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Able Wealth Management

Latest statistics and disclosures from Able Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002011908

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Portfolio Holdings for Able Wealth Management

Able Wealth Management holds 611 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Able Wealth Management has 611 total positions. Only the first 250 positions are shown.

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Download the Able Wealth Management December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
iShares Short Treasury Bond ETF Etf (SHV)	17.6	$19M	176k	110.13	View chart
iShares MSCI ACWI ETF Etf (ACWI)	5.8	$6.4M	63k	101.77	View chart
iShares Core S&P 500 ETF Etf (IVV)	4.8	$5.3M	11k	477.63	View chart
iShares Edge MSCI Min Vol USA ETF Etf (USMV)	4.8	$5.3M	68k	78.03	View chart
iShares Core S&P U.S. Value ETF Etf (IUSV)	4.3	$4.7M	56k	84.33	View chart
Fidelity Enhanced Large Cap Core Etf Stock (FELC)	3.8	$4.2M	159k	26.58	View chart
iShares Core S&P U.S. Growth ETF Etf (IUSG)	3.4	$3.8M	36k	104.10	View chart
JPMorgan U.S. Quality Factor ETF Etf (JQUA)	2.7	$3.0M	63k	47.86	View chart
Invesco S&P 100 Equal Weight ETF Etf (EQWL)	2.7	$2.9M	33k	87.56	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	2.2	$2.4M	8.1k	303.18	View chart
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)	2.1	$2.3M	22k	105.23	View chart
Apple Stock (AAPL)	1.9	$2.1M	11k	192.52	View chart
iShares S&P 500 Value ETF Etf (IVE)	1.8	$2.0M	12k	173.89	View chart
Mastercard Incorporated Stock (MA)	1.8	$2.0M	4.7k	426.53	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	1.5	$1.7M	33k	51.99	View chart
Invesco Russell 1000 Dynamic Multifactor ETF Etf (OMFL)	1.3	$1.5M	29k	51.41	View chart
JPMorgan Ultra-Short Municipal Income ETF Etf (JMST)	1.2	$1.4M	27k	50.74	View chart
Dimensional Etf Trust Internatnal Val Stock (DFIV)	1.1	$1.2M	36k	34.36	View chart
JPMorgan U.S. Momentum Factor ETF Etf (JMOM)	1.1	$1.2M	26k	45.71	View chart
SPDR S&P 500 ETF Trust Etf (SPY)	1.1	$1.2M	2.4k	475.22	View chart
iShares Global Tech ETF Etf (IXN)	1.0	$1.2M	17k	68.18	View chart
JPMorgan Ultra-Short Income ETF Etf (JPST)	1.0	$1.1M	22k	50.23	View chart
iShares S&P 500 Growth ETF Etf (IVW)	1.0	$1.1M	14k	75.10	View chart
Avantis U.S. Small Cap Value ETF Etf (AVUV)	0.9	$1.0M	12k	89.80	View chart
Pfizer Stock (PFE)	0.8	$929k	32k	28.79	View chart
Microsoft Corporation Stock (MSFT)	0.8	$862k	2.3k	376.08	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.8	$828k	1.9k	436.88	View chart
iShares Select Dividend ETF Etf (DVY)	0.7	$796k	6.8k	117.22	View chart
iShares Interest Rate Hedged Corporate Bond ETF Etf (LQDH)	0.7	$786k	8.4k	93.08	View chart
