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CIK: 0001767080
Total reported value
$1.5B
$1.5B
151 檔
12.7%
At the close of Q1 2025, Abundance Wealth Counselors disclosed equity holdings valued at approximately $1.5B, spread across 151 reported holdings.
In Q1 2025, Abundance Wealth Counselors displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.81% | -2.58% | -2.77% | |
| 2 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 5.90% | +0.08% | — | |
| 3 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 4.46% | +1.37% | — | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.44% | -0.35% | -33.29% | |
| 5 | PCT | Purecycle Technologies Inc | Stock-Other | 3.51% | +6.98% | -10.33% | |
| 6 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 3.06% | -0.01% | -3.39% | |
| 7 | SUB | Ishares Short-term National | ETF-Other | 2.74% | -0.07% | +1.99% | |
| 8 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 2.68% | -1.09% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.65% | -0.15% | +1.07% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.33% | -0.12% | -5.44% | |
| 11 | IQLT | Ishares Msci International Q | ETF-Other | 2.17% | -0.18% | -51.54% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.87% | -0.16% | -5.34% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.26% | +3.89% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.17% | -0.12% | -10.34% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | -0.10% | -21.48% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.03% | +3.24% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.06% | +1.60% | |
| 18 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 1.03% | -0.18% | -56.94% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.97% | +0.04% | — | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.86% | -0.06% | -6.17% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.78% | +0.01% | -0.41% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | -0.09% | -13.19% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | +0.02% | +2.38% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.06% | +2.51% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.26% | -0.05% | |
| 26 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.66% | -0.05% | +1.60% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.07% | +90.19% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.63% | -0.13% | +13.12% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.63% | -0.01% | -0.09% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | -0.17% | -1.94% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | -0.01% | -2.01% | |
| 32 | MCK | Mckesson CORP | Stock-Healthcare | 0.56% | -0.14% | -0.12% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.15% | +7.01% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.54% | -0.04% | +3.25% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | -0.03% | +196.78% | |
| 36 | EXC | Exelon CORP | Stock-Utilities | 0.52% | -0.06% | +16.15% | |
| 37 | FISV | Fiserv Inc | Stock-Other | 0.51% | -0.02% | +1.67% | |
| 38 | OVBC | Ohio Valley Banc CORP | Stock-Other | 0.49% | — | — | |
| 39 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.45% | -0.11% | +9.54% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | -0.04% | -11.34% | |
| 41 | PRU | Prudential Financial Inc | Stock-Financials | 0.43% | -0.10% | +8.25% | |
| 42 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.41% | — | +6.82% | |
| 43 | PLD | Prologis Inc | Stock-Real Estate | 0.39% | +0.01% | NEW | |
| 44 | TFC | Truist Financial CORP | Stock-Financials | 0.39% | — | +9.12% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.07% | -39.37% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.06% | +1.18% | |
| 47 | ROP | Roper Technologies Inc | Stock-Tech | 0.37% | -0.05% | +3.49% | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.37% | -0.02% | -0.03% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.07% | +8.74% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.35% | -0.01% | +1.21% |
According to official SEC Form 13F filings, Abundance Wealth Counselors reported a total U.S. public equity portfolio value of $1.5B across 151 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, ACWX, BAI) accounted for 12.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $108.9M
During Q1 2025, Abundance Wealth Counselors's top holdings by market value included IVV (22.8%)、ACWX (5.9%)、BAI (4.5%). The largest single position, IVV, represented 22.8% of total portfolio value.
In Q1 2025, Abundance Wealth Counselors made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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