Able Wealth Management LLC Purchases in Q3 2024

Able Wealth Management LLC

  • $132 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
14.2K
New
$85.84 - $85.84 $1.22M - $1.22M
14.2K $1.38B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
6.97K
+ 14.59%
$93.07 - $102.32 $649K - $714K
54.8K $5.6B
PVAL
Putnam ETF Tr Putnam Focused L
23.7K
+ 67.94%
$35.03 - $37.94 $828K - $897K
58.5K $2.22B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.1K
New
$44.24 - $49.47 $712K - $796K
16.1K $796M
Blackrock ETF Trust Ii Flexible Income
13.5K
New
N/A
13.5K $721M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.5K
New
$44.83 - $47.42 $603K - $638K
13.5K $634M
Fidelity Wise Origin Bitcoin Fd Shs
10.1K
New
N/A
10.1K $563M
EFV
Msci Eafe Value ETF

ETFs
9.23K
+ 284.93%
$51.72 - $57.96 $477K - $535K
12.5K $717M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.24K
+ 2.15%
$87.56 - $95.49 $109K - $119K
59K $5.63B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
116
+ 0.17%
$83.76 - $91.82 $9.72K - $10.7K
68.3K $6.24B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.79K
+ 10.32%
$79.58 - $91.64 $302K - $348K
40.5K $3.68B
MINO
Pimco ETF Tr Municipal Income

ETFs
9.28K
New
$45.07 - $46.16 $418K - $428K
9.28K $428M
IVV
Ishares Core S&P 500 ETF

ETFs
141
+ 1.28%
$520.18 - $576.82 $73.3K - $81.3K
11.1K $6.43B
SHV
Ishares Tr

ETFs
3.37K
+ 1.84%
$110.05 - $110.63 $371K - $373K
186K $20.6B
PBDC
Putnam ETF Tr Bdc Income Etf(D
9.42K
New
N/A
9.42K $318M
AUSF
Global X Fds Adaptive U S Fact

ETFs
5.35K
+ 19.94%
$39.51 - $42.7 $211K - $228K
32.2K $1.37B
IWY
Ishares Tr Russell 200 Growth

ETFs
1.21K
+ 1080.36%
$194.66 - $225.97 $236K - $273K
1.32K $291M
MA
Mastercard Inc

Financial Services
7
+ 0.15%
$429.6 - $500.99 $3.01K - $3.51K
4.72K $2.33B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
4.47K
+ 21.57%
$33.62 - $38.33 $150K - $171K
25.2K $949M
Innovator Equit Defnd Prtcn ETF
7.78K
New
N/A
7.78K $209M
Calamos ETF Trust Russell 2000 Structured Alt Protection
8.21K
New
N/A
8.21K $207M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
4.6K
+ 27.79%
$37.92 - $42.97 $174K - $198K
21.1K $889M
Calamos ETF Trust S&P 500 Structured Alt Protection ETF July
8.34K
New
N/A
8.34K $206M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
5.73K
+ 14.77%
$25.38 - $26.27 $146K - $151K
44.5K $1.17B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
119
+ 0.32%
$116.79 - $133.54 $13.9K - $15.9K
37.3K $4.92B
M
Macy'S, Inc.

Consumer Cyclical
11.8K
+ 1017.43%
$14.31 - $19.64 $169K - $232K
13K $203M
PEG
Public Service Enterprise Group Inc

Utilities
1
+ 0.01%
$73.58 - $89.21 $73.6 - $89.2
7.41K $661M
VTI
Vanguard Total Stock Market Et

ETFs
320
+ 27.54%
$255.18 - $283.2 $81.7K - $90.6K
1.48K $420M
SPY
Spdr S&P 500 ETF Trust

ETFs
59
+ 2.43%
$517.38 - $573.86 $30.5K - $33.9K
2.48K $1.43B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.68K
+ 7.74%
$38.33 - $42.48 $64.2K - $71.2K
23.3K $980M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
51
+ 2.63%
$475.2 - $527.7 $24.2K - $26.9K
1.99K $1.05B
JPM
Jpmorgan Chase & CO

Financial Services
301
+ 29.34%
$194.9 - $224.8 $58.7K - $67.7K
1.33K $280M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
3.04K
+ 19.91%
$19.08 - $19.89 $57.9K - $60.4K
18.3K $364M
ZTS
Zoetis Inc.

Healthcare
6
+ 0.22%
$172.58 - $196.48 $1.04K - $1.18K
2.76K $539M
DFIV
Dimensional ETF Tr

ETFs
109
+ 0.65%
$34.66 - $38.38 $3.78K - $4.18K
17K $646M
PFE
Pfizer Inc

Healthcare
182
+ 0.64%
$27.7 - $31.39 $5.04K - $5.71K
28.4K $822M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6
+ 0.12%
$59.93 - $66.52 $360 - $399
4.98K $331M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
27
+ 0.66%
$81.31 - $83.29 $2.2K - $2.25K
4.12K $342M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
85
+ 0.79%
$23.0 - $23.52 $1.96K - $2K
10.9K $254M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
38
+ 0.2%
$50.52 - $50.95 $1.92K - $1.94K
19.4K $985M
JBBB
Janus Detroit Str Tr Henderson

ETFs
96
+ 0.65%
$48.27 - $49.33 $4.63K - $4.74K
14.9K $728M
Sayona Mining LTD
21.1K
New
N/A
21.1K $510K
GOOGL
Alphabet Inc.

Communication Services
54
+ 1.98%
$148.65 - $191.18 $8.03K - $10.3K
2.79K $462M
Activity Summary
Buys All Purchases 44 New Holdings 11 Increased Positions 33 Sells All Sells 40 Reductions 35 Sold out 5 Options Calls 0 Puts 0
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