Able Financial Group, LLC Purchases in Q2 2025

Able Financial Group, LLC

  • $414 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
301K
New
$48.46 - $50.2 $14.6M - $15.1M
301K $15B
STGW
Stagwell Inc

Communication Services
2.22M
New
$4.16 - $6.02 $9.24M - $13.4M
2.22M $10B
Dimensional ETF Trust
109K
New
N/A
109K $7.29B
AVDE
American Centy ETF Tr Avantis

ETFs
96.2K
New
$59.32 - $74.36 $5.71M - $7.15M
96.2K $7.12B
SYF
Synchrony Financial

Financial Services
46.5K
New
$43.81 - $66.74 $2.04M - $3.1M
46.5K $3.1B
DFSV
Dimensional ETF Tr Dimensional

ETFs
83.5K
+ 229.0%
$24.21 - $29.47 $2.02M - $2.46M
120K $3.53B
NFLX
Netflix Inc

Communication Services
1.69K
+ 436.79%
$855.86 - $1339.13 $1.44M - $2.26M
2.07K $2.77B
IDEV
Ishares Core Msci Intl Develop

ETFs
15.2K
+ 9.45%
$61.79 - $76.67 $941K - $1.17M
177K $13.4B
SDCI
Uscf ETF Tr Summerhaven Dynami
95.2K
New
N/A
95.2K $2.06B
NVDA
Nvidia Corp

Technology
673
+ 1.75%
$94.31 - $157.99 $63.5K - $106K
39.2K $6.19B
ENS
Ener Sys

Industrials
21.1K
New
$78.52 - $100.4 $1.66M - $2.12M
21.1K $1.81B
AVEM
American Centy ETF Tr Avantis

ETFs
14.8K
+ 16.21%
$53.08 - $68.54 $786K - $1.01M
106K $7.27B
DBX
Dropbox, Inc.

Technology
60K
New
$25.42 - $29.7 $1.53M - $1.78M
60K $1.72B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
35.2K
+ 6.97%
$44.68 - $45.96 $1.57M - $1.62M
541K $24.7B
ITOT
Ishares Core S&P Total U.S. St

ETFs
11.1K
+ 286.43%
$108.12 - $135.04 $1.2M - $1.5M
15K $2.02B
MUB
Ishares National Muni Bond ETF

ETFs
13.6K
+ 115.17%
$102.31 - $105.8 $1.4M - $1.44M
25.5K $2.66B
DFIV
Dimensional ETF Tr

ETFs
19.7K
+ 12.33%
$34.67 - $43.21 $682K - $850K
179K $7.67B
CTSH
Cognizant Technology Solutions Corp

Technology
12.5K
New
$66.47 - $81.81 $833K - $1.02M
12.5K $978M
FTGS
First Tr Exchange Traded Fd Gr
25.8K
+ 135.43%
N/A
44.9K $1.54B
ROKU
Roku, Inc

Communication Services
7.29K
+ 40.39%
$55.1 - $87.89 $402K - $641K
25.3K $2.23B
SPYG
Spdr Portfolio

ETFs
9.33K
+ 313.87%
$71.83 - $95.32 $670K - $889K
12.3K $1.17B
AMZN
Amazon Com Inc

Consumer Cyclical
803
+ 3.24%
$167.32 - $223.3 $134K - $179K
25.6K $5.61B
ICE
Intercontinental Exchange, Inc.

Financial Services
4.23K
New
$151.62 - $183.47 $641K - $776K
4.23K $776M
SNPS
Synopsys Inc

Technology
863
+ 23.35%
$380.9 - $517.66 $329K - $447K
4.56K $2.34B
HQY
Healthequity, Inc.

Healthcare
3.17K
+ 14.0%
$76.77 - $113.06 $244K - $359K
25.8K $2.71B
Vanguard Mun Bd Fds
9.04K
New
N/A
9.04K $665M
Pimco ETF Tr
21.7K
+ 4.86%
N/A
470K $12.5B
DG
Dollar General Corp

Consumer Defensive
5.68K
New
$86.02 - $114.95 $488K - $652K
5.68K $649M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.78K
New
$82.96 - $110.1 $480K - $637K
5.78K $637M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.7K
+ 5.93%
$51.68 - $52.76 $553K - $564K
191K $10.1B
BNDX
Vanguard Total International B

ETFs
9.21K
+ 6.4%
$48.77 - $49.55 $449K - $456K
153K $7.58B
ZTS
Zoetis Inc.

Healthcare
3.44K
New
$144.41 - $170.3 $497K - $586K
3.44K $537M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.35K
New
$299.15 - $396.54 $404K - $536K
1.35K $536M
KLAC
Kla Corp

Technology
179
+ 11.09%
$576.53 - $902.94 $103K - $162K
1.79K $1.61B
GOOGL
Alphabet Inc.

Communication Services
1.66K
+ 17.12%
$144.7 - $178.6 $240K - $296K
11.3K $2B
GOOG
Alphabet Inc.

Communication Services
2K
+ 76.73%
$146.58 - $180.01 $293K - $360K
4.61K $818M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.91K
+ 11.6%
$97.29 - $105.63 $478K - $519K
47.2K $4.8B
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
7K
+ 7.12%
$42.73 - $45.32 $299K - $317K
105K $4.77B
AVSU
American Centy ETF Tr Avantis

ETFs
4.66K
+ 73.75%
$55.22 - $68.6 $257K - $320K
11K $753M
UBER
Uber Technologies, Inc

Technology
844
+ 6.36%
$64.62 - $93.3 $54.5K - $78.7K
14.1K $1.32B
NXPI
Nxp Semiconductors N.V.

Technology
977
+ 21.47%
$153.5 - $218.72 $150K - $214K
5.53K $1.21B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
6.58K
+ 9.99%
$49.18 - $50.17 $324K - $330K
72.5K $3.63B
PODD
Insulet Corp

Healthcare
231
+ 4.72%
$238.57 - $327.47 $55.1K - $75.6K
5.13K $1.61B
Dimensional ETF Trust
10.4K
New
N/A
10.4K $322M
FLS
Flowserve Corp

Industrials
4.4K
+ 22.1%
$39.49 - $53.64 $174K - $236K
24.3K $1.27B
XLI
Industrial Sector Spdr

ETFs
2K
New
$116.42 - $147.52 $232K - $294K
2K $294M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
923
+ 1.53%
$32.66 - $40.75 $30.1K - $37.6K
61.3K $2.48B
FHI
Federated Hermes, Inc.

Financial Services
2.99K
+ 7.5%
$35.85 - $44.32 $107K - $132K
42.8K $1.9B
FTGC
First Trust Global Tactical CO

ETFs
18.7K
+ 8.44%
$23.09 - $25.91 $432K - $484K
240K $5.93B
Activity Summary
Buys All Purchases 102 New Holdings 27 Increased Positions 75 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Able Financial Group, LLC Portfolio

Follow Able Financial Group, 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 Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Able Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email