iShares MSCI EAFE Growth ETF Etf (EFG)	0.7	$722k	7.5k	96.85	View chart
Health Care Select Sector SPDR Fund Etf (XLV)	0.6	$677k	5.0k	136.39	View chart
iShares National Muni Bond ETF Etf (MUB)	0.6	$630k	5.8k	108.41	View chart
iShares Treasury Floating Rate Bond ETF Etf (TFLO)	0.6	$628k	12k	50.47	View chart
SPDR Euro Stoxx 50 ETF Etf (FEZ)	0.6	$623k	13k	47.81	View chart
WisdomTree Emerging Markets High Dividend Fund Etf (DEM)	0.5	$570k	14k	40.68	View chart
Zoetis Stock (ZTS)	0.5	$552k	2.8k	197.34	View chart
Fidelity MSCI Energy Index ETF Etf (FENY)	0.5	$550k	24k	23.04	View chart
Avantis International Small Cap Value ETF Etf (AVDV)	0.5	$538k	8.6k	62.49	View chart
iShares 0-5 Year TIPS Bond ETF Etf (STIP)	0.5	$521k	5.3k	98.58	View chart
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Etf (BIL)	0.5	$499k	5.5k	91.39	View chart
iShares Short-Term Corporate Bond ETF Etf (IGSB)	0.4	$495k	9.6k	51.27	View chart
Public Service Enterprise Group Incorporated Stock (PEG)	0.4	$476k	7.8k	61.15	View chart
WisdomTree Japan Hedged Equity Fund Etf (DXJ)	0.4	$468k	5.3k	87.98	View chart
iShares U.S. Infrastructure ETF Etf (IFRA)	0.4	$445k	11k	40.27	View chart
SPDR Portfolio S&P 1500 Composite Stock Market ETF Etf (SPTM)	0.4	$405k	6.9k	58.45	View chart
Janus Detroit Str Tr Hendrson Aaa Cl Stock (JAAA)	0.4	$393k	7.8k	50.30	View chart
iShares Short-Term National Muni Bond ETF Etf (SUB)	0.3	$385k	3.7k	105.42	View chart
Vanguard FTSE Developed Markets Index Fund ETF Shares Etf (VEA)	0.3	$380k	7.9k	47.90	View chart
iShares 1-3 Year Treasury Bond ETF Etf (SHY)	0.3	$378k	4.6k	82.04	View chart
Alphabet Stock (GOOGL)	0.3	$371k	2.7k	139.69	View chart
Netflix Stock (NFLX)	0.3	$368k	755.00	486.88	View chart
Alphabet Stock (GOOG)	0.3	$334k	2.4k	140.93	View chart
Consolidated Edison Stock (ED)	0.3	$330k	3.6k	90.96	View chart
iShares Edge MSCI USA Value Factor ETF Etf (VLUE)	0.3	$324k	3.2k	101.17	View chart
iShares Core High Dividend ETF Etf (HDV)	0.3	$293k	2.9k	101.99	View chart
Schwab U.S. Broad Market ETF Etf (SCHB)	0.3	$290k	5.2k	55.67	View chart
Janus Henderson Mortgage-Backed Securities ETF Etf (JMBS)	0.3	$287k	6.2k	45.94	View chart
Vanguard Total International Bond Index Fund ETF Shares Etf (BNDX)	0.3	$280k	5.7k	49.36	View chart
Home Depot Stock (HD)	0.3	$278k	802.00	346.75	View chart
Vanguard Total Stock Market Index Fund ETF Shares Etf (VTI)	0.3	$277k	1.2k	237.15	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	0.2	$269k	2.8k	96.38	View chart
iShares Core MSCI Total International Stock ETF Etf (IXUS)	0.2	$268k	4.1k	64.92	View chart
JP Morgan Chase & Co. Stock (JPM)	0.2	$268k	1.6k	170.14	View chart
iShares Core Total USD Bond Market ETF Etf (IUSB)	0.2	$265k	5.8k	46.07	View chart
iShares S&P 100 ETF Etf (OEF)	0.2	$265k	1.2k	223.39	View chart
