Able Wealth Management LLC Portfolio Holdings

Able Wealth Management LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $20.6B, Ishares Msci Acwi ETF with a value of $7.72B, Ishares Core S&P 500 ETF with a value of $6.43B, Ishares Msci Usa Min Vol Facto with a value of $6.24B, and Ishares Core S&P U.S. Value Et with a value of $5.63B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $121B to 132B. Also it can be appreciated an additional of 11 stocks purchases and 5 closed positions.

Able Wealth Management LLC is based out at Lakewood, NJ

Below you can find more details about Able Wealth Management LLC portfolio as well as his latest detailed transactions.