Able Financial Group, LLC Reduced Holdings in Q1 2025

Able Financial Group, LLC

  • $357 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTCS
First Trust Capital Strength E

ETFs
-105K
- 62.03%
$86.39 - $91.35 $9.03M - $9.55M
64K $5.74B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-179K
- 76.18%
$29.34 - $31.31 $5.24M - $5.59M
55.9K $1.66B
SPYG
Spdr Portfolio

ETFs
-50.8K
- 94.48%
$80.05 - $92.39 $4.07M - $4.69M
2.97K $239M
AVUV
American Centy ETF Tr Avantis

ETFs
-11.4K
- 7.44%
$84.95 - $100.62 $968K - $1.15M
142K $12.4B
AAPL
Apple Inc.

Technology
-201
- 0.45%
$209.68 - $247.1 $42.1K - $49.7K
44.6K $9.91B
GLD
Spdr Gold Trust

ETFs
-5.15K
- 29.06%
$243.19 - $288.14 $1.25M - $1.48M
12.6K $3.62B
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.98K
- 10.13%
$82.81 - $92.93 $330K - $370K
35.3K $3.01B
MUB
Ishares National Muni Bond ETF

ETFs
-3.69K
- 23.77%
$104.71 - $107.69 $387K - $398K
11.8K $1.25B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.31K
- 5.58%
$102.49 - $119.96 $134K - $157K
22.2K $2.32B
VNQ
Vanguard Specialized Funds Van

ETFs
-4.31K
- 39.17%
$85.55 - $94.34 $368K - $406K
6.69K $605M
TSLA
Tesla, Inc.

Consumer Cyclical
-248
- 15.66%
$222.15 - $428.22 $55.1K - $106K
1.34K $346M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.3K
- 20.98%
$182.82 - $196.21 $237K - $255K
4.89K $920M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.12%
$551.42 - $612.93 $5.51K - $6.13K
8.1K $4.53B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-5.23K
- 41.75%
$42.4 - $44.11 $222K - $231K
7.3K $320M
IEMG
Ishares Inc

ETFs
-4.89K
- 12.12%
N/A
35.5K $1.91B
FDN
First Tr Fd Dow Jones

ETFs
-674
- 37.63%
$221.38 - $266.86 $149K - $180K
1.12K $248M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-1.74K
- 40.96%
$102.5 - $112.02 $178K - $195K
2.51K $260M
Blackrock Inc
-95
- 10.12%
N/A
844 $799M
RMD
Resmed Inc

Healthcare
-611
- 23.15%
$219.7 - $257.65 $134K - $157K
2.03K $454M
FVD
First Tr Value Line Divid Inde

ETFs
-3.29K
- 13.81%
$42.61 - $45.51 $140K - $150K
20.5K $915M
GOOG
Alphabet Inc.

Communication Services
-96
- 3.55%
$156.06 - $207.71 $15K - $19.9K
2.61K $407M
FTA
First Tr Large Cap Value

ETFs
-1.39K
- 19.56%
$74.42 - $80.34 $104K - $112K
5.73K $439M
AMT
American Tower Corp

Real Estate
-1.54K
- 22.2%
$173.46 - $217.6 $267K - $334K
5.39K $1.17B
MRK
Merck & Co., Inc.

Healthcare
-162
- 1.98%
$83.01 - $101.02 $13.4K - $16.4K
8.02K $720M
ORCL
Oracle Corp

Technology
-104
- 3.66%
$139.81 - $186.47 $14.5K - $19.4K
2.74K $382M
IWM
Ishares Russell 2000 ETF

ETFs
-138
- 5.23%
$198.1 - $229.79 $27.3K - $31.7K
2.5K $499M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-943
- 26.34%
$75.47 - $84.24 $71.2K - $79.4K
2.64K $203M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-581
- 20.53%
$108.02 - $120.45 $62.8K - $70K
2.25K $248M
FDX
Fedex Corp

Industrials
-167
- 16.78%
$230.33 - $281.53 $38.5K - $47K
828 $202M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-110
- 15.45%
$507.05 - $563.67 $55.8K - $62K
602 $309M
VO
Vanguard Mid Cap ETF

ETFs
-230
- 10.83%
$251.87 - $277.95 $57.9K - $63.9K
1.89K $490M
MSI
Motorola Solutions, Inc.

Technology
-60
- 3.74%
$411.73 - $482.1 $24.7K - $28.9K
1.55K $677M
TDIV
First Trust Nasdaq Technology

ETFs
-319
- 3.96%
$73.39 - $83.95 $23.4K - $26.8K
7.74K $570M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-154
- 1.26%
$57.21 - $65.8 $8.81K - $10.1K
12.1K $707M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-31
- 3.28%
$468.34 - $539.52 $14.5K - $16.7K
915 $429M
MAR
Marriott International Inc

Consumer Cyclical
-5
- 0.4%
$237.01 - $304.45 $1.19K - $1.52K
1.24K $296M
LOW
Lowes Companies Inc

Consumer Cyclical
-116
- 6.47%
$222.66 - $268.42 $25.8K - $31.1K
1.68K $391M
VTV
Vanguard Value ETF

ETFs
-315
- 14.21%
$167.73 - $179.21 $52.8K - $56.5K
1.9K $329M
IYR
Ishares Tr

ETFs
-563
- 17.65%
$89.49 - $98.98 $50.4K - $55.7K
2.63K $252M
BAC
Bank Of America Corp

Financial Services
-351
- 2.61%
$39.61 - $47.74 $13.9K - $16.8K
13.1K $547M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-127
- 3.17%
$120.29 - $134.6 $15.3K - $17.1K
3.88K $473M
MDT
Medtronic PLC

Healthcare
-1.04K
- 17.27%
$79.84 - $94.5 $82.7K - $97.9K
4.96K $446M
VUG
Vanguard Growth ETF

ETFs
-11
- 1.69%
$369.1 - $427.61 $4.06K - $4.7K
639 $237M
AVSU
American Centy ETF Tr Avantis

ETFs
-77
- 1.2%
$61.4 - $69.08 $4.73K - $5.32K
6.32K $394M
TXT
Textron Inc

Industrials
-134
- 3.52%
$70.19 - $81.2 $9.41K - $10.9K
3.67K $265M
HON
Honeywell International Inc

Industrials
-25
- 1.85%
$202.75 - $226.52 $5.07K - $5.66K
1.33K $281M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-224
- 8.72%
$100.32 - $100.76 $22.5K - $22.6K
2.34K $236M
TXN
Texas Instruments Inc

Technology
-37
- 1.93%
N/A
1.88K $338M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-73
- 2.73%
$169.43 - $182.84 $12.4K - $13.3K
2.6K $450M
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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