Able Financial Group LLC Portfolio
Invests via ABLE Financial Group, LLC | Managed by Adam M. Brooks
Invests via ABLE Financial Group, LLC
Managed by Adam M. Brooks
Automatically Tracked
Company Profile
A regional wealth management and financial services firm offering advisory, retirement planning and insurance-distribution services to high-net-worth individuals and small institutions. ABLE Financial Group, LLC provides fee-based advisory, brokerage platforms and tailored planning solutions, often partnering with custodians and local RIAs to scale client acquisition. Capital focus is client assets under management and recurring advisory revenue, with market positioning as a boutique, relationship-driven alternative to national wirehouses.
A regional wealth management and financial services firm offering advisory, retirement planning and insurance-distribution services to high-net-worth individuals and small institutions. ABLE Financial Group, LLC provides fee-based advisory, brokerage platforms and tailored planning solutions, often partnering with custodians and local RIAs to scale client acquisition. Capital focus is client assets under management and recurring advisory revenue, with market positioning as a boutique, relationship-driven alternative to national wirehouses.
Investment Philosophy & Strategy
Able Financial Group prioritizes capital preservation and steady income through diversified, client-tailored portfolios that blend high-quality fixed income, dividend equities, and conservative alternatives. Emphasis is on fee-based recurring revenue and AUM growth via relationship-driven advice, disciplined asset allocation, and risk-budgeting tied to life-stage goals. Underwriting favors liquid, low-cost instruments, municipal and corporate bonds for tax-aware clients, and select SMA equity strategies with active tax management. Positioning is boutique wealth stewardship—long-term orientation, low turnover, transparent fees, and partnership with custodians and local RIAs to scale net-new assets.
Able Financial Group prioritizes capital preservation and steady income through diversified, client-tailored portfolios that blend high-quality fixed income, dividend equities, and conservative alternatives. Emphasis is on fee-based recurring revenue and AUM growth via relationship-driven advice, disciplined asset allocation, and risk-budgeting tied to life-stage goals. Underwriting favors liquid, low-cost instruments, municipal and corporate bonds for tax-aware clients, and select SMA equity strategies with active tax management. Positioning is boutique wealth stewardship—long-term orientation, low turnover, transparent fees, and partnership with custodians and local RIAs to scale net-new assets.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
75.75%
Gain -0.14%
Monthly
1.33%
Yearly
17.12%
Drawdown
18.03%
$646.7M
Equity
Holdings
$646.7M
Investment
$541.24M
$140.4M
Profit -$785,882.63
Realized
$34.94M
Unrealized
$105.46M
Dividends
$27.44M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.14%
Profit
-$785,882.63
Win %
71%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$314,246.91
Win %
71%
This Month
Compared to last month
Gain
1.06%
Profit
$6.79M
Win %
71%
This Year
Compared to last year
Gain
1%
Profit
$6.49M
Win %
71%
C Citigroup Inc.
+2.1%
+$5,164.46 
PEP PepsiCo, Inc.
+2.02%
+$7,850.29 
JPM JPMorgan Chase & Co.
+1.9%
+$42,001.47 
ALL Allstate Corporation
+1.75%
+$8,752.8 
MAR Marriott International Inc. - Class A
+1.75%
+$7,616.21 
KO The Coca-Cola Company
+1.68%
+$4,499.04 
GE General Electric Company
+1.62%
+$3,273.82 
CRUS Cirrus Logic, Inc.
+1.55%
+$24,167.39 
ROK Rockwell Automation, Inc.
+1.54%
+$6,394.21 
SYF Synchrony Financial
+1.53%
+$57,711.31 
MSI Motorola Solutions, Inc.
+1.42%
+$14,072.23 
HD The Home Depot, Inc.
+1.41%
+$6,157.98 
JNJ Johnson & Johnson
+1.39%
+$8,381.12 
BLK BlackRock, Inc.
+1.34%
+$13,861.02 
FJP First Trust Japan AlphaDEX Fund
+1.33%
+$2,928.07 
LOW Lowe's Companies Inc.
+1.3%
+$4,008.6 
PG Procter & Gamble Co
+1.29%
+$4,472.28 
AWK American Water Works Company, Inc.
+1.26%
+$22,412.88 
XLU Utilities Select Sector SPDR Fund
+1.25%
+$5,593.12 
IXC iShares Global Energy ETF
+1.24%
+$50,079.44 
LIN Linde plc
+1.21%
+$2,750.8 
GRMN Garmin Ltd.
