Able Financial Group, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $357 Billion distributed in 196 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $30.1B, Fidelity Merrimack Str Tr Tota with a value of $23.1B, First Trust Rising Dividend Ac with a value of $17.8B, Vanguard Mun Bd Fds Tax Exempt with a value of $15.6B, and American Centy ETF Tr Avantis with a value of $12.4B.
Examining the 13F form we can see an increase of $18B in the current position value, from $339B to 357B.
Able Financial Group, LLC is based out at Scottsdale, AZ
Below you can find more details about Able Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$357 Billion
ETFs: $241 Billion
Technology: $34.2 Billion
Consumer Cyclical: $13.3 Billion
Healthcare: $12.5 Billion
Financial Services: $11.7 Billion
Consumer Defensive: $8.27 Billion
Communication Services: $6.93 Billion
Industrials: $5.19 Billion
Other: $4.72 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
