Abundance-Wealth-Counselors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MOS",
  "BEPC",
  "ABBV",
  "ADBE",
  "GOOGL",
  null,
  "AXP",
  "ASML",
  "AWF",
  null,
  "AVGO",
  "LOW",
  "CCI",
  "DEA",
  "PNR",
  null,
  "GILD",
  null,
  "HPQ",
  "BEN",
  "QCOM",
  "HUBB",
  "ING",
  "META",
  "PIII",
  "IJH",
  "OVBC",
  null,
  "LRCX",
  null,
  "TEAF",
  "PWR",
  "MA",
  "MSFT",
  "EXC",
  "HOLX",
  "NVS",
  "HSY",
  "AMP",
  "IJR",
  "ORCL",
  "KHC",
  null,
  "IWF",
  "HTGC",
  "GBDC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "INTC",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  "MAS",
  "MSTR",
  null,
  "TMDX",
  "IEFA",
  "NOW",
  "ROP",
  "O",
  null,
  "BP",
  "SPLG",
  "IBM",
  "TXN",
  "TGT",
  "TM",
  "TFC",
  "UL",
  "UPS",
  "ALCO",
  "PCT",
  "TTE",
  "PTON",
  "MTD",
  null,
  "TSM",
  "GSK",
  null,
  "GPMT",
  "VRTX",
  "HASI",
  "UGI",
  "ARE",
  "SFM",
  "AMD",
  "SONY",
  "FI",
  "WAB",
  "F",
  "GNRC",
  "IWR",
  null,
  null,
  "PEG",
  "NVO",
  "AMZN",
  "VOO",
  "V",
  "WFC",
  null,
  null,
  null,
  "PSX",
  "SPOT",
  "IXUS",
  "LYB",
  "MCK",
  "NUE",
  null,
  "ADP",
  "BAC",
  "BK",
  "BRK-B",
  "BA",
  "BMY",
  "BDN",
  "CVX",
  "CIG",
  "CSCO",
  "C",
  "CWEN",
  "COST",
  "CRWD",
  "DE",
  "DHIL",
  "DAL",
  "RSP",
  "IWB",
  "MAR",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 151
Total Value: 477551
Accession Number: 0001767080-25-000004
Form Type: 13F-HR
CIK: abundance-wealth-counselors
Manager Name: Abundance-Wealth-Counselors

Data Enrichment

89% identified

134 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

151 positions • $477.6K total value

SEC FilingSEC DataHachi Filing

Manager:

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PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:18.5K

Value:$2.1M

% of Portfolio:432.2% ($2.1M/$477.6K)

Kenvue Inc.

KVUE|49177J102

Shares:82.5K

Value:$2.0M

% of Portfolio:414.4% ($2.0M/$477.6K)

Prologis, Inc.

PLD|74340W103

Shares:16.7K

Value:$1.9M

% of Portfolio:391.0% ($1.9M/$477.6K)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:45.2K

Value:$1.9M

% of Portfolio:389.1% ($1.9M/$477.6K)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:30.6K

Value:$1.8M

% of Portfolio:385.5% ($1.8M/$477.6K)

PROCTER & GAMBLE Co

PG|742718109

Shares:10.8K

Value:$1.8M

% of Portfolio:382.2% ($1.8M/$477.6K)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:3.0K

Value:$1.8M

% of Portfolio:371.3% ($1.8M/$477.6K)

DEERE & CO

DE|244199105

Shares:3.8K

Value:$1.8M

% of Portfolio:369.0% ($1.8M/$477.6K)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.8K

Value:$1.7M

% of Portfolio:362.1% ($1.7M/$477.6K)

AMERICAN EXPRESS CO

AXP|025816109

Shares:6.2K

Value:$1.7M

% of Portfolio:350.1% ($1.7M/$477.6K)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:6.5K

Value:$1.7M

% of Portfolio:348.4% ($1.7M/$477.6K)

ORACLE CORP

ORCL|68389X105

Shares:11.9K

Value:$1.7M

% of Portfolio:348.2% ($1.7M/$477.6K)

TotalEnergies SE

TTE|89151E109

Shares:25.2K

Value:$1.6M

% of Portfolio:343.0% ($1.6M/$477.6K)

LOWES COMPANIES INC

LOW|548661107

Shares:6.9K

Value:$1.6M

% of Portfolio:339.6% ($1.6M/$477.6K)

FORD MOTOR CO

F|345370860

Shares:157.9K

Value:$1.6M

% of Portfolio:333.8% ($1.6M/$477.6K)

Brookfield Renewable Corp

BEPC|11285B108

Shares:56.8K

Value:$1.6M

% of Portfolio:331.9% ($1.6M/$477.6K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.0K

Value:$1.6M

% of Portfolio:331.3% ($1.6M/$477.6K)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:6.6K

Value:$1.6M

% of Portfolio:328.6% ($1.6M/$477.6K)

NOVARTIS AG

NVS|66987V109

Shares:13.7K

Value:$1.5M

% of Portfolio:320.4% ($1.5M/$477.6K)

Tesla, Inc.

