Able Financial Group, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $324 Billion distributed in 187 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Trust Capital Strength E with a value of $17.9B, First Trust Rising Dividend Ac with a value of $17.9B, Ishares Tr Msci Eafe ETF with a value of $17.5B, Vanguard Mun Bd Fds Tax Exempt with a value of $13.7B, and American Centy ETF Tr Avantis with a value of $10.7B.
Examining the 13F form we can see an increase of $46.9B in the current position value, from $277B to 324B.
Able Financial Group, LLC is based out at Scottsdale, AZ
Below you can find more details about Able Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$324 Billion
ETFs: $228 Billion
Technology: $33.5 Billion
Consumer Cyclical: $11.9 Billion
Healthcare: $11.1 Billion
Financial Services: $10.1 Billion
Consumer Defensive: $7.41 Billion
Communication Services: $6.66 Billion
Industrials: $5.75 Billion
Other: $7.16 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
