Abundance Wealth Counselors Portfolio Holdings
Abundance Wealth Counselors
- $434 Million
- Q1 2024
Abundance Wealth Counselors has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $434 Million distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $109M, Pure Cycle Technologies, Inc. with a value of $42.2M, Ishares Tr with a value of $31.8M, Ishares Msci Intl Quality Fact with a value of $21.8M, and Fidelity Covington Tr Low Vola with a value of $11.8M.
Examining the 13F form we can see an increase of $49.7M in the current position value, from $385M to 434M.
Below you can find more details about Abundance Wealth Counselors portfolio as well as his latest detailed transactions.