Able Wealth Management LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 1, 2024
Value $: $132M
Signature - Title: Alan Gilmore - Attorney
Location: Lakewood, NJ
Summary: This page shows a list of all the recent 13F filings made by Able Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Able Wealth Management LLC reported 90 stock holdings with total value $132M as of Q3 2024. Top holdings included SHV, ACWI, IVV, USMV, and IUSV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	90	$132M	+$10.4M	-$5.96M	+$4.41M	SHV, ACWI, IVV, USMV, IUSV	13F-HR	11/1/2024, 02:58 PM
Q2 2024	81	$121M	+$12.7M	-$6.83M	+$5.85M	SHV, ACWI, IVV, USMV, IUSV	13F-HR	11/1/2024, 02:48 PM
Q1 2024	86	$115M	+$10.4M	-$12.4M	-$1.91M	SHV, ACWI, IVV, USMV, IUSV	13F-HR	11/1/2024, 02:36 PM
Q4 2023	611	$110M	$0	$0		SHV, ACWI, IVV, USMV, IUSV	13F-HR	2/20/2024, 03:17 PM