Able Wealth Management LLC
Top Portfolio Positions
38 positions ·
$23,681,539 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
17,538 | $4,450,969 | 18.80% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,078 | $2,652,086 | 11.20% | |
| MA |
Mastercard Inc
Financial Services
|
4,790 | $2,393,371 | 10.11% | |
| NVDA |
Nvidia Corp
Technology
|
8,659 | $1,510,129 | 6.38% | |
| MSFT |
Microsoft Corp
Technology
|
3,510 | $1,299,296 | 5.49% | |
| GLDM |
World Gold Trust
|
12,688 | $1,176,050 | 4.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,599 | $1,034,928 | 4.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,526 | $942,630 | 3.98% | |
| NFLX |
Netflix Inc
Communication Services
|
8,373 | $805,063 | 3.40% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
7,655 | $619,672 | 2.62% |
Portfolio Trend
10 quarters · across all stocks
Holdings in MTA
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $138,818 | 20,938 | Shares | Sole | 2026-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||