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
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-1
- 0.02%
N/A
4.45K $222M
PG
Procter & Gamble CO

Consumer Defensive
-117
- 3.98%
$158.56 - $176.26 $18.6K - $20.6K
2.82K $481M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-378
- 4.07%
$40.5 - $42.02 $15.3K - $15.9K
8.91K $372M
FEX
First Tr Large Cap Core Alphde

ETFs
-27
- 1.14%
$99.27 - $109.89 $2.68K - $2.97K
2.33K $239M
GILD
Gilead Sciences, Inc.

Healthcare
-500
- 19.73%
$89.14 - $117.41 $44.6K - $58.7K
2.03K $228M
DE
Deere & CO

Industrials
-62
- 12.09%
$408.57 - $509.27 $25.3K - $31.6K
451 $212M
ADP
Automatic Data Processing Inc

Industrials
-60
- 4.39%
$286.85 - $318.64 $17.2K - $19.1K
1.31K $399M
MA
Mastercard Inc

Financial Services
-25
- 4.04%
$504.67 - $576.31 $12.6K - $14.4K
594 $326M
NFLX
Netflix Inc

Communication Services
-16
- 3.98%
$828.4 - $1058.6 $13.3K - $16.9K
386 $360M
FEM
First Trust Emerging Markets A

ETFs
-140
- 1.51%
$21.28 - $23.9 $2.98K - $3.35K
9.15K $209M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1
- 0.01%
$47.59 - $48.35 $47.6 - $48.4
18K $869M
Linde PLC
-47
- 5.98%
N/A
739 $344M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1
- 0.03%
$106.22 - $111.09 $106 - $111
3.62K $402M
AFL
Aflac Inc

Financial Services
-97
- 2.58%
$100.99 - $111.19 $9.8K - $10.8K
3.66K $407M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1
- 0.01%
$114.57 - $118.14 $115 - $118
7.23K $854M
JPM
Jpmorgan Chase & CO

Financial Services
-103
- 1.28%
$225.19 - $279.95 $23.2K - $28.8K
7.95K $1.95B
FDT
First Trust Developed Markets

ETFs
-196
- 2.59%
$53.51 - $60.98 $10.5K - $12K
7.37K $429M
BR
Broadridge Financial Solutions, Inc.

Technology
-58
- 1.65%
$221.46 - $244.83 $12.8K - $14.2K
3.47K $840M
LLY
Eli Lilly & CO

Healthcare
-13
- 1.29%
$725.72 - $929.72 $9.43K - $12.1K
997 $823M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-2
- 1.0%
$1187.71 - $1432.58 $2.38K - $2.87K
198 $284M
FEP
First Trust Europe Alphadex Fu

ETFs
-120
- 0.83%
$35.43 - $42.94 $4.25K - $5.15K
14.4K $588M
CVX
Chevron Corp

Energy
-250
- 3.66%
$146.71 - $167.97 $36.7K - $42K
6.59K $1.1B
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 0.19%
$890.62 - $1076.86 $7.12K - $8.61K
4.14K $3.91B
RSG
Republic Services, Inc.

Industrials
-4
- 0.13%
$200.09 - $242.16 $800 - $969
3.09K $747M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-151
- 0.25%
$33.84 - $37.77 $5.11K - $5.7K
60.4K $2.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-31
- 1.5%
$442.66 - $534.52 $13.7K - $16.6K
2.04K $1.09B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.02K
- 1.65%
$74.85 - $84.89 $76.1K - $86.3K
60.6K $4.95B
IAU
Ishares Gold Trust

ETFs
-8.79K
- 7.28%
$49.74 - $58.96 $437K - $518K
112K $6.6B
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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