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Asset Manager ← All Institutions

ABLE Financial Group, LLC

8737 E. VIA DE COMMERCIO SUITE 100, SCOTTSDALE, AZ 85258 • (480) 258-6104

Q1 2026 · Filed 2026-04-21
Market Value
$509M
+3.6%
Holdings
229
+8
New Purchases
20
Added To
59
Closed
25
Reduced
102
Top 10 Concentration
36.1%
Turnover
19.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GRID 0.94% 0.00% +0.94% $5M
UUP 0.92% 0.00% +0.92% $5M
CIBR 0.90% 0.00% +0.90% $5M
SDCI 1.17% 0.50% +0.67% $6M
IXC 0.64% 0.06% +0.59% $3M
CSRE 0.55% 0.00% +0.55% $3M
XLB 0.54% 0.00% +0.54% $3M
VBIL 0.54% 0.00% +0.54% $3M
FTAG 0.49% 0.00% +0.49% $2M
AIRR 1.05% 0.58% +0.47% $5M
BNDX 2.13% 1.67% +0.46% $11M
MINT 1.01% 0.65% +0.36% $5M
AVEM 2.23% 1.87% +0.36% $11M
FBND 6.70% 6.35% +0.35% $34M
DECK 0.34% 0.00% +0.34% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RDVY 1.08% 4.13% -3.05% $5M
HD 0.06% 0.59% -0.53% $301K
DBX 0.00% 0.42% -0.42% $0
MSFT 1.09% 1.48% -0.39% $6M
AAPL 2.18% 2.55% -0.38% $11M
DFAC 5.30% 5.66% -0.37% $27M
FTGC 1.17% 1.49% -0.32% $6M
PODD 0.00% 0.32% -0.32% $0
BNDW 0.00% 0.28% -0.28% $0
STGW 1.92% 2.21% -0.28% $10M
IAU 1.72% 1.96% -0.25% $9M
WDAY 0.00% 0.21% -0.21% $0
SPYG 0.07% 0.28% -0.21% $334K
SYF 0.55% 0.76% -0.21% $3M
AMZN 1.14% 1.34% -0.21% $6M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 78.2%
Technology 8.4%
Communication Services 4.1%
Consumer Cyclical 2.8%
Healthcare 2.2%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 56 $89M 17.4%
Large Cap 112 $285M 55.9%
Mid Cap 33 $79M 15.5%
Small Cap 19 $40M 7.8%
Micro Cap 9 $17M 3.3%

Portfolio Analytics

Avg Market Cap
$269.1B
Median Market Cap
$43.2B
Avg P/E
33.4
Median P/E
25.8
Avg Dividend Yield
0.01%
Avg Beta
0.94
# Stocks
110
# ETFs / Funds
119

