Able Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Able Wealth Management LLC | Institutional Filer | ▲ 18.33% | $374.0M | 138 |
Current Portfolio Holdings
Showing all 138 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | — | 384K | $42.4M | 11.34% |
| 2 | IVV | ISHARES TR | — | 34K | $22.2M | 5.94% |
| 3 | DYNF | BLACKROCK ETF TRUST | — | 314K | $18.3M | 4.89% |
| 4 | PVAL | PUTNAM ETF TRUST | — | 352K | $16.3M | 4.37% |
| 5 | JQUA | J P MORGAN EXCHANGE TRADED F | — | 227K | $13.9M | 3.73% |
| 6 | EFV | ISHARES TR | — | 179K | $13.3M | 3.56% |
| 7 | SPYG | SPDR SERIES TRUST | — | 131K | $12.9M | 3.44% |
| 8 | SPMO | INVESCO EXCH TRADED FD TR II | — | 87K | $9.8M | 2.61% |
| 9 | BOXX | EA SERIES TRUST | — | 78K | $9.0M | 2.41% |
| 10 | ACWI | ISHARES TR | — | 65K | $9.0M | 2.41% |
| 11 | CSHI | NEOS ETF TRUST | — | 179K | $8.9M | 2.39% |
| 12 | UYLD | ANGEL OAK FUNDS TRUST | — | 159K | $8.1M | 2.17% |
| 13 | USMV | ISHARES TR | — | 82K | $7.6M | 2.02% |
| 14 | CORO | BLACKROCK ETF TRUST | — | 225K | $7.2M | 1.94% |
| 15 | EQWL | INVESCO EXCHANGE TRADED FD T | — | 62K | $7.1M | 1.91% |
Showing 1 to 15 of 138 holdings