Able Wealth Management LLC Purchases in Q2 2025

Able Wealth Management LLC

  • $198 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.75K
New
$39.89 - $49.46 $190K - $235K
4.75K $235M
VUG
Vanguard Growth ETF

ETFs
509
New
$329.49 - $438.4 $168K - $223K
509 $223M
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.05K
New
$29.36 - $35.56 $178K - $215K
6.05K $215M
XLF
Financial Sector Spdr

ETFs
4.05K
New
$43.92 - $52.37 $178K - $212K
4.05K $212M
Elevation Series Trust
7.09K
New
N/A
7.09K $204M
AMZN
Amazon Com Inc

Consumer Cyclical
654
+ 31.92%
$167.32 - $223.3 $109K - $146K
2.7K $593M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4K
New
$49.57 - $50.27 $198K - $201K
4K $201M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.1K
New
$152.42 - $182.82 $167K - $201K
1.1K $201M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.13K
+ 18.15%
$88.49 - $92.4 $188K - $196K
13.8K $1.28B
META
Meta Platforms, Inc.

Communication Services
180
+ 47.37%
$484.66 - $738.09 $87.2K - $133K
560 $414M
GOOGL
Alphabet Inc.

Communication Services
402
+ 14.49%
$144.7 - $178.6 $58.2K - $71.8K
3.18K $560M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.21K
+ 1.71%
$85.42 - $94.39 $103K - $114K
71.5K $6.71B
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
4.75K
+ 21.07%
$18.65 - $19.82 $88.6K - $94.1K
27.3K $541M
DFIV
Dimensional ETF Tr

ETFs
757
+ 4.33%
$34.67 - $43.21 $26.2K - $32.7K
18.3K $782M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
898
+ 36.15%
$100.35 - $100.71 $90.1K - $90.4K
3.38K $341M
IVE
Ishares S&P 500 Value ETF

ETFs
214
+ 2.14%
$168.34 - $195.42 $36K - $41.8K
10.2K $1.99B
MUB
Ishares National Muni Bond ETF

ETFs
863
+ 24.61%
$102.31 - $105.8 $88.3K - $91.3K
4.37K $457M
MA
Mastercard Inc

Financial Services
24
+ 0.51%
$479.92 - $590.74 $11.5K - $14.2K
4.74K $2.66B
JPM
Jpmorgan Chase & CO

Financial Services
53
+ 3.81%
$210.28 - $289.91 $11.1K - $15.4K
1.44K $418M
XLK
Technology Sector Spdr

ETFs
39
+ 3.19%
$179.73 - $253.23 $7.01K - $9.88K
1.26K $319M
IXUS
Ishares Tr

ETFs
67
+ 1.57%
$62.37 - $77.63 $4.18K - $5.2K
4.34K $335M
JEPI
J P Morgan Exchange Traded Fd

ETFs
234
+ 4.62%
$51.14 - $57.0 $12K - $13.3K
5.3K $301M
PEG
Public Service Enterprise Group Inc

Utilities
37
+ 0.5%
$77.13 - $84.18 $2.85K - $3.11K
7.47K $620M
PFE
Pfizer Inc

Healthcare
413
+ 1.99%
$21.59 - $24.84 $8.92K - $10.3K
21.1K $512M
AAPL
Apple Inc.

Technology
824
+ 6.91%
$172.42 - $223.89 $142K - $184K
12.8K $2.62B
ED
Consolidated Edison Inc

Utilities
43
+ 1.18%
$98.05 - $113.3 $4.22K - $4.87K
3.69K $369M
Activity Summary
Buys All Purchases 77 New Holdings 25 Increased Positions 52 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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