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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 $459,491
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 200,134 $117,815 25.64%
2.
Ishares Tr - CORE MSCI EAFE
 420,833 $29,576 6.43%
3.
Purecycle Technologies Inc.
 PCT 2,699,687 $27,672 6.02%
4.
Ishares Tr - MSCI INTL QUALTY
 538,352 $19,984 4.34%
5.
Spdr Series Trust
 184,993 $16,660 3.62%
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)