+1.16%
+$8,589.45 
COST Costco Wholesale Corporation
+1.16%
+$47,815.64 
CVX Chevron Corporation
+1.14%
+$25,062.4 
AFL Aflac Inc.
+1.12%
+$4,828.56 
VZ Verizon Communications Inc.
+1.11%
+$6,553.31 
MRK Merck & Co., Inc.
+1.06%
+$6,415.64 
XLB Materials Select Sector SPDR Fund
+1.04%
+$35,084.18 
ORLY O'Reilly Automotive Inc.
+1.02%
+$2,765.7 
CI The Cigna Group
+1.01%
+$5,611.16 
TXN Texas Instruments Inc
+0.99%
+$4,540.03 
DFIV Dimensional International Value ETF
+0.98%
+$128,520.7 
FVD First Trust Value Line Dividend Index Fund
+0.96%
+$6,190.84 
DG Dollar General Corporation
+0.94%
+$6,323.94 
AAPL Apple Inc.
+0.93%
+$154,676.98 
KMB Kimberly-Clark Corporation
+0.9%
+$4,353.36 
LLY Eli Lilly and Company
+0.88%
+$10,776.32 
DVY iShares Select Dividend ETF
+0.88%
+$2,906.49 
CSRE Cohen & Steers Real Estate Active ETF
+0.88%
+$44,513.52 
EFV iShares MSCI EAFE Value ETF
+0.86%
+$3,046.88 
BAC Bank of America Corporation
+0.86%
+$4,918.14 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.86%
+$2,717.73 
XLRE The Real Estate Select Sector SPDR Fund
+0.86%
+$2,727.72 
V Visa Inc. Class A
+0.83%
+$13,170.49 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$11,439.51 
GDX VanEck Gold Miners ETF
+0.78%
+$2,232.45 
NTRS Northern Trust Corporation
+0.78%
+$19,030.08 
WMT Walmart Inc.
+0.76%
+$10,863 
FEP First Trust Europe AlphaDEX Fund
+0.73%
+$5,558.1 
XOM Exxon Mobil Corporation
+0.72%
+$3,790.03 
AVDE Avantis International Equity ETF
+0.71%
+$69,075.84 
FTCS First Trust Capital Strength ETF
+0.68%
+$33,615 
ICE Intercontinental Exchange, Inc.
+0.65%
+$4,709.25 
BRK-A Berkshire Hathaway Inc.
+0.63%
+$4,981.91 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.6%
+$152,499.61 
ROKU Roku, Inc.
+0.59%
+$21,666 
PKG Packaging Corporation of America
+0.58%
+$3,169.34 
MS Morgan Stanley
+0.57%
+$1,334.1 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.55%
+$3,370.64 
DGRO iShares Core Dividend Growth ETF
+0.54%
+$2,051.9 
EFA iShares MSCI EAFE ETF
+0.54%
+$30,892.4 
ADP Automatic Data Processing Inc.
+0.52%
+$2,282.93 
AMGN Amgen Inc.
+0.51%
+$1,438.56 
GS The Goldman Sachs Group, Inc.
+0.49%
+$2,611.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$2,992.44 
WRB W.R. Berkley Corporation
+0.47%
+$1,186.85 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.46%
+$14,048.63 
VTV Vanguard Value ETF
+0.43%
+$2,899.4 
FDT First Trust Developed Markets ex-US Fund
+0.41%
+$2,130.75 
MA Mastercard Incorporated
+0.39%
+$1,720.79 
DFLV Dimensional US Large Cap Value ETF
+0.35%
+$1,015.73 
CVS CVS Health Corporation
+0.35%
+$15,404.8 
MCD McDonald's Corporation
+0.34%
+$1,435.37 
ABBV AbbVie Inc.
+0.34%
+$2,653.38 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.3%
+$22,674.03 
CAT Caterpillar Inc.
+0.3%
+$1,243.19 
AVUV Avantis U.S. Small Cap Value ETF
+0.29%
+$61,920.25 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.28%
+$621.34 
VIG Vanguard Dividend Appreciation ETF
+0.25%
+$1,936.79 
PH Parker-Hannifin Corporation
+0.23%
+$575.34 
TIP iShares TIPS Bond ETF
+0.21%
+$605.7 
NVDA NVIDIA Corporation
+0.21%
+$24,547.9 
RJF Raymond James Financial Inc.
