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Home > Institutional Investor > Abundance Wealth Counselors > 13F Holdings

Instuitional Investor - Abundance Wealth Counselors

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 169,911 $130,124,189 18.43%
2.
Purecycle Technologies Inc.
 PCT 12,655,883 $55,812,442 7.91%
3.
Blackrock Etf Trust
 DYNF 984,391 $46,453,453 6.58%
4.
Abrdn Etfs
 1,569,775 $40,610,023 5.75%
5.
Ishares Tr - MSCI ACWI EX US
 525,302 $39,723,300 5.63%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.