Able Financial Group, LLC Portfolio Holdings

Able Financial Group, LLC

  • $414 Billion
  • Q2 2025

Able Financial Group, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $414 Billion distributed in 204 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $25.2B, Fidelity Merrimack Str Tr Tota with a value of $24.7B, First Trust Rising Dividend Ac with a value of $19B, Jp Morgan Tr Mun ETF (De) with a value of $15B, and Ishares Core Msci Intl Develop with a value of $13.4B.

Examining the 13F form we can see an increase of $57.7B in the current position value, from $357B to 414B.

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 $414 Billion
ETFs: $261 Billion
Technology: $42.1 Billion
Communication Services: $20.1 Billion
Consumer Cyclical: $14.6 Billion
Financial Services: $13.4 Billion
Healthcare: $11.9 Billion
Consumer Defensive: $9.2 Billion
Industrials: $6.76 Billion
Other: $4.45 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
First Tr Exchange Traded Fd
-
$217 Million 0.05% of portfolio
-
Q2 2025 Added 2.92%
$0
$223 Million 0.05% of portfolio
9,091
Q2 2025 Reduced 0.68%
$236B
$200 Million 0.05% of portfolio
1,411
Q2 2025 New
Orchestra Biomed Hldgs Inc
-
$35.9 Million 0.01% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 204
  • Current Value $414 Billion
  • Prior Value $357 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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