Able Wealth Management LLC has filed its 13F form on February 20, 2024 for Q4 2023 where it was disclosed a total value porftolio of $110 Billion distributed in 611 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $19.4B, Ishares Msci Acwi ETF with a value of $6.39B, Ishares Core S&P 500 ETF with a value of $5.33B, Ishares Msci Usa Min Vol Facto with a value of $5.33B, and Ishares Core S&P U.S. Value Et with a value of $4.7B.
Examining the 13F form we can see an increase of $110B in the current position value.
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.
Portfolio value
$110 Billion
ETFs: $91.5 Billion
Technology: $3.91 Billion
Financial Services: $3.08 Billion
Healthcare: $2.65 Billion
Communication Services: $1.43 Billion
Utilities: $1.09 Billion
Consumer Cyclical: $755 Million
Consumer Defensive: $626 Million
Other: $767 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions