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
XLI
Industrial Sector Spdr

ETFs
181
New
$96.44 - $114.13 $17.5K - $20.7K
181 $20.7M
XRAY
Dentsply Sirona Inc.

Healthcare
572
New
$27.25 - $35.63 $15.6K - $20.4K
572 $20.4M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
429
New
$39.54 - $45.91 $17K - $19.7K
429 $19.6M
IWY
Ishares Tr Russell 200 Growth

ETFs
112
New
$149.01 - $175.92 $16.7K - $19.7K
112 $19.6M
AIRC
Apartment Income Reit Corp.

Real Estate
563
New
$28.55 - $35.1 $16.1K - $19.8K
563 $19.5M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
234
New
$66.67 - $84.55 $15.6K - $19.8K
234 $19.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
125
New
$109.71 - $155.63 $13.7K - $19.5K
125 $19.4M
COST
Costco Wholesale Corp

Consumer Defensive
29
New
$543.03 - $681.24 $15.7K - $19.8K
29 $19.3M
SCHO
Schwab Short Term Us Treasury

ETFs
399
New
$47.66 - $48.45 $19K - $19.3K
399 $19.3M
ABT
Abbott Laboratories

Healthcare
174
New
$90.19 - $110.4 $15.7K - $19.2K
174 $19.1M
CLF
Cleveland Cliffs Inc.

Basic Materials
925
New
$14.37 - $21.15 $13.3K - $19.6K
925 $18.9M
LBAY
Tidal ETF Tr Leatherback Long/

ETFs
728
New
$24.54 - $26.09 $17.9K - $19K
728 $18.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
519
New
$32.26 - $35.46 $16.7K - $18.4K
519 $18.4M
IWN
Ishares Russell2000 Val ETF

ETFs
117
New
$125.51 - $158.2 $14.7K - $18.5K
117 $18.1M
SQ
Block, Inc.

Technology
234
New
$39.22 - $79.6 $9.18K - $18.6K
234 $18.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
376
New
$46.72 - $48.12 $17.6K - $18.1K
376 $17.8M
SPGI
S&P Global Inc.

Financial Services
40
New
$342.48 - $441.84 $13.7K - $17.7K
40 $17.6M
FE
Firstenergy Corp

Utilities
469
New
$32.6 - $38.51 $15.3K - $18.1K
469 $17.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
364
New
$38.13 - $48.02 $13.9K - $17.5K
364 $17.2M
INTU
Intuit Inc

Technology
27
New
$479.45 - $629.12 $12.9K - $17K
27 $17.2M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
201
New
$81.79 - $85.15 $16.4K - $17.1K
201 $16.9M
SYK
Stryker Corp

Healthcare
56
New
$253.85 - $299.46 $14.2K - $16.8K
56 $16.8M
AVDE
American Centy ETF Tr Avantis

ETFs
275
New
$52.98 - $60.62 $14.6K - $16.7K
275 $16.6M
Riverpark/Wedgewood Fund Retail Class
4K
New
N/A
4K $16.6M
UBER
Uber Technologies, Inc

Technology
260
New
$40.62 - $63.28 $10.6K - $16.5K
260 $16M
SHW
Sherwin Williams CO

Basic Materials
50
New
$234.98 - $313.27 $11.7K - $15.7K
50 $15.5M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
649
New
$20.07 - $24.05 $13K - $15.6K
649 $15.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
622
New
$23.04 - $24.89 $14.3K - $15.5K
622 $15.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
329
New
$39.63 - $46.73 $13K - $15.4K
329 $15.4M
STX
Seagate Technology Holdings PLC

Technology
178
New
$65.25 - $86.79 $11.6K - $15.4K
178 $15.2M
DHR
Danaher Corp

Healthcare
66
New
$185.1 - $233.13 $12.2K - $15.4K
66 $15.2M
IJS
Ishares S&P Smallcap 600 Value

ETFs
145
New
$82.1 - $104.53 $11.9K - $15.2K
145 $14.9M
GE
General Electric CO

Industrials
117
New
$106.08 - $128.32 $12.4K - $15K
117 $14.9M
OCCI
Ofs Credit Company, Inc.

Financial Services
2.18K
New
$5.74 - $7.07 $12.5K - $15.4K
2.18K $14.1M
DFIS
Dimensional ETF Tr Dimensional

ETFs
574
New
$20.55 - $24.23 $11.8K - $13.9K
574 $13.9M
XLB
Select Sector Spdr Fd Material

ETFs
162
New
$74.46 - $86.21 $12.1K - $14K
162 $13.9M
AA
Alcoa Corp

Basic Materials
401
New
$23.41 - $34.81 $9.39K - $14K
401 $13.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
265
New
$47.36 - $51.14 $12.6K - $13.6K
265 $13.6M
APH
Amphenol Corp

Technology
136
New
$79.18 - $99.49 $10.8K - $13.5K
136 $13.5M
VDC
Vanguard Consumer Staples ETF

ETFs
71
New
$175.13 - $191.99 $12.4K - $13.6K
71 $13.5M
KT
Kt Corp

Communication Services
1K
New
$11.85 - $14.05 $11.9K - $14.1K
1K $13.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
25
New
$431.41 - $532.94 $10.8K - $13.3K
25 $13.3M
AEHR
Aehr Test Systems

Technology
500
New
$22.96 - $46.76 $11.5K - $23.4K
500 $13.3M
MSI
Motorola Solutions, Inc.

Technology
42
New
$271.49 - $328.96 $11.4K - $13.8K
42 $13.2M
FCOM
Fidelity Covington Tr Msci Com

ETFs
294
New
$38.03 - $44.8 $11.2K - $13.2K
294 $13.1M
PGR
Progressive Corp

Financial Services
82
New
$138.97 - $165.13 $11.4K - $13.5K
82 $13.1M
PAVE
Global X Fds Us Infrastructure

ETFs
376
New
$28.26 - $34.82 $10.6K - $13.1K
376 $13M
ASML
Asml Holding Nv

Technology
17
New
$570.6 - $764.03 $9.7K - $13K
17 $12.9M
GH
Guardant Health, Inc.

Healthcare
478
New
$21.58 - $29.5 $10.3K - $14.1K
478 $12.9M
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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