+0.21%
+$1,384.35 
IWD iShares Russell 1000 Value ETF
+0.21%
+$1,975.84 
TLH iShares 10-20 Year Treasury Bond ETF
+0.21%
+$30,474.09 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.18%
+$462.83 
RSG Republic Services, Inc.
+0.17%
+$1,668.87 
LQDI iShares Inflation Hedged Corporate Bond ETF
+0.16%
+$403.76 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.13%
+$391.82 
AVLV Avantis U.S. Large Cap Value ETF
+0.13%
+$8,038.32 
FTCB First Trust Core Investment Grade ETF
+0.12%
+$263.95 
IEF iShares 7-10 Year Treasury Bond ETF
+0.11%
+$3,117.6 
RDVY First Trust Rising Dividend Achievers ETF
+0.1%
+$5,659.2 
VEU Vanguard FTSE All-World ex-US ETF
+0.1%
+$292.8 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$262.35 
EHC Encompass Health Corporation
+0.09%
+$2,007.6 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$654.99 
IEI iShares 3-7 Year Treasury Bond ETF
+0.08%
+$725.04 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.07%
+$626.67 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$377.37 
VLO Valero Energy Corporation
+0.06%
+$496.19 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.06%
+$393.24 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.06%
+$9,889.05 
FBND Fidelity Total Bond ETF
+0.06%
+$21,566.9 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.05%
+$406.28 
VTEB Vanguard Tax-Exempt Bond ETF
+0.04%
+$316.4 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$2,482 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.04%
+$939.59 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$762.05 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$517.64 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$564.98 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.03%
+$1,422.53 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$98.12 
ADM Archer-Daniels-Midland Co
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 2523
25239Y170
0%
$0 2523
25239Y220
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-7.32%
-$29,802.26 
PANW Palo Alto Networks, Inc.
-7.26%
-$13,904.71 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.44%
-$337,507.34 
OBIO Orchestra BioMed Holdings, Inc.
-3.92%
-$3,015.45 
AMD Advanced Micro Devices, Inc.
-3.47%
-$78,077.92 
MU Micron Technology, Inc.
-3.39%
-$38,330.79 
ORCL Oracle Corporation
-3.17%
-$10,944.01 
LRCX Lam Research Corporation
-3.16%
-$7,915.04 
FXL First Trust Technology AlphaDEX Fund
-3.03%
-$8,121.03 
AMAT Applied Materials, Inc.
-2.96%
-$11,769.47 
ANET Arista Networks, Inc.
-2.95%
-$46,892.36 
DELL Dell Technologies Inc.
-2.94%
-$70,120.36 
KLAC KLA Corporation
-2.86%
-$45,698.51 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.58%
-$8,494.04 
AVGO Broadcom Inc.
-2.55%
-$108,257.52 
RYT Invesco S&P 500 Equal Weight ETF
-2.44%
-$5,343.99 
NFLX Netflix, Inc.
-2.38%
-$51,796.57 
META Meta Platforms Inc Class A
-2.14%
-$35,736.68 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-2.04%
-$71,018.77 
KEYS Keysight Technologies, Inc.
-2%
-$4,850.01 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$5,043.9 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-1.74%
-$7,588.16 
CSCO Cisco Systems, Inc.
-1.72%
-$33,838.56 
VGT Vanguard Information Technology ETF
-1.7%
-$4,270.24 
MSFT Microsoft Corp.
-1.53%
-$145,653.48 
NVST Envista Holdings Corporation
-1.53%
-$21,090.6 
DE Deere & Company
-1.5%
-$3,945.36 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$14,686.56 
GOOGL Alphabet Inc
-1.33%
-$57,772.64 
APH Amphenol Corporation
-1.31%
-$2,861.18 
LH Labcorp Holdings Inc.
-1.29%
-$4,190 
IBKR Interactive Brokers Group Inc.
-1.24%
-$8,154.46 
GOOG Alphabet Inc
-1.2%
-$22,107.6 
UNH UnitedHealth Group Incorporated
-1.19%
-$2,931.82 
IBM International Business Machines Corporation
-1.15%
-$5,263.52 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.13%
-$3,295.86 
VXF Vanguard Extended Market ETF
-1.06%
-$2,690.68 
EBAY eBay Inc.
