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:
70.15%
Gain -0.47%
Monthly
1.42%
Yearly
18.36%
Drawdown
18.02%
$607.35M
Equity
Holdings
$607.35M
Investment
$489.49M
$147.31M
Profit -$1.74M
Realized
$29.45M
Unrealized
$117.86M
Dividends
$25.99M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$1.74M
Win %
74%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$1.74M
Win %
74%
This Month
Compared to last month
Gain
1.77%
Profit
$10.56M
Win %
74%
This Year
Compared to last year
Gain
2.11%
Profit
$12.6M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$1.05M 
GOOG Alphabet Inc
+6.88%
+$105,478.24 
GOOGL Alphabet Inc
+6.73%
+$260,067.78 
ANET Arista Networks, Inc.
+5.46%
+$77,793.59 
META Meta Platforms Inc Class A
+3.28%
+$37,074.94 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$8,775.84 
MSFT Microsoft Corp.
+3.02%
+$225,601.51 
NVDA NVIDIA Corporation
+2.93%
+$283,650.31 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$24,141.05 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$5,246.64 
CVX Chevron Corporation
+2.35%
+$43,577.32 
ORLY O'Reilly Automotive Inc.
+2.28%
+$5,906.32 
WDC Western Digital Corporation
+2.21%
+$4,448.62 
CSCO Cisco Systems, Inc.
+2.14%
+$46,578.24 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$141,315.98 
GWW W.W. Grainger, Inc.
+1.97%
+$4,009.5 
ROK Rockwell Automation, Inc.
+1.93%
+$8,943 
ORCL Oracle Corporation
+1.81%
+$5,973.66 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$94,078.62 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$85,476.43 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$5,699.71 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$11,994.24 
PH Parker-Hannifin Corporation
+1.43%
+$3,489.97 
KLAC KLA Corporation
+1.38%
+$27,031.55 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$3,250.83 
CAH Cardinal Health Inc.
+1.3%
+$4,724.15 
AMAT Applied Materials, Inc.
+1.18%
+$4,147.71 
RMD ResMed Inc.
+1.16%
+$4,186.6 
MSI Motorola Solutions, Inc.
+1.14%
+$10,495.95 
VUG Vanguard Growth ETF
+1.1%
+$3,069 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1%
+$8,281.85 
ADP Automatic Data Processing Inc.
+0.98%
+$3,255.62 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,445.28 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+0.96%
+$28,760.58 
UNP Union Pacific Corporation
+0.92%
+$16,519.35 
FLS Flowserve Corporation
+0.89%
+$13,964.81 
IBM International Business Machines Corporation
+0.86%
+$3,649.97 
GEV GE Vernova Inc.
+0.85%
+$1,479.18 
FHI Federated Hermes Inc.
+0.82%
+$21,448.77 
MCD McDonald's Corporation
+0.82%
+$3,781.82 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.79%
+$2,274.96 
TSLA Tesla, Inc.
+0.76%
+$3,757.09 
MPC Marathon Petroleum Corporation
+0.76%
+$2,507.12 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$16,536.15 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$39,361.35 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,756.62 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$3,224.57 
ENS EnerSys
+0.7%
+$21,934.95 
CAT Caterpillar Inc.
+0.7%
+$1,508.22 
IVV iShares Core S&P 500 ETF
+0.69%
+$10,424.32 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,278.16 
IXC iShares Global Energy ETF
+0.63%
+$21,887.25 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.63%
+$42,400.98 
TER Teradyne, Inc.
+0.6%
+$1,029.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$11,553.72 
RJF Raymond James Financial Inc.
+0.58%
+$3,930.92 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$1,142.73 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$3,187.86 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,390.95 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$80,475.08 
PSX Phillips 66
+0.51%
+$1,280.86 
AFLG First Trust Active Factor Large Cap ETF
+0.5%
+$1,259.28 
FTC First Trust Large Cap Growth Fund
+0.47%
+$895.57 
IWD iShares Russell 1000 Value ETF
+0.44%
+$4,264.62 
AVSU Avantis Responsible U.S. Equity ETF
+0.44%
+$4,237.36 
EBAY eBay Inc.
