Portfolio (Quarterly)
Guide ↗
Able Wealth Management LLC
· CIK 0002011908| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SGVT | SCHWAB STRATEGIC TR | — | 9,939 | $1.0M | 0.38% | SOLD |
| 2 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,848 | $625K | 0.23% | SOLD |
| 3 | AVUV | AMERICAN CENTY ETF TR | — | 3,195 | $318K | 0.12% | SOLD |
| 4 | AVEM | AMERICAN CENTY ETF TR | — | 3,724 | $280K | 0.10% | SOLD |
| 5 | ETHA | ISHARES ETHEREUM TR | Financial Services | 7,561 | $238K | 0.09% | SOLD |
| 6 | CLOA | BLACKROCK ETF TRUST II | — | 4,330 | $225K | 0.09% | SOLD |
| 7 | — | BERKSHIRE HATHAWAY INC DEL | — | 436 | $219K | 0.08% | SOLD |
Sector Allocation
Financial Services
32.5%
Consumer Cyclical
25.6%
Communication Services
15.3%
Technology
15.2%
Healthcare
5.8%
Utilities
4.7%
Consumer Defensive
1.0%