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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
IXUSIshares Tr
Recent Activity
Decreased -2.13%
0.65%
$3.119M
42,941 shares@ $72.64 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -4.17%
0.6%
$2.891M
13,712 shares@ $210.84 avg price
VZVerizon Communications Inc
Recent Activity
Increased 3.46%
0.59%
$2.841M
63,261 shares@ $44.91 avg price
GBDCGolub Cap Bdc Inc
Recent Activity
Decreased -4.72%
0.56%
$2.697M
178,498 shares@ $15.11 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 1.02%
0.55%
$2.632M
49,460 shares@ $53.22 avg price
AMGNAmgen Inc
Recent Activity
Decreased -4.8%
0.54%
$2.592M
8,045 shares@ $322.19 avg price
GILDGilead Sciences Inc
Recent Activity
New Position
0.49%
$2.338M
27,886 shares@ $83.85 avg price
OVBCOhio Vy Banc Corp
Recent Activity
New Position
0.48%
$2.301M
94,909 shares@ $24.25 avg price
VVisa Inc
Recent Activity
Increased 6.95%
0.48%
$2.273M
8,267 shares@ $274.95 avg price
CVXChevron Corp New
Recent Activity
New Position
0.47%
$2.267M
15,391 shares@ $147.3 avg price