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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 $583,496,608
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 191,409 $128,108,840 21.96%
2.
Blackrock Etf Trust
 1,101,040 $37,611,605 6.45%
3.
Ishares Tr - MSCI ACWI EX US
 509,523 $33,124,076 5.68%
4.
Abrdn Etfs
 1,513,871 $32,608,754 5.59%
5.
Purecycle Technologies Inc.
 PCT 1,938,690 $25,493,773 4.37%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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