Able Wealth Management LLC
Q4 2024 13F Holdings
- Locationtoms river, NJ
- Num holdings
96
- Value ($000)
$152,066
- Date Filed02/03/2025
- Form type13F-HR
- CIK0002011908
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $22.40M | 15 % | 203,430 | ||
ACWI ISHARES TR | MSCI ACWI ETF | 464288257 | $7.44M | 5 % | 63,286 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $6.69M | 4 % | 11,360 | ||
EQWL INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | $6.19M | 4 % | 60,497 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $6.15M | 4 % | 69,293 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $5.71M | 4 % | 61,663 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $5.45M | 4 % | 95,160 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $5.41M | 4 % | 38,806 | ||
FELC FIDELITY COVINGTON TRUST | ENHANCED LARGE | 316092113 | $5.07M | 3 % | 153,853 | ||
SPMO INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $4.95M | 3 % | 52,047 |
Rows Per Page
1 - 10 of 9610
- 10
- 50
- 100