Able Wealth Management LLC Reduced Holdings in Q1 2025

Able Wealth Management LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-392
- 3.68%
$360.07 - $417.26 $141K - $164K
10.3K $3.71B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-108
- 0.28%
$126.86 - $146.45 $13.7K - $15.8K
38.7K $4.92B
Fidelity Covington Trust
-2.6K
- 1.69%
N/A
151K $4.72B
VTI
Vanguard Total Stock Market Et

ETFs
-892
- 23.34%
$271.18 - $303.12 $242K - $270K
2.93K $805M
TFLO
Ishares Treasury Floating Rate

ETFs
-5.23K
- 18.38%
$50.48 - $50.68 $264K - $265K
23.2K $1.18B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.09K
- 20.2%
$53.6 - $58.97 $219K - $241K
16.2K $885M
IXN
Ishares Global Information Tec

ETFs
-1.26K
- 8.13%
$75.73 - $88.4 $95.6K - $112K
14.3K $1.08B
PFE
Pfizer Inc

Healthcare
-7.93K
- 27.67%
$25.01 - $27.13 $198K - $215K
20.7K $525M
OMFL
Invesco Exchange Traded Self I

ETFs
-3.51K
- 23.65%
$52.19 - $57.45 $183K - $201K
11.3K $603M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-1.6K
- 28.15%
$106.46 - $114.75 $170K - $183K
4.08K $450M
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.32K
- 17.71%
$104.89 - $113.56 $138K - $150K
6.13K $654M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.79K
- 8.31%
$50.39 - $50.66 $141K - $141K
30.8K $1.56B
IVW
Ishares S&P 500 Growth ETF

ETFs
-264
- 2.14%
$92.45 - $106.69 $24.4K - $28.2K
12K $1.12B
GOOGL
Alphabet Inc.

Communication Services
-136
- 4.67%
$154.33 - $206.19 $21K - $28K
2.78K $429M
XLV
Select Sector Spdr Fund Health

ETFs
-984
- 24.91%
$137.61 - $149.68 $135K - $147K
2.97K $433M
ZTS
Zoetis Inc.

Healthcare
-686
- 24.51%
$156.48 - $175.67 $107K - $121K
2.11K $348M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-118
- 6.66%
$507.05 - $563.67 $59.8K - $66.5K
1.66K $850M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-4.14K
- 28.83%
$23.24 - $26.16 $96.1K - $108K
10.2K $261M
NVDA
Nvidia Corp

Technology
-106
- 4.44%
$106.98 - $149.43 $11.3K - $15.8K
2.28K $247M
GBIL
Goldman Sachs Access Treasury

ETFs
-735
- 12.93%
$99.85 - $100.19 $73.4K - $73.6K
4.95K $496M
VEA
Vanguard Ftse Developed Market

ETFs
-1.32K
- 15.22%
$47.4 - $52.99 $62.8K - $70.2K
7.38K $375M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-369
- 12.88%
$91.45 - $91.75 $33.7K - $33.9K
2.5K $229M
SPYG
Spdr Portfolio

ETFs
-111
- 3.5%
$80.05 - $92.39 $8.89K - $10.3K
3.06K $246M
IVE
Ishares S&P 500 Value ETF

ETFs
-155
- 1.53%
$185.78 - $198.58 $28.8K - $30.8K
9.98K $1.9B
PBDC
Putnam ETF Tr Bdc Income Etf(D
-592
- 6.66%
N/A
8.29K $287M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-751
- 16.47%
$47.66 - $57.45 $35.8K - $43.1K
3.81K $207M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-64
- 1.63%
$81.83 - $82.73 $5.24K - $5.29K
3.85K $319M
Activity Summary
Buys All Purchases 58 New Holdings 10 Increased Positions 48 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 1 Puts 1
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