Able Wealth Management LLC Portfolio Holdings

Able Wealth Management LLC

  • $132 Billion
  • Q3 2024

Able Wealth Management LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $20.6B, Ishares Msci Acwi ETF with a value of $7.72B, Ishares Core S&P 500 ETF with a value of $6.43B, Ishares Msci Usa Min Vol Facto with a value of $6.24B, and Ishares Core S&P U.S. Value Et with a value of $5.63B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $121B to 132B. Also it can be appreciated an additional of 11 stocks purchases and 5 closed positions.

Able Wealth Management LLC is based out at Lakewood, NJ

Below you can find more details about Able Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $132 Billion
ETFs: $112 Billion
Technology: $3.48 Billion
Financial Services: $2.61 Billion
Healthcare: $1.58 Billion
Communication Services: $1.4 Billion
Utilities: $1.04 Billion
Consumer Cyclical: $815 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$2.58 Billion 1.95% of portfolio
11,051
Q3 2024 Reduced 0.31%
$498B
$2.33 Billion 1.77% of portfolio
4,716
Q3 2024 Added 0.15%
$3.09T
$907 Million 0.69% of portfolio
2,107
Q3 2024 Reduced 0.94%
$139B
$822 Million 0.62% of portfolio
28,416
Q3 2024 Added 0.64%
$43.4B
$661 Million 0.5% of portfolio
7,414
Q3 2024 Added 0.01%
$82B
$539 Million 0.41% of portfolio
2,759
Q3 2024 Added 0.22%
$367B
$532 Million 0.4% of portfolio
750
Q3 2024 Reduced 2.22%
$1.05T
$462 Million 0.35% of portfolio
2,788
Q3 2024 Added 1.98%
$1.06T
$410 Million 0.31% of portfolio
2,451
Q2 2024 Added 0.08%
$33.8B
$377 Million 0.29% of portfolio
3,623
Q1 2024 Reduced 0.03%
$2.06T
$337 Million 0.26% of portfolio
1,807
Q3 2024 Reduced 10.23%
-
$318 Million 0.24% of portfolio
-
Q3 2024 New
$49.1B
$283 Million 0.21% of portfolio
5,613
Q4 2023 New
$418B
$275 Million 0.21% of portfolio
679
Q2 2024 Reduced 12.84%
$720B
$280 Million 0.21% of portfolio
1,327
Q3 2024 Added 29.34%
$244B
$221 Million 0.17% of portfolio
1,946
Q2 2024 Added 0.57%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $132 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 33 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 35 stocks
Track This Portfolio

Track Able Wealth Management LLC Portfolio

Follow Able Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Able Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Able Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email