Able Wealth Management LLC
Q1 2025 13F Holdings
- Locationtoms river, NJ
- Num holdings
97
- Value ($000)
$169,474
- Date Filed04/28/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $22.67M | 13 % | 205,206 | ||
ACWI ISHARES TR | MSCI ACWI ETF | 464288257 | $7.38M | 4 % | 63,403 | ||
EQWL INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | $6.81M | 4 % | 66,038 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $6.59M | 4 % | 70,311 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $6.42M | 4 % | 11,419 | ||
SPMO INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $6.33M | 4 % | 68,370 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $6.01M | 4 % | 106,498 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $5.70M | 3 % | 61,741 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $4.92M | 3 % | 38,698 | ||
FELC FIDELITY COVINGTON TRUST | ENHANCED LARGE | 316092113 | $4.72M | 3 % | 151,252 |
Rows Per Page
10
- 10
- 50
- 100