Able Financial Group, LLC Purchases in Q4 2025

Able Financial Group, LLC

  • $450 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
90.9K
+ 15.48%
$46.2 - $46.85 $4.2M - $4.26M
678K $31.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
25.4K
+ 410.47%
$100.33 - $100.69 $2.55M - $2.56M
31.6K $3.18M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
40.2K
+ 9.64%
$50.33 - $50.81 $2.03M - $2.04M
458K $23.2M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
20.3K
New
$69.45 - $70.32 $1.41M - $1.43M
20.3K $1.41M
IDEV
Ishares Core Msci Intl Develop

ETFs
14.6K
+ 7.65%
$79.1 - $82.39 $1.16M - $1.2M
205K $16.7M
FTGC
First Trust Global Tactical CO

ETFs
40.3K
+ 14.7%
$25.56 - $27.34 $1.03M - $1.1M
315K $8.47M
MLN
Vaneck Long Muni ETF

ETFs
69.3K
+ 12.81%
$17.45 - $17.76 $1.21M - $1.23M
611K $10.8M
VTI
Vanguard Total Stock Market Et

ETFs
3.58K
+ 12.77%
$321.8 - $337.95 $1.15M - $1.21M
31.6K $10.4M
DELL
Dell Technologies Inc.

Technology
9.04K
New
$133.76 - $164.88 $1.21M - $1.49M
9.04K $1.21M
EQIX
Equinix Inc

Real Estate
1.52K
New
$772.6 - $846.01 $1.17M - $1.28M
1.52K $1.19M
CSCO
Cisco Systems, Inc.

Technology
12.8K
+ 230.9%
$67.46 - $78.0 $864K - $1M
18.4K $1.43M
DFIV
Dimensional ETF Tr

ETFs
14.3K
+ 7.52%
$45.13 - $48.25 $644K - $689K
204K $9.78M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25.2K
+ 3.71%
$37.61 - $39.41 $946K - $992K
703K $27.2M
AVEM
American Centy ETF Tr Avantis

ETFs
9K
+ 8.17%
$73.09 - $78.36 $658K - $705K
119K $9.25M
XLK
Technology Sector Spdr

ETFs
3.19K
+ 329.51%
$278.39 - $304.13 $889K - $971K
4.16K $1.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$712170.0 - $770185.0 $712K - $770K
1 $755K
AVDE
American Centy ETF Tr Avantis

ETFs
7.67K
+ 7.94%
$77.65 - $81.2 $596K - $623K
104K $8.37M
AAPL
Apple Inc.

Technology
456
+ 1.0%
$245.27 - $275.25 $112K - $126K
46.1K $12.3M
AVUV
American Centy ETF Tr Avantis

ETFs
10K
+ 6.51%
$95.19 - $100.66 $955K - $1.01M
164K $16M
TGT
Target Corp

Consumer Defensive
7.28K
New
$85.53 - $97.77 $622K - $711K
7.28K $654K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13K
+ 5.85%
$52.76 - $53.18 $686K - $691K
235K $12.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.03K
+ 178.47%
$600.51 - $631.95 $617K - $650K
1.6K $990K
NVDA
Nvidia Corp

Technology
2.83K
+ 7.46%
$179.83 - $207.04 $509K - $586K
40.8K $7.61M
IEF
Ishares Barclays

ETFs
5.26K
+ 30.72%
$96.12 - $97.72 $505K - $514K
22.4K $2.16M
XLU
Utilities Sector Spdr

ETFs
5.54K
+ 106.05%
$87.89 - $92.9 $487K - $514K
10.8K $954K
GOOGL
Alphabet Inc.

Communication Services
446
+ 3.98%
$236.57 - $291.31 $106K - $130K
11.7K $3.22M
AVLV
American Centy ETF Tr Avantis
6.22K
+ 14.35%
$70.14 - $73.74 $436K - $459K
49.6K $3.6M
CVS
Cvs Health Corp

Healthcare
3.82K
+ 9.26%
$76.69 - $83.04 $293K - $317K
45K $3.53M
PKG
Packaging Corp Of America

Consumer Cyclical
2.06K
New
$195.59 - $215.64 $403K - $444K
2.06K $406K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
7.92K
+ 14.82%
$50.37 - $50.58 $399K - $401K
61.4K $3.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.2K
New
$280.66 - $305.09 $338K - $367K
1.2K $339K
GOOG
Alphabet Inc.

Communication Services
476
+ 10.5%
$237.49 - $291.74 $113K - $139K
5.01K $1.43M
VEA
Vanguard Ftse Developed Market

ETFs
5.12K
+ 128.93%
$59.18 - $62.09 $303K - $318K
9.09K $557K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.26K
+ 6.16%
$102.37 - $105.36 $334K - $343K
56.2K $5.77M
KRE
Spdr S&P Regional Banking ETF

ETFs
5.18K
New
$58.14 - $64.09 $301K - $332K
5.18K $315K
IXC
Ishares Tr Global Energy ETF

ETFs
6.48K
New
$40.23 - $43.56 $261K - $282K
6.48K $282K
IYT
Ishares Tr U.S. Transportation

ETFs
3.64K
New
$69.44 - $73.3 $253K - $267K
3.64K $259K
VXF
Vanguard Extended Market ETF

ETFs
1.12K
New
$204.22 - $215.05 $230K - $242K
1.12K $229K
MKL
Markel Corp

Financial Services
110
New
$1826.32 - $2091.91 $201K - $230K
110 $226K
MS
Morgan Stanley

Financial Services
1.42K
New
$151.86 - $169.92 $216K - $241K
1.42K $226K
LLY
Eli Lilly & CO

Healthcare
6
+ 0.71%
$799.57 - $1025.28 $4.8K - $6.15K
852 $870K
SYF
Synchrony Financial

Financial Services
1.86K
+ 4.35%
$68.02 - $75.49 $127K - $141K
44.8K $3.27M
AMGN
Amgen Inc

Healthcare
644
New
$290.13 - $341.71 $187K - $220K
644 $220K
RSG
Republic Services, Inc.

Industrials
1.26K
+ 42.35%
$204.12 - $227.29 $257K - $286K
4.24K $888K
IDXX
Idexx Laboratories Inc

Healthcare
300
New
$616.15 - $722.94 $185K - $217K
300 $206K
KO
Coca Cola CO

Consumer Defensive
2.88K
New
$66.1 - $71.61 $190K - $206K
2.88K $203K
MU
Micron Technology Inc

Technology
723
New
$181.6 - $253.3 $131K - $183K
723 $178K
CTSH
Cognizant Technology Solutions Corp

Technology
1.27K
+ 8.48%
$65.47 - $74.66 $83.3K - $95K
16.3K $1.18M
AMD
Advanced Micro Devices Inc

Technology
230
+ 16.05%
$164.01 - $264.33 $37.7K - $60.8K
1.66K $399K
Activity Summary
Buys All Purchases 120 New Holdings 18 Increased Positions 102 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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