Able Wealth Management LLC Incresed Positions in Q1 2025

Able Wealth Management LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
42.4K
+ 53.48%
$36.8 - $39.59 $1.56M - $1.68M
122K $4.63B
QQQ
Invesco Qqq Trust, Series 1

ETFs
37.3K
+ 6260.74%
$468.34 - $539.52 $17.5M - $20.1M
37.9K $1.95B
Blackrock ETF Trust Ii
26.7K
+ 83.23%
N/A
58.8K $3.08B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
16.3K
+ 31.36%
$91.76 - $103.26 $1.5M - $1.69M
68.4K $6.33B
EFV
Msci Eafe Value ETF

ETFs
16.5K
+ 103.73%
$51.88 - $60.73 $858K - $1M
32.5K $1.91B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
23.3K
+ 43.5%
$48.06 - $53.73 $1.12M - $1.25M
76.7K $3.74B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
19.5K
+ 40.6%
$41.61 - $44.72 $813K - $874K
67.7K $2.93B
AUSF
Global X Fds Adaptive U S Fact

ETFs
16.6K
+ 40.65%
$41.68 - $43.97 $693K - $731K
57.5K $2.51B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.25K
+ 37.29%
N/A
30.4K $2.67B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
5.54K
+ 9.16%
$100.56 - $108.28 $557K - $600K
66K $6.81B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11.3K
+ 11.91%
$55.41 - $60.74 $628K - $689K
106K $6.01B
CARY
Angel Oak Fds Tr Income Etf(De
26.7K
+ 214.1%
N/A
39.2K $815M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
14.9K
+ 43.97%
$34.23 - $36.9 $511K - $551K
48.9K $1.74B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
11.7K
+ 234.59%
$43.76 - $45.31 $511K - $529K
16.6K $749M
IWY
Ishares Tr Russell 200 Growth

ETFs
3.01K
+ 47.01%
$210.19 - $243.33 $632K - $732K
9.4K $1.98B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.02K
+ 1.47%
$87.68 - $94.52 $89.3K - $96.2K
70.3K $6.59B
MINO
Pimco ETF Tr Municipal Income

ETFs
7.87K
+ 46.94%
$44.44 - $45.83 $350K - $361K
24.6K $1.1B
HD
Home Depot, Inc.

Consumer Cyclical
788
+ 117.44%
$347.25 - $424.87 $274K - $335K
1.46K $535M
SHV
Ishares Tr

ETFs
1.78K
+ 0.87%
$110.11 - $110.51 $196K - $196K
205K $22.7B
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.8K
+ 35.28%
$48.34 - $49.66 $232K - $238K
18.4K $895M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.77K
+ 100.0%
$62.43 - $84.12 $236K - $317K
7.55K $492M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.71K
+ 9.63%
$44.72 - $46.25 $166K - $171K
42.2K $1.94B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.86K
+ 14.26%
$50.72 - $50.92 $196K - $196K
30.9K $1.57B
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.88K
+ 15.09%
$50.44 - $50.7 $145K - $146K
22K $1.11B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.22K
+ 17.48%
$39.65 - $43.35 $87.9K - $96.2K
14.9K $627M
DFIV
Dimensional ETF Tr

ETFs
635
+ 3.77%
$35.33 - $40.77 $22.4K - $25.9K
17.5K $689M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
993
+ 9.26%
$92.03 - $93.95 $91.4K - $93.3K
11.7K $1.08B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.79K
+ 8.94%
$120.29 - $134.6 $216K - $241K
21.8K $2.67B
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
4.05K
+ 21.93%
$19.43 - $19.9 $78.8K - $80.7K
22.5K $443M
TLT
Ishares Barclays 20+ Year Trea

ETFs
775
+ 26.58%
$85.29 - $92.57 $66.1K - $71.7K
3.69K $336M
SPY
Spdr S&P 500 ETF Trust

ETFs
236
+ 9.07%
$551.42 - $612.93 $130K - $145K
2.84K $1.59B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
876
+ 18.51%
$211.47 - $267.17 $185K - $234K
5.61K $1.19B
MUB
Ishares National Muni Bond ETF

ETFs
383
+ 12.26%
$104.71 - $107.69 $40.1K - $41.2K
3.51K $370M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
1.01K
+ 5.87%
$55.12 - $62.6 $55.5K - $63K
18.2K $1.02B
VIG
Vanguard Dividend Appreciation

ETFs
60
+ 5.2%
N/A
1.21K $235M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.14%
$225.19 - $279.95 $450 - $560
1.39K $341M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
119
+ 6.51%
$108.02 - $120.45 $12.9K - $14.3K
1.95K $214M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
78
+ 0.13%
$90.0 - $96.32 $7.02K - $7.51K
61.7K $5.7B
PEG
Public Service Enterprise Group Inc

Utilities
12
+ 0.16%
$78.2 - $90.39 $938 - $1.08K
7.43K $612M
OEF
Ishares S&P 100 ETF

ETFs
511
+ 5.61%
N/A
9.63K $2.61B
AMZN
Amazon Com Inc

Consumer Cyclical
80
+ 4.06%
$190.26 - $242.06 $15.2K - $19.4K
2.05K $390M
AVUV
American Centy ETF Tr Avantis

ETFs
803
+ 6.32%
$84.95 - $100.62 $68.2K - $80.8K
13.5K $1.18B
ACWI
Ishares Msci Acwi ETF

ETFs
117
+ 0.18%
$115.16 - $124.13 $13.5K - $14.5K
63.4K $7.38B
MSFT
Microsoft Corp

Technology
87
+ 3.84%
$375.39 - $447.2 $32.7K - $38.9K
2.35K $882M
GOOG
Alphabet Inc.

Communication Services
41
+ 1.5%
$156.06 - $207.71 $6.4K - $8.52K
2.78K $434M
IVV
Ishares Core S&P 500 ETF

ETFs
59
+ 0.52%
$554.06 - $615.85 $32.7K - $36.3K
11.4K $6.42B
AAPL
Apple Inc.

Technology
152
+ 1.29%
$209.68 - $247.1 $31.9K - $37.6K
11.9K $2.65B
Activity Summary
Buys All Purchases 58 New Holdings 10 Increased Positions 48 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 1 Puts 1
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