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Ashleigh Swayze

@Abundance Wealth Counselors

Latest period2024 - Q3ReportedManaged Assets$483.074MTotal holdings137
Assets growth rate122.36%Assets growth rate (2-Q avg)36.19%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Abundance Wealth Counselors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Abundance Wealth Counselors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 483.074M in assets, with a quarterly growth rate of 122.36% and a 2-quarter average growth rate of 36.19%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
New Position
1.84%
$8.871M
20,615 shares@ $430.32 avg price
VTIVanguard Index Fds
Recent Activity
New Position
1.42%
$6.823M
24,095 shares@ $283.18 avg price
IJHIshares Tr
Recent Activity
New Position
1.41%
$6.81M
109,272 shares@ $62.33 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -5.35%
1.09%
$5.235M
31,567 shares@ $165.84 avg price
IWMIshares Tr
Recent Activity
New Position
0.99%
$4.773M
21,607 shares@ $220.91 avg price
IJRIshares Tr
Recent Activity
New Position
0.98%
$4.695M
40,142 shares@ $116.96 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.82%
0.94%
$4.529M
24,305 shares@ $186.35 avg price
IBMInternational Business Machs
Recent Activity
New Position
0.71%
$3.421M
15,472 shares@ $221.11 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2.59%
0.66%
$3.182M
16,115 shares@ $197.46 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -1.01%
0.66%
$3.178M
5,552 shares@ $572.41 avg price