AW

Able Wealth Management LLC

13F
Able Wealth Management LLC
Last update 2025-04-28 97 Stocks (10 new)
Value $169.00 Mil Turnover 16 %
Countries:
Top Holdings: SHV(13.37%)ACWI(4.35%)EQWL(4.02%)USMV(3.89%)IVV(3.79%)
Summary Stock Picks Current Portfolio
Able Wealth Management LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SHV
iShares Short Treasury Bond ETF
205,206
22,667.0
+0.87%
13.370
+0.12%
0.110
+1.01%
+2.30%
20,786.6
 
ACWI
iShares MSCI ACWI Index Fund
63,403
7,379.4
+0.18%
4.350
+0.01%
0.040
+17.03%
+12.99%
22,790.4
 
EQWL
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
66,038
6,807.8
+9.16%
4.020
+0.34%
0.590
+14.89%
+10.73%
1,556.4
 
USMV
iShares MSCI USA Min Vol Factor ETF
70,311
6,585.3
+1.47%
3.890
+0.06%
0.030
+4.19%
+6.41%
23,803.7
 
IVV
iShares Core S&P 500 ETF
11,419
6,416.1
+0.52%
3.790
+0.02%
0.000
+18.69%
+8.78%
641,272.0
 
SPMO
Invesco S&P 500 Momentum ETF
68,370
6,326.3
+31.36%
3.730
+0.89%
0.120
+26.12%
+20.61%
10,493.8
 
JQUA
JPMorgan U.S. Quality Factor ETF
106,498
6,013.9
+11.91%
3.550
+0.38%
0.110
+12.75%
+7.06%
6,678.2
 
IUSV
ISHARES TRUST
61,741
5,698.1
+0.13%
3.360
0%
0.030
+12.19%
+5.63%
21,384.7
 
IUSG
ISHARES TRUST
38,698
4,917.7
-0.28%
2.900
-0.01%
0.030
+24.77%
+11.06%
23,929.6
 
FELC
Fidelity Enhanced Large Cap Core ETF
Fidelity Enhanced Large Cap Core ETF
151,252
4,717.6
-1.69%
2.780
-0.06%
0.100
+17.85%
+7.00%
4,713.8
 

Able Wealth Management LLC's Historical Top Holdings Breakdowns

Able Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BYON
Beyond Inc
2025-03-31
New Buy
New Buy
+2.31%
●
4.83 ($6.67) 9.68
$11.62
74.14%
New holding
674,673
674,673
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+1.13%
●
468.34 ($508.07) 539.52
$563.02
10.82%
Add 6260.74%
37,910
37,314
PVAL
Putnam Focused Large Cap Value ETF
2025-03-31
Add
Add
+0.95%
●
36.8 ($38.31) 39.59
$41.36
7.96%
Add 53.48%
121,610
42,377
SPMO
Invesco S&P 500 Momentum ETF
2025-03-31
Add
Add
+0.89%
●
91.76 ($97.86) 103.26
$114.15
16.65%
Add 31.36%
68,370
16,323
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
2025-03-31
New Buy
New Buy
+0.84%
●
50.18 ($50.26) 50.35
$50.29
0.06%
New holding
28,297
28,297
BINC
iShares Flexible Income Active ETF
2025-03-31
Add
Add
+0.83%
●
51.89 ($52.37) 52.82
$52.73
0.70%
Add 83.23%
58,758
26,690
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
2025-03-31
Add
Add
+0.67%
●
48.08 ($51.4) 53.73
$55.82
8.60%
Add 43.5%
76,745
23,265
IDMO
Invesco S&P International Developed Momentum ETF
Invesco S&P International Developed Momentum ETF
2025-03-31
Sold Out
Sold Out
-0.67%
●
40.34 ($43.36) 45.45
$51.91
19.73%
Sold Out
0
-25,144
EFV
iShares MSCI EAFE Value ETF
2025-03-31
Add
Add
+0.58%
●
51.88 ($56.57) 60.73
$65.80
16.32%
Add 103.73%
32,464
16,529
BOXX
Alpha Architect 1-3 Month Box ETF
2025-03-31
New Buy
New Buy
+0.52%
●
110.33 ($110.94) 111.49
$112.94
1.80%
New holding
7,909
7,909

Able Wealth Management LLC Total Holding History ($B)

To

Able Wealth Management LLC's Asset Allocation

To

Able Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Able Wealth Management LLC's Hypothetical Growth since 2025-03-31

Able Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Able Wealth Management LLC's Holdings Heat Map

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Able Wealth Management LLC's Holdings Bubble Chart

Able Wealth Management LLC News

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