Abundance Wealth Counselors
Top Portfolio Positions
206 positions ·
$308,505,673 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 | 14.36% | |
| AAPL |
Apple Inc.
Technology
|
61,864 | $15,700,464 | 5.09% | |
| NVDA |
Nvidia Corp
Technology
|
88,960 | $15,514,624 | 5.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
18,036 | $10,318,936 | 3.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
33,097 | $9,517,373 | 3.08% | |
| MSFT |
Microsoft Corp
Technology
|
25,121 | $9,299,040 | 3.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,660 | $6,177,288 | 2.00% | |
| AVGO |
Broadcom Inc.
Technology
|
16,848 | $5,214,624 | 1.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,170 | $4,168,247 | 1.35% | |
| MCK |
Mckesson Corp
Healthcare
|
3,999 | $3,460,574 | 1.12% |
Portfolio Trend
25 quarters · across all stocks
Holdings in INV
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,061,103 | 782,891 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,269,583 | 782,197 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,367,460 | 754,311 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,620,692 | 754,311 | Shares | Sole | 2025-07-21 | |
| No 13F history on record for this holder in this stock. | ||||||