-1.02%
-$12,099.78 
VUG Vanguard Growth ETF
-1.02%
-$4,507.29 
AVEM Avantis Emerging Markets Equity ETF
-1%
-$214,421.4 
FXH First Trust Health Care AlphaDEX Fund
-0.94%
-$32,013.35 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$21,600.74 
TSLA Tesla, Inc.
-0.89%
-$5,828.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.88%
-$7,808.75 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.87%
-$3,634.84 
VWO Vanguard FTSE Emerging Markets ETF
-0.83%
-$3,889.62 
IWM iShares Russell 2000 ETF
-0.82%
-$4,528.62 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.81%
-$4,666.62 
UBER Uber Technologies, Inc.
-0.77%
-$10,309.2 
FTGS First Trust Growth Strength ETF
-0.75%
-$12,831.34 
RMD ResMed Inc.
-0.75%
-$3,348.5 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.74%
-$2,353.26 
CTSH Cognizant Technology Solutions Corporation
-0.74%
-$9,288.72 
AVSE Avantis Responsible Emerging Markets Equity ETF
-0.72%
-$2,044.35 
UNP Union Pacific Corporation
-0.72%
-$13,563.61 
QCOM QUALCOMM Incorporated
-0.68%
-$1,346.72 
STGW Stagwell Inc.
-0.6%
-$85,613.38 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.6%
-$33,610.78 
BR Broadridge Financial Solutions, Inc.
-0.55%
-$3,377.5 
IWR iShares Russell Mid-Cap ETF
-0.55%
-$13,541.4 
AMZN Amazon.com Inc
-0.47%
-$36,167.37 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.45%
-$30,797.42 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$78,627.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.44%
-$8,561.74 
AVSU Avantis Responsible U.S. Equity ETF
-0.42%
-$4,985.62 
ESGU iShares ESG Aware MSCI USA ETF
-0.4%
-$1,906.72 
MOO VanEck Agribusiness ETF
-0.4%
-$23,008.59 
IJH iShares Core S&P Mid-Cap ETF
-0.4%
-$3,435.63 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$22,846.05 
VOO Vanguard S&P 500 ETF
-0.39%
-$4,139.41 
FTAG First Trust Indxx Global Agriculture ETF
-0.38%
-$12,835.77 
IVV iShares Core S&P 500 ETF
-0.37%
-$5,847.83 
FHI Federated Hermes Inc.
-0.36%
-$9,197.33 
MLN VanEck Long Muni ETF
-0.36%
-$24,735.12 
HAS Hasbro Inc.
-0.33%
-$2,270.12 
DECK Deckers Outdoor Corporation
-0.3%
-$6,330.74 
AFLG First Trust Active Factor Large Cap ETF
-0.3%
-$709.29 
ABT Abbott Laboratories
-0.27%
-$1,031.24 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.27%
-$85,470.84 
IJR iShares Core S&P Small-Cap ETF
-0.26%
-$6,115.68 
ENS EnerSys
-0.25%
-$7,644.9 
FEX First Trust Large Cap Core Fund A
-0.23%
-$617.89 
TGT Target Corporation
-0.21%
-$4,371.08 
FLS Flowserve Corporation
-0.21%
-$3,355.2 
VO Vanguard Mid-Cap ETF
-0.2%
-$548.46 
EQIX Equinix, Inc.
-0.2%
-$3,319.34 
SLV iShares Silver Trust
-0.19%
-$826.1 
BUFR FT Vestladder Buffer ETF-USD I
-0.15%
-$892.87 
EMR Emerson Electric Co.
