Able Wealth Management LLC Portfolio Holdings

Able Wealth Management LLC

  • $169 Billion
  • Q1 2025

Able Wealth Management LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $169 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $22.7B, Ishares Msci Acwi ETF with a value of $7.38B, Invesco Exchange Traded Fd Tr with a value of $6.81B, Ishares Msci Usa Min Vol Facto with a value of $6.59B, and Ishares Core S&P 500 ETF with a value of $6.42B.

Examining the 13F form we can see an increase of $17.4B in the current position value, from $152B to 169B.

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 $169 Billion
ETFs: $136 Billion
Consumer Cyclical: $4.84 Billion
Technology: $4.8 Billion
Financial Services: $2.93 Billion
Communication Services: $1.79 Billion
Utilities: $1.01 Billion
Healthcare: $873 Million
Consumer Defensive: $202 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.9B
$612 Million 0.36% of portfolio
7,432
Q1 2025 Added 0.16%
$137B
$525 Million 0.31% of portfolio
20,715
Q1 2025 Reduced 27.67%
$52.1B
$492 Million 0.29% of portfolio
7,548
Q1 2025 Added 100.0%
$40B
$403 Million 0.24% of portfolio
3,647
Q4 2024 Added 0.66%
$73.2B
$348 Million 0.21% of portfolio
2,113
Q1 2025 Reduced 24.51%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $169 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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