Able Wealth Management LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationtoms river, NJ
- CIK0002011908
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
97 | $169.47M | SHV, ACWI, EQWL, USMV | 13F-HR | Apr 28, 2025 | 000166773125000545 | ||
96 | $152.07M | SHV, ACWI, IVV, EQWL | 13F-HR | Feb 3, 2025 | 000166773125000199 | ||
90 | $131.92M | SHV, ACWI, IVV, USMV | 13F-HR | Nov 1, 2024 | 000201190824000004 | ||
81 | $121.50M | SHV, ACWI, IVV, USMV | 13F-HR | Nov 1, 2024 | 000201190824000003 | ||
86 | $114.64M | SHV, ACWI, IVV, USMV | 13F-HR | Nov 1, 2024 | 000201190824000002 | ||
611 | $110.12M | SHV, ACWI, IVV, USMV | 13F-HR | Feb 20, 2024 | 000201190824000001 |