Able Wealth Management LLC Reduced Holdings in Q3 2025

Able Wealth Management LLC

  • $266 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-5.45K
- 34.52%
$63.74 - $68.36 $347K - $372K
10.3K $702M
VIG
Vanguard Dividend Appreciation

ETFs
-1.25K
- 47.38%
N/A
1.39K $300M
AVUV
American Centy ETF Tr Avantis

ETFs
-2.19K
- 40.68%
$90.37 - $102.12 $198K - $224K
3.2K $318M
TFLO
Ishares Treasury Floating Rate

ETFs
-2.02K
- 16.72%
$50.45 - $50.65 $102K - $102K
10.1K $510M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.11K
- 22.96%
$68.33 - $75.41 $75.8K - $83.7K
3.72K $280M
VTI
Vanguard Total Stock Market Et

ETFs
-335
- 13.49%
$303.93 - $329.86 $102K - $111K
2.15K $705M
META
Meta Platforms, Inc.

Communication Services
-42
- 7.5%
$695.21 - $791.73 $29.2K - $33.3K
518 $381M
MUB
Ishares National Muni Bond ETF

ETFs
-305
- 6.98%
$103.24 - $106.68 $31.5K - $32.5K
4.07K $433M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.18K
- 1.83%
$24.11 - $24.94 $28.4K - $29.4K
63.3K $1.58B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-68
- 1.28%
$55.61 - $57.37 $3.78K - $3.9K
5.23K $299M
VEA
Vanguard Ftse Developed Market

ETFs
-283
- 4.03%
$56.02 - $60.3 $15.9K - $17.1K
6.74K $404M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-40
- 3.65%
$182.33 - $194.5 $7.29K - $7.78K
1.06K $206M
HD
Home Depot, Inc.

Consumer Cyclical
-42
- 5.17%
$357.4 - $423.42 $15K - $17.8K
771 $312M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15
- 2.31%
$546.99 - $602.2 $8.2K - $9.03K
634 $381M
PFE
Pfizer Inc

Healthcare
-17
- 0.08%
$23.29 - $25.88 $396 - $440
21.1K $538M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-43
- 2.85%
$567.77 - $614.76 $24.4K - $26.4K
1.47K $897M
DFIV
Dimensional ETF Tr

ETFs
-87
- 0.48%
$42.66 - $46.53 $3.71K - $4.05K
18.2K $838M
IXN
Ishares Global Information Tec

ETFs
-686
- 5.73%
$91.28 - $103.32 $62.6K - $70.9K
11.3K $1.16B
IVE
Ishares S&P 500 Value ETF

ETFs
-61
- 0.6%
$194.44 - $206.51 $11.9K - $12.6K
10.1K $2.09B
IVW
Ishares S&P 500 Growth ETF

ETFs
-336
- 2.38%
$108.97 - $121.65 $36.6K - $40.9K
13.8K $1.66B
GOOG
Alphabet Inc.

Communication Services
-86
- 2.68%
$175.16 - $255.24 $15.1K - $22K
3.12K $760M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-193
- 2.87%
$420.11 - $472.68 $81.1K - $91.2K
6.53K $3.06B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-698
- 1.1%
$94.17 - $99.95 $65.7K - $69.8K
62.7K $6.27B
Fidelity Covington Trust
-3.13K
- 2.05%
N/A
149K $5.57B
IVV
Ishares Core S&P 500 ETF

ETFs
-279
- 2.45%
$620.67 - $670.08 $173K - $187K
11.1K $7.43B
ACWI
Ishares Msci Acwi ETF

ETFs
-970
- 1.59%
$128.32 - $138.41 $124K - $134K
59.9K $8.28B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-467
- 1.18%
$148.97 - $165.88 $69.6K - $77.5K
39.1K $6.43B
Activity Summary
Buys All Purchases 71 New Holdings 13 Increased Positions 58 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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