TSLA|88160R101

Shares:6.0K

Value:$1.5M

% of Portfolio:316.2% ($1.5M/$477.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	18.5K	QoQ +8.25% (+1.4K) YoY +116.95% (+10.0K)	All Managers (Combined)	$2.1M	432.2% ($2.1M/$477.6K)	QoQ +1.97% (+$0) YoY +106.40% (+$1)
Kenvue Inc.(KVUEcusip49177J102)	82.5K	QoQ +6.82% (+5.3K) YoY +45.80% (+25.9K)	All Managers (Combined)	$2.0M	414.4% ($2.0M/$477.6K)	QoQ +20.01% (+$0) YoY +63.01% (+$1)
Prologis, Inc.(PLDcusip74340W103)	16.7K	QoQ +10.64% (+1.6K) YoY NEW(+16.7K)	All Managers (Combined)	$1.9M	391.0% ($1.9M/$477.6K)	QoQ +17.05% (+$0) YoY NEW(+$2)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	45.2K	QoQ +9.12% (+3.8K) YoY NEW(+45.2K)	All Managers (Combined)	$1.9M	389.1% ($1.9M/$477.6K)	QoQ +3.50% (+$0) YoY NEW(+$2)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	30.6K	QoQ -39.37% (-19.9K) YoY -38.03% (-18.8K)	All Managers (Combined)	$1.8M	385.5% ($1.8M/$477.6K)	QoQ -38.32% (-$1) YoY -25.22% (-$1)
PROCTER & GAMBLE Co(PGcusip742718109)	10.8K	QoQ +1.18% (+126) YoY +4.41% (+456)	All Managers (Combined)	$1.8M	382.2% ($1.8M/$477.6K)	QoQ +2.24% (+$0) YoY +9.02% (+$0)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	3.0K	QoQ +3.49% (+102) YoY -12.24% (-422)	All Managers (Combined)	$1.8M	371.3% ($1.8M/$477.6K)	QoQ +16.72% (+$0) YoY -8.27% (-$0)
DEERE & CO(DEcusip244199105)	3.8K	QoQ -0.02% (-1) YoY +5.30% (+190)	All Managers (Combined)	$1.8M	369.0% ($1.8M/$477.6K)	QoQ +10.19% (-$0) YoY +19.70% (+$0)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.8K	QoQ +8.74% (+147) YoY NEW(+1.8K)	All Managers (Combined)	$1.7M	362.1% ($1.7M/$477.6K)	QoQ +12.27% (+$0) YoY NEW(+$2)
AMERICAN EXPRESS CO(AXPcusip025816109)	6.2K	QoQ +1.20% (-74) YoY +1.10% (+68)	All Managers (Combined)	$1.7M	350.1% ($1.7M/$477.6K)	QoQ -8.23% (-$0) YoY +19.51% (+$0)
QUANTA SERVICES, INC.(PWRcusip74762E102)	6.5K	QoQ +1.69% (-109) YoY -6.67% (-468)	All Managers (Combined)	$1.7M	348.4% ($1.7M/$477.6K)	QoQ -18.23% (-$0) YoY -8.67% (-$0)
ORACLE CORP(ORCLcusip68389X105)	11.9K	QoQ +3.90% (-447) YoY -18.07% (-2.6K)	All Managers (Combined)	$1.7M	348.2% ($1.7M/$477.6K)	QoQ -12.84% (-$0) YoY -8.82% (-$0)
TotalEnergies SE(TTEcusip89151E109)	25.2K	QoQ +23.91% (+4.9K) YoY +48.84% (+8.3K)	All Managers (Combined)	$1.6M	343.0% ($1.6M/$477.6K)	QoQ +47.56% (+$1) YoY +40.35% (+$0)
LOWES COMPANIES INC(LOWcusip548661107)	6.9K	QoQ +3.23% (-217) YoY +3.62% (-242)	All Managers (Combined)	$1.6M	339.6% ($1.6M/$477.6K)	QoQ -1.87% (-$0) YoY -4.58% (-$0)
FORD MOTOR CO(Fcusip345370860)	157.9K	QoQ +32.56% (+38.8K) YoY +32.09% (+38.4K)	All Managers (Combined)	$1.6M	333.8% ($1.6M/$477.6K)	QoQ +35.19% (+$0) YoY +0.37% (+$0)
Brookfield Renewable Corp(BEPCcusip11285B108)	56.8K	QoQ +6.46% (+3.4K) YoY NEW(+56.8K)	All Managers (Combined)	$1.6M	331.9% ($1.6M/$477.6K)	QoQ +7.45% (+$0) YoY NEW(+$2)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.0K	QoQ -1.98% (-60) YoY NEW(+3.0K)	All Managers (Combined)	$1.6M	331.3% ($1.6M/$477.6K)	QoQ +15.22% (-$0) YoY NEW(+$2)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	6.6K	QoQ +1.66% (-108) YoY -4.46% (-308)	All Managers (Combined)	$1.6M	328.6% ($1.6M/$477.6K)	QoQ -13.21% (-$0) YoY -9.82% (-$0)
NOVARTIS AG(NVScusip66987V109)	13.7K	QoQ +6.90% (+887) YoY +12.53% (+1.5K)	All Managers (Combined)	$1.5M	320.4% ($1.5M/$477.6K)	QoQ +22.40% (+$0) YoY +29.66% (+$0)
Tesla, Inc.(TSLAcusip88160R101)	6.0K	QoQ +4.90% (-280) YoY +10.28% (+558)	All Managers (Combined)	$1.5M	316.2% ($1.5M/$477.6K)	QoQ -34.43% (-$1) YoY +58.28% (+$1)