Ables, Iannone, Moore & Associates

Latest statistics and disclosures from Ables, Iannone, Moore & Associates's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AAPL, NVDA, GOOGL, AMZN, V, and represent 50.66% of Ables, Iannone, Moore & Associates's stock portfolio.
  • Added to shares of these 10 stocks: AMLP, SBIL, AMT, HD, TSM, KO, MAA, MTBA, MSFT, WM.
  • Started 3 new stock positions in SBIL, AMLP, KO.
  • Reduced shares in these 10 stocks: NVDA, TTD, AVGO, AAPL, GOOGL, ALIT, BAC, CRM, PEP, GOOG.
  • Sold out of its position in AVGO.
  • Ables, Iannone, Moore & Associates was a net buyer of stock by $2.2M.
  • Ables, Iannone, Moore & Associates has $183M in assets under management (AUM), dropping by 5.00%.
  • Central Index Key (CIK): 0002013713

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Portfolio Holdings for Ables, Iannone, Moore & Associates

Ables, Iannone, Moore & Associates holds 59 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 14.3 $26M 96k 271.86
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NVIDIA Corporation (NVDA) 12.1 $22M -2% 119k 186.50
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Alphabet Inc Cap Stk Cl A (GOOGL) 10.6 $19M 62k 313.00
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Amazon (AMZN) 9.2 $17M 73k 230.82
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Visa Com Cl A (V) 4.6 $8.3M 24k 350.71
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JPMorgan Chase & Co. (JPM) 4.3 $7.8M 24k 322.22
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Microsoft Corporation (MSFT) 4.1 $7.5M +2% 16k 483.62
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Home Depot (HD) 3.2 $5.9M +14% 17k 344.10
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Bank of America Corporation (BAC) 3.1 $5.6M -3% 102k 55.00
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Alphabet Cap Stk Cl C (GOOG) 2.4 $4.3M -2% 14k 313.80
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American Tower Reit (AMT) 2.1 $3.8M +28% 22k 175.58
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $3.5M 6.9k 502.65
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Vulcan Materials Company (VMC) 1.7 $3.2M 11k 285.22
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UnitedHealth (UNH) 1.6 $2.9M 8.9k 330.11
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The Trade Desk Com Cl A (TTD) 1.5 $2.8M -11% 73k 37.96
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United Parcel Service Cl B New (UPS) 1.5 $2.7M +4% 28k 99.19
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Johnson & Johnson (JNJ) 1.4 $2.5M -2% 12k 206.95
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McDonald's Corporation (MCD) 1.4 $2.5M 8.2k 305.63
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Deere & Company (DE) 1.0 $1.8M 3.9k 465.60
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Costco Wholesale Corporation (COST) 1.0 $1.7M 2.0k 862.34
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Tesla Motors (TSLA) 0.9 $1.7M 3.8k 449.72
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Constellation Brands Cl A (STZ) 0.9 $1.7M -4% 12k 137.96
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CSX Corporation (CSX) 0.8 $1.5M -4% 42k 36.25
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Eli Lilly & Co. (LLY) 0.8 $1.5M -2% 1.4k 1074.68
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $1.3M +61% 4.4k 303.89
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Pepsi (PEP) 0.7 $1.3M -9% 9.1k 143.53
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Waste Management (WM) 0.7 $1.3M +10% 5.8k 219.71
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Chevron Corporation (CVX) 0.7 $1.2M 8.0k 152.41
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Alerian M Etf (AMLP) 0.7 $1.2M NEW 26k 47.02
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.2M 1.9k 614.39
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Valero Energy Corporation (VLO) 0.6 $1.1M 7.0k 162.79
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Airbnb Com Cl A (ABNB) 0.6 $1.1M 8.1k 135.72
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Watts Water Technologies Cl A (WTS) 0.6 $1.1M 3.9k 276.02
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Amgen (AMGN) 0.6 $1.0M -3% 3.1k 327.41
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $966k +2% 20k 49.65
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Simplify Exchange Traded Fun Government Money (SBIL) 0.5 $901k NEW 9.0k 100.09
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Exxon Mobil Corporation (XOM) 0.5 $896k 7.4k 120.34
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Southern Company (SO) 0.5 $848k -4% 9.7k 87.20
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Mid-America Apartment (MAA) 0.4 $810k +36% 5.8k 138.91
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Dominion Resources (D) 0.4 $771k 13k 58.59
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Nextera Energy (NEE) 0.4 $751k 9.4k 80.27
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $749k +3% 1.1k 684.94
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Duke Energy Corp Com New (DUK) 0.4 $734k 6.3k 117.21
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Old National Ban (ONB) 0.3 $546k 25k 22.31
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Linde SHS (LIN) 0.3 $509k -8% 1.2k 426.39
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Goldman Sachs (GS) 0.3 $482k 548.00 879.00
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Chubb (CB) 0.3 $481k -2% 1.5k 312.12
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salesforce (CRM) 0.3 $471k -23% 1.8k 264.91
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Uber Technologies (UBER) 0.2 $446k -6% 5.5k 81.71
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Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.2 $408k +91% 8.1k 50.41
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Coca-Cola Company (KO) 0.2 $407k NEW 5.8k 69.91
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Marriott Intl Cl A (MAR) 0.2 $396k -7% 1.3k 310.24
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Procter & Gamble Company (PG) 0.2 $318k -22% 2.2k 143.31
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Labcorp Holdings Com Shs (LH) 0.2 $305k 1.2k 250.88
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Wal-Mart Stores (WMT) 0.2 $301k 2.7k 111.41
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Prologis (PLD) 0.2 $275k 2.2k 127.66
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Ishares Russell 2000 Etf (IWM) 0.1 $252k +13% 1.0k 246.16
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Mastercard Incorporated Cl A (MA) 0.1 $235k 412.00 570.88
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Alight Com Cl A (ALIT) 0.0 $59k -78% 30k 1.95
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Past Filings by Ables, Iannone, Moore & Associates

SEC 13F filings are viewable for Ables, Iannone, Moore & Associates going back to 2023