Able Wealth Management LLC Portfolio Holdings

Able Wealth Management LLC

  • $152 Billion
  • Q4 2024

Able Wealth Management LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $152 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $22.4B, Ishares Msci Acwi ETF with a value of $7.44B, Ishares Core S&P 500 ETF with a value of $6.69B, Invesco Exchange Traded Fd Tr with a value of $6.19B, and Ishares Msci Usa Min Vol Facto with a value of $6.15B.

Examining the 13F form we can see an increase of $20.1B in the current position value, from $132B to 152B.

Able Wealth Management LLC is based out at Lakewood, NJ

Below you can find more details about Able Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $128 Billion
Technology: $4.22 Billion
Financial Services: $2.82 Billion
Communication Services: $1.97 Billion
Healthcare: $1.42 Billion
Utilities: $952 Million
Consumer Cyclical: $693 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.4 Billion 14.73% of portfolio
203,430
Q4 2024 Added 9.24%
$0
$7.44 Billion 4.89% of portfolio
63,286
Q4 2024 Reduced 1.96%
$0
$6.69 Billion 4.4% of portfolio
11,360
Q4 2024 Added 1.97%
$0
$6.19 Billion 4.07% of portfolio
60,497
Q4 2024 Added 10.47%
$0
$6.15 Billion 4.05% of portfolio
69,293
Q4 2024 Added 1.44%
$0
$5.71 Billion 3.75% of portfolio
61,663
Q4 2024 Added 4.57%
$0
$5.45 Billion 3.58% of portfolio
95,160
Q4 2024 Added 13.89%
$0
$5.41 Billion 3.56% of portfolio
38,806
Q4 2024 Added 4.08%
Fidelity Covington Trust
-
$5.07 Billion 3.33% of portfolio
-
Q4 2024 Added 2.33%
$0
$4.95 Billion 3.25% of portfolio
52,047
Q4 2024 Added 28.36%
$0
$4.28 Billion 2.81% of portfolio
10,657
Q4 2024 Reduced 1.92%
$3.81T
$2.95 Billion 1.94% of portfolio
11,779
Q4 2024 Added 6.59%
$0
$2.94 Billion 1.93% of portfolio
79,233
Q4 2024 Added 35.53%
$0
$2.74 Billion 1.8% of portfolio
53,480
Q4 2024 Added 232.28%
$0
$2.63 Billion 1.73% of portfolio
9,115
Q4 2024 Added 244.22%
$0
$2.58 Billion 1.7% of portfolio
20,052
Q4 2024 Reduced 3.83%
$0
$2.05 Billion 1.35% of portfolio
22,122
Q4 2024 Added 55.89%
$0
$1.99 Billion 1.31% of portfolio
48,123
Q4 2024 Added 106.31%
$0
$1.93 Billion 1.27% of portfolio
10,132
Q4 2024 Reduced 1.02%
$0
$1.74 Billion 1.14% of portfolio
38,493
Q4 2024 Added 186.07%
$0
$1.72 Billion 1.13% of portfolio
40,874
Q4 2024 Added 27.11%
$0
$1.69 Billion 1.11% of portfolio
33,566
Q4 2024 Added 39.17%
Blackrock ETF Trust Ii
-
$1.67 Billion 1.1% of portfolio
-
Q4 2024 Added 138.02%
$0
$1.53 Billion 1.0% of portfolio
2,602
Q4 2024 Added 4.75%
$0
$1.5 Billion 0.99% of portfolio
6,397
Q4 2024 Added 383.89%
$0
$1.44 Billion 0.94% of portfolio
28,473
Q4 2024 Reduced 24.42%
$0
$1.37 Billion 0.9% of portfolio
27,062
Q4 2024 Added 18.99%
$0
$1.32 Billion 0.87% of portfolio
15,528
Q4 2024 Reduced 9.49%
$0
$1.25 Billion 0.82% of portfolio
12,308
Q4 2024 Reduced 7.79%
$0
$1.23 Billion 0.81% of portfolio
12,706
Q4 2024 Added 3.81%
$0
$1.2 Billion 0.79% of portfolio
33,949
Q4 2024 Added 34.73%
$0
$1.14 Billion 0.75% of portfolio
20,253
Q4 2024 Reduced 2.39%
$0
$1.15 Billion 0.75% of portfolio
4,733
Q4 2024 Added 40.57%
$0
$1.11 Billion 0.73% of portfolio
3,822
Q4 2024 Added 157.89%
$0
$1.07 Billion 0.7% of portfolio
41,644
Q4 2024 Reduced 6.51%
$0
$1.02 Billion 0.67% of portfolio
25,144
Q4 2024 Added 18.96%
$0
$999 Million 0.66% of portfolio
17,145
Q4 2024 Reduced 6.82%
$0
$994 Million 0.65% of portfolio
10,722
Q4 2024 Reduced 4.54%
$3.05T
$954 Million 0.63% of portfolio
2,263
Q4 2024 Added 7.4%
$0
$955 Million 0.63% of portfolio
1,773
Q4 2024 Reduced 11.04%
$0
$962 Million 0.63% of portfolio
19,078
Q4 2024 New
$0
$836 Million 0.55% of portfolio
15,935
Q4 2024 Added 27.81%
$0
$834 Million 0.55% of portfolio
6,356
Q4 2024 Added 0.02%
$0
$804 Million 0.53% of portfolio
14,825
Q4 2024 Reduced 5.43%
$0
$787 Million 0.52% of portfolio
7,448
Q4 2024 New
$0
$755 Million 0.5% of portfolio
16,760
Q4 2024 Added 80.56%
$143B
$760 Million 0.5% of portfolio
28,640
Q4 2024 Added 0.79%
$0
$668 Million 0.44% of portfolio
13,594
Q4 2024 Reduced 8.57%
Grayscale Bitcoin Mini Tr Et
-
$663 Million 0.44% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $152 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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