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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$760 Million 0.5% of portfolio
28,640
Q4 2024 Added 0.79%
$41.8B
$627 Million 0.41% of portfolio
7,420
Q4 2024 Added 0.08%
$81.4B
$456 Million 0.3% of portfolio
2,799
Q4 2024 Added 1.45%
$33.5B
$325 Million 0.21% of portfolio
3,647
Q4 2024 Added 0.66%
$52.2B
$279 Million 0.18% of portfolio
3,774
Q4 2024 Reduced 32.76%

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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