Abundance Wealth Counselors
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 DHIL
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,049,465 | 6,098 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,133,277 | 6,686 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $741,492 | 5,296 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $737,448 | 5,075 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $698,201 | 4,888 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $710,047 | 4,578 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $736,941 | 4,560 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $581,297 | 4,130 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $537,899 | 3,489 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $519,621 | 3,138 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $441,821 | 2,621 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $402,383 | 2,349 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $381,661 | 2,319 | Shares | Sole | 2023-05-02 | |
| No 13F history on record for this holder in this stock. | ||||||