+0.43%
+$4,903.94 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$2,776.5 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$36,283.84 
VLO Valero Energy Corporation
+0.38%
+$2,186.03 
AVGO Broadcom Inc.
+0.37%
+$15,884.64 
PG Procter & Gamble Co
+0.37%
+$1,282.07 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,134.78 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$111,195.04 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$20,838.53 
BAC Bank of America Corporation
+0.36%
+$2,550.68 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$936.65 
MRK Merck & Co., Inc.
+0.32%
+$2,018.48 
FTGS First Trust Growth Strength ETF
+0.31%
+$5,460.36 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$3,435.34 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$974.39 
JPM JPMorgan Chase & Co.
+0.27%
+$6,016 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$1,167.06 
EHC Encompass Health Corporation
+0.16%
+$2,955.96 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$7,913.94 
DELL Dell Technologies Inc.
+0.14%
+$2,977.52 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$14,314.68 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.1%
+$298.45 
C Citigroup Inc.
+0.1%
+$252.7 
AFL Aflac Inc.
+0.09%
+$426.48 
WMT Walmart Inc.
+0.09%
+$1,068.02 
ABT Abbott Laboratories
+0.09%
+$365.76 
SOXX iShares Semiconductor ETF
+0.07%
+$393.13 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$205.48 
LQDI iShares Inflation Hedged Corporate Bond ETF
+0.04%
+$111.03 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$665.88 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$2,130.91 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$6,720.96 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.03%
+$698.62 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$772.11 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.02%
+$211.02 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$418.41 
FEX First Trust Large Cap Core Fund A
+0.01%
+$25.18 
SHYL Xtrackers Short Duration High Yield Bond ETF
+0.01%
+$152.78 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
ARQQW Arqit Quantum Inc.
-14.79%
-$114.59 
AAPL Apple Inc.
-7.35%
-$1.14M 
LIN Linde plc
-5.95%
-$13,919.6 
MU Micron Technology, Inc.
-5.9%
-$117,303.23 
SNDK SanDisk Corporation
-5.09%
-$7,034.04 
CI The Cigna Group
-2.99%
-$12,837.53 
DECK Deckers Outdoor Corporation
-2.82%
-$56,140.99 
IBKR Interactive Brokers Group Inc.
-2.75%
-$16,135.2 
EQIX Equinix, Inc.
-2.7%
-$43,109.5 
QCOM QUALCOMM Incorporated
-2.63%
-$6,667.31 
ABBV AbbVie Inc.
-2.51%
-$16,123.24 
ICE Intercontinental Exchange, Inc.
-2.42%
-$14,909.86 
XLB Materials Select Sector SPDR Fund
-2.34%
-$74,228.66 
FTAG First Trust Indxx Global Agriculture ETF
-2.12%
-$60,044.67 
LH Labcorp Holdings Inc.
-2.01%
-$6,329.99 
NFLX Netflix, Inc.
-2%
-$39,214.14 
AWK American Water Works Company, Inc.
-1.93%
-$33,900.24 
AMD Advanced Micro Devices, Inc.
-1.9%
-$33,365.71 
CRUS Cirrus Logic, Inc.
-1.9%
-$33,636.38 
SYF Synchrony Financial
-1.79%
-$66,524.28 
NVST Envista Holdings Corporation
-1.69%
-$25,482.93 
ADM Archer-Daniels-Midland Co
-1.66%
-$18,445.1 
LRCX Lam Research Corporation
-1.58%
-$4,512.01 
GLD SPDR Gold Shares
-1.49%
-$59,122.29 
IAU iShares Gold Trust
-1.46%
-$123,664.94 
GRMN Garmin Ltd.
-1.27%
-$10,039.48 
WRB W.R. Berkley Corporation
-1.15%
-$2,848.44 
DE Deere & Company
-1.13%
-$2,618 
PKG Packaging Corporation of America
-1.12%
-$5,677.65 
TXN Texas Instruments Inc
-1.08%
-$6,085.34 
LOW Lowe's Companies Inc.
