Able Financial Group, LLC has filed its 13F form on February 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $339 Billion distributed in 192 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $21.4B, First Trust Rising Dividend Ac with a value of $16.5B, Vanguard Mun Bd Fds Tax Exempt with a value of $15.1B, First Trust Capital Strength E with a value of $14.8B, and American Centy ETF Tr Avantis with a value of $14.8B.

Examining the 13F form we can see an increase of $15B in the current position value, from $324B to 339B.

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 $339 Billion
ETFs: $224 Billion
Technology: $37.9 Billion
Consumer Cyclical: $13.5 Billion
Healthcare: $11.8 Billion
Financial Services: $10.5 Billion
Consumer Defensive: $7.82 Billion
Communication Services: $7.14 Billion
Industrials: $5.48 Billion
Other: $4.24 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $339 Billion
  • Prior Value $324 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 21 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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