Able Wealth Management LLC New Holdings in Q4 2023

Able Wealth Management LLC

  • $110 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
176K
New
$109.86 - $110.59 $19.4M - $19.5M
176K $19.4B
ACWI
Ishares Msci Acwi ETF

ETFs
62.8K
New
$88.59 - $102.15 $5.57M - $6.42M
62.8K $6.39B
IVV
Ishares Core S&P 500 ETF

ETFs
11.2K
New
$412.55 - $479.0 $4.6M - $5.34M
11.2K $5.33B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
68.3K
New
$70.56 - $78.63 $4.82M - $5.37M
68.3K $5.33B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
55.7K
New
$71.48 - $84.61 $3.98M - $4.71M
55.7K $4.7B
Fidelity Enhanced Large Cap Core ETF
159K
New
N/A
159K $4.23B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
36.1K
New
$91.06 - $104.51 $3.29M - $3.78M
36.1K $3.76B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
63K
New
$41.5 - $48.01 $2.61M - $3.02M
63K $3.01B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
33.4K
New
$74.98 - $87.87 $2.5M - $2.93M
33.4K $2.92B
IWF
Ishares Russell 1000 Gr ETF

ETFs
8.07K
New
$256.94 - $304.21 $2.07M - $2.45M
8.07K $2.45B
AAPL
Apple Inc.

Technology
10.9K
New
$166.89 - $198.11 $1.82M - $2.16M
10.9K $2.1B
IVE
Ishares S&P 500 Value ETF

ETFs
11.7K
New
$147.64 - $174.21 $1.72M - $2.03M
11.7K $2.03B
MA
Mastercard Inc

Financial Services
4.68K
New
$364.08 - $426.51 $1.7M - $2M
4.68K $2B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
32.6K
New
$47.09 - $52.78 $1.53M - $1.72M
32.6K $1.69B
OMFL
Invesco Exchange Traded Self I

ETFs
28.8K
New
$43.21 - $51.71 $1.24M - $1.49M
28.8K $1.48B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
26.9K
New
$50.29 - $50.88 $1.35M - $1.37M
26.9K $1.37B
DFIV
Dimensional ETF Tr

ETFs
35.9K
New
$30.86 - $34.46 $1.11M - $1.24M
35.9K $1.23B
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
25.5K
New
$39.33 - $45.92 $1M - $1.17M
25.5K $1.17B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.44K
New
$410.68 - $476.69 $1M - $1.16M
2.44K $1.16B
IXN
Ishares Global Information Tec

ETFs
16.9K
New
$56.54 - $68.43 $956K - $1.16M
16.9K $1.15B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
21.7K
New
$49.96 - $50.44 $1.09M - $1.1M
21.7K $1.09B
IVW
Ishares S&P 500 Growth ETF

ETFs
14.4K
New
$65.78 - $75.4 $945K - $1.08M
14.4K $1.08B
AVUV
American Centy ETF Tr Avantis

ETFs
11.5K
New
$73.38 - $91.25 $843K - $1.05M
11.5K $1.03B
PFE
Pfizer Inc

Healthcare
32.3K
New
$26.13 - $33.94 $843K - $1.1M
32.3K $929M
MSFT
Microsoft Corp

Technology
2.29K
New
$313.39 - $382.7 $718K - $877K
2.29K $862M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.9K
New
$377.32 - $438.19 $715K - $831K
1.9K $828M
DVY
Ishares Tr

ETFs
6.79K
New
$102.97 - $119.06 $699K - $808K
6.79K $796M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
8.45K
New
$91.42 - $94.16 $772K - $795K
8.45K $786M
EFG
Msci Eafe Growth ETF

ETFs
7.45K
New
$82.53 - $96.98 $615K - $723K
7.45K $722M
XLV
Select Sector Spdr Fund Health

ETFs
4.96K
New
$123.14 - $136.38 $611K - $677K
4.96K $677M
MUB
Ishares National Muni Bond ETF

ETFs
5.81K
New
$100.97 - $108.77 $587K - $632K
5.81K $630M
TFLO
Ishares Treasury Floating Rate

ETFs
12.4K
New
$50.37 - $50.75 $627K - $631K
12.4K $628M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
13K
New
$40.34 - $48.16 $525K - $627K
13K $623M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
14K
New
$36.36 - $40.7 $509K - $570K
14K $570M
ZTS
Zoetis Inc.

Healthcare
2.8K
New
$151.44 - $200.09 $424K - $560K
2.8K $552M
FENY
Fidelity Covington Tr Msci Ene

ETFs
23.8K
New
$22.27 - $25.3 $531K - $603K
23.8K $549M
AVDV
American Centy ETF Tr Avantis

ETFs
8.61K
New
$54.34 - $62.7 $468K - $540K
8.61K $538M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.29K
New
$96.33 - $98.68 $509K - $522K
5.29K $521M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.46K
New
$91.22 - $91.84 $498K - $501K
5.46K $499M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.65K
New
$49.4 - $51.28 $477K - $495K
9.65K $495M
PEG
Public Service Enterprise Group Inc

Utilities
7.78K
New
$54.69 - $65.09 $426K - $506K
7.78K $476M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
5.32K
New
$83.85 - $91.76 $446K - $488K
5.32K $468M
IFRA
Ishares Tr

ETFs
11K
New
$34.58 - $40.63 $382K - $448K
11K $444M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
6.93K
New
$50.31 - $58.65 $348K - $406K
6.93K $405M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.82K
New
$50.01 - $50.49 $391K - $395K
7.82K $393M
SUB
Ishares Short Term National Mu

ETFs
3.65K
New
$102.62 - $105.46 $375K - $385K
3.65K $385M
VEA
Vanguard Ftse Developed Market

ETFs
7.94K
New
$41.58 - $47.99 $330K - $381K
7.94K $380M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.6K
New
$80.62 - $82.04 $371K - $377K
4.6K $377M
GOOGL
Alphabet Inc.

Communication Services
2.66K
New
$122.17 - $141.52 $324K - $376K
2.66K $371M
Activity Summary
Buys All Purchases 611 New Holdings 611 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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