Able Wealth Management LLC Reduced Holdings in Q3 2024

Able Wealth Management LLC

  • $132 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
-12.2K
- 43.73%
$47.65 - $52.99 $580K - $646K
15.7K $831M
TFLO
Ishares Treasury Floating Rate

ETFs
-6.96K
- 15.58%
$50.42 - $50.66 $351K - $352K
37.7K $1.91B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-2.51K
- 24.88%
$91.43 - $117.51 $230K - $295K
7.59K $804M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-958
- 22.15%
$211.47 - $281.27 $203K - $269K
3.37K $827M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.14K
- 9.49%
$332.02 - $382.76 $378K - $436K
10.9K $4.08B
XLV
Select Sector Spdr Fund Health

ETFs
-1.88K
- 34.77%
$143.3 - $157.24 $270K - $296K
3.54K $545M
MUB
Ishares National Muni Bond ETF

ETFs
-2.09K
- 40.83%
$106.13 - $108.7 $222K - $227K
3.03K $329M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.9K
- 19.11%
$53.41 - $57.9 $262K - $284K
20.7K $1.2B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.55K
- 13.49%
$50.61 - $50.96 $180K - $181K
22.7K $1.16B
IXN
Ishares Global Information Tec

ETFs
-1.73K
- 9.15%
$73.0 - $87.81 $126K - $152K
17.2K $1.42B
EFG
Msci Eafe Growth ETF

ETFs
-1.52K
- 30.61%
$96.84 - $108.77 $148K - $166K
3.45K $372M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-3.47K
- 15.88%
$50.77 - $57.17 $176K - $199K
18.4K $1.05B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.22K
- 25.29%
$91.42 - $91.82 $112K - $112K
3.62K $332M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-1.94K
- 28.26%
$47.72 - $53.81 $92.7K - $105K
4.93K $263M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.65K
- 6.42%
$50.25 - $50.74 $83.1K - $83.9K
24.1K $1.22B
FENY
Fidelity Covington Tr Msci Ene

ETFs
-2.34K
- 12.39%
$23.09 - $25.75 $54K - $60.2K
16.5K $398M
SPYG
Spdr Portfolio

ETFs
-856
- 21.23%
$73.38 - $84.1 $62.8K - $72K
3.18K $263M
AMZN
Amazon Com Inc

Consumer Cyclical
-206
- 10.23%
$161.02 - $200.0 $33.2K - $41.2K
1.81K $337M
MSFT
Microsoft Corp

Technology
-20
- 0.94%
$395.15 - $467.56 $7.9K - $9.35K
2.11K $907M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.08K
- 9.54%
$181.06 - $197.17 $196K - $213K
10.2K $2.02B
AVDV
American Centy ETF Tr Avantis

ETFs
-1.04K
- 18.32%
$62.52 - $71.12 $65.1K - $74.1K
4.65K $328M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-807
- 14.17%
$51.02 - $52.74 $41.2K - $42.6K
4.89K $257M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-293
- 2.54%
$90.85 - $93.3 $26.6K - $27.3K
11.2K $1.05B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-185
- 11.61%
$162.64 - $179.3 $30.1K - $33.2K
1.41K $253M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-611
- 4.7%
$40.48 - $45.39 $24.7K - $27.7K
12.4K $545M
OEF
Ishares S&P 100 ETF

ETFs
-108
- 3.92%
$266.03 - $266.03 $28.7K - $28.7K
2.65K $733M
VEA
Vanguard Ftse Developed Market

ETFs
-257
- 4.44%
$47.6 - $53.31 $12.2K - $13.7K
5.54K $292M
IVW
Ishares S&P 500 Growth ETF

ETFs
-40
- 0.3%
$84.77 - $97.13 $3.39K - $3.89K
13.3K $1.28B
NFLX
Netflix Inc

Communication Services
-17
- 2.22%
$598.55 - $722.26 $10.2K - $12.3K
750 $532M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-3.72K
- 4.26%
$51.29 - $56.57 $191K - $210K
83.6K $4.73B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-38
- 0.18%
$113.41 - $125.62 $4.31K - $4.77K
20.9K $2.62B
Fidelity Enhanced Large Cap Core ETF
-656
- 0.43%
N/A
150K $4.82B
AAPL
Apple Inc.

Technology
-34
- 0.31%
$207.23 - $234.82 $7.05K - $7.98K
11.1K $2.58B
AVUV
American Centy ETF Tr Avantis

ETFs
-184
- 1.48%
$88.24 - $99.7 $16.2K - $18.3K
12.2K $1.17B
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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