Able Wealth Management LLC Purchases in Q3 2025

Able Wealth Management LLC

  • $266 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
105K
+ 270.71%
$50.52 - $50.75 $5.29M - $5.32M
144K $7.28B
UYLD
Angel Oak Fds Tr Ultrashort In
104K
+ 247.54%
N/A
145K $7.44B
CSHI
Shp ETF Tr Neos Enhanced Incom
96.5K
+ 544.73%
N/A
114K $5.68B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
31.7K
+ 42.38%
$110.74 - $122.12 $3.51M - $3.87M
106K $12.9B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
64.1K
+ 50.77%
$59.61 - $63.09 $3.82M - $4.04M
190K $12B
EFV
Msci Eafe Value ETF

ETFs
55K
+ 65.68%
$62.79 - $68.42 $3.45M - $3.76M
139K $9.4B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
58.4K
+ 48.42%
$54.35 - $59.32 $3.17M - $3.47M
179K $10.6B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
68.1K
+ 70.78%
$50.32 - $54.01 $3.42M - $3.68M
164K $8.87B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
29.2K
+ 40.3%
$108.47 - $114.7 $3.16M - $3.35M
102K $11.6B
SPYG
Spdr Portfolio

ETFs
23K
+ 41.84%
$94.33 - $105.31 $2.17M - $2.42M
78.1K $8.16B
Pgim ETF Tr
54.2K
+ 658.49%
N/A
62.4K $3.22B
OSTK
Overstock.Com, Inc

Consumer Cyclical
257K
New
N/A
257K $2.52B
AUSF
Global X Fds Adaptive U S Fact

ETFs
42.2K
+ 48.7%
$44.16 - $46.75 $1.86M - $1.97M
129K $5.99B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.23K
+ 49.14%
$275.84 - $326.36 $891K - $1.05M
9.81K $3.2B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
26.2K
+ 68.21%
$50.81 - $51.07 $1.33M - $1.34M
64.6K $3.3B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
33.3K
+ 53.74%
$37.98 - $39.81 $1.27M - $1.33M
95.3K $3.7B
Schwab Strategic Tr
9.94K
New
N/A
9.94K $1B
AAPL
Apple Inc.

Technology
1.26K
+ 9.91%
$202.38 - $256.87 $256K - $325K
14K $3.57B
Ea Series Trust
6.11K
+ 38.88%
N/A
21.8K $2.48B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.23K
+ 42.8%
N/A
20.8K $2.06B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
11.5K
+ 27.39%
$43.65 - $46.42 $501K - $533K
53.4K $2.48B
NVDA
Nvidia Corp

Technology
3.04K
+ 133.99%
$153.3 - $186.58 $466K - $568K
5.31K $991M
Blackrock ETF Trust Ii
11.1K
+ 16.32%
N/A
78.9K $4.2B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
9.94K
+ 18.6%
$45.6 - $46.92 $453K - $466K
63.4K $2.96B
SHV
Ishares Tr

ETFs
3.64K
+ 1.72%
$110.06 - $110.49 $400K - $402K
215K $23.8B
TSLA
Tesla, Inc.

Consumer Cyclical
885
New
$293.94 - $444.72 $260K - $394K
885 $394M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.46K
New
$50.47 - $50.74 $376K - $378K
7.46K $378M
ZTS
Zoetis Inc.

Healthcare
2.18K
New
$141.13 - $159.19 $307K - $347K
2.18K $319M
ITOT
Ishares Core S&P Total U.S. St

ETFs
117
+ 0.42%
$135.0 - $146.02 $15.8K - $17.1K
28.1K $4.1B
IWY
Ishares Tr Russell 200 Growth

ETFs
568
+ 11.44%
$243.93 - $275.62 $139K - $157K
5.53K $1.51B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.07K
New
$121.46 - $130.92 $251K - $271K
2.07K $269M
Ishares Ethereum Tr
7.56K
New
N/A
7.56K $238M
OEF
Ishares S&P 100 ETF

ETFs
600
+ 44.64%
N/A
1.94K $647M
FTLS
First Tr Long/Short Equity ETF

ETFs
3.34K
New
$65.78 - $69.95 $220K - $233K
3.34K $233M
CARY
Angel Oak Fds Tr Income Etf(De
10.8K
+ 17.55%
N/A
72.2K $1.51B
Blackrock ETF Trust Ii
4.33K
New
N/A
4.33K $225M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
436
New
$459.11 - $506.91 $200K - $221K
436 $219M
MINO
Pimco ETF Tr Municipal Income

ETFs
4.03K
+ 12.93%
$43.6 - $45.33 $176K - $183K
35.2K $1.59B
XSVN
Bondbloxx ETF Tr 7 Yr Target D
4.43K
+ 57.69%
N/A
12.1K $583M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
4.95K
New
$41.26 - $43.63 $204K - $216K
4.95K $215M
CTA
Simplify Exch Traded Fds Simpl

ETFs
7.01K
+ 51.65%
$26.46 - $28.43 $185K - $199K
20.6K $575M
Trust For Professional Manag
7.95K
New
N/A
7.95K $207M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.05K
New
$97.75 - $100.75 $200K - $206K
2.05K $205M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
15.9K
+ 59.3%
$15.39 - $17.94 $244K - $285K
42.6K $679M
SPY
Spdr S&P 500 ETF Trust

ETFs
80
+ 2.67%
$617.65 - $666.84 $49.4K - $53.3K
3.08K $2.05B
XFIV
Bondbloxx ETF Tr 5 Yr Target D
3.86K
+ 20.12%
N/A
23.1K $1.14B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
3.6K
+ 9.07%
N/A
43.2K $2.18B
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
1.79K
+ 12.93%
$92.14 - $93.55 $165K - $167K
15.6K $1.46B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.9K
+ 21.65%
$85.01 - $90.35 $162K - $172K
10.7K $955M
Activity Summary
Buys All Purchases 71 New Holdings 13 Increased Positions 58 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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