Top Holdings (229 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FBND 6.70% 747,549 $34M $45.62 $3M +69,911 +10.3%
2 DFAC 5.30% 694,084 $27M $38.86 -$861K -8,958 -1.3%
3 JMUB 4.83% 491,448 $25M $49.99 $1M +33,687 +7.4%
4 IDEV 3.69% 225,035 $19M $83.57 $2M +19,537 +9.5%
5 AVUV 3.32% 152,825 $17M $110.47 $146K -11,291 -6.9%
6 IGSB 2.77% 268,507 $14M $52.56 $2M +33,227 +14.1%
7 PYLD 2.73% 530,034 $14M $26.20 $278K +19,946 +3.9%
8 VTI 2.38% 37,743 $12M $320.81 $2M +6,149 +19.5%
9 AVEM 2.23% 140,791 $11M $80.58 $2M +21,549 +18.1%
10 AAPL 2.18% 43,647 $11M $253.79 -$1M -2,486 -5.4%
11 BNDX 2.13% 225,755 $11M $48.05 $3M +55,804 +32.8%
12 MLN 2.05% 598,135 $10M $17.44 -$271K -12,366 -2.0%
13 DFIV 2.03% 195,600 $10M $52.78 $139K -8,497 -4.2%
14 STGW 1.92% 1,557,159 $10M $6.29 -$1M -661,544 -29.8%
15 AVDE 1.77% 106,392 $9M $84.84 $444K +2,137 +2.0%
16 IAU 1.72% 99,294 $9M $88.16 -$903K -19,677 -16.5%
17 DCOR 1.62% 114,111 $8M $72.08 -$644K -6,341 -5.3%
18 NVDA 1.44% 42,015 $7M $174.40 -$275K +1,249 +3.1%
19 TLH 1.35% 68,466 $7M $100.72 $1M +12,314 +21.9%
20 SDCI 1.17% 219,407 $6M $27.24 $3M +106,945 +95.1%
21 FTGC 1.17% 206,838 $6M $28.71 -$1M -107,862 -34.3%
22 AMZN 1.14% 27,815 $6M $208.27 -$817K -821 -2.9%
23 MSFT 1.09% 15,020 $6M $370.16 -$2M -14 -0.1%
24 RDVY 1.08% 80,224 $5M $68.28 -$15M -211,644 -72.5%
25 EFA 1.06% 55,565 $5M $97.13 -$14K -786 -1.4%
26 BILZ 1.05% 53,059 $5M $100.97 $1M +13,232 +33.2%
27 AIRR 1.05% 48,156 $5M $110.78 $2M +19,076 +65.6%
28 MINT 1.01% 51,012 $5M $100.57 $2M +19,378 +61.3%
29 FTCS 0.97% 53,253 $5M $92.76 -$387K -4,327 -7.5%
30 SPY 0.95% 7,412 $5M $650.36 -$262K -41 -0.6%
31 GRID 0.94% 29,325 $5M $163.58 +29,325 NEW
32 UUP 0.92% 167,696 $5M $27.78 +167,696 NEW
33 GLD 0.91% 10,709 $5M $430.29 $149K -542 -4.8%
34 CIBR 0.90% 73,242 $5M $62.68 +73,242 NEW
35 AVLV 0.89% 56,220 $5M $80.61 $774K +6,624 +13.4%
36 COST 0.80% 4,098 $4M $996.37 $432K -135 -3.2%
37 DFSV 0.74% 107,187 $4M $35.04 $101K -3,945 -3.5%
38 AVGO 0.67% 11,085 $3M $309.52 -$408K -7 -0.1%
39 GOOGL 0.67% 11,776 $3M $287.55 -$262K +120 +1.0%
40 SHYL 0.66% 75,534 $3M $44.39 $261K +6,782 +9.9%
41 IXC 0.64% 56,932 $3M $57.61 $3M +50,453 +778.7%
42 CVS 0.62% 43,824 $3M $71.82 -$427K -1,221 -2.7%
43 SMMU 0.61% 61,186 $3M $50.45 -$7K -170 -0.3%
44 SYF 0.55% 41,337 $3M $68.02 -$922K -3,415 -7.6%
45 CSRE 0.55% 106,127 $3M $26.28 +106,127 NEW
46 SPDW 0.54% 60,648 $3M $45.65 $56K -422 -0.7%
47 XLB 0.54% 55,201 $3M $49.97 +55,201 NEW
48 VBIL 0.54% 36,117 $3M $75.65 +36,117 NEW
49 IROC 0.53% 53,633 $3M $50.37 $218K +4,630 +9.4%
50 ENS 0.52% 15,382 $3M $173.72 -$854K -8,644 -36.0%
51 FMB 0.51% 51,312 $3M $50.66 $35K +1,165 +2.3%
52 FTAG 0.49% 83,821 $2M $29.55 +83,821 NEW
53 NFLX 0.46% 24,342 $2M $96.15 $533K +5,065 +26.3%
54 IEF 0.45% 24,241 $2M $95.44 $163K +1,879 +8.4%
