Able Wealth Management LLC Portfolio Holdings by Sector
Able Wealth Management LLC
- $152 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SHV ACWI IVV EQWL USMV IUSV JQUA IUSG 69 stocks |
$127 Million
90.61% of portfolio
|
  41  
|
  28  
|
  6  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.95 Million
2.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$2.48 Million
1.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$1.3 Million
0.92% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.11 Million
0.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
PFE MRK 2 stocks |
$960,133
0.68% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$953,840
0.68% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
PEG ED 2 stocks |
$952,279
0.68% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$672,055
0.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$456,072
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$431,911
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$332,805
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$320,759
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$261,067
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|