Able Financial Group, LLC Portfolio Holdings

Able Financial Group, LLC

  • $324 Billion
  • Q3 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.7B
$225 Million 0.07% of portfolio
650
Q3 2024 Reduced 3.13%
$79.7B
$230 Million 0.07% of portfolio
200
Q3 2024 Reduced 0.99%
$52.2B
$217 Million 0.07% of portfolio
1,145
Q3 2024 New
$146B
$208 Million 0.06% of portfolio
645
Q2 2024 New
$92.7B
$210 Million 0.06% of portfolio
540
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $324 Billion
  • Prior Value $277 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 24 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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