Able Financial Group, LLC Incresed Positions in Q1 2025

Able Financial Group, LLC

  • $357 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
28.8K
+ 6.04%
$44.41 - $45.98 $1.28M - $1.32M
505K $23.1B
IDEV
Ishares Core Msci Intl Develop

ETFs
11.1K
+ 7.39%
$63.77 - $71.36 $708K - $792K
161K $11.1B
VTI
Vanguard Total Stock Market Et

ETFs
5.96K
+ 33.99%
$271.18 - $303.12 $1.62M - $1.81M
23.5K $6.46B
RDVY
First Trust Rising Dividend Ac

ETFs
25.8K
+ 9.27%
$57.22 - $63.39 $1.48M - $1.64M
304K $17.8B
DFIV
Dimensional ETF Tr

ETFs
19.3K
+ 13.79%
$35.33 - $40.77 $683K - $788K
159K $6.28B
Pimco ETF Tr
28.4K
+ 6.78%
N/A
448K $11.8B
FTGC
First Trust Global Tactical CO

ETFs
20.3K
+ 10.07%
$23.95 - $25.86 $485K - $524K
221K $5.65B
AVEM
American Centy ETF Tr Avantis

ETFs
10.4K
+ 12.82%
$57.11 - $62.4 $593K - $647K
91.3K $5.5B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.74K
+ 5.72%
$51.52 - $52.37 $502K - $510K
180K $9.44B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.7K
+ 4.56%
$49.25 - $50.66 $675K - $695K
315K $15.6B
AVLV
American Centy ETF Tr Avantis
7.8K
+ 31.89%
$63.51 - $70.42 $496K - $549K
32.3K $2.1B
BNDX
Vanguard Total International B

ETFs
9.81K
+ 7.31%
$48.33 - $49.5 $474K - $486K
144K $7.03B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.21K
+ 5.5%
$97.25 - $104.79 $215K - $231K
42.3K $4.39B
AWK
American Water Works Company, Inc.

Utilities
1.11K
+ 12.47%
$121.01 - $149.31 $134K - $166K
10K $1.48B
DPZ
Dominos Pizza Inc

Consumer Cyclical
259
+ 5.76%
$402.33 - $489.71 $104K - $127K
4.76K $2.19B
Invesco Actively Managed Exc
5.81K
+ 86.63%
N/A
12.5K $637M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
6.84K
+ 7.48%
$44.41 - $45.43 $304K - $311K
98.3K $4.38B
UNH
Unitedhealth Group Inc

Healthcare
360
+ 8.74%
$461.52 - $548.18 $166K - $197K
4.48K $2.35B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.69K
+ 7.66%
$49.75 - $50.27 $233K - $236K
65.9K $3.3B
IEF
Ishares Barclays

ETFs
1.71K
+ 9.98%
$91.17 - $95.39 $155K - $163K
18.8K $1.79B
UBER
Uber Technologies, Inc

Technology
619
+ 4.9%
$63.17 - $81.49 $39.1K - $50.4K
13.3K $966M
EHC
Encompass Health Corp

Healthcare
728
+ 5.81%
$91.05 - $102.2 $66.3K - $74.4K
13.3K $1.34B
ABT
Abbott Laboratories

Healthcare
222
+ 2.98%
$111.1 - $140.22 $24.7K - $31.1K
7.66K $1.02B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.37K
+ 13.81%
$95.85 - $99.25 $132K - $136K
11.3K $1.12B
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.77K
+ 5.21%
$50.17 - $51.45 $189K - $194K
76K $3.83B
V
Visa Inc.

Financial Services
54
+ 1.54%
$306.92 - $362.71 $16.6K - $19.6K
3.55K $1.24B
FTGS
First Tr Exchange Traded Fd Gr
5.14K
+ 36.89%
N/A
19.1K $568M
OMC
Omnicom Group Inc.

Communication Services
1.93K
+ 12.58%
$79.43 - $88.34 $153K - $170K
17.2K $1.43B
PEP
Pepsico Inc

Consumer Defensive
803
+ 13.24%
$142.64 - $156.42 $115K - $126K
6.87K $1.03B
KLAC
Kla Corp

Technology
43
+ 2.74%
$636.62 - $777.63 $27.4K - $33.4K
1.61K $1.1B
WMT
Walmart Inc.

Consumer Defensive
1.47K
+ 15.62%
$84.5 - $105.05 $125K - $155K
10.9K $958M
XOM
Exxon Mobil Corp

Energy
595
+ 19.91%
$105.44 - $118.93 $62.7K - $70.8K
3.58K $426M
FHI
Federated Hermes, Inc.

Financial Services
2.7K
+ 7.25%
$37.58 - $41.51 $101K - $112K
39.9K $1.63B
HAS
Hasbro, Inc.

Consumer Cyclical
831
+ 12.06%
$56.16 - $69.06 $46.7K - $57.4K
7.72K $475M
UNP
Union Pacific Corp

Industrials
201
+ 4.2%
$225.21 - $254.42 $45.3K - $51.1K
4.99K $1.18B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
243
+ 2.79%
$96.27 - $116.36 $23.4K - $28.3K
8.95K $1.04B
JNJ
Johnson & Johnson

Healthcare
80
+ 2.74%
$142.06 - $167.7 $11.4K - $13.4K
3K $498M
IBM
International Business Machines Corp

Technology
105
+ 6.32%
$217.4 - $264.74 $22.8K - $27.8K
1.77K $439M
PODD
Insulet Corp

Healthcare
248
+ 5.34%
$237.06 - $288.29 $58.8K - $71.5K
4.9K $1.29B
AOA
Ishares Tr Core Aggressive All

ETFs
925
+ 17.83%
$75.7 - $80.01 $70K - $74K
6.11K $468M
EBAY
Ebay Inc

Consumer Cyclical
91
+ 0.88%
$61.61 - $70.93 $5.61K - $6.45K
10.4K $707M
IVV
Ishares Core S&P 500 ETF

ETFs
212
+ 9.87%
$554.06 - $615.85 $117K - $131K
2.36K $1.33B
IBKR
Interactive Brokers Group, Inc.

Financial Services
452
+ 27.9%
$161.03 - $235.53 $72.8K - $106K
2.07K $343M
GS
Goldman Sachs Group Inc

Financial Services
122
+ 20.93%
$524.81 - $672.19 $64K - $82K
705 $385M
WRB
Berkley W R Corp

Financial Services
20
+ 0.53%
$56.7 - $71.27 $1.13K - $1.43K
3.82K $272M
QTEC
First Trust Nasdaq 100 Technol

ETFs
419
+ 24.53%
$173.56 - $210.67 $72.7K - $88.3K
2.13K $369M
NVDA
Nvidia Corp

Technology
7.77K
+ 25.26%
$106.98 - $149.43 $831K - $1.16M
38.5K $4.18B
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.16%
$279.74 - $321.29 $839 - $964
1.86K $581M
KO
Coca Cola CO

Consumer Defensive
81
+ 2.16%
$60.81 - $72.32 $4.93K - $5.86K
3.83K $274M
Activity Summary
Buys All Purchases 96 New Holdings 20 Increased Positions 76 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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