ABLE Financial Group, LLC
- SEC CIK
- 0001977500
- Latest filing
- Jul 22, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only.
- Positions
- 129
- No filing for Q4 2022
- Portfolio value
- $153.4M
- No filing for Q4 2022
ABLE Financial Group, LLC did not file a 13F for Q4 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IBMInternational Business Machines Corp | Stock | 10,177 | $1.33M | 0.9% | – | – | History |
| MDTMedtronic plc | Stock | 17,076 | $1.38M | 0.9% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 2,782 | $1.38M | 0.9% | – | – | History |
| CMCSAComcast Corp | Stock | 37,552 | $1.42M | 0.9% | – | – | History |
| ABTAbbott Laboratories | Stock | 14,111 | $1.43M | 0.9% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 3,664 | $1.51M | 1.0% | – | – | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 33,804 | $1.68M | 1.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,322 | $1.77M | 1.2% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 22,183 | $1.84M | 1.2% | – | – | – |
| TXNTexas Instruments Inc | Stock | 10,877 | $2.02M | 1.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 19,846 | $2.05M | 1.3% | – | – | History |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 70,277 | $2.05M | 1.3% | – | – | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 91,105 | $2.14M | 1.4% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 22,094 | $2.35M | 1.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 52,791 | $2.58M | 1.7% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 52,309 | $2.80M | 1.8% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 59,546 | $3.01M | 2.0% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 76,179 | $3.86M | 2.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 14,344 | $4.14M | 2.7% | – | – | History |
| GLDSPDR Gold Trust | ETF | 22,936 | $4.20M | 2.7% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 44,287 | $4.28M | 2.8% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 49,388 | $4.92M | 3.2% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 74,669 | $5.22M | 3.4% | – | – | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 80,731 | $5.33M | 3.5% | – | – | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 324,974 | $5.85M | 3.8% | – | – | – |
| AAPLApple Inc. | Stock | 39,742 | $6.55M | 4.3% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 96,442 | $6.90M | 4.5% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 139,717 | $10.2M | 6.6% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 260,577 | $11.7M | 7.6% | – | – | – |