Able Wealth Management LLC Purchases in Q2 2025

Able Wealth Management LLC

  • $198 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
52K
+ 1697.16%
$71.83 - $95.32 $3.73M - $4.95M
55K $5.25B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
96.2K
New
$39.69 - $51.24 $3.82M - $4.93M
96.2K $4.93B
EFV
Msci Eafe Value ETF

ETFs
51.2K
+ 157.73%
$52.4 - $64.65 $2.68M - $3.31M
83.7K $5.31B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
43.9K
+ 57.21%
$43.53 - $54.46 $1.91M - $2.39M
121K $6.57B
PVAL
Putnam ETF Tr Putnam Focused L
45.8K
+ 37.7%
$33.6 - $40.23 $1.54M - $1.84M
167K $6.74B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.43K
+ 9.4%
$82.32 - $112.47 $529K - $723K
74.8K $8.41B
UYLD
Angel Oak Fds Tr Ultrashort In
35.2K
+ 525.23%
N/A
41.9K $2.14B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
19.7K
+ 18.48%
$50.39 - $60.05 $992K - $1.18M
126K $7.58B
AUSF
Global X Fds Adaptive U S Fact

ETFs
29.1K
+ 50.68%
$39.16 - $44.7 $1.14M - $1.3M
86.6K $3.87B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
6.35K
+ 9.61%
$91.62 - $109.97 $581K - $698K
72.4K $7.96B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
849
+ 2.19%
$113.67 - $150.4 $96.5K - $128K
39.5K $5.95B
XFIV
Bondbloxx ETF Tr 5 Yr Target D
19.2K
New
N/A
19.2K $947M
Ea Series Trust
7.8K
+ 98.61%
N/A
15.7K $1.77B
CSHI
Shp ETF Tr Neos Enhanced Incom
17.7K
New
N/A
17.7K $881M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
16.8K
New
$45.11 - $52.34 $759K - $880K
16.8K $880M
ICSH
Blackrock Ultra Short Term Bon

ETFs
16.8K
+ 76.33%
$50.48 - $50.71 $846K - $850K
38.7K $1.96B
SHV
Ishares Tr

ETFs
6.42K
+ 3.13%
$110.06 - $110.46 $707K - $709K
212K $23.4B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
966
+ 17.22%
$179.95 - $278.88 $174K - $269K
6.58K $1.83B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
13.1K
+ 26.88%
$32.61 - $38.62 $428K - $507K
62K $2.36B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
11.3K
+ 40.07%
N/A
39.6K $2B
Fidelity Covington Trust
1.35K
+ 0.89%
N/A
153K $5.26B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.3K
+ 26.68%
$45.12 - $46.23 $508K - $521K
53.5K $2.47B
Blackrock ETF Trust Ii
9.12K
+ 15.51%
N/A
67.9K $3.59B
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
26.8K
New
$17.61 - $21.46 $471K - $574K
26.8K $474M
CARY
Angel Oak Fds Tr Income Etf(De
22.2K
+ 56.64%
N/A
61.5K $1.28B
VTV
Vanguard Value ETF

ETFs
2.57K
New
$153.67 - $176.74 $395K - $454K
2.57K $454M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.09K
+ 137.98%
$83.97 - $92.85 $428K - $473K
8.78K $775M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.07K
+ 17.21%
$82.96 - $110.1 $172K - $228K
14.1K $1.55B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
5.4K
New
$66.87 - $79.47 $361K - $429K
5.4K $429M
Pgim ETF Tr
8.23K
New
N/A
8.23K $424M
MSFT
Microsoft Corp

Technology
275
+ 11.7%
$354.56 - $497.45 $97.5K - $137K
2.63K $1.31B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.5K
+ 24.26%
$50.52 - $50.92 $379K - $382K
38.4K $1.96B
XSVN
Bondbloxx ETF Tr 7 Yr Target D
7.67K
New
N/A
7.67K $367M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.2K
New
$70.44 - $86.87 $296K - $365K
4.2K $365M
CTA
Simplify Exch Traded Fds Simpl

ETFs
13.6K
New
$26.61 - $29.9 $361K - $406K
13.6K $363M
AVEM
American Centy ETF Tr Avantis

ETFs
4.83K
New
$53.08 - $68.54 $257K - $331K
4.83K $331M
NFLX
Netflix Inc

Communication Services
9
+ 1.19%
$855.86 - $1339.13 $7.7K - $12.1K
763 $1.02B
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.19K
+ 92.39%
$78.98 - $90.1 $252K - $288K
6.65K $599M
VIG
Vanguard Dividend Appreciation

ETFs
1.43K
+ 117.48%
N/A
2.64K $540M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.47K
New
$32.66 - $40.75 $244K - $304K
7.47K $302M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.65K
+ 2.67%
$81.46 - $94.63 $134K - $156K
63.4K $6B
RSEE
Collaborative Invt Ser Tr Rare
9.69K
New
N/A
9.69K $293M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
5.39K
+ 36.17%
$37.51 - $45.52 $202K - $245K
20.3K $919M
MINO
Pimco ETF Tr Municipal Income

ETFs
6.53K
+ 26.5%
$43.42 - $45.15 $283K - $295K
31.2K $1.38B
GLDM
World Gold Trust

ETFs
4.15K
New
$58.96 - $67.97 $244K - $282K
4.15K $272M
SPY
Spdr S&P 500 ETF Trust

ETFs
163
+ 5.74%
$496.48 - $617.85 $80.9K - $101K
3K $1.85B
V
Visa Inc.

Financial Services
706
New
$308.27 - $373.31 $218K - $264K
706 $251M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.36K
New
$97.29 - $105.63 $230K - $249K
2.36K $240M
Calamos ETF Tr
9.23K
New
N/A
9.23K $238M
Activity Summary
Buys All Purchases 77 New Holdings 25 Increased Positions 52 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Able Wealth Management LLC Portfolio

Follow Able Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Able Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Able Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email