Abundance Wealth Counselors
CIK
1767080
City
STATE COLLEGE
State / Country
PA
Top Portfolio Positions
208 positions ·
$311,309,967 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 | 1.68% | |
| 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 AWF
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $497,628 | 48,931 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $485,133 | 45,382 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $517,184 | 46,136 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $480,036 | 43,521 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $416,152 | 38,784 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $459,941 | 42,865 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $474,771 | 41,867 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $259,013 | 24,715 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $215,150 | 20,259 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $204,677 | 20,225 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $112,811 | 11,630 | Shares | Sole | 2023-10-30 | |
| No 13F history on record for this holder in this stock. | ||||||