-1.08%
-$3,668.32 
INTC Intel Corporation
-1.02%
-$1,536.36 
KO The Coca-Cola Company
-1.02%
-$2,563.2 
XOM Exxon Mobil Corporation
-0.97%
-$3,613.86 
MCHP Microchip Technology Incorporated
-0.96%
-$1,602.72 
KMB Kimberly-Clark Corporation
-0.8%
-$4,693.92 
FDT First Trust Developed Markets ex-US Fund
-0.76%
-$3,924.03 
CVS CVS Health Corporation
-0.75%
-$38,156.21 
MA Mastercard Incorporated
-0.74%
-$2,384.25 
BLK BlackRock, Inc.
-0.73%
-$7,301.69 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$174,408.3 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$21,798.3 
MAR Marriott International Inc. - Class A
-0.71%
-$2,994.52 
FXH First Trust Health Care AlphaDEX Fund
-0.7%
-$17,919.86 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$3,334.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$4,261.92 
AMGN Amgen Inc.
-0.64%
-$1,604.57 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,667.67 
HAS Hasbro Inc.
-0.62%
-$4,069.82 
EFA iShares MSCI EAFE ETF
-0.62%
-$36,582.48 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$3,906.56 
FJP First Trust Japan AlphaDEX Fund
-0.6%
-$1,407.6 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$79,912.77 
LLY Eli Lilly and Company
-0.53%
-$5,130.81 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$2,596.94 
FTCS First Trust Capital Strength ETF
-0.51%
-$25,803.96 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$1,742.71 
ALL Allstate Corporation
-0.49%
-$1,634.12 
IWM iShares Russell 2000 ETF
-0.47%
-$2,810.56 
STGW Stagwell Inc.
-0.47%
-$62,264.28 
DFIV Dimensional International Value ETF
-0.47%
-$59,455.08 
AVDE Avantis International Equity ETF
-0.46%
-$44,527.98 
PEP PepsiCo, Inc.
-0.46%
-$1,939.84 
DVY iShares Select Dividend ETF
-0.45%
-$1,469.48 
HD The Home Depot, Inc.
-0.42%
-$1,102.29 
LII Lennox International Inc.
-0.38%
-$584.04 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,049.49 
RSG Republic Services, Inc.
-0.37%
-$3,294.72 
TMUS T-Mobile US, Inc.
-0.36%
-$2,015.97 
DG Dollar General Corporation
-0.35%
-$2,155.94 
CSRE Cohen & Steers Real Estate Active ETF
-0.34%
-$13,594.5 
FTCB First Trust Core Investment Grade ETF
-0.34%
-$673.68 
VXF Vanguard Extended Market ETF
-0.3%
-$778.16 
MLN VanEck Long Muni ETF
-0.29%
-$28,803.1 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.29%
-$923.95 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$7,103.34 
BNDW Vanguard Total World Bond ETF
-0.28%
-$1,387 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,062.15 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$7,625.54 
FBND Fidelity Total Bond ETF
-0.27%
-$95,001.12 
VTV Vanguard Value ETF
-0.27%
-$1,005.34 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,967.25 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$597.74 
OBIO Orchestra BioMed Holdings, Inc.
-0.25%
-$134.02 
COST Costco Wholesale Corporation
-0.24%
-$9,751.43 
BNDX Vanguard Total International Bond ETF
-0.23%
-$26,090.46 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$525.15 
MKL Markel Group Inc.
-0.2%
-$420.21 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$26,892.4 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$1,321.74 
NTRS Northern Trust Corporation
-0.17%
-$4,436.66 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$1,509.04 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$933.52 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$466.69 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$665.12 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$1,221.12 
FEP First Trust Europe AlphaDEX Fund
-0.14%
-$1,092.31 
MUB iShares National Muni Bond ETF
-0.11%
-$1,372.92 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$32,040.25 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$947.76 
TIP iShares TIPS Bond ETF
-0.1%
-$296.12 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$986.3 
IROC Invesco Rochester High Yield Fund
-0.09%
-$2,973.61 
FMB First Trust Managed Municipal Fund
-0.08%
-$2,593.16 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$561.42 
ROKU Roku, Inc.
