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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
OVBCOhio Vy Banc Corp
Recent Activity
New Position
0.48%
$2.301M
94,909 shares@ $24.25 avg price
CVXChevron Corp New
Recent Activity
New Position
0.47%
$2.267M
15,391 shares@ $147.3 avg price
PRUPrudential Finl Inc
Recent Activity
New Position
0.43%
$2.034M
16,793 shares@ $121.13 avg price
FIFiserv Inc
Recent Activity
New Position
0.43%
$2.032M
11,311 shares@ $179.65 avg price
LOWLowes Cos Inc
Recent Activity
New Position
0.38%
$1.825M
6,739 shares@ $270.82 avg price
PGProcter And Gamble Co
Recent Activity
New Position
0.38%
$1.802M
10,403 shares@ $173.22 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
New Position
0.37%
$1.777M
2,872 shares@ $618.74 avg price
DEDeere & Co
Recent Activity
New Position
0.35%
$1.647M
3,947 shares@ $417.28 avg price
ROPRoper Technologies Inc
Recent Activity
New Position
0.34%
$1.639M
2,945 shares@ $556.54 avg price
MARMarriott Intl Inc New
Recent Activity
New Position
0.34%
$1.626M
6,541 shares@ $248.59 avg price