ABLE Financial Group, LLC
Top Portfolio Positions
105 positions ·
$148,504,494 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
43,647 | $11,077,172 | 7.46% | |
| STGW |
Stagwell Inc
Communication Services
|
1,557,159 | $9,794,530 | 6.60% | |
| IAU |
Ishares Gold Trust
|
99,294 | $8,753,759 | 5.89% | |
| NVDA |
Nvidia Corp
Technology
|
42,015 | $7,327,416 | 4.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,815 | $5,793,030 | 3.90% | |
| MSFT |
Microsoft Corp
Technology
|
15,020 | $5,559,953 | 3.74% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,412 | $4,820,320 | 3.25% | |
| UUP |
Invesco DB US Dollar Index Bullish Fund
|
167,696 | $4,658,594 | 3.14% | |
| GLD |
Spdr Gold Trust
|
10,709 | $4,607,975 | 3.10% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
4,098 | $4,083,370 | 2.75% |
Portfolio Trend
13 quarters · across all stocks
Holdings in STGW
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,794,530 | 1,557,159 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,849,457 | 2,218,703 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,507,360 | 2,221,556 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $10,000,539 | 2,222,342 | Shares | Sole | 2025-07-14 | |
| No 13F history on record for this holder in this stock. | ||||||