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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
NFLXNetflix Inc
Recent Activity
Decreased -4.56%
0.44%
$2.122M
2,992 shares@ $709.23 avg price
MCKMckesson Corp
Recent Activity
Decreased -1.26%
0.42%
$2.011M
4,068 shares@ $494.35 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -0.5%
0.41%
$1.947M
6,530 shares@ $298.17 avg price
ORCLOracle Corp
Recent Activity
Decreased -15.15%
0.39%
$1.883M
11,048 shares@ $170.44 avg price
AXPAmerican Express Co
Recent Activity
Decreased -3.22%
0.35%
$1.663M
6,131 shares@ $271.25 avg price
NVSNovartis Ag
Recent Activity
Decreased -0.91%
0.31%
$1.467M
12,752 shares@ $115.05 avg price
TSLATesla Inc
Recent Activity
Decreased -4.95%
0.3%
$1.424M
5,443 shares@ $261.63 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -14.77%
0.3%
$1.406M
1,586 shares@ $886.51 avg price
TEAFEcofin Sustainable And Socia
Recent Activity
Decreased -13.13%
0.3%
$1.403M
107,516 shares@ $13.05 avg price
TGTTarget Corp
Recent Activity
Decreased -2.97%
0.19%
$905,000
5,806 shares@ $155.88 avg price