Abundance Wealth Counselors Portfolio Holdings
Abundance Wealth Counselors
- $534 Million
- Q2 2025
Abundance Wealth Counselors has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $534 Million distributed in 165 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 $120M, Pure Cycle Technologies, Inc. with a value of $32.2M, Ishares Msci Acwi Ex Us ETF with a value of $31.7M, Blackrock ETF Trust with a value of $28.6M, and Ishares Tr with a value of $22.3M.
Examining the 13F form we can see an increase of $56.6M in the current position value, from $478M to 534M.
Below you can find more details about Abundance Wealth Counselors portfolio as well as his latest detailed transactions.
Portfolio value
$534 Million
ETFs: $262 Million
Technology: $59.1 Million
Industrials: $45.8 Million
Financial Services: $27.2 Million
Healthcare: $24.6 Million
Communication Services: $19.1 Million
Consumer Cyclical: $13.4 Million
Real Estate: $9.13 Million
Other: $24.5 Million