Abel Hall, LLC Portfolio Holdings

Abel Hall, LLC

  • $166 Billion
  • Q1 2025

Abel Hall, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $166 Billion distributed in 202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $32.2B, Dimensional ETF Tr Dimensional with a value of $9.52B, Dimensional ETF Tr Dimensional with a value of $8.86B, Dimensional ETF Tr Dimensional with a value of $8.15B, and Dimensional ETF Tr with a value of $7.1B.

Examining the 13F form we can see an increase of $8.76B in the current position value, from $157B to 166B.

Abel Hall, LLC is based out at Baton Rouge, LA

Below you can find more details about Abel Hall, LLC portfolio as well as his latest detailed transactions.

Portfolio value $166 Billion
ETFs: $94.1 Billion
Technology: $15.4 Billion
Financial Services: $10.7 Billion
Healthcare: $8.54 Billion
Energy: $7.35 Billion
Communication Services: $5.95 Billion
Consumer Cyclical: $5.11 Billion
Real Estate: $3.53 Billion
Other: $9.6 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$313 Million 0.19% of portfolio
22,000
Q1 2025 Added 10.0%
$0
$273 Million 0.16% of portfolio
8,000
Q4 2023 New
$0
$256 Million 0.15% of portfolio
10,000
Q3 2024 New
$0
$224 Million 0.14% of portfolio
24,000
Q2 2024 Added 100.0%
$0
$180 Million 0.11% of portfolio
20,000
Q2 2024 New
$0
$82.5 Million 0.05% of portfolio
10,000
Q4 2023 New
$0
$79.6 Million 0.05% of portfolio
10,000
Q4 2023 New
$0
$38.8 Million 0.02% of portfolio
10,000
Q1 2024 New
$35M
$4.7 Million 0.0% of portfolio
13,662
Q1 2025 New
$3.82M
$1.54 Million 0.0% of portfolio
12,214
Q1 2025 Reduced 30.79%
$20.4M
$3.19 Million 0.0% of portfolio
10,238
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $166 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 59 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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