Universe · entity
Abundance Wealth Counselors
Institutional manager (13F) · CIK 1767080
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $564M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $142M | 216,628 |
| 2 | PURECYCLE TECHNOLOGIES INC | $44M | 8,536,527 |
| 3 | ABRDN ETFS | $39M | 1,591,626 |
| 4 | BLACKROCK ETF TRUST | $37M | 1,114,217 |
| 5 | ISHARES TR | $35M | 512,359 |
| 6 | EA SERIES TRUST | $32M | 920,940 |
| 7 | ISHARES TR | $23M | 259,172 |
| 8 | APPLE INC | $16M | 61,864 |
| 9 | NVIDIA CORPORATION | $15M | 87,760 |
| 10 | ISHARES TR | $13M | 123,854 |
| 11 | ISHARES TR | $12M | 246,328 |
| 12 | ISHARES TR | $10M | 219,422 |
| 13 | ALPHABET INC | $10M | 33,097 |
| 14 | MICROSOFT CORP | $9M | 25,121 |
| 15 | META PLATFORMS INC | $8M | 14,536 |
| 16 | VANGUARD INDEX FDS | $7M | 22,857 |
| 17 | INVESCO EXCHANGE TRADED FD T | $6M | 32,226 |
| 18 | AMAZON COM INC | $6M | 29,660 |
| 19 | ISHARES TR | $6M | 90,097 |
| 20 | BROADCOM INC | $5M | 16,848 |
| 21 | ISHARES TR | $4M | 17,784 |
| 22 | JPMORGAN CHASE & CO | $4M | 14,170 |
| 23 | FIDELITY COVINGTON TRUST | $4M | 62,660 |
| 24 | ISHARES TR | $4M | 32,388 |
| 25 | MCKESSON CORP | $3M | 3,999 |
| 26 | VERIZON COMMUNICATIONS INC | $3M | 67,807 |
| 27 | ISHARES TR | $3M | 39,091 |
| 28 | ABBVIE INC | $3M | 15,544 |
| 29 | CHEVRON CORPORATION | $3M | 16,250 |
| 30 | JOHNSON & JOHNSON | $3M | 12,799 |
| 31 | BRISTOL-MYERS SQUIBB CO | $3M | 51,211 |
| 32 | INNVENTURE INC | $3M | 782,891 |
| 33 | EXELON CORP | $3M | 61,348 |
| 34 | NETFLIX INC. | $3M | 30,403 |
| 35 | LAM RESEARCH CORP | $3M | 13,412 |
| 36 | VISA INC | $3M | 9,211 |
| 37 | VERTIV HOLDINGS CO | $3M | 10,848 |
| 38 | AMGEN INC | $3M | 7,644 |
| 39 | HOST HOTELS & RESORTS INC | $3M | 139,820 |
| 40 | NOVARTIS AG | $3M | 16,796 |
| 41 | TESLA INC | $2M | 6,704 |
| 42 | TOTALENERGIES SE | $2M | 27,078 |
| 43 | CISCO SYS INC | $2M | 31,066 |
| 44 | STATE STR SPDR S&P 500 ETF T | $2M | 3,591 |
| 45 | MARRIOTT INTL INC NEW | $2M | 6,863 |
| 46 | COSTCO WHOLESALE CORPORATION | $2M | 2,143 |
| 47 | INTERNATIONAL BUSINESS MACHS | $2M | 8,770 |
| 48 | DEERE & CO | $2M | 3,676 |
| 49 | MASTERCARD INCORPORATED | $2M | 4,111 |
| 50 | ELI LILLY & CO | $2M | 2,229 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.