Able Financial Group, LLC Reduced Holdings in Q3 2025

Able Financial Group, LLC

  • $427 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-25.3K
- 3.6%
$36.04 - $38.78 $912K - $981K
678K $26.1M
RDVY
First Trust Rising Dividend Ac

ETFs
-8.19K
- 2.71%
$62.38 - $67.29 $511K - $551K
294K $19.8M
STGW
Stagwell Inc

Communication Services
-786
- 0.04%
$4.53 - $5.76 $3.56K - $4.53K
2.22M $12.5M
AAPL
Apple Inc.

Technology
-687
- 1.48%
$202.38 - $256.87 $139K - $176K
45.7K $11.6M
MSFT
Microsoft Corp

Technology
-393
- 2.61%
$491.09 - $535.64 $193K - $211K
14.7K $7.59M
NVDA
Nvidia Corp

Technology
-1.27K
- 3.25%
$153.3 - $186.58 $195K - $238K
37.9K $7.08M
AMZN
Amazon Com Inc

Consumer Cyclical
-71
- 0.28%
$211.65 - $238.24 $15K - $16.9K
25.5K $5.6M
FTCS
First Trust Capital Strength E

ETFs
-1.81K
- 3.05%
$89.72 - $93.74 $163K - $170K
57.6K $5.39M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.58K
- 2.69%
$87.29 - $93.61 $138K - $148K
57.3K $5.35M
GLD
Spdr Gold Trust

ETFs
-1.09K
- 8.77%
$300.96 - $355.47 $328K - $388K
11.4K $4.04M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-7.32K
- 6.1%
$29.2 - $32.74 $214K - $240K
113K $3.59M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-19.1K
- 28.6%
$49.32 - $50.93 $940K - $971K
47.6K $2.41M
SYF
Synchrony Financial

Financial Services
-3.61K
- 7.76%
$67.53 - $76.86 $244K - $277K
42.9K $3.05M
NFLX
Netflix Inc

Communication Services
-108
- 5.21%
$1147.87 - $1297.18 $124K - $140K
1.96K $2.35M
MUB
Ishares National Muni Bond ETF

ETFs
-10.6K
- 41.59%
$103.24 - $106.68 $1.09M - $1.13M
14.9K $1.59M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.5K
- 9.24%
$92.26 - $97.51 $231K - $244K
24.6K $2.37M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-211
- 0.34%
$39.8 - $42.86 $8.4K - $9.04K
61.1K $2.62M
SNPS
Synopsys Inc

Technology
-75
- 1.65%
$387.78 - $645.35 $29.1K - $48.4K
4.48K $2.21M
ROKU
Roku, Inc

Communication Services
-1.46K
- 5.74%
$79.98 - $101.78 $116K - $148K
23.9K $2.39M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-938
- 6.26%
$135.0 - $146.02 $127K - $137K
14K $2.04M
GOOGL
Alphabet Inc.

Communication Services
-132
- 1.16%
$174.36 - $254.72 $23K - $33.6K
11.2K $2.73M
MINO
Pimco ETF Tr Municipal Income

ETFs
-38.9K
- 87.82%
$43.6 - $45.33 $1.69M - $1.76M
5.39K $244K
FHI
Federated Hermes, Inc.

Financial Services
-298
- 0.7%
$44.78 - $54.1 $13.3K - $16.1K
42.6K $2.21M
IEMG
Ishares Inc

ETFs
-584
- 1.92%
N/A
29.9K $1.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-434
- 2.76%
$108.46 - $120.63 $47.1K - $52.4K
15.3K $1.82M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-14K
- 42.66%
$48.5 - $50.19 $680K - $703K
18.8K $943K
KLAC
Kla Corp

Technology
-154
- 8.59%
$843.9 - $1078.6 $130K - $166K
1.64K $1.77M
IVV
Ishares Core S&P 500 ETF

ETFs
-405
- 16.35%
$620.67 - $670.08 $251K - $271K
2.07K $1.39M
META
Meta Platforms, Inc.

Communication Services
-4
- 0.19%
$695.21 - $791.73 $2.78K - $3.17K
2.06K $1.51M
V
Visa Inc.

Financial Services
-55
- 1.45%
$332.09 - $358.86 $18.3K - $19.7K
3.75K $1.28M
UBER
Uber Technologies, Inc

Technology
-628
- 4.45%
$86.91 - $99.57 $54.6K - $62.5K
13.5K $1.32M
NXPI
Nxp Semiconductors N.V.

Technology
-105
- 1.9%
$205.16 - $239.07 $21.5K - $25.1K
5.42K $1.23M
ABT
Abbott Laboratories

Healthcare
-107
- 1.31%
$120.51 - $136.62 $12.9K - $14.6K
8.06K $1.08M
WMT
Walmart Inc.

Consumer Defensive
-606
- 5.69%
$94.4 - $104.27 $57.2K - $63.2K
10K $1.03M
Blackrock Inc
-36
- 3.8%
N/A
911 $0
PEP
Pepsico Inc

Consumer Defensive
-4.07K
- 55.38%
$133.81 - $152.16 $545K - $619K
3.28K $460K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.71K
- 17.76%
$97.75 - $100.75 $167K - $172K
7.9K $791K
BR
Broadridge Financial Solutions, Inc.

Technology
-297
- 7.8%
$233.75 - $266.89 $69.4K - $79.3K
3.51K $836K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-2.11K
- 15.38%
$60.01 - $65.01 $127K - $137K
11.6K $754K
EBAY
Ebay Inc

Consumer Cyclical
-78
- 0.7%
$75.33 - $100.77 $5.88K - $7.86K
11.1K $1.01M
GOOG
Alphabet Inc.

Communication Services
-75
- 1.63%
$175.16 - $255.24 $13.1K - $19.1K
4.53K $1.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
-134
- 3.19%
$192.76 - $203.86 $25.8K - $27.3K
4.07K $827K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-27
- 0.27%
$78.11 - $79.07 $2.11K - $2.13K
9.97K $786K
RSG
Republic Services, Inc.

Industrials
-110
- 3.57%
$225.33 - $246.01 $24.8K - $27.1K
2.98K $682K
AVSU
American Centy ETF Tr Avantis

ETFs
-87
- 0.79%
$68.72 - $74.09 $5.98K - $6.45K
10.9K $802K
LLY
Eli Lilly & CO

Healthcare
-119
- 12.33%
$625.65 - $812.69 $74.5K - $96.7K
846 $645K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-162
- 1.36%
$62.09 - $66.51 $10.1K - $10.8K
11.8K $767K
FVD
First Tr Value Line Divid Inde

ETFs
-274
- 1.66%
$44.73 - $46.86 $12.3K - $12.8K
16.3K $751K
FEP
First Trust Europe Alphadex Fu

ETFs
-48
- 0.34%
$47.35 - $51.19 $2.27K - $2.46K
14.2K $726K
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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