NOW
Service Now, Inc.

Technology
-38
- 14.13%
$721.65 - $1040.18 $27.4K - $39.5K
231 $237K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-21
- 1.92%
$272.36 - $339.57 $5.72K - $7.13K
1.07K $365K
ETN
Eaton Corp PLC

Industrials
-86
- 10.48%
$246.52 - $356.99 $21.2K - $30.7K
735 $262K
SUB
Ishares Short Term National Mu

ETFs
-382
- 0.31%
$104.77 - $106.34 $40K - $40.6K
124K $13.1M
ALCO
Alico, Inc.

Consumer Defensive
-176
- 0.89%
$28.31 - $32.68 $4.98K - $5.75K
19.6K $641K
DE
Deere & CO

Industrials
-90
- 2.39%
$412.99 - $531.48 $37.2K - $47.8K
3.68K $1.86M
DAL
Delta Air Lines, Inc.

Industrials
-290
- 1.4%
$35.88 - $52.99 $10.4K - $15.4K
20.5K $1.01M
IWM
Ishares Russell 2000 ETF

ETFs
-1.07K
- 5.23%
$174.82 - $215.79 $188K - $232K
19.5K $4.2M
UGI
Ugi Corp

Utilities
-45
- 0.14%
$30.18 - $36.59 $1.36K - $1.65K
32.6K $1.19M
BAC
Bank Of America Corp

Financial Services
-471
- 1.94%
$34.39 - $47.46 $16.2K - $22.4K
23.8K $1.13M
BEN
Franklin Resources Inc

Financial Services
-175
- 0.52%
$16.66 - $23.85 $2.92K - $4.17K
33.6K $800K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-14.8K
- 5.66%
$35.9 - $43.76 $530K - $646K
246K $10.5M
DIS
Walt Disney CO

Communication Services
-319
- 3.21%
$81.72 - $124.01 $26.1K - $39.6K
9.61K $1.19M
CSCO
Cisco Systems, Inc.

Technology
-200
- 0.65%
$53.19 - $69.38 $10.6K - $13.9K
30.4K $2.03M
IXUS
Ishares Tr

ETFs
-1.58K
- 3.68%
$62.37 - $77.63 $98.5K - $123K
41.3K $3.2M
MCK
Mckesson Corp

Healthcare
-23
- 0.57%
$652.83 - $732.78 $15K - $16.9K
4.05K $2.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.39K
- 1.45%
$51.16 - $62.02 $71K - $86K
94.2K $5.83M
TSLA
Tesla, Inc.

Consumer Cyclical
-138
- 2.31%
$221.86 - $362.89 $30.6K - $50.1K
5.85K $1.79M
AXP
American Express CO

Financial Services
-54
- 0.87%
$231.39 - $318.98 $12.5K - $17.2K
6.16K $1.97M
TMDX
Trans Medics Group, Inc.

Healthcare
-421
- 6.24%
$67.67 - $143.04 $28.5K - $60.2K
6.33K $848K
VTI
Vanguard Total Stock Market Et

ETFs
-391
- 2.04%
$243.75 - $303.93 $95.3K - $119K
18.7K $5.7M
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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