Able Wealth Management LLC Incresed Positions in Q2 2025

Able Wealth Management LLC

  • $198 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
52K
+ 1697.16%
$71.83 - $95.32 $3.73M - $4.95M
55K $5.25B
EFV
Msci Eafe Value ETF

ETFs
51.2K
+ 157.73%
$52.4 - $64.65 $2.68M - $3.31M
83.7K $5.31B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
43.9K
+ 57.21%
$43.53 - $54.46 $1.91M - $2.39M
121K $6.57B
PVAL
Putnam ETF Tr Putnam Focused L
45.8K
+ 37.7%
$33.6 - $40.23 $1.54M - $1.84M
167K $6.74B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.43K
+ 9.4%
$82.32 - $112.47 $529K - $723K
74.8K $8.41B
UYLD
Angel Oak Fds Tr Ultrashort In
35.2K
+ 525.23%
N/A
41.9K $2.14B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
19.7K
+ 18.48%
$50.39 - $60.05 $992K - $1.18M
126K $7.58B
AUSF
Global X Fds Adaptive U S Fact

ETFs
29.1K
+ 50.68%
$39.16 - $44.7 $1.14M - $1.3M
86.6K $3.87B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
6.35K
+ 9.61%
$91.62 - $109.97 $581K - $698K
72.4K $7.96B
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.18K
+ 28.27%
$108.12 - $135.04 $668K - $834K
28K $3.78B
Ea Series Trust
7.8K
+ 98.61%
N/A
15.7K $1.77B
ICSH
Blackrock Ultra Short Term Bon

ETFs
16.8K
+ 76.33%
$50.48 - $50.71 $846K - $850K
38.7K $1.96B
SHV
Ishares Tr

ETFs
6.42K
+ 3.13%
$110.06 - $110.46 $707K - $709K
212K $23.4B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
966
+ 17.22%
$179.95 - $278.88 $174K - $269K
6.58K $1.83B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
13.1K
+ 26.88%
$32.61 - $38.62 $428K - $507K
62K $2.36B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
11.3K
+ 40.07%
N/A
39.6K $2B
Fidelity Covington Trust
1.35K
+ 0.89%
N/A
153K $5.26B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.3K
+ 26.68%
$45.12 - $46.23 $508K - $521K
53.5K $2.47B
Blackrock ETF Trust Ii
9.12K
+ 15.51%
N/A
67.9K $3.59B
CARY
Angel Oak Fds Tr Income Etf(De
22.2K
+ 56.64%
N/A
61.5K $1.28B
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.09K
+ 137.98%
$83.97 - $92.85 $428K - $473K
8.78K $775M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.07K
+ 17.21%
$82.96 - $110.1 $172K - $228K
14.1K $1.55B
MSFT
Microsoft Corp

Technology
275
+ 11.7%
$354.56 - $497.45 $97.5K - $137K
2.63K $1.31B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.5K
+ 24.26%
$50.52 - $50.92 $379K - $382K
38.4K $1.96B
NFLX
Netflix Inc

Communication Services
9
+ 1.19%
$855.86 - $1339.13 $7.7K - $12.1K
763 $1.02B
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.19K
+ 92.39%
$78.98 - $90.1 $252K - $288K
6.65K $599M
VIG
Vanguard Dividend Appreciation

ETFs
1.43K
+ 117.48%
N/A
2.64K $540M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.65K
+ 2.67%
$81.46 - $94.63 $134K - $156K
63.4K $6B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
5.39K
+ 36.17%
$37.51 - $45.52 $202K - $245K
20.3K $919M
MINO
Pimco ETF Tr Municipal Income

ETFs
6.53K
+ 26.5%
$43.42 - $45.15 $283K - $295K
31.2K $1.38B
SPY
Spdr S&P 500 ETF Trust

ETFs
163
+ 5.74%
$496.48 - $617.85 $80.9K - $101K
3K $1.85B
AMZN
Amazon Com Inc

Consumer Cyclical
654
+ 31.92%
$167.32 - $223.3 $109K - $146K
2.7K $593M
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
GOOG
Alphabet Inc.

Communication Services
428
+ 15.4%
$146.58 - $180.01 $62.7K - $77K
3.21K $569M
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
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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