Able Wealth Management LLC Portfolio Holdings

Able Wealth Management LLC

  • $110 Billion
  • Q4 2023

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$151B
$45.3 Million 0.04% of portfolio
100
Q4 2023 New
$0
$42.6 Million 0.04% of portfolio
453
Q4 2023 New
$0
$39.2 Million 0.04% of portfolio
270
Q4 2023 New
$18.8B
$47.6 Million 0.04% of portfolio
684
Q4 2023 New
$0
$49.4 Million 0.04% of portfolio
977
Q4 2023 New
$172B
$27.7 Million 0.03% of portfolio
82
Q4 2023 New
$91.6B
$29.7 Million 0.03% of portfolio
737
Q4 2023 New
$0
$27.8 Million 0.03% of portfolio
177
Q4 2023 New
$0
$27.6 Million 0.03% of portfolio
446
Q4 2023 New
$0
$34.2 Million 0.03% of portfolio
1,014
Q4 2023 New
$46.5B
$37.5 Million 0.03% of portfolio
629
Q4 2023 New
$38.6B
$32.4 Million 0.03% of portfolio
564
Q4 2023 New
$309B
$32.2 Million 0.03% of portfolio
65
Q4 2023 New
$42.2B
$32 Million 0.03% of portfolio
2,625
Q4 2023 New
$339B
$33 Million 0.03% of portfolio
213
Q4 2023 New
$0
$30.2 Million 0.03% of portfolio
811
Q4 2023 New
$0
$35 Million 0.03% of portfolio
4,474
Q4 2023 New
$0
$28.6 Million 0.03% of portfolio
1,119
Q4 2023 New
$14.1B
$29.7 Million 0.03% of portfolio
2,738
Q4 2023 New
$0
$32.2 Million 0.03% of portfolio
570
Q4 2023 New
$0
$33 Million 0.03% of portfolio
796
Q4 2023 New
$0
$33.8 Million 0.03% of portfolio
1,484
Q4 2023 New
$0
$29.2 Million 0.03% of portfolio
998
Q4 2023 New
$1.47B
$33.8 Million 0.03% of portfolio
2,700
Q4 2023 New
$57.8B
$32 Million 0.03% of portfolio
615
Q4 2023 New
$0
$29.1 Million 0.03% of portfolio
885
Q4 2023 New
$0
$30.4 Million 0.03% of portfolio
403
Q4 2023 New
$0
$32.4 Million 0.03% of portfolio
3,185
Q4 2023 New
$4.12B
$23.3 Million 0.02% of portfolio
1,159
Q4 2023 New
$0
$18.9 Million 0.02% of portfolio
728
Q4 2023 New
$137B
$16.8 Million 0.02% of portfolio
56
Q4 2023 New
$0
$20.7 Million 0.02% of portfolio
844
Q4 2023 New
$6.55B
$18.9 Million 0.02% of portfolio
925
Q4 2023 New
$119B
$22.4 Million 0.02% of portfolio
272
Q4 2023 New
$35.2B
$18.1 Million 0.02% of portfolio
234
Q4 2023 New
$0
$25.2 Million 0.02% of portfolio
735
Q4 2023 New
$399B
$19.3 Million 0.02% of portfolio
29
Q4 2023 New
$167B
$17.6 Million 0.02% of portfolio
40
Q4 2023 New
$0
$22.8 Million 0.02% of portfolio
247
Q4 2023 New
$242B
$27 Million 0.02% of portfolio
400
Q4 2023 New
$0
$16.9 Million 0.02% of portfolio
201
Q4 2023 New
$179B
$17.2 Million 0.02% of portfolio
27
Q4 2023 New
$240B
$22.1 Million 0.02% of portfolio
37
Q4 2023 New
$5.71B
$20.4 Million 0.02% of portfolio
572
Q4 2023 New
$0
$19.6 Million 0.02% of portfolio
429
Q4 2023 New
$0
$22.6 Million 0.02% of portfolio
118
Q4 2023 New
$0
$18.1 Million 0.02% of portfolio
117
Q4 2023 New
$0
$25.8 Million 0.02% of portfolio
222
Q4 2023 New
$0
$19.6 Million 0.02% of portfolio
112
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 611
  • Current Value $110 Billion
  • Filing
  • Period Q4 2023
  • Filing Date February 20, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 611 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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