Able Financial Group, LLC Portfolio Holdings

Able Financial Group, LLC

  • $277 Billion
  • Q2 2024

Able Financial Group, LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $277 Billion distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Rising Dividend Ac with a value of $20.4B, First Trust Capital Strength E with a value of $17.7B, Ishares Tr Msci Eafe ETF with a value of $14.1B, American Centy ETF Tr Avantis with a value of $9.54B, and First Tr Ex Td Viii Ft Cboe Ve with a value of $9.42B.

Examining the 13F form we can see an increase of $22.1B in the current position value, from $255B to 277B.

Able Financial Group, LLC is based out at Scottsdale, AZ

Below you can find more details about Able Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $277 Billion
ETFs: $191 Billion
Technology: $30.4 Billion
Consumer Cyclical: $11 Billion
Healthcare: $9.59 Billion
Financial Services: $8.3 Billion
Consumer Defensive: $7.04 Billion
Communication Services: $6.25 Billion
Industrials: $5.36 Billion
Other: $6.47 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$565M
$6.93 Million 0.0% of portfolio
10,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $277 Billion
  • Prior Value $255 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 29 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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