Able Wealth Management LLC Sells in Q2 2025

Able Wealth Management LLC

  • $198 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
-8.28K
- 86.04%
N/A
1.34K $409M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-37.3K
- 98.29%
$416.06 - $551.64 $15.5M - $20.6M
649 $358M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-15.8K
- 52.05%
N/A
14.6K $1.37B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-25.7K
- 38.03%
$38.18 - $45.52 $982K - $1.17M
41.9K $1.83B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.54K
- 34.52%
$320.42 - $424.58 $1.14M - $1.5M
6.72K $2.85B
IWY
Ishares Tr Russell 200 Growth

ETFs
-4.44K
- 47.21%
$187.5 - $246.51 $833K - $1.09M
4.96K $1.22B
AVUV
American Centy ETF Tr Avantis

ETFs
-8.12K
- 60.13%
$75.17 - $91.21 $611K - $741K
5.39K $491M
TFLO
Ishares Treasury Floating Rate

ETFs
-11.1K
- 47.94%
$50.47 - $50.66 $562K - $564K
12.1K $613M
HD
Home Depot, Inc.

Consumer Cyclical
-646
- 44.28%
$335.24 - $380.78 $217K - $246K
813 $298M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-4.31K
- 23.44%
$46.79 - $48.56 $202K - $209K
14.1K $679M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.77K
- 50.0%
$60.61 - $87.72 $229K - $331K
3.77K $320M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-3.71K
- 22.3%
$43.65 - $45.44 $162K - $169K
12.9K $588M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.58K
- 2.39%
$24.14 - $25.43 $38K - $40.1K
64.5K $1.6B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-704
- 18.28%
$82.21 - $83.12 $57.9K - $58.5K
3.15K $261M
VTI
Vanguard Total Stock Market Et

ETFs
-447
- 15.26%
$243.75 - $303.93 $109K - $136K
2.48K $755M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-2.37K
- 13.06%
$50.29 - $64.29 $119K - $152K
15.8K $1.01B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-147
- 8.88%
$456.74 - $568.03 $67.1K - $83.5K
1.51K $857M
PM
Philip Morris International Inc.

Consumer Defensive
-34
- 2.67%
$149.23 - $184.95 $5.07K - $6.29K
1.24K $225M
IBM
International Business Machines Corp

Technology
-58
- 6.52%
$221.03 - $294.78 $12.8K - $17.1K
832 $245M
IXN
Ishares Global Information Tec

ETFs
-2.29K
- 16.07%
$65.81 - $92.34 $151K - $212K
12K $1.11B
VEA
Vanguard Ftse Developed Market

ETFs
-349
- 4.73%
$45.65 - $57.01 $15.9K - $19.9K
7.03K $401M
NVDA
Nvidia Corp

Technology
-12
- 0.53%
$94.31 - $157.99 $1.13K - $1.9K
2.27K $359M
ACWI
Ishares Msci Acwi ETF

ETFs
-2.52K
- 3.97%
$103.59 - $128.6 $261K - $324K
60.9K $7.83B
IVV
Ishares Core S&P 500 ETF

ETFs
-36
- 0.32%
$498.8 - $620.9 $18K - $22.4K
11.4K $7.07B
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