ABLE Financial Group, LLC
Top Portfolio Positions
104 positions ·
$147,481,402 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
43,647 | $11,077,172 | 7.51% | |
| STGW |
Stagwell Inc
Communication Services
|
1,557,159 | $9,794,530 | 6.64% | |
| IAU |
Ishares Gold Trust
|
99,294 | $8,753,759 | 5.94% | |
| NVDA |
Nvidia Corp
Technology
|
42,015 | $7,327,416 | 4.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,815 | $5,793,030 | 3.93% | |
| MSFT |
Microsoft Corp
Technology
|
15,020 | $5,559,953 | 3.77% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,412 | $4,820,320 | 3.27% | |
| UUP |
Invesco DB US Dollar Index Bullish Fund
|
167,696 | $4,658,594 | 3.16% | |
| GLD |
Spdr Gold Trust
|
10,709 | $4,607,975 | 3.12% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
4,098 | $4,083,370 | 2.77% |
Portfolio Trend
Holdings in OBIO
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,958 | 13,402 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $55,618 | 13,402 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $33,236 | 13,402 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $35,917 | 13,402 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $57,360 | 13,402 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $53,608 | 13,402 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $68,886 | 13,402 | Shares | Sole | 2024-11-01 | |
| No 13F history on record for this holder in this stock. | ||||||