Able Wealth Management LLC Purchases in Q4 2024

Able Wealth Management LLC

  • $152 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
37.4K
+ 232.28%
$49.03 - $53.35 $1.83M - $1.99M
53.5K $2.74B
OEF
Ishares S&P 100 ETF

ETFs
6.47K
+ 244.22%
N/A
9.12K $2.63B
SHV
Ishares Tr

ETFs
17.2K
+ 9.24%
$109.92 - $110.57 $1.89M - $1.9M
203K $22.4B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
11.5K
+ 28.36%
$89.97 - $98.59 $1.03M - $1.13M
52K $4.95B
IWY
Ishares Tr Russell 200 Growth

ETFs
5.08K
+ 383.89%
$216.72 - $244.71 $1.1M - $1.24M
6.4K $1.5B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
25K
+ 186.07%
$45.07 - $47.1 $1.13M - $1.18M
38.5K $1.74B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
24.8K
+ 106.31%
$40.97 - $42.66 $1.02M - $1.06M
48.1K $1.99B
ICSH
Blackrock Ultra Short Term Bon

ETFs
19.1K
New
$50.35 - $50.69 $961K - $967K
19.1K $962M
Blackrock ETF Trust Ii
18.6K
+ 138.02%
N/A
32.1K $1.67B
VLUE
Ishares Msci Usa Value Factor

ETFs
7.45K
New
$104.01 - $115.38 $775K - $859K
7.45K $787M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11.6K
+ 13.89%
$55.86 - $60.21 $648K - $699K
95.2K $5.45B
VTI
Vanguard Total Stock Market Et

ETFs
2.34K
+ 157.89%
$280.04 - $302.45 $655K - $708K
3.82K $1.11B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.93K
+ 55.89%
N/A
22.1K $2.05B
Grayscale Bitcoin Mini Tr Et
15.8K
New
N/A
15.8K $663M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
5.74K
+ 10.47%
$101.22 - $107.72 $580K - $618K
60.5K $6.19B
GBIL
Goldman Sachs Access Treasury

ETFs
5.68K
New
$99.85 - $100.22 $567K - $570K
5.68K $568M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.52K
+ 4.08%
$129.96 - $144.97 $198K - $221K
38.8K $5.41B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.45K
+ 39.17%
$50.37 - $50.6 $476K - $478K
33.6K $1.69B
AAPL
Apple Inc.

Technology
728
+ 6.59%
$221.69 - $259.02 $161K - $189K
11.8K $2.95B
AUSF
Global X Fds Adaptive U S Fact

ETFs
8.72K
+ 27.11%
$41.71 - $45.09 $364K - $393K
40.9K $1.72B
MINO
Pimco ETF Tr Municipal Income

ETFs
7.48K
+ 80.56%
$44.94 - $46.07 $336K - $345K
16.8K $755M
NVDA
Nvidia Corp

Technology
2.39K
New
$117.0 - $148.88 $280K - $356K
2.39K $321M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.37K
+ 40.57%
$238.25 - $261.28 $325K - $357K
4.73K $1.15B
IVV
Ishares Core S&P 500 ETF

ETFs
219
+ 1.97%
$570.51 - $610.59 $125K - $134K
11.4K $6.69B
CARY
Angel Oak Fds Tr Income Etf(De
12.5K
New
N/A
12.5K $257M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.92K
New
$87.1 - $98.49 $254K - $287K
2.92K $255M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
8.75K
+ 34.73%
$34.83 - $38.05 $305K - $333K
33.9K $1.2B
Fidelity Covington Trust
3.5K
+ 2.33%
N/A
154K $5.07B
META
Meta Platforms, Inc.

Communication Services
380
New
$554.08 - $632.68 $211K - $240K
380 $223M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
4.98K
New
$44.21 - $46.46 $220K - $231K
4.98K $221M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.32K
+ 18.99%
$50.67 - $50.9 $219K - $220K
27.1K $1.37B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.83K
New
$111.85 - $120.71 $204K - $221K
1.83K $211M
NFLX
Netflix Inc

Communication Services
4
+ 0.53%
$687.65 - $936.56 $2.75K - $3.75K
754 $672M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
4.01K
+ 18.96%
$40.59 - $43.47 $163K - $174K
25.1K $1.02B
VEA
Vanguard Ftse Developed Market

ETFs
3.16K
+ 57.11%
$47.57 - $52.44 $150K - $166K
8.7K $416M
EFV
Msci Eafe Value ETF

ETFs
3.47K
+ 27.81%
$51.78 - $57.15 $180K - $198K
15.9K $836M
GOOG
Alphabet Inc.

Communication Services
287
+ 11.71%
$163.08 - $198.16 $46.8K - $56.9K
2.74K $521M
SPY
Spdr S&P 500 ETF Trust

ETFs
118
+ 4.75%
$567.81 - $607.81 $67K - $71.7K
2.6K $1.53B
AMZN
Amazon Com Inc

Consumer Cyclical
162
+ 8.97%
$180.88 - $232.93 $29.3K - $37.7K
1.97K $432M
GOOGL
Alphabet Inc.

Communication Services
123
+ 4.41%
$161.86 - $196.66 $19.9K - $24.2K
2.91K $551M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.7K
+ 4.57%
$91.94 - $100.02 $248K - $270K
61.7K $5.71B
JPM
Jpmorgan Chase & CO

Financial Services
61
+ 4.6%
$205.18 - $250.29 $12.5K - $15.3K
1.39K $333M
AVUV
American Centy ETF Tr Avantis

ETFs
466
+ 3.81%
$94.37 - $106.41 $44K - $49.6K
12.7K $1.23B
MSFT
Microsoft Corp

Technology
156
+ 7.4%
$406.35 - $454.46 $63.4K - $70.9K
2.26K $954M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.38K
+ 25.21%
$41.17 - $43.34 $56.9K - $59.9K
6.87K $284M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.34%
$481.22 - $538.17 $962 - $1.08K
596 $305M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.95K
+ 200.02%
$22.01 - $66.82 $219K - $665K
14.9K $339M
MUB
Ishares National Muni Bond ETF

ETFs
94
+ 3.1%
$105.78 - $108.7 $9.94K - $10.2K
3.12K $333M
XLV
Select Sector Spdr Fund Health

ETFs
415
+ 11.74%
$136.28 - $154.74 $56.6K - $64.2K
3.95K $543M
Activity Summary
Buys All Purchases 61 New Holdings 10 Increased Positions 51 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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