Invesco QQQ Trust Etf (QQQ)	0.2	$262k	640.00	409.38	View chart
SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)	0.2	$253k	3.9k	65.05	View chart
Amazon.com Stock (AMZN)	0.2	$251k	1.7k	151.94	View chart
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF Etf (FLRN)	0.2	$234k	7.7k	30.59	View chart
Hershey Company Stock (HSY)	0.2	$224k	1.2k	186.44	View chart
Fidelity MSCI Information Technology Index ETF Etf (FTEC)	0.2	$215k	1.5k	143.63	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.2	$214k	3.0k	70.36	View chart
Merck & Co Stock (MRK)	0.2	$212k	1.9k	109.00	View chart
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)	0.2	$208k	1.4k	147.18	View chart
DFA Dimensional Core Fixed Income ETF Etf (DFCF)	0.2	$198k	4.7k	42.40	View chart
Grayscale Bitcoin Trust Stock (GBTC)	0.2	$194k	5.6k	34.62	View chart
Vanguard Dividend Appreciation Index Fund ETF Shares Etf (VIG)	0.2	$184k	1.1k	170.40	View chart
iShares J.P. Morgan USD Emerging Markets Bond ETF Etf (EMB)	0.2	$182k	2.0k	89.08	View chart
Boeing Company Stock (BA)	0.2	$179k	686.00	260.63	View chart
iShares MSCI EAFE Value ETF Etf (EFV)	0.2	$169k	3.2k	52.09	View chart
Align Technology Stock (ALGN)	0.1	$164k	600.00	274.00	View chart
Advanced Micro Devices Stock (AMD)	0.1	$163k	1.1k	147.41	View chart
Procter & Gamble Company Stock (PG)	0.1	$154k	1.1k	146.50	View chart
IQ Hedge Multi-Strategy Tracker ETF Etf (QAI)	0.1	$151k	5.0k	30.10	View chart
iShares ESG MSCI USA ETF Etf (ESGU)	0.1	$143k	1.4k	104.95	View chart
Schwab International Equity ETF Etf (SCHF)	0.1	$142k	3.8k	36.96	View chart
SPDR Portfolio S&P 500 ETF Etf (SPLG)	0.1	$137k	2.5k	55.89	View chart
Visa Stock (V)	0.1	$133k	509.00	260.37	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	0.1	$132k	2.6k	50.58	View chart
iShares Preferred and Income Securities ETF Etf (PFF)	0.1	$131k	4.2k	31.19	View chart
iShares 10-20 Year Treasury Bond ETF Etf (TLH)	0.1	$131k	1.2k	108.26	View chart
Vanguard FTSE Emerging Markets Index Fund Etf (VWO)	0.1	$124k	3.0k	41.11	View chart
Invesco S&P 500 Pure Value ETF Etf (RPV)	0.1	$121k	1.5k	82.07	View chart
Accenture Stock (ACN)	0.1	$113k	322.00	350.91	View chart
First Trust Dorsey Wright Focus 5 ETF Etf (FV)	0.1	$110k	2.1k	51.54	View chart
Vanguard Value Index Fund ETF Shares Etf (VTV)	0.1	$110k	734.00	149.58	View chart
Kimberly-Clark Corporation Stock (KMB)	0.1	$109k	900.00	121.51	View chart
Blackstone Group Stock (BX)	0.1	$108k	826.00	130.88	View chart
SPDR S&P Software & Services ETF Etf (XSW)	0.1	$108k	716.00	150.24	View chart
Vanguard Information Technology Index Fund ETF Shares Etf (VGT)	0.1	$101k	208.00	484.28	View chart
Meta Platforms Stock (META)	0.1	$96k	272.00	353.96	View chart
United Health Group Stock (UNH)	0.1	$94k	179.00	527.53	View chart
