Able Financial Group, LLC Purchases in Q1 2025

Able Financial Group, LLC

  • $357 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
914K
New
$32.42 - $36.13 $29.6M - $33M
914K $30.1B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
28.8K
+ 6.04%
$44.41 - $45.98 $1.28M - $1.32M
505K $23.1B
IDEV
Ishares Core Msci Intl Develop

ETFs
11.1K
+ 7.39%
$63.77 - $71.36 $708K - $792K
161K $11.1B
VTI
Vanguard Total Stock Market Et

ETFs
5.96K
+ 33.99%
$271.18 - $303.12 $1.62M - $1.81M
23.5K $6.46B
RDVY
First Trust Rising Dividend Ac

ETFs
25.8K
+ 9.27%
$57.22 - $63.39 $1.48M - $1.64M
304K $17.8B
DFIV
Dimensional ETF Tr

ETFs
19.3K
+ 13.79%
$35.33 - $40.77 $683K - $788K
159K $6.28B
ROKU
Roku, Inc

Communication Services
18.1K
New
$67.36 - $99.07 $1.22M - $1.79M
18.1K $1.27B
DFSV
Dimensional ETF Tr Dimensional

ETFs
36.5K
New
$27.56 - $32.1 $1.01M - $1.17M
36.5K $1.03B
Pimco ETF Tr
28.4K
+ 6.78%
N/A
448K $11.8B
WDAY
Workday, Inc.

Technology
3.85K
New
$233.53 - $277.82 $899K - $1.07M
3.85K $899M
AVEM
American Centy ETF Tr Avantis

ETFs
10.4K
+ 12.82%
$57.11 - $62.4 $593K - $647K
91.3K $5.5B
VZ
Verizon Communications Inc

Communication Services
15.7K
New
$37.81 - $46.49 $592K - $728K
15.7K $710M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.74K
+ 5.72%
$51.52 - $52.37 $502K - $510K
180K $9.44B
GRMN
Garmin LTD

Technology
2.65K
New
$204.55 - $241.93 $542K - $641K
2.65K $575M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.7K
+ 4.56%
$49.25 - $50.66 $675K - $695K
315K $15.6B
Pimco ETF Tr
4.91K
+ 145.21%
N/A
8.3K $840M
AVLV
American Centy ETF Tr Avantis
7.8K
+ 31.89%
$63.51 - $70.42 $496K - $549K
32.3K $2.1B
BNDX
Vanguard Total International B

ETFs
9.81K
+ 7.31%
$48.33 - $49.5 $474K - $486K
144K $7.03B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.21K
+ 5.5%
$97.25 - $104.79 $215K - $231K
42.3K $4.39B
RJF
Raymond James Financial Inc

Financial Services
2.8K
New
$137.62 - $172.64 $385K - $483K
2.8K $388M
AWK
American Water Works Company, Inc.

Utilities
1.11K
+ 12.47%
$121.01 - $149.31 $134K - $166K
10K $1.48B
FXI
Ishares Tr

ETFs
9.2K
New
$28.65 - $38.55 $264K - $355K
9.2K $330M
GPS
Gap Inc

Consumer Cyclical
15.9K
New
N/A
15.9K $327M
DPZ
Dominos Pizza Inc

Consumer Cyclical
259
+ 5.76%
$402.33 - $489.71 $104K - $127K
4.76K $2.19B
Invesco Actively Managed Exc
5.81K
+ 86.63%
N/A
12.5K $637M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
6.84K
+ 7.48%
$44.41 - $45.43 $304K - $311K
98.3K $4.38B
Alps ETF Tr
10.8K
New
N/A
10.8K $280M
UNH
Unitedhealth Group Inc

Healthcare
360
+ 8.74%
$461.52 - $548.18 $166K - $197K
4.48K $2.35B
PGR
Progressive Corp

Financial Services
870
New
$235.61 - $291.22 $205K - $253K
870 $246M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.88K
New
$39.18 - $43.52 $230K - $256K
5.88K $246M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.69K
+ 7.66%
$49.75 - $50.27 $233K - $236K
65.9K $3.3B
AFLG
First Tr Exchange Traded Fd Vi
7.19K
New
N/A
7.19K $242M
C
Citigroup Inc

Financial Services
3.37K
New
$67.23 - $84.63 $226K - $285K
3.37K $239M
CAH
Cardinal Health Inc

Healthcare
1.61K
New
$118.02 - $137.77 $190K - $222K
1.61K $222M
AMCR
Amcor PLC

Consumer Cyclical
22.6K
New
$9.33 - $10.39 $211K - $235K
22.6K $219M
IEFA
Ishares Tr

ETFs
2.85K
New
$69.57 - $78.65 $198K - $224K
2.85K $216M
IEF
Ishares Barclays

ETFs
1.71K
+ 9.98%
$91.17 - $95.39 $155K - $163K
18.8K $1.79B
First Tr Exchange Traded Fd
10K
New
N/A
10K $210M
UBER
Uber Technologies, Inc

Technology
619
+ 4.9%
$63.17 - $81.49 $39.1K - $50.4K
13.3K $966M
VEA
Vanguard Ftse Developed Market

ETFs
3.97K
New
$47.4 - $52.99 $188K - $210K
3.97K $202M
AMGN
Amgen Inc

Healthcare
642
New
$258.59 - $327.36 $166K - $210K
642 $200M
EHC
Encompass Health Corp

Healthcare
728
+ 5.81%
$91.05 - $102.2 $66.3K - $74.4K
13.3K $1.34B
ABT
Abbott Laboratories

Healthcare
222
+ 2.98%
$111.1 - $140.22 $24.7K - $31.1K
7.66K $1.02B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.37K
+ 13.81%
$95.85 - $99.25 $132K - $136K
11.3K $1.12B
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.77K
+ 5.21%
$50.17 - $51.45 $189K - $194K
76K $3.83B
V
Visa Inc.

Financial Services
54
+ 1.54%
$306.92 - $362.71 $16.6K - $19.6K
3.55K $1.24B
FTGS
First Tr Exchange Traded Fd Gr
5.14K
+ 36.89%
N/A
19.1K $568M
OMC
Omnicom Group Inc.

Communication Services
1.93K
+ 12.58%
$79.43 - $88.34 $153K - $170K
17.2K $1.43B
PEP
Pepsico Inc

Consumer Defensive
803
+ 13.24%
$142.64 - $156.42 $115K - $126K
6.87K $1.03B
Activity Summary
Buys All Purchases 96 New Holdings 20 Increased Positions 76 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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