Able Financial Group, LLC Incresed Positions in Q4 2024

Able Financial Group, LLC

  • $339 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
270K
+ 131.22%
$44.87 - $46.86 $12.1M - $12.7M
477K $21.4B
VTI
Vanguard Total Stock Market Et

ETFs
16.3K
+ 1270.31%
$280.04 - $302.45 $4.55M - $4.92M
17.5K $5.08B
AVUV
American Centy ETF Tr Avantis

ETFs
41.2K
+ 36.87%
$94.37 - $106.41 $3.89M - $4.39M
153K $14.8B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
37.2K
+ 1288.48%
$99.04 - $109.59 $3.69M - $4.08M
40.1K $3.99B
IAU
Ishares Gold Trust

ETFs
67.1K
+ 125.23%
$48.37 - $52.65 $3.25M - $3.53M
121K $5.98B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32.9K
+ 12.28%
$49.79 - $51.14 $1.64M - $1.68M
301K $15.1B
AAPL
Apple Inc.

Technology
1.45K
+ 3.33%
$221.69 - $259.02 $321K - $375K
44.8K $11.2B
UNH
Unitedhealth Group Inc

Healthcare
2.26K
+ 121.32%
$485.52 - $625.25 $1.1M - $1.41M
4.12K $2.08B
FMB
First Tr Exchange Traded Fd Ii

ETFs
19.3K
+ 36.36%
$50.62 - $52.07 $975K - $1M
72.3K $3.69B
AMZN
Amazon Com Inc

Consumer Cyclical
745
+ 3.27%
$180.88 - $232.93 $135K - $174K
23.6K $5.17B
FTGC
First Trust Global Tactical CO

ETFs
21.6K
+ 12.01%
$23.23 - $24.25 $501K - $523K
201K $4.82B
HQY
Healthequity, Inc.

Healthcare
1.71K
+ 8.54%
$78.18 - $104.65 $134K - $179K
21.7K $2.08B
TROW
Price T Rowe Group Inc

Financial Services
2.87K
+ 13.93%
$106.48 - $124.69 $305K - $357K
23.4K $2.65B
FHI
Federated Hermes, Inc.

Financial Services
6.02K
+ 19.33%
$36.01 - $43.31 $217K - $261K
37.2K $1.53B
DPZ
Dominos Pizza Inc

Consumer Cyclical
955
+ 26.94%
$408.59 - $476.19 $390K - $455K
4.5K $1.89B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.22K
+ 34.32%
$87.56 - $119.8 $195K - $266K
8.71K $955M
NTAP
Net App, Inc.

Technology
3.36K
+ 36.12%
$115.31 - $131.11 $388K - $441K
12.7K $1.47B
AZPN
Aspen Technology, Inc.

Technology
896
+ 13.95%
$231.19 - $253.16 $207K - $227K
7.32K $1.83B
TSLA
Tesla, Inc.

Consumer Cyclical
249
+ 18.65%
$213.65 - $479.86 $53.2K - $119K
1.58K $640M
COST
Costco Wholesale Corp

Consumer Defensive
159
+ 3.99%
$873.59 - $994.69 $139K - $158K
4.14K $3.8B
HD
Home Depot, Inc.

Consumer Cyclical
908
+ 16.02%
$385.02 - $431.37 $350K - $392K
6.58K $2.56B
PODD
Insulet Corp

Healthcare
557
+ 13.62%
$227.79 - $275.7 $127K - $154K
4.65K $1.21B
JPM
Jpmorgan Chase & CO

Financial Services
24
+ 0.3%
$205.18 - $250.29 $4.92K - $6.01K
8.06K $1.93B
MSFT
Microsoft Corp

Technology
839
+ 5.92%
$406.35 - $454.46 $341K - $381K
15K $6.32B
SNPS
Synopsys Inc

Technology
575
+ 21.64%
$485.36 - $588.0 $279K - $338K
3.23K $1.57B
FLS
Flowserve Corp

Industrials
1.8K
+ 10.59%
$51.87 - $62.0 $93.2K - $111K
18.8K $1.08B
FTGS
First Tr Exchange Traded Fd Gr
5.94K
+ 74.31%
N/A
13.9K $438M
UNP
Union Pacific Corp

Industrials
1.02K
+ 26.9%
$223.15 - $249.32 $226K - $253K
4.79K $1.09B
EHC
Encompass Health Corp

Healthcare
2.1K
+ 20.14%
$92.35 - $103.77 $194K - $218K
12.5K $1.16B
V
Visa Inc.

Financial Services
18
+ 0.52%
$273.87 - $320.91 $4.93K - $5.78K
3.5K $1.11B
BAC
Bank Of America Corp

Financial Services
2.25K
+ 20.03%
$39.22 - $47.77 $88.1K - $107K
13.5K $592M
MRK
Merck & Co., Inc.

Healthcare
1.94K
+ 31.16%
$96.31 - $114.76 $187K - $223K
8.18K $814M
Pimco ETF Tr
1.03K
+ 43.76%
N/A
3.38K $341M
OMC
Omnicom Group Inc.

Communication Services
3.4K
+ 28.56%
$85.82 - $105.47 $292K - $359K
15.3K $1.32B
NFLX
Netflix Inc

Communication Services
15
+ 3.88%
$687.65 - $936.56 $10.3K - $14K
402 $358M
AWK
American Water Works Company, Inc.

Utilities
1.9K
+ 27.04%
$123.83 - $146.07 $235K - $277K
8.9K $1.11B
QTEC
First Trust Nasdaq 100 Technol

ETFs
433
+ 33.96%
$185.87 - $204.12 $80.5K - $88.4K
1.71K $322M
GOOG
Alphabet Inc.

Communication Services
68
+ 2.58%
$163.08 - $198.16 $11.1K - $13.5K
2.7K $515M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.18K
+ 3.69%
$49.74 - $50.43 $108K - $110K
61.2K $3.05B
UBER
Uber Technologies, Inc

Technology
3.38K
+ 36.52%
$59.93 - $86.34 $203K - $292K
12.6K $763M
FVD
First Tr Value Line Divid Inde

ETFs
1.99K
+ 9.09%
$43.4 - $46.7 $86.1K - $92.7K
23.8K $1.04B
AOA
Ishares Tr Core Aggressive All

ETFs
648
+ 14.27%
$76.61 - $79.88 $49.6K - $51.8K
5.19K $397M
AVSU
American Centy ETF Tr Avantis

ETFs
499
+ 8.46%
$64.29 - $69.59 $32.1K - $34.7K
6.4K $423M
META
Meta Platforms, Inc.

Communication Services
15
+ 0.71%
$554.08 - $632.68 $8.31K - $9.49K
2.14K $1.25B
IGV
Ishares Expanded Tech Software

ETFs
16
+ 0.65%
$87.5 - $110.17 $1.4K - $1.76K
2.47K $247M
ADP
Automatic Data Processing Inc

Industrials
20
+ 1.48%
$280.08 - $307.97 $5.6K - $6.16K
1.37K $400M
ALL
Allstate Corp

Financial Services
105
+ 9.17%
$181.25 - $208.2 $19K - $21.9K
1.25K $241M
MSI
Motorola Solutions, Inc.

Technology
1
+ 0.06%
$449.08 - $504.6 $449 - $505
1.61K $742M
CLX
Clorox CO

Consumer Defensive
113
+ 3.33%
$156.51 - $169.74 $17.7K - $19.2K
3.5K $569M
Activity Summary
Buys All Purchases 90 New Holdings 21 Increased Positions 69 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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