Able Wealth Management LLC

13F Portfolio Filings

Latest 13F report
Q4 2023 - Feb 20, 2024
Value $
$110M
Signature - Title
Alan Gilmore - Attorney
Location
695 Cross Street, Suite 280, Lakewood, NJ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 611 $110M $0 $0 SHV, ACWI, IVV, USMV, IUSV 13F-HR 2/20/2024, 03:17 PM