Abundance Wealth Counselors
Top Portfolio Positions
208 positions ·
$311,342,948 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PCT |
PureCycle Technologies, Inc.
Industrials
|
8,536,527 | $44,304,575 | 14.23% | |
| AAPL |
Apple Inc.
Technology
|
61,864 | $15,700,464 | 5.04% | |
| NVDA |
Nvidia Corp
Technology
|
88,960 | $15,514,624 | 4.98% | |
| META |
Meta Platforms, Inc.
Communication Services
|
18,036 | $10,318,936 | 3.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
33,097 | $9,517,373 | 3.06% | |
| MSFT |
Microsoft Corp
Technology
|
25,121 | $9,299,040 | 2.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,660 | $6,177,288 | 1.98% | |
| AVGO |
Broadcom Inc.
Technology
|
16,848 | $5,214,624 | 1.67% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,170 | $4,168,247 | 1.34% | |
| MCK |
Mckesson Corp
Healthcare
|
3,999 | $3,460,574 | 1.11% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ALCO
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $904,790 | 21,929 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $708,427 | 19,473 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $597,850 | 17,249 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $640,528 | 19,600 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $590,115 | 19,776 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $285,774 | 11,021 | Shares | Sole | 2025-01-24 | |
| 2022-12-31 | $255,599 | 10,708 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $325,183 | 11,515 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $379,316 | 10,646 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $360,838 | 9,607 | Shares | Sole | 2022-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||