Able Wealth Management LLC Portfolio Holdings by Sector
Able Wealth Management LLC
- $169 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SHV ACWI EQWL USMV IVV SPMO JQUA IUSV 66 stocks |
$136 Million
88.72% of portfolio
|
42
|
21
|
4
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
OSTK AMZN 2 stocks |
$4.3 Million
2.81% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL AAPL AAPL 3 stocks |
$3.45 Million
2.26% of portfolio
|
3
|
- |
2
|
- |
1
Calls
1
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$2.59 Million
1.69% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$1.08 Million
0.71% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG ED 2 stocks |
$1.01 Million
0.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$882,088
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$805,142
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$703,128
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$534,636
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$524,919
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$347,936
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$341,003
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$247,431
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$221,246
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$201,905
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|