Abundance-Wealth-Counselors

Filing Details

13F-HR2025-03-31
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
Manager Name
Abundance-Wealth-Counselors
Data Enrichment
89% identified
134 identified17 unidentified

Holdings

151 positions • $477.6K total value
Manager:
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37954Y632
Shares:11.7K
Value:$426.0K
% of Portfolio:89.2% ($426.0K/$477.6K)
ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC
Shares:38.8K
Value:$416.0K
% of Portfolio:87.1% ($416.0K/$477.6K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:2.5K
Value:$387.0K
% of Portfolio:81.0% ($387.0K/$477.6K)
Sprouts Farmers Market, Inc.
Shares:2.3K
Value:$352.0K
% of Portfolio:73.7% ($352.0K/$477.6K)
MICROSTRATEGY Inc
Shares:1.2K
Value:$346.0K
% of Portfolio:72.5% ($346.0K/$477.6K)
Granite Point Mortgage Trust Inc.
Shares:132.0K
Value:$343.0K
% of Portfolio:71.8% ($343.0K/$477.6K)
ADVANCED MICRO DEVICES INC
Shares:2.9K
Value:$342.0K
% of Portfolio:71.6% ($342.0K/$477.6K)
464287622
Shares:1.1K
Value:$336.0K
% of Portfolio:70.4% ($336.0K/$477.6K)
Merck & Co., Inc.
Shares:3.6K
Value:$319.0K
% of Portfolio:66.8% ($319.0K/$477.6K)
VERTEX PHARMACEUTICALS INC / MA
Shares:646
Value:$313.0K
% of Portfolio:65.5% ($313.0K/$477.6K)
NOVO NORDISK A S
Shares:4.3K
Value:$302.0K
% of Portfolio:63.2% ($302.0K/$477.6K)
CrowdStrike Holdings, Inc.
Shares:782
Value:$276.0K
% of Portfolio:57.8% ($276.0K/$477.6K)
PUBLIC SERVICE ENTERPRISE GROUP INC
Shares:3.1K
Value:$255.0K
% of Portfolio:53.4% ($255.0K/$477.6K)
464287499
Shares:2.9K
Value:$244.0K
% of Portfolio:51.1% ($244.0K/$477.6K)
EXXON MOBIL CORP
Shares:2.1K
Value:$244.0K
% of Portfolio:51.1% ($244.0K/$477.6K)
HERSHEY CO
Shares:1.4K
Value:$241.0K
% of Portfolio:50.5% ($241.0K/$477.6K)
BOEING CO
Shares:1.4K
Value:$237.0K
% of Portfolio:49.6% ($237.0K/$477.6K)
Bank of New York Mellon Corp
Shares:2.8K
Value:$236.0K
% of Portfolio:49.4% ($236.0K/$477.6K)
464287614
Shares:640
Value:$231.0K
% of Portfolio:48.4% ($231.0K/$477.6K)
Eaton Corp plc
Shares:821
Value:$223.0K
% of Portfolio:46.7% ($223.0K/$477.6K)