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Home > Institutional Investor > Abundance Wealth Counselors > Profile

Instuitional Investor - Abundance Wealth Counselors

Fund Profile
Filing Period:
Fund Name: Abundance Wealth Counselors
Portfolio Value $534,192
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 194,907 $119,929 22.45%
2.
Purecycle Technologies Inc.
 PCT 2,350,690 $32,204 6.03%
3.
Ishares Tr - MSCI ACWI EX US
 519,369 $31,650 5.92%
4.
Blackrock Etf Trust
 992,904 $28,645 5.36%
5.
Ishares Tr - CORE MSCI EAFE
 269,624 $22,327 4.18%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)