Bristol-Myers Squibb Company Stock (BMY)	0.1	$90k	1.8k	51.30	View chart
Public Storage Stock (PSA)	0.1	$89k	293.00	304.86	View chart
Qualcomm Stock (QCOM)	0.1	$85k	590.00	144.66	View chart
Nuveen Short-Term REIT ETF Etf (NURE)	0.1	$81k	2.6k	30.88	View chart
iShares U.S. Treasury Bond ETF Etf (GOVT)	0.1	$80k	3.5k	23.04	View chart
Tesla Stock (TSLA)	0.1	$80k	321.00	248.48	View chart
Capital One Financial Corporation Stock (COF)	0.1	$79k	600.00	131.12	View chart
Eli Lilly and Company Stock (LLY)	0.1	$76k	129.00	585.15	View chart
First Trust US Equity Opportunities ETF Etf (FPX)	0.1	$75k	784.00	95.84	View chart
Avantis Emerging Markets Equity ETF Etf (AVEM)	0.1	$75k	1.3k	56.39	View chart
Schwab Fundamental International Small Company Index ETF Etf (FNDC)	0.1	$71k	2.0k	34.86	View chart
Vanguard Intermediate-Term Treasury Index Fund ETF Shares Etf (VGIT)	0.1	$70k	1.2k	59.32	View chart
salesforce.com Stock (CRM)	0.1	$70k	265.00	263.14	View chart
Intel Corporation Stock (INTC)	0.1	$69k	1.4k	50.27	View chart
International Business Machines Corporation Stock (IBM)	0.1	$69k	419.00	163.54	View chart
Johnson & Johnson Stock (JNJ)	0.1	$67k	430.00	156.57	View chart
Constellation Energy Corp Stock (CEG)	0.1	$66k	566.00	116.89	View chart
STAG Industrial Stock (STAG)	0.1	$63k	1.6k	39.27	View chart
Berkshire Hathaway Inc. Class B Stock (BRK.B)	0.1	$62k	173.00	356.66	View chart
iShares TIPS Bond ETF Etf (TIP)	0.1	$61k	570.00	107.50	View chart
Exelon Corporation Stock (EXC)	0.1	$61k	1.7k	35.90	View chart
ETFMG Prime Cyber Security ETF Etf	0.1	$61k	1.0k	60.43	View chart
Vanguard Mega Cap Growth Index Fund ETF Shares Etf (MGK)	0.1	$60k	230.00	259.27	View chart
First Trust International Equity Opportunities ETF Etf (FPXI)	0.1	$59k	1.4k	42.25	View chart
At&t Stock (T)	0.1	$58k	3.5k	16.78	View chart
FedEx Corporation Stock (FDX)	0.1	$56k	223.00	253.07	View chart
Vanguard Small-Cap Value Index Fund ETF Shares Etf (VBR)	0.1	$55k	307.00	179.90	View chart
iShares Core Dividend Growth ETF Etf (DGRO)	0.0	$55k	1.0k	53.82	View chart
DFA Dimensional Emerging Core Equity Market ETF Stock (DFAE)	0.0	$54k	2.3k	24.11	View chart
iShares 20 Year Treasury Bond ETF Etf (TLT)	0.0	$54k	548.00	98.91	View chart
Walt Disney Company Stock (DIS)	0.0	$54k	595.00	90.30	View chart
Cambria Global Asset Allocation ETF Etf (GAA)	0.0	$52k	1.9k	27.88	View chart
Vanguard Extended Duration Treasury Index Fund ETF Shares Etf (EDV)	0.0	$51k	634.00	81.09	View chart
Schwab U.S. Large-Cap Growth ETF Etf (SCHG)	0.0	$50k	604.00	82.99	View chart
iShares Short Maturity Bond ETF Etf (NEAR)	0.0	$49k	977.00	50.52	View chart
NextEra Energy Stock (NEE)	0.0	$49k	807.00	60.72	View chart
Vanguard Mid-Cap Value Index Fund ETF Shares Etf (VOE)	0.0	$49k	338.00	144.81	View chart