-0.06%
-$2,007.24 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$143.11 
VO Vanguard Mid-Cap ETF
-0.05%
-$132.96 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$358.1 
V Visa Inc. Class A
-0.04%
-$502.14 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$5,759.44 
VTEL Vanguard Long-Term Tax-Exempt Bond Fund
-0.03%
-$1,137.74 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$691.99 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$153.84 
TGT Target Corporation
-0.01%
-$133.97 
UBER Uber Technologies, Inc.
-0.01%
-$182.4 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2286 | Longs Won 1629/2286 71% | Profit Factor 10.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $353,816.38 |
| Average Win $99,607.24 | Best Trade (Aug 14) $8.85M | Sharpe Ratio -10.05 |
| Average Loss -$22,749.89 | Worst Trade (Aug 02) -$1.05M | Z-Score 8.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 4d | Expectancy $64,441.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 46,509 | $8.4M | $14.37M | - | $5.97M | 71.09% | -7.354% |
| ABBV AbbVie Inc. | 2,492 | $390,628.91 | $625,342.48 | - | $234,713.57 | 60.09% | -2.513% |
| ABT Abbott Laboratories | 4,064 | $450,998.36 | $429,564.8 | - | -$21,433.56 | -4.75% | +0.085% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 11,608 | $566,122.28 | $873,502 | - | $307,379.72 | 54.3% | -0.172% |
| ADM Archer-Daniels-Midland Co | 13,765 | $1.05M | $1.09M | - | $39,505.55 | 3.76% | -1.662% |
| ADP Automatic Data Processing Inc. | 1,257 | $296,575.74 | $334,940.21 | - | $38,364.47 | 12.94% | +0.982% |
| AFL Aflac Inc. | 3,554 | $231,891.39 | $453,063.92 | - | $221,172.53 | 95.38% | +0.094% |
| AFLG First Trust Active Factor Large Cap ETF | 5,724 | $248,536 | $251,798.76 | - | $3,262.76 | 1.31% | +0.503% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,869 | $792,912.6 | $766,204.53 | - | -$26,708.07 | -3.37% | -0.256% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 51,409 | $5.36M | $6.02M | - | $658,782.24 | 12.29% | +1.588% |
| ALL Allstate Corporation | 1,257 | $250,956.05 | $331,948.54 | - | $80,992.49 | 32.27% | -0.49% |
| AMAT Applied Materials, Inc. | 703 | $240,278.6 | $356,892.02 | - | $116,613.42 | 48.53% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 3,611 | $1.38M | $1.72M | - | $341,144.93 | 24.75% | -1.904% |
| AMGN Amgen Inc. | 647 | $211,954.89 | $249,198.52 | - | $37,243.63 | 17.57% | -0.64% |
| AMZN Amazon.com Inc | 28,971 | $3.98M | $7.87M | - | $3.88M | 97.54% | +15.321% |
| ANET Arista Networks, Inc. | 8,338 | $1.09M | $1.5M | - | $411,229.77 | 37.64% | +5.456% |
| AOA iShares Core Aggressive Allocation ETF | 11,846 | $964,974.63 | $1.15M | - | $181,125.87 | 18.77% | +0.301% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 5,137 | $324,293.02 | $352,038.61 | - | $27,745.59 | 8.56% | +0.058% |
| ARQQW Arqit Quantum Inc. | 30,154 | $1,552.93 | $660.37 | - | -$892.56 | -57.48% | -14.786% |
| AVDE Avantis International Equity ETF | 106,019 | $7.94M | $9.67M | - | $1.73M | 21.86% | -0.458% |
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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 - $7.67M, First Trust Capital Strength ETF - $3.21M, Fidelity Total Bond ETF - $2.34M, First Trust Global Tactical Commodity Strategy Fund - $2.02M, 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 Verizon Communications Inc - $218,772.14. 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 $25.99M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $2.34M, First Trust Global Tactical Commodity Strategy Fund - $1.45M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $1.24M, PIMCO Multisector Bond Active ETF - $1.18M, and iShares MSCI EAFE ETF - $987,115.82. 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.
