Able Financial Group, LLC Incresed Positions in Q4 2025

Able Financial Group, LLC

  • $450 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
90.9K
+ 15.48%
$46.2 - $46.85 $4.2M - $4.26M
678K $31.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
25.4K
+ 410.47%
$100.33 - $100.69 $2.55M - $2.56M
31.6K $3.18M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
40.2K
+ 9.64%
$50.33 - $50.81 $2.03M - $2.04M
458K $23.2M
IDEV
Ishares Core Msci Intl Develop

ETFs
14.6K
+ 7.65%
$79.1 - $82.39 $1.16M - $1.2M
205K $16.7M
FTGC
First Trust Global Tactical CO

ETFs
40.3K
+ 14.7%
$25.56 - $27.34 $1.03M - $1.1M
315K $8.47M
MLN
Vaneck Long Muni ETF

ETFs
69.3K
+ 12.81%
$17.45 - $17.76 $1.21M - $1.23M
611K $10.8M
VTI
Vanguard Total Stock Market Et

ETFs
3.58K
+ 12.77%
$321.8 - $337.95 $1.15M - $1.21M
31.6K $10.4M
AMZN
Amazon Com Inc

Consumer Cyclical
3.14K
+ 12.3%
$213.04 - $254.0 $668K - $797K
28.6K $6.72M
CSCO
Cisco Systems, Inc.

Technology
12.8K
+ 230.9%
$67.46 - $78.0 $864K - $1M
18.4K $1.43M
DFIV
Dimensional ETF Tr

ETFs
14.3K
+ 7.52%
$45.13 - $48.25 $644K - $689K
204K $9.78M
AVEM
American Centy ETF Tr Avantis

ETFs
9K
+ 8.17%
$73.09 - $78.36 $658K - $705K
119K $9.25M
XLK
Technology Sector Spdr

ETFs
3.19K
+ 329.51%
$278.39 - $304.13 $889K - $971K
4.16K $1.2M
AVDE
American Centy ETF Tr Avantis

ETFs
7.67K
+ 7.94%
$77.65 - $81.2 $596K - $623K
104K $8.37M
AAPL
Apple Inc.

Technology
456
+ 1.0%
$245.27 - $275.25 $112K - $126K
46.1K $12.3M
AVUV
American Centy ETF Tr Avantis

ETFs
10K
+ 6.51%
$95.19 - $100.66 $955K - $1.01M
164K $16M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13K
+ 5.85%
$52.76 - $53.18 $686K - $691K
235K $12.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.03K
+ 178.47%
$600.51 - $631.95 $617K - $650K
1.6K $990K
NVDA
Nvidia Corp

Technology
2.83K
+ 7.46%
$179.83 - $207.04 $509K - $586K
40.8K $7.61M
IEF
Ishares Barclays

ETFs
5.26K
+ 30.72%
$96.12 - $97.72 $505K - $514K
22.4K $2.16M
XLU
Utilities Sector Spdr

ETFs
5.54K
+ 106.05%
$87.89 - $92.9 $487K - $514K
10.8K $954K
GOOGL
Alphabet Inc.

Communication Services
446
+ 3.98%
$236.57 - $291.31 $106K - $130K
11.7K $3.22M
AVLV
American Centy ETF Tr Avantis
6.22K
+ 14.35%
$70.14 - $73.74 $436K - $459K
49.6K $3.6M
CVS
Cvs Health Corp

Healthcare
3.82K
+ 9.26%
$76.69 - $83.04 $293K - $317K
45K $3.53M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
7.92K
+ 14.82%
$50.37 - $50.58 $399K - $401K
61.4K $3.09M
GOOG
Alphabet Inc.

Communication Services
476
+ 10.5%
$237.49 - $291.74 $113K - $139K
5.01K $1.43M
VEA
Vanguard Ftse Developed Market

ETFs
5.12K
+ 128.93%
$59.18 - $62.09 $303K - $318K
9.09K $557K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.26K
+ 6.16%
$102.37 - $105.36 $334K - $343K
56.2K $5.77M
LLY
Eli Lilly & CO

Healthcare
6
+ 0.71%
$799.57 - $1025.28 $4.8K - $6.15K
852 $870K
SYF
Synchrony Financial

Financial Services
1.86K
+ 4.35%
$68.02 - $75.49 $127K - $141K
44.8K $3.27M
RSG
Republic Services, Inc.

Industrials
1.26K
+ 42.35%
$204.12 - $227.29 $257K - $286K
4.24K $888K
CTSH
Cognizant Technology Solutions Corp

Technology
1.27K
+ 8.48%
$65.47 - $74.66 $83.3K - $95K
16.3K $1.18M
AMD
Advanced Micro Devices Inc

Technology
230
+ 16.05%
$164.01 - $264.33 $37.7K - $60.8K
1.66K $399K
AOA
Ishares Tr Core Aggressive All

ETFs
1.7K
+ 19.72%
$86.51 - $90.12 $147K - $154K
10.3K $918K
IBM
International Business Machines Corp

Technology
439
+ 26.26%
$275.97 - $314.98 $121K - $138K
2.11K $627K
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.57K
+ 5.4%
$50.75 - $51.37 $130K - $132K
50.1K $2.57M
ALL
Allstate Corp

Financial Services
652
+ 59.0%
$190.0 - $214.3 $124K - $140K
1.76K $376K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.42K
+ 12.84%
$49.98 - $50.59 $121K - $122K
21.3K $1.07M
FHI
Federated Hermes, Inc.

Financial Services
4.45K
+ 10.47%
$47.3 - $52.93 $211K - $236K
47K $2.31M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.72K
+ 27.62%
$52.54 - $55.77 $90.3K - $95.8K
7.94K $435K
RSP
Invesco S&P 500 Equal Weight E

ETFs
455
+ 25.07%
$185.12 - $192.11 $84.2K - $87.4K
2.27K $425K
DBX
Dropbox, Inc.

Technology
2.25K
+ 3.11%
$28.14 - $31.11 $63.4K - $70.1K
74.7K $2.27M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.21K
+ 12.56%
$33.05 - $33.87 $73K - $74.8K
19.8K $665K
WMT
Walmart Inc.

Consumer Defensive
704
+ 7.01%
$101.18 - $109.03 $71.2K - $76.8K
10.7K $1.11M
IVV
Ishares Core S&P 500 ETF

ETFs
79
+ 3.81%
$656.2 - $690.71 $51.8K - $54.6K
2.15K $1.45M
ROKU
Roku, Inc

Communication Services
688
+ 2.88%
$92.02 - $108.63 $63.3K - $74.7K
24.6K $2.45M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
487
+ 8.62%
$91.84 - $96.06 $44.7K - $46.8K
6.14K $581K
BAC
Bank Of America Corp

Financial Services
938
+ 8.08%
$48.65 - $54.11 $45.6K - $50.8K
12.5K $645K
AVSU
American Centy ETF Tr Avantis

ETFs
531
+ 4.87%
$71.72 - $75.5 $38.1K - $40.1K
11.4K $844K
SPY
Spdr S&P 500 ETF Trust

ETFs
65
+ 0.88%
$653.02 - $687.39 $42.4K - $44.7K
7.45K $4.96M
Activity Summary
Buys All Purchases 120 New Holdings 18 Increased Positions 102 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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