Loews Corporation Stock (L)	0.0	$48k	684.00	69.59	View chart
Verizon Communications Stock (VZ)	0.0	$47k	1.2k	37.70	View chart
Bank of America Corporation Stock (BAC)	0.0	$46k	1.4k	33.68	View chart
First Trust NASDAQ Clean Edge Green Energy Index Fund Etf (QCLN)	0.0	$46k	1.1k	42.17	View chart
Lockheed Martin Corporation Stock (LMT)	0.0	$45k	100.00	453.24	View chart
Exact Sciences Corporation Stock (EXAS)	0.0	$45k	605.00	73.98	View chart
Avantis U.S. Equity ETF Etf (AVUS)	0.0	$44k	539.00	81.56	View chart
Vanguard Real Estate Index Fund ETF Shares Etf (VNQ)	0.0	$44k	496.00	88.34	View chart
Mondelez International Stock (MDLZ)	0.0	$43k	597.00	72.43	View chart
Entergy Corporation Stock (ETR)	0.0	$43k	423.00	101.07	View chart
iShares MBS ETF Etf (MBB)	0.0	$43k	453.00	94.13	View chart
Comcast Corporation Stock (CMCSA)	0.0	$43k	970.00	43.84	View chart
Vanguard Industrials Index Fund ETF Shares Etf (VIS)	0.0	$42k	191.00	220.69	View chart
SPDR NYSE Technology ETF Etf (XNTK)	0.0	$41k	252.00	164.19	View chart
SPDR SSGA US Large Cap Low Volatility Index ETF Etf (LGLV)	0.0	$39k	270.00	145.26	View chart
iShares iBoxx $ High Yield Corporate Bond ETF Etf (HYG)	0.0	$39k	502.00	77.33	View chart
Occidental Petroleum Corporation Stock (OXY)	0.0	$38k	629.00	59.67	View chart
Nuveen Real Estate Income Fund Stock (JRS)	0.0	$35k	4.5k	7.82	View chart
Schwab Fundamental International Large Company Index ETF Etf (FNDF)	0.0	$34k	1.0k	33.74	View chart
Enovix Corporation Stock (ENVX)	0.0	$34k	2.7k	12.52	View chart
Dimensional Etf Trust Dimensional Us Real Estate Etf Stock (DFAR)	0.0	$34k	1.5k	22.74	View chart
iShares Core Moderate Allocation ETF Etf (AOM)	0.0	$33k	796.00	41.50	View chart
AbbVie Stock (ABBV)	0.0	$33k	213.00	155.07	View chart
Realty Income Corporation Stock (O)	0.0	$32k	564.00	57.41	View chart
China Fund Stock (CHN)	0.0	$32k	3.2k	10.16	View chart
NVIDIA Corporation Stock (NVDA)	0.0	$32k	65.00	495.22	View chart
Schwab U.S. Large-Cap ETF Etf (SCHX)	0.0	$32k	570.00	56.42	View chart
Bank of New York Mellon Corp Stock (BK)	0.0	$32k	615.00	52.07	View chart
Ford Motor Company Stock (F)	0.0	$32k	2.6k	12.19	View chart
iShares ESG MSCI EAFE ETF Etf (ESGD)	0.0	$30k	403.00	75.46	View chart
Dimensional Etf Tr Us Marketwide Value Etf Stock (DFUV)	0.0	$30k	811.00	37.21	View chart
Walmart Stock (WMT)	0.0	$30k	190.00	157.37	View chart
Altria Group Stock (MO)	0.0	$30k	737.00	40.33	View chart
Viatris Stock (VTRS)	0.0	$30k	2.7k	10.83	View chart
Dimensional US Core Equity 2 ETF Etf (DFAC)	0.0	$29k	998.00	29.22	View chart
SPDR Portfolio Intermediate Term Corporate Bond ETF Etf (SPIB)	0.0	$29k	885.00	32.84	View chart
Dimensional Etf Tr Intl Core Equity Etf (DFIC)	0.0	$29k	1.1k	25.53	View chart
iShares Edge MSCI USA Momentum Factor ETF Etf (MTUM)	0.0	$28k	177.00	156.90	View chart
