Able Financial Group, LLC Sells in Q4 2024

Able Financial Group, LLC

  • $339 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-147K
- 70.51%
$75.1 - $82.99 $11.1M - $12.2M
61.6K $4.66B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-89.3K
- 89.99%
$96.64 - $101.23 $8.63M - $9.04M
9.93K $962M
IEF
Ishares Barclays

ETFs
-70.3K
- 80.46%
$92.08 - $98.18 $6.48M - $6.9M
17.1K $1.58B
IEMG
Ishares Inc

ETFs
-103K
- 71.8%
N/A
40.3K $2.11B
IWR
Ishares Russell Mid Cap ETF

ETFs
-63.6K
- 61.81%
$87.25 - $95.52 $5.55M - $6.08M
39.3K $3.48B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-94.7K
- 91.07%
$40.84 - $42.74 $3.87M - $4.05M
9.29K $380M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-31.2K
- 57.06%
$113.92 - $127.38 $3.55M - $3.97M
23.5K $2.71B
VNQ
Vanguard Specialized Funds Van

ETFs
-33.5K
- 75.32%
$87.85 - $98.6 $2.95M - $3.31M
11K $979M
FTCS
First Trust Capital Strength E

ETFs
-29K
- 14.67%
$87.62 - $94.03 $2.54M - $2.72M
168K $14.8B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-108K
- 31.49%
$29.73 - $30.81 $3.2M - $3.32M
234K $7.14B
RDVY
First Trust Rising Dividend Ac

ETFs
-23.6K
- 7.8%
$58.65 - $64.37 $1.38M - $1.52M
279K $16.5B
IWD
Ishares Russell 1000 Val ETF

ETFs
-5.87K
- 48.68%
$183.23 - $199.79 $1.08M - $1.17M
6.19K $1.15B
FDX
Fedex Corp

Industrials
-1.5K
- 60.1%
$260.5 - $305.15 $390K - $457K
995 $280M
MUB
Ishares National Muni Bond ETF

ETFs
-2.88K
- 15.64%
$105.78 - $108.7 $305K - $313K
15.5K $1.66B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.64K
- 4.18%
$34.13 - $37.35 $90.2K - $98.8K
60.6K $2.07B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.64K
- 0.96%
$51.54 - $52.55 $84.7K - $86.4K
170K $8.81B
MLN
Vaneck Long Muni ETF

ETFs
-3.07K
- 0.78%
$17.61 - $18.29 $54K - $56.1K
389K $6.95B
PEP
Pepsico Inc

Consumer Defensive
-590
- 8.86%
$151.29 - $176.1 $89.3K - $104K
6.07K $923M
FTC
First Tr Lge Cap Growth

ETFs
-1.62K
- 51.2%
$130.13 - $149.09 $211K - $241K
1.54K $213M
LLY
Eli Lilly & CO

Healthcare
-29
- 2.79%
$727.2 - $932.06 $21.1K - $27K
1.01K $780M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.61K
- 13.86%
$77.02 - $78.58 $124K - $126K
10K $772M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-726
- 14.61%
$103.53 - $112.72 $75.2K - $81.8K
4.24K $442M
MDT
Medtronic PLC

Healthcare
-586
- 8.9%
$79.61 - $92.24 $46.7K - $54.1K
6K $479M
IVV
Ishares Core S&P 500 ETF

ETFs
-213
- 9.02%
$570.51 - $610.59 $122K - $130K
2.15K $1.27B
VTV
Vanguard Value ETF

ETFs
-459
- 17.15%
$168.32 - $181.87 $77.3K - $83.5K
2.22K $375M
XOM
Exxon Mobil Corp

Energy
-510
- 14.58%
$105.51 - $125.37 $53.8K - $63.9K
2.99K $322M
Linde PLC
-89
- 10.17%
N/A
786 $329M
JNJ
Johnson & Johnson

Healthcare
-219
- 6.98%
$143.34 - $165.86 $31.4K - $36.3K
2.92K $422M
CVX
Chevron Corp

Energy
-351
- 4.88%
$141.15 - $162.53 $49.5K - $57K
6.84K $990M
KO
Coca Cola CO

Consumer Defensive
-154
- 3.95%
$61.74 - $71.71 $9.51K - $11K
3.75K $233M
EBAY
Ebay Inc

Consumer Cyclical
-205
- 1.94%
$57.51 - $67.17 $11.8K - $13.8K
10.3K $641M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-331
- 2.57%
$42.84 - $45.38 $14.2K - $15K
12.5K $539M
AFL
Aflac Inc

Financial Services
-56
- 1.47%
$100.37 - $115.27 $5.62K - $6.46K
3.76K $389M
FDT
First Trust Developed Markets

ETFs
-181
- 2.34%
$53.27 - $57.72 $9.64K - $10.4K
7.57K $409M
FTA
First Tr Large Cap Value

ETFs
-217
- 2.96%
$75.21 - $83.49 $16.3K - $18.1K
7.12K $544M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-139
- 2.23%
$44.04 - $49.49 $6.12K - $6.88K
6.1K $269M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-353
- 6.28%
$46.33 - $48.6 $16.4K - $17.2K
5.27K $245M
MA
Mastercard Inc

Financial Services
-97
- 13.55%
$491.3 - $536.15 $47.7K - $52K
619 $326M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-66
- 11.52%
$417.69 - $450.94 $27.6K - $29.8K
507 $216M
ACN
Accenture PLC

Technology
-66
- 9.87%
$343.9 - $376.86 $22.7K - $24.9K
603 $212M
DE
Deere & CO

Industrials
-66
- 11.4%
$389.45 - $466.0 $25.7K - $30.8K
513 $217M
PG
Procter & Gamble CO

Consumer Defensive
-44
- 1.47%
$161.05 - $179.7 $7.09K - $7.91K
2.94K $493M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 0.96%
$442.29 - $483.08 $8.85K - $9.66K
2.07K $940M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-592
- 26.76%
$138.3 - $192.95 $81.9K - $114K
1.62K $286M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-296
- 7.64%
$78.43 - $87.17 $23.2K - $25.8K
3.58K $287M
FEM
First Trust Emerging Markets A

ETFs
-78
- 0.83%
$22.03 - $24.21 $1.72K - $1.89K
9.29K $205M
TDIV
First Trust Nasdaq Technology

ETFs
-50
- 0.62%
$78.03 - $82.13 $3.9K - $4.11K
8.06K $632M
VIG
Vanguard Dividend Appreciation

ETFs
-64
- 2.47%
N/A
2.53K $495M
ORCL
Oracle Corp

Technology
-43
- 1.49%
$165.41 - $192.43 $7.11K - $8.27K
2.84K $473M
Activity Summary
Buys All Purchases 90 New Holdings 21 Increased Positions 69 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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