Long-term investor

Abundance Wealth Counselors @abundancewealthcounselor

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767080).

Record

  • Tracked since 2025-12-31 (249 days), 58 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.6% · 6 months n/a · 1 year n/a · all +13.5%
  • Max drawdown n/a · win rate 6% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 17.7% · long · since 2025-12-31
  • PCT · 13.3% · long · since 2025-12-31
  • 09290C780 · 6.6% · long · since 2025-12-31
  • 464288240 · 5.1% · long · since 2025-12-31
  • 003261104 · 4.5% · long · since 2025-12-31
  • 02072L375 · 3.7% · long · since 2025-12-31
  • 46432F842 · 3.0% · long · since 2025-12-31
  • AAPL · 2.1% · long · since 2025-12-31
  • NVDA · 2.0% · long · since 2025-12-31
  • 464288158 · 1.8% · long · since 2025-12-31
  • 46432F859 · 1.6% · long · since 2025-12-31
  • GOOGL · 1.4% · long · since 2025-12-31

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