Able Wealth Management LLC Portfolio Holdings

Able Wealth Management LLC

  • $132 Billion
  • Q3 2024

Able Wealth Management LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $20.6B, Ishares Msci Acwi ETF with a value of $7.72B, Ishares Core S&P 500 ETF with a value of $6.43B, Ishares Msci Usa Min Vol Facto with a value of $6.24B, and Ishares Core S&P U.S. Value Et with a value of $5.63B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $121B to 132B. Also it can be appreciated an additional of 11 stocks purchases and 5 closed positions.

Able Wealth Management LLC is based out at Lakewood, NJ

Below you can find more details about Able Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $132 Billion
ETFs: $112 Billion
Technology: $3.48 Billion
Financial Services: $2.61 Billion
Healthcare: $1.58 Billion
Communication Services: $1.4 Billion
Utilities: $1.04 Billion
Consumer Cyclical: $815 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.6 Billion 15.62% of portfolio
186,220
Q3 2024 Added 1.84%
$0
$7.72 Billion 5.85% of portfolio
64,549
Q3 2024 Added 0.22%
$0
$6.43 Billion 4.87% of portfolio
11,141
Q3 2024 Added 1.28%
$0
$6.24 Billion 4.73% of portfolio
68,312
Q3 2024 Added 0.17%
$0
$5.63 Billion 4.27% of portfolio
58,966
Q3 2024 Added 2.15%
$0
$5.6 Billion 4.25% of portfolio
54,762
Q3 2024 Added 14.59%
$0
$4.92 Billion 3.73% of portfolio
37,284
Q3 2024 Added 0.32%
Fidelity Enhanced Large Cap Core ETF
-
$4.82 Billion 3.66% of portfolio
-
Q3 2024 Reduced 0.43%
$0
$4.73 Billion 3.58% of portfolio
83,556
Q3 2024 Reduced 4.26%
$0
$4.08 Billion 3.09% of portfolio
10,866
Q3 2024 Reduced 9.49%
$0
$3.68 Billion 2.79% of portfolio
40,548
Q3 2024 Added 10.32%
$0
$2.62 Billion 1.99% of portfolio
20,850
Q3 2024 Reduced 0.18%
$3.57T
$2.58 Billion 1.95% of portfolio
11,051
Q3 2024 Reduced 0.31%
$482B
$2.33 Billion 1.77% of portfolio
4,716
Q3 2024 Added 0.15%
$0
$2.22 Billion 1.68% of portfolio
58,462
Q3 2024 Added 67.94%
$0
$2.02 Billion 1.53% of portfolio
10,236
Q3 2024 Reduced 9.54%
$0
$1.43 Billion 1.08% of portfolio
2,484
Q3 2024 Added 2.43%
$0
$1.42 Billion 1.07% of portfolio
17,157
Q3 2024 Reduced 9.15%
$0
$1.38 Billion 1.04% of portfolio
14,191
Q3 2024 New
$0
$1.37 Billion 1.04% of portfolio
32,156
Q3 2024 Added 19.94%
$0
$1.28 Billion 0.97% of portfolio
13,348
Q3 2024 Reduced 0.3%
$0
$1.22 Billion 0.93% of portfolio
24,118
Q3 2024 Reduced 6.42%
$0
$1.2 Billion 0.91% of portfolio
20,749
Q3 2024 Reduced 19.11%
$0
$1.17 Billion 0.89% of portfolio
12,240
Q3 2024 Reduced 1.48%
$0
$1.17 Billion 0.89% of portfolio
44,545
Q3 2024 Added 14.77%
$0
$1.16 Billion 0.88% of portfolio
22,743
Q3 2024 Reduced 13.49%
$0
$1.05 Billion 0.8% of portfolio
1,993
Q3 2024 Added 2.63%
$0
$1.05 Billion 0.8% of portfolio
18,400
Q3 2024 Reduced 15.88%
$0
$1.05 Billion 0.79% of portfolio
11,232
Q3 2024 Reduced 2.54%
$0
$985 Million 0.75% of portfolio
19,354
Q3 2024 Added 0.2%
$0
$980 Million 0.74% of portfolio
23,326
Q3 2024 Added 7.74%
$0
$949 Million 0.72% of portfolio
25,198
Q3 2024 Added 21.57%
$3.04T
$907 Million 0.69% of portfolio
2,107
Q3 2024 Reduced 0.94%
$0
$889 Million 0.67% of portfolio
21,136
Q3 2024 Added 27.79%
$0
$858 Million 0.65% of portfolio
6,355
Q2 2024 Reduced 7.14%
$0
$827 Million 0.63% of portfolio
3,367
Q3 2024 Reduced 22.15%
$0
$831 Million 0.63% of portfolio
15,676
Q3 2024 Reduced 43.73%
$156B
$822 Million 0.62% of portfolio
28,416
Q3 2024 Added 0.64%
$0
$804 Million 0.61% of portfolio
7,586
Q3 2024 Reduced 24.88%
$0
$796 Million 0.6% of portfolio
16,095
Q3 2024 New
$0
$733 Million 0.56% of portfolio
2,648
Q3 2024 Reduced 3.92%
Blackrock ETF Trust Ii Flexible Income
-
$721 Million 0.55% of portfolio
-
Q3 2024 New
$0
$728 Million 0.55% of portfolio
14,869
Q3 2024 Added 0.65%
$0
$717 Million 0.54% of portfolio
12,468
Q3 2024 Added 284.93%
$40.8B
$661 Million 0.5% of portfolio
7,414
Q3 2024 Added 0.01%
$0
$646 Million 0.49% of portfolio
16,975
Q3 2024 Added 0.65%
$0
$634 Million 0.48% of portfolio
13,456
Q3 2024 New
Fidelity Wise Origin Bitcoin Fd Shs
-
$563 Million 0.43% of portfolio
-
Q3 2024 New
$82B
$539 Million 0.41% of portfolio
2,759
Q3 2024 Added 0.22%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $132 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 33 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 35 stocks
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