Abundance Wealth Counselors - Portfolio overview
Abundance Wealth Counselors has 264 reported holdings in this dataset, with the latest filing dated 2026-04-23.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Industrials.
Largest reported holdings by portfolio allocation
- IVV - ISHARES TR, 20.05%
- PCT - PURECYCLE TECHNOLOGIES INC, 6.28%
- BCI - ABRDN ETFS, 5.48%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
Explore securities or join Upside Invest to compare portfolios.