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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
IVVIshares Tr
Recent Activity
New Position
23.95%
$115.688M
200,563 shares@ $576.82 avg price
PCTPurecycle Technologies Inc
Recent Activity
Decreased -25.28%
10.57%
$51.032M
5.372M shares@ $9.5 avg price
IEFAIshares Tr
Recent Activity
Decreased -1.05%
6.79%
$32.795M
420,181 shares@ $78.05 avg price
IQLTIshares Tr
Recent Activity
Decreased -0.55%
4.66%
$22.503M
542,366 shares@ $41.5 avg price
XBISpdr Ser Tr
Recent Activity
Increased 82.18%
3.72%
$17.96M
181,778 shares@ $98.81 avg price
AAPLApple Inc
Recent Activity
Increased 0.28%
2.67%
$12.897M
55,354 shares@ $233.0 avg price
FDLOFidelity Covington Trust
Recent Activity
New Position
2.48%
$11.957M
194,899 shares@ $61.35 avg price
ISTBIshares Tr
Recent Activity
Increased 41.52%
2.46%
$11.843M
243,287 shares@ $48.68 avg price
SUBIshares Tr
Recent Activity
New Position
2.26%
$10.914M
102,780 shares@ $106.19 avg price
NVDANvidia Corporation
Recent Activity
Increased 4.5%
2.02%
$9.733M
80,146 shares@ $121.45 avg price