Intuitive Surgical Stock (ISRG)	0.0	$28k	82.00	337.37	View chart
Schwab Fundamental U.S. Large Company Index ETF Etf (FNDX)	0.0	$28k	446.00	61.87	View chart
AstraZeneca Stock (AZN)	0.0	$27k	400.00	67.38	View chart
Grayscale Ethereum Trust Stock (ETHE)	0.0	$27k	1.4k	19.44	View chart
Energy Select Sector SPDR Fund Etf (XLE)	0.0	$26k	314.00	83.89	View chart
iShares Russell Mid-Cap Value ETF Etf (IWS)	0.0	$26k	222.00	116.39	View chart
Pacer Global Cash Cows Dividn Etf Etf (GCOW)	0.0	$25k	735.00	34.26	View chart
Financial Select Sector SPDR Fund Etf (XLF)	0.0	$25k	668.00	37.58	View chart
Edison International Stock (EIX)	0.0	$25k	348.00	71.46	View chart
iShares Expanded Tech-Software Sector ETF Etf (IGV)	0.0	$24k	60.00	405.70	View chart
Macys Stock (M)	0.0	$23k	1.2k	20.12	View chart
ARK Innovation ETF Etf (ARKK)	0.0	$23k	442.00	52.32	View chart
DexCom Stock (DXCM)	0.0	$23k	186.00	124.09	View chart
Vanguard Financials Index Fund ETF Shares Etf (VFH)	0.0	$23k	247.00	92.30	View chart
Technology Select Sector SPDR Fund Etf (XLK)	0.0	$23k	118.00	191.81	View chart
iShares Agency Bond ETF Etf (AGZ)	0.0	$23k	208.00	108.57	View chart
Medtronic Stock (MDT)	0.0	$22k	272.00	82.38	View chart
Adobe Stock (ADBE)	0.0	$22k	37.00	596.59	View chart
Nuveen Quality Municipal Income Fund Stock (NAD)	0.0	$22k	1.9k	11.45	View chart
Nio Stock (NIO)	0.0	$22k	2.4k	9.07	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF Etf (PDBC)	0.0	$21k	1.6k	13.30	View chart
iShares ESG MSCI EM ETF Etf (ESGE)	0.0	$21k	648.00	32.04	View chart
iShares ESG Aware 1-5 Year USD Corporate Bond ETF Etf (SUSB)	0.0	$21k	844.00	24.49	View chart
Industrial Select Sector SPDR Fund Etf (XLI)	0.0	$21k	181.00	114.18	View chart
Dentsply Sirona Stock (XRAY)	0.0	$20k	572.00	35.61	View chart
SPDR SSGA U.S. Sector Rotation ETF Etf (XLSR)	0.0	$20k	429.00	45.77	View chart
iShares Russell Top 200 Growth ETF Etf (IWY)	0.0	$20k	112.00	175.04	View chart
Apartment Income Reit Corp Stock (AIRC)	0.0	$20k	563.00	34.71	View chart
SPDR S&P 600 Small Cap Value ETF Etf (SLYV)	0.0	$20k	234.00	83.38	View chart
PNC Financial Services Group Stock (PNC)	0.0	$19k	125.00	154.85	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$19k	29.00	667.21	View chart
Schwab Short-Term U.S. Treasury ETF Etf (SCHO)	0.0	$19k	399.00	48.41	View chart
Abbott Laboratories Stock (ABT)	0.0	$19k	174.00	109.81	View chart
Eaton Vance New York Municipal Bond Fund Stock (ENX)	0.0	$19k	2.0k	9.65	View chart
Cleveland Cliffs Stock (CLF)	0.0	$19k	925.00	20.42	View chart
Tidal Etf Trust Leatherback Long Short Alternative Yield Etf Stock (LBAY)	0.0	$19k	728.00	25.94	View chart
SPDR Portfolio Emerging Markets ETF Etf (SPEM)	0.0	$18k	519.00	35.44	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.0	$18k	117.00	154.76	View chart
