Able Wealth Management LLC Portfolio Holdings by Sector
Able Wealth Management LLC
- $132 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SHV ACWI IVV USMV IUSV EQWL IUSG JQUA 64 stocks |
$111 Million
90.74% of portfolio
|
  28  
|
  34  
|
  4  
|
  4  
|
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.58 Million
2.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$2.33 Million
1.9% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
PFE MRK 2 stocks |
$1.04 Million
0.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
PEG ED 2 stocks |
$1.04 Million
0.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$907,036
0.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$872,355
0.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$539,163
0.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$531,952
0.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$419,871
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$336,698
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$279,865
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$275,187
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Department Stores | Consumer Cyclical
M 1 stocks |
$203,201
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|