StockDriftsStockDriftsTop 50 Able Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | 11.34% | 384.1K | $42.4M | +3.77%(+13.94K) | $110.32(-0.11%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.94% | 34.0K | $22.2M | +163.11%(+21.10K) | $600.72(+24.14%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.89% | 314.3K | $18.3M | +39.38%(+88.82K) | $55.59(+19.52%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 4.37% | 352.1K | $16.3M | +30.97%(+83.26K) | $40.96(+21.25%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3.73% | 227.4K | $13.9M | +0.29%(+653) | $55.63(+22.22%) | 2026-03-31 | |
| EFV | ISHARES TR | 3.56% | 179.2K | $13.3M | +4.72%(+8.08K) | $63.58(+23.54%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.44% | 131.4K | $12.9M | +32.86%(+32.49K) | $86.53(+37.32%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.61% | 87.2K | $9.8M | -27.59%(-33.21K) | $99.41(+47.16%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 2.41% | 77.7K | $9.0M | +78.51%(+34.16K) | $114.31(+2.06%) | 2026-03-31 | |
| ACWI | ISHARES TR | 2.41% | 65.1K | $9.0M | +3.49%(+2.19K) | $100.80(+54.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.75% | +35.86% |
| Top 20 Holdings Unweighted | +12.71% | +43.18% |
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