Able Wealth Management »

New York Mortgage Tr shares owned by Able Wealth Management

Quarter-by-quarter ownership of New York Mortgage Tr (ADAM) shares owned by Able Wealth Management from 13F filings

Historical chart of Able Wealth Management investment in New York Mortgage Tr

Tip: Access up to 7 years of quarterly data

All positions including New York Mortgage Tr held by Able Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in New York Mortgage Tr by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $141k 15k 9.38

More positions owned by Able Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Trust Ishare 0-1 (SHV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust ST STR P500GRW (SPYG)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Putnam Etf Trust Focused Lar Cap (PVAL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Msci Acwi Etf (ACWI)
Blackrock Etf Trust Isha I In Te Etf (BAI)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Eafe Value Etf (EFV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Ishares Tr Msci Usa Min Etf (USMV)
Angel Oak Funds Trust Oak Ultrashort (UYLD)

View all positions for Able Wealth Management

Top funds holding New York Mortgage Tr

BlackRock
Vanguard Capital Management
State Street Corporation
Invesco
Allspring Global Investments Holdings
Mirae Asset Global Etfs Holdings
Geode Capital Management
Vanguard Portfolio Management
Charles Schwab Investment Management
Northern Trust
Van Eck Associates Corp.
Morgan Stanley
Vanguard Fiduciary Trust
Bessemer
Goldman Sachs Group

View all funds holding New York Mortgage Tr