-0.14%
-$395.12 
SHYL Xtrackers Short Duration High Yield Bond ETF
-0.14%
-$5,138.67 
VTEL Vanguard Long-Term Tax-Exempt Bond Fund
-0.13%
-$9,755.07 
AOA iShares Core Aggressive Allocation ETF
-0.12%
-$1,568.94 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.08%
-$294.69 
IAU iShares Gold Trust
-0.08%
-$7,222.56 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.07%
-$6,725.95 
MPC Marathon Petroleum Corporation
-0.07%
-$207.37 
BNDX Vanguard Total International Bond ETF
-0.06%
-$8,108.04 
RSP Invesco S&P 500 Equal Weight ETF
-0.06%
-$302.76 
FMB First Trust Managed Municipal Fund
-0.04%
-$1,570.82 
IROC Invesco Rochester High Yield Fund
-0.04%
-$1,655.46 
MUB iShares National Muni Bond ETF
-0.04%
-$219.84 
GLD SPDR Gold Shares
-0.04%
-$1,548.43 
PYLD PIMCO Multisector Bond Active ETF
-0.02%
-$2,838.34 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2474 | Longs Won 1726/2474 69% | Profit Factor 8.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $342,954.11 |
| Average Win $92,737.41 | Best Trade (Oct 15) $8.27M | Sharpe Ratio -10.03 |
| Average Loss -$26,293.36 | Worst Trade (Oct 15) -$1.07M | Z-Score 11.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 1d | Expectancy $56,749.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2523 25239Y170 | 102,927 | $3.86M | $3.86M | - | - | - | 0.0 |
| 2523 25239Y220 | 111,774 | $9.24M | $9.24M | - | - | - | 0.0 |
| AAPL Apple Inc. | 48,794 | $9.16M | $16.84M | - | $7.68M | 83.9% | +0.927% |
| ABBV AbbVie Inc. | 2,793 | $469,362.13 | $794,189.55 | - | $324,827.42 | 69.21% | +0.335% |
| ABT Abbott Laboratories | 3,683 | $410,616.42 | $384,505.2 | - | -$26,111.22 | -6.36% | -0.267% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 11,608 | $566,122.28 | $866,827.4 | - | $300,705.12 | 53.12% | +0.047% |
| ADM Archer-Daniels-Midland Co | 15,802 | $1.21M | $1.31M | - | $97,116.77 | 8% | 0.0 |
| ADP Automatic Data Processing Inc. | 1,553 | $372,961.47 | $445,897.36 | - | $72,935.89 | 19.56% | +0.515% |
| AFL Aflac Inc. | 3,658 | $243,516.51 | $436,655.46 | - | $193,138.95 | 79.31% | +1.118% |
| AFLG First Trust Active Factor Large Cap ETF | 5,254 | $228,128.61 | $236,666.43 | - | $8,537.82 | 3.74% | -0.299% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,391 | $541,966.02 | $514,732.68 | - | -$27,233.34 | -5.02% | +0.073% |
| ALL Allstate Corporation | 2,084 | $434,434.18 | $508,079.2 | - | $73,645.02 | 16.95% | +1.753% |
| AMAT Applied Materials, Inc. | 926 | $354,316.37 | $386,419.8 | - | $32,103.43 | 9.06% | -2.956% |
| AMD Advanced Micro Devices, Inc. | 4,004 | $1.62M | $2.17M | - | $554,436.57 | 34.25% | -3.468% |
| AMGN Amgen Inc. | 648 | $212,376.23 | $282,690 | - | $70,313.77 | 33.11% | +0.511% |
| AMZN Amazon.com Inc | 30,393 | $4.34M | $7.71M | - | $3.37M | 77.69% | -0.467% |
| ANET Arista Networks, Inc. | 8,557 | $1.14M | $1.54M | - | $404,000.87 | 35.53% | -2.953% |
| AOA iShares Core Aggressive Allocation ETF | 13,643 | $1.14M | $1.33M | - | $188,174.5 | 16.51% | -0.118% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 5,358 | $339,436.34 | $367,532.01 | - | $28,095.67 | 8.28% | -0.08% |
| APH Amphenol Corporation | 2,674 | $225,418 | $215,043.08 | - | -$10,374.92 | -4.6% | -1.313% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Able Financial Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: First Trust Rising Dividend Achievers ETF - $7.72M, First Trust Capital Strength ETF - $3.24M, Fidelity Total Bond ETF - $2.34M, First Trust Global Tactical Commodity Strategy Fund - $2.05M, and SPDR Gold Shares - $1.91M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: NetApp, Inc - $447,450.3, MKS Instruments Inc - $380,282.88, T. Rowe Price Group, Inc - $294,781.73, Health Care Select Sector SPDR Fund - $273,285.89, and Nike, Inc. - Class B - $217,995.92. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Able Financial Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $27.44M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $2.34M, First Trust Global Tactical Commodity Strategy Fund - $1.48M, PIMCO Multisector Bond Active ETF - $1.34M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $1.29M, and JPMorgan Municipal Bond ETF - $1.02M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Able Financial Group LLC's monthly returns?
Able Financial Group LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Able Financial Group LLC's strategy be considered aggressive or moderate?
Able Financial Group LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Able Financial Group LLC's strategy?
Able Financial Group LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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