Abundance Wealth Counselors

Q4 2024 13F Holdings

  • Location
    state college, PA
  • Num holdings

    141

  • Value ($000)

    $459

  • Date Filed
    01/24/2025
  • Form type
    13F-HR
  • CIK
    0001767080
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$117.81K
26 %

200,134

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$29.58K
6 %

420,833

PCT
PCT

PURECYCLE TECHNOLOGIES INC

COM
74623V103
$27.67K
6 %

2,699,687

IQLT
IQLT

ISHARES TR

MSCI INTL QUALTY
46434V456
$19.98K
4 %

538,352

KRE
KRE

SPDR SER TR

S&P BIOTECH
78464A870
$16.66K
4 %

184,993

AAPL
AAPL

APPLE INC

COM
037833100
$14.28K
3 %

57,034

SUB
SUB

ISHARES TR

SHRT NAT MUN ETF
464288158
$12.82K
3 %

121,501

FDLO
FDLO

FIDELITY COVINGTON TRUST

LOW VOLITY ETF
316092824
$11.80K
3 %

194,733

ISTB
ISTB

ISHARES TR

CORE 1 5 YR USD
46432F859
$11.64K
3 %

243,596

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$11.23K
2 %

83,614

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