55 IWR 0.44% 23,250 $2M $97.23 -$71K -966 -4.0%
56 ROKU 0.43% 23,072 $2M $94.62 -$483K -1,503 -6.1%
57 IJR 0.42% 17,370 $2M $124.31 $319K +2,061 +13.5%
58 FHI 0.42% 37,804 $2M $56.71 -$304K -9,200 -19.6%
59 DPZ 0.41% 5,771 $2M $358.77 -$344K -23 -0.4%
60 IEMG 0.40% 29,554 $2M $69.75 $117K +622 +2.1%
61 JPM 0.40% 6,880 $2M $294.15 -$323K -402 -5.5%
62 ITOT 0.35% 12,618 $2M $142.43 -$232K -1,031 -7.5%
63 DECK 0.34% 17,157 $2M $100.09 +17,157 NEW
64 KLAC 0.34% 1,163 $2M $1,472.55 -$94K -324 -21.8%
65 CRUS 0.33% 11,479 $2M $144.62 +11,479 NEW
66 AWK 0.32% 11,825 $2M $136.09 $55K -89 -0.8%
67 DELL 0.31% 9,711 $2M $164.13 $456K +670 +7.4%
68 FTGS 0.30% 45,338 $2M $34.05 -$100K -1,168 -2.5%
69 CSCO 0.30% 19,859 $2M $77.59 $126K +1,494 +8.1%
70 GOOG 0.27% 4,813 $1M $286.87 -$191K -197 -3.9%
71 CVX 0.27% 6,584 $1M $206.89 $304K -360 -5.2%
72 EHC 0.27% 14,076 $1M $96.73 -$163K -289 -2.0%
73 WMT 0.26% 10,761 $1M $124.28 $140K +18 +0.2%
74 EQIX 0.26% 1,363 $1M $980.24 $173K -155 -10.2%
75 IVV 0.26% 2,036 $1M $653.21 -$143K -115 -5.3%
76 MUB 0.26% 12,376 $1M $106.15 -$252K -2,244 -15.3%
77 UNP 0.26% 5,404 $1M $242.62 -$139K -867 -13.8%
78 FLS 0.26% 17,788 $1M $73.51 -$443K -7,438 -29.5%
79 META 0.25% 2,181 $1M $572.13 -$146K +70 +3.3%
80 NVST 0.23% 46,628 $1M $25.37 +46,628 NEW
81 UBER 0.22% 15,697 $1M $71.93 -$36K +1,433 +10.1%
82 V 0.22% 3,732 $1M $302.21 -$137K +126 +3.5%
83 AOA 0.20% 11,665 $1M $88.49 $106K +1,320 +12.8%
84 CTSH 0.20% 16,771 $1M $61.35 -$323K +478 +2.9%
85 ANET 0.20% 8,338 $1M $122.78 -$70K -13 -0.2%
86 BRK-B 0.20% 2,135 $1M $479.20 $37K +173 +8.8%
87 VTEB 0.20% 20,101 $1M $49.89 -$66K -1,152 -5.4%
88 EBAY 0.19% 10,433 $950K $91.02 $33K -95 -0.9%
89 RSG 0.18% 4,236 $928K $219.01 $30K +1 +0.0%
90 MSI 0.18% 2,128 $923K $433.92 $243K +352 +19.8%
91 SHV 0.18% 8,287 $915K $110.39 +8,287 NEW
92 IEI 0.18% 7,632 $905K $118.60 -$47K -350 -4.4%
93 BLK 0.17% 914 $879K $961.42 -$72K +26 +2.9%
94 QQQ 0.17% 1,510 $872K $577.18 $178K +381 +33.8%
95 ISTB 0.17% 17,905 $868K $48.46 -$7K -40 -0.2%
96 OLLI 0.17% 9,350 $861K $92.04 -$144K +182 +2.0%
97 AVSU 0.17% 11,416 $844K $73.93 -$28K -11 -0.1%
98 TGT 0.17% 6,961 $844K $121.20 $133K -314 -4.3%
99 ABT 0.17% 8,193 $841K $102.67 -$151K +271 +3.4%
100 VOO 0.16% 1,382 $826K $597.59 -$180K -222 -13.8%

New Positions

SymbolValue% Port
GRID $5M 0.94%
UUP $5M 0.92%
CIBR $5M 0.90%
CSRE $3M 0.55%
XLB $3M 0.54%
VBIL $3M 0.54%
FTAG $2M 0.49%
DECK $2M 0.34%
CRUS $2M 0.33%
NVST $1M 0.23%
SHV $915K 0.18%
TMUS $716K 0.14%
DGRO $364K 0.07%
XLRE $309K 0.06%
AMAT $254K 0.05%

Sold Out Positions

SymbolValue% Port
MS —%
VZ —%
SYK —%
FICO —%
BNDW —%
IGV —%
DBX —%
HON —%
MU —%
KRE —%
MINO —%
VOOG —%
GSLC —%
XLC —%
IYT —%
View SEC EDGAR Filings for ABLE Financial Group, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms