Able Financial Group, LLC Incresed Positions in Q3 2025

Able Financial Group, LLC

  • $427 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
643
+ 12.29%
$214.91 - $237.16 $138K - $152K
5.87K $1.39M
FLS
Flowserve Corp

Industrials
2.35K
+ 9.64%
$51.98 - $57.7 $122K - $135K
26.7K $1.42M
AWK
American Water Works Company, Inc.

Utilities
1.44K
+ 14.11%
$135.05 - $147.0 $194K - $212K
11.6K $1.62M
IEF
Ishares Barclays

ETFs
1.53K
+ 9.83%
$93.91 - $97.26 $144K - $149K
17.1K $1.65M
FTGS
First Tr Exchange Traded Fd Gr
1.4K
+ 3.12%
N/A
46.3K $0
EHC
Encompass Health Corp

Healthcare
1.1K
+ 8.57%
$107.13 - $127.02 $118K - $140K
14K $1.77M
PODD
Insulet Corp

Healthcare
358
+ 6.98%
$277.3 - $352.82 $99.3K - $126K
5.48K $1.69M
DBX
Dropbox, Inc.

Technology
12.5K
+ 20.8%
$26.13 - $32.17 $326K - $401K
72.5K $2.19M
ENS
Ener Sys

Industrials
3.55K
+ 16.82%
$86.09 - $112.96 $305K - $401K
24.6K $2.78M
SDCI
Uscf ETF Tr Summerhaven Dynami
1.6K
+ 1.68%
N/A
96.8K $0
JPM
Jpmorgan Chase & CO

Financial Services
51
+ 0.67%
$282.78 - $316.06 $14.4K - $16.1K
7.63K $2.41M
AVLV
American Centy ETF Tr Avantis
9.71K
+ 28.83%
$68.33 - $72.69 $663K - $706K
43.4K $3.13M
HD
Home Depot, Inc.

Consumer Cyclical
723
+ 9.43%
$357.4 - $423.42 $258K - $306K
8.39K $3.4M
AVGO
Broadcom Inc.

Technology
128
+ 1.16%
$264.74 - $369.57 $33.9K - $47.3K
11.2K $3.69M
COST
Costco Wholesale Corp

Consumer Defensive
116
+ 2.75%
$915.95 - $994.57 $106K - $115K
4.34K $4.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
216
+ 3.01%
$617.65 - $666.84 $133K - $144K
7.39K $4.92M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
18.4K
+ 17.46%
$44.84 - $45.49 $824K - $836K
124K $5.62M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.65K
+ 11.96%
$98.52 - $103.93 $557K - $587K
52.9K $5.45M
MLN
Vaneck Long Muni ETF

ETFs
248K
+ 84.79%
$16.52 - $17.5 $4.1M - $4.35M
541K $9.46M
FTGC
First Trust Global Tactical CO

ETFs
34.2K
+ 14.23%
$24.67 - $26.32 $843K - $900K
274K $7.11M
IAU
Ishares Gold Trust

ETFs
8.14K
+ 7.33%
$61.62 - $72.77 $502K - $592K
119K $8.67M
VTI
Vanguard Total Stock Market Et

ETFs
4.91K
+ 21.26%
$303.93 - $329.86 $1.49M - $1.62M
28K $9.19M
AVDE
American Centy ETF Tr Avantis

ETFs
364
+ 0.38%
$73.24 - $79.04 $26.7K - $28.8K
96.6K $7.62M
AVEM
American Centy ETF Tr Avantis

ETFs
4.1K
+ 3.86%
$68.33 - $75.41 $280K - $309K
110K $8.28M
Dimensional ETF Trust
322
+ 0.3%
N/A
109K $0
BNDX
Vanguard Total International B

ETFs
32.6K
+ 21.27%
$49.0 - $49.51 $1.6M - $1.61M
186K $9.19M
DFIV
Dimensional ETF Tr

ETFs
10.7K
+ 5.95%
$42.66 - $46.53 $455K - $496K
190K $8.75M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
31.4K
+ 16.45%
$52.39 - $53.11 $1.65M - $1.67M
222K $11.8M
Pimco ETF Tr
11.5K
+ 2.45%
N/A
481K $0
AVUV
American Centy ETF Tr Avantis

ETFs
13.8K
+ 9.8%
$90.37 - $102.12 $1.24M - $1.4M
154K $15.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
14.4K
+ 8.13%
$74.68 - $80.26 $1.07M - $1.15M
191K $15.3M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
116K
+ 38.62%
$49.09 - $50.58 $5.71M - $5.88M
418K $21.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
46.1K
+ 8.54%
$45.26 - $46.63 $2.09M - $2.15M
587K $27.1M
Activity Summary
Buys All Purchases 99 New Holdings 15 Increased Positions 84 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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