Abundance Wealth Counselors
Q1 2025 13F Holdings
- Locationstate college, PA
- Num holdings
151
- Value ($000)
$478
- Date Filed04/21/2025
- Form type13F-HR
- CIK0001767080
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $108.92K | 23 % | 194,588 | ||
ACWX ISHARES TR | MSCI ACWI EX US | 464288240 | $28.18K | 6 % | 508,265 | ||
BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 | $21.29K | 5 % | 972,386 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $21.21K | 4 % | 280,751 | ||
PCT PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | $16.75K | 4 % | 2,420,887 | ||
KRE SPDR SER TR | S&P BIOTECH | 78464A870 | $14.63K | 3 % | 178,726 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $13.09K | 3 % | 123,921 | ||
ABRDN ETFS | BBRG ALL COMD K1 | 003261104 | $12.81K | 3 % | 597,132 | ||
AAPL APPLE INC | COM | 037833100 | $12.67K | 3 % | 57,647 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $11.14K | 2 % | 230,347 |
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