Square Stock (SQ)	0.0	$18k	234.00	77.35	View chart
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares Etf (VTIP)	0.0	$18k	376.00	47.43	View chart
S&P Global Stock (SPGI)	0.0	$18k	40.00	440.52	View chart
FirstEnergy Corp Stock (FE)	0.0	$17k	469.00	36.66	View chart
Schwab U.S. Small-Cap ETF Etf (SCHA)	0.0	$17k	364.00	47.21	View chart
Intuit Stock (INTU)	0.0	$17k	27.00	635.59	View chart
iShares Interest Rate Hedged High Yield Bond ETF Etf (HYGH)	0.0	$17k	201.00	84.02	View chart
Stryker Corporation Stock (SYK)	0.0	$17k	56.00	299.46	View chart
Avantis International Equity ETF Etf (AVDE)	0.0	$17k	275.00	60.38	View chart
Riverpark/wedgewood Fund Retail Class Stock (RWGFX)	0.0	$17k	4.0k	4.15	View chart
Uber Technologies Stock (UBER)	0.0	$16k	260.00	61.57	View chart
Sherwin-Williams Company Stock (SHW)	0.0	$16k	50.00	310.02	View chart
SPDR Portfolio Long Term Corporate Bond ETF Etf (SPLB)	0.0	$15k	649.00	23.80	View chart
Schwab Emerging Markets Equity ETF Etf (SCHE)	0.0	$15k	622.00	24.80	View chart
SPDR Portfolio S&P 500 Value ETF Etf (SPYV)	0.0	$15k	329.00	46.66	View chart
Seagate Technology Stock (STX)	0.0	$15k	178.00	85.29	View chart
Danaher Corporation Stock (DHR)	0.0	$15k	66.00	229.79	View chart
iShares S&P Small-Cap 600 Value ETF Etf (IJS)	0.0	$15k	145.00	102.80	View chart
General Electric Company Stock (GE)	0.0	$15k	117.00	127.15	View chart
OFS Credit Company Stock (OCCI)	0.0	$14k	2.2k	6.46	View chart
Dimensional Intern Small Cap Etf Etf (DFIS)	0.0	$14k	574.00	24.18	View chart
Materials Select Sector SPDR Fund Etf (XLB)	0.0	$14k	162.00	85.59	View chart
Alcoa Corporation Stock (AA)	0.0	$14k	401.00	34.02	View chart
Vanguard Tax-Exempt Bond Index Fund ETF Shares Etf (VTEB)	0.0	$14k	265.00	51.13	View chart
Amphenol Corporation Stock (APH)	0.0	$14k	136.00	99.46	View chart
Vanguard Consumer Staples Index Fund ETF Shares Etf (VDC)	0.0	$14k	71.00	189.99	View chart
KT Corporation Stock (KT)	0.0	$13k	1.0k	13.44	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$13k	25.00	533.08	View chart
Aehr Test Systems Stock (AEHR)	0.0	$13k	500.00	26.53	View chart
Motorola Solutions Stock (MSI)	0.0	$13k	42.00	313.10	View chart
Fidelity MSCI Communication Services Index ETF Etf (FCOM)	0.0	$13k	294.00	44.56	View chart
Progressive Corporation Stock (PGR)	0.0	$13k	82.00	159.28	View chart
Global X U.S. Infrastructure Development ETF Etf (PAVE)	0.0	$13k	376.00	34.45	View chart
ASML Holding NV Stock (ASML)	0.0	$13k	17.00	760.88	View chart
Guardant Health Stock (GH)	0.0	$13k	478.00	27.05	View chart

Past Filings by Able Wealth Management

SEC 13F filings are viewable for Able Wealth Management going back to 2023

Able Wealth Management 2023 Q4 filed Feb. 20, 2024

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