Able Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Lakewood, NJ
CIK
0002011908
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 90 131,921 SHV, ACWI, IVV, USMV 13F-HR 11/1/2024 000201190824000004
Q2 2024 81 121,496 SHV, ACWI, IVV, USMV 13F-HR 11/1/2024 000201190824000003
Q1 2024 86 114,634 SHV, ACWI, IVV, USMV 13F-HR 11/1/2024 000201190824000002
Q4 2023 611 110,118 SHV, ACWI, IVV, USMV 13F-HR 2/20/2024 000201190824000001