Able Financial Group, LLC Reduced Holdings in Q2 2025

Able Financial Group, LLC

  • $414 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-282K
- 89.56%
$48.13 - $49.85 $13.6M - $14M
32.8K $1.61B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-211K
- 23.05%
$29.12 - $35.84 $6.13M - $7.55M
703K $25.2B
MLN
Vaneck Long Muni ETF

ETFs
-104K
- 26.19%
$16.49 - $17.52 $1.71M - $1.82M
293K $4.95B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-37.6K
- 67.31%
$27.3 - $31.8 $1.03M - $1.2M
18.3K $581M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.43K
- 28.98%
$90.56 - $109.49 $582K - $704K
15.7K $1.72B
IWR
Ishares Russell Mid Cap ETF

ETFs
-8.24K
- 23.33%
$74.88 - $91.97 $617K - $758K
27.1K $2.49B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-9.39K
- 12.36%
$49.12 - $50.93 $461K - $478K
66.6K $3.32B
FTCS
First Trust Capital Strength E

ETFs
-4.61K
- 7.2%
$81.6 - $92.39 $376K - $426K
59.4K $5.4B
IEF
Ishares Barclays

ETFs
-3.21K
- 17.07%
$93.15 - $96.56 $299K - $309K
15.6K $1.49B
VO
Vanguard Mid Cap ETF

ETFs
-882
- 46.59%
$228.54 - $279.83 $202K - $247K
1.01K $283M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.79K
- 26.81%
$79.79 - $91.42 $143K - $164K
4.89K $436M
DVY
Ishares Tr

ETFs
-1.24K
- 37.7%
$118.37 - $134.86 $146K - $167K
2.04K $271M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.7K
- 15.07%
$96.84 - $99.46 $165K - $169K
9.6K $952M
FTA
First Tr Large Cap Value

ETFs
-2.04K
- 35.61%
$67.12 - $78.63 $137K - $160K
3.69K $290M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.36K
- 27.4%
$105.23 - $109.61 $143K - $149K
3.61K $395M
XOM
Exxon Mobil Corp

Energy
-946
- 26.4%
$99.93 - $119.04 $94.5K - $113K
2.64K $284M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-60
- 2.94%
$483.48 - $539.8 $29K - $32.4K
1.98K $963M
MRK
Merck & Co., Inc.

Healthcare
-362
- 4.52%
$73.47 - $87.12 $26.6K - $31.5K
7.65K $606M
TIP
Ishares Tr Tips Bd ETF

ETFs
-925
- 25.57%
$107.93 - $110.97 $99.8K - $103K
2.69K $296M
IWD
Ishares Russell 1000 Val ETF

ETFs
-690
- 14.11%
$166.82 - $194.23 $115K - $134K
4.2K $816M
JNJ
Johnson & Johnson

Healthcare
-380
- 12.67%
$146.36 - $159.82 $55.6K - $60.7K
2.62K $400M
SPY
Spdr S&P 500 ETF Trust

ETFs
-923
- 11.4%
$496.48 - $617.85 $458K - $570K
7.17K $4.43B
IEMG
Ishares Inc

ETFs
-5.02K
- 14.17%
N/A
30.4K $1.83B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-577
- 22.22%
$152.93 - $181.74 $88.2K - $105K
2.02K $367M
ABBV
Abb Vie Inc.

Healthcare
-47
- 1.58%
$170.16 - $206.27 $8K - $9.69K
2.92K $542M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-765
- 35.97%
$149.56 - $212.83 $114K - $163K
1.36K $290M
LLY
Eli Lilly & CO

Healthcare
-32
- 3.21%
$713.71 - $898.95 $22.8K - $28.8K
965 $752M
VLO
Valero Energy Corp

Energy
-479
- 22.0%
$104.69 - $141.77 $50.1K - $67.9K
1.7K $228M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-29
- 0.61%
$430.72 - $497.52 $12.5K - $14.4K
4.73K $2.13B
IWM
Ishares Russell 2000 ETF

ETFs
-443
- 17.73%
$174.82 - $215.79 $77.4K - $95.6K
2.06K $444M
KO
Coca Cola CO

Consumer Defensive
-660
- 17.24%
$68.37 - $73.9 $45.1K - $48.8K
3.17K $224M
AMT
American Tower Corp

Real Estate
-291
- 5.4%
$203.96 - $228.19 $59.4K - $66.4K
5.09K $1.13B
PG
Procter & Gamble CO

Consumer Defensive
-70
- 2.48%
$157.66 - $172.39 $11K - $12.1K
2.75K $439M
TDIV
First Trust Nasdaq Technology

ETFs
-1.85K
- 23.91%
$64.41 - $90.17 $119K - $167K
5.89K $531M
MCD
Mcdonalds Corp

Consumer Cyclical
-3
- 0.16%
$285.55 - $321.23 $857 - $964
1.86K $543M
HON
Honeywell International Inc

Industrials
-279
- 21.01%
$182.86 - $232.88 $51K - $65K
1.05K $244M
AFL
Aflac Inc

Financial Services
-25
- 0.68%
$99.77 - $112.45 $2.49K - $2.81K
3.64K $384M
LOW
Lowes Companies Inc

Consumer Cyclical
-16
- 0.95%
$210.83 - $235.28 $3.37K - $3.76K
1.66K $369M
QCOM
Qualcomm Inc

Technology
-175
- 7.16%
$124.66 - $159.48 $21.8K - $27.9K
2.27K $362M
VTV
Vanguard Value ETF

ETFs
-117
- 6.15%
$153.67 - $176.74 $18K - $20.7K
1.79K $315M
VIG
Vanguard Dividend Appreciation

ETFs
-190
- 7.06%
N/A
2.5K $512M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-99
- 3.95%
$93.63 - $103.68 $9.27K - $10.3K
2.41K $249M
ALL
Allstate Corp

Financial Services
-10
- 0.79%
$180.53 - $212.64 $1.81K - $2.13K
1.25K $252M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-367
- 11.46%
$108.06 - $135.3 $39.7K - $49.7K
2.84K $384M
Linde PLC
-17
- 2.3%
N/A
722 $339M
FDN
First Tr Fd Dow Jones

ETFs
-205
- 18.35%
$200.29 - $269.33 $41.1K - $55.2K
912 $246M
MA
Mastercard Inc

Financial Services
-18
- 3.03%
$479.92 - $590.74 $8.64K - $10.6K
576 $324M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-46
- 0.63%
$42.72 - $44.24 $1.97K - $2.04K
7.26K $318M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-16
- 3.06%
$376.48 - $440.65 $6.02K - $7.05K
507 $223M
Activity Summary
Buys All Purchases 102 New Holdings 27 Increased Positions 75 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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