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, AMZN, GOOGL, V, and represent 49.80% of Ables, Iannone, Moore & Associates's stock portfolio.
- Added to shares of these 7 stocks: UNH, UPS, CB, MAA, IWM, STZ, TTD.
- Started 2 new stock positions in CB, IWM.
- Reduced shares in these 10 stocks: AAPL, NVDA, JNJ, CAT, GOOGL, GOOG, AMZN, JPM, DE, MSFT.
- Sold out of its position in CAT.
- Ables, Iannone, Moore & Associates was a net seller of stock by $-1.5M.
- Ables, Iannone, Moore & Associates has $174M in assets under management (AUM), dropping by 8.17%.
- Central Index Key (CIK): 0002013713
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Portfolio Holdings for Ables, Iannone, Moore & Associates
Ables, Iannone, Moore & Associates holds 57 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 14.2 | $25M | -3% | 97k | 254.63 |
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| NVIDIA Corporation (NVDA) | 13.1 | $23M | 122k | 186.58 |
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| Amazon (AMZN) | 9.2 | $16M | 73k | 219.57 |
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| Alphabet Inc Cap Stk Cl A (GOOGL) | 8.7 | $15M | 62k | 243.10 |
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| Visa Com Cl A (V) | 4.7 | $8.2M | 24k | 341.38 |
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| Microsoft Corporation (MSFT) | 4.5 | $7.9M | 15k | 517.95 |
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| JPMorgan Chase & Co. (JPM) | 4.4 | $7.7M | -2% | 24k | 315.43 |
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| Home Depot (HD) | 3.4 | $6.0M | 15k | 405.19 |
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| Bank of America Corporation (BAC) | 3.1 | $5.4M | 105k | 51.59 |
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| The Trade Desk Com Cl A (TTD) | 2.3 | $4.1M | 83k | 49.01 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $3.5M | 6.9k | 502.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $3.5M | -4% | 14k | 243.55 |
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| Vulcan Materials Company (VMC) | 2.0 | $3.4M | -2% | 11k | 307.62 |
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| American Tower Reit (AMT) | 1.9 | $3.2M | 17k | 192.32 |
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| UnitedHealth (UNH) | 1.8 | $3.1M | +43% | 9.0k | 345.30 |
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| McDonald's Corporation (MCD) | 1.5 | $2.5M | 8.4k | 303.89 |
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| Johnson & Johnson (JNJ) | 1.3 | $2.3M | -11% | 13k | 185.42 |
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| United Parcel Service CL B (UPS) | 1.3 | $2.2M | +28% | 27k | 83.53 |
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| Costco Wholesale Corporation (COST) | 1.1 | $1.9M | 2.0k | 925.63 |
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| Deere & Company (DE) | 1.0 | $1.8M | -8% | 4.0k | 457.29 |
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| Constellation Brands Cl A (STZ) | 1.0 | $1.7M | +3% | 13k | 134.67 |
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| Tesla Motors (TSLA) | 1.0 | $1.7M | 3.8k | 444.72 |
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| CSX Corporation (CSX) | 0.9 | $1.6M | -2% | 44k | 35.51 |
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| Pepsi (PEP) | 0.8 | $1.4M | 10k | 140.44 |
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| Chevron Corporation (CVX) | 0.7 | $1.3M | 8.1k | 155.29 |
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| Ishares Bitcoin Trust Etf SHS (IBIT) | 0.7 | $1.2M | 19k | 65.00 |
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| Valero Energy Corporation (VLO) | 0.7 | $1.2M | 7.0k | 170.26 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.2M | 1.9k | 600.45 |
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| Waste Management (WM) | 0.7 | $1.2M | 5.3k | 220.83 |
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| Watts Water Technologies Cl A (WTS) | 0.6 | $1.1M | -3% | 3.9k | 279.28 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.1M | 1.4k | 763.00 |
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| Airbnb Com Cl A (ABNB) | 0.6 | $999k | 8.2k | 121.42 |
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| Southern Company (SO) | 0.6 | $964k | -5% | 10k | 94.77 |
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| Amgen (AMGN) | 0.5 | $913k | -3% | 3.2k | 282.20 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $846k | -2% | 7.5k | 112.75 |
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| Dominion Resources (D) | 0.5 | $817k | 13k | 61.17 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $777k | -3% | 6.3k | 123.75 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $756k | 2.7k | 279.29 |
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| Ishares Tr Core S&p 500 Etf (IVV) | 0.4 | $707k | 1.1k | 669.30 |
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| Nextera Energy (NEE) | 0.4 | $706k | 9.4k | 75.49 |
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| Linde SHS (LIN) | 0.4 | $618k | 1.3k | 475.00 |
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| Mid-America Apartment (MAA) | 0.3 | $598k | +59% | 4.3k | 139.73 |
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| Uber Technologies (UBER) | 0.3 | $569k | 5.8k | 97.97 |
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| salesforce (CRM) | 0.3 | $549k | -5% | 2.3k | 237.00 |
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| Old National Ban (ONB) | 0.3 | $538k | 25k | 21.95 |
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| Alight Com Cl A (ALIT) | 0.3 | $449k | -23% | 138k | 3.26 |
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| Chubb (CB) | 0.3 | $448k | NEW | 1.6k | 282.25 |
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| Procter & Gamble Company (PG) | 0.3 | $438k | -6% | 2.9k | 153.65 |
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| Goldman Sachs (GS) | 0.3 | $436k | 548.00 | 796.35 |
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| Marriott Intl Cl A (MAR) | 0.2 | $359k | 1.4k | 260.44 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $352k | -16% | 1.2k | 287.06 |
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| Wal-Mart Stores (WMT) | 0.2 | $278k | -27% | 2.7k | 103.06 |
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| Broadcom (AVGO) | 0.2 | $268k | 812.00 | 329.91 |
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| Prologis (PLD) | 0.1 | $247k | 2.2k | 114.52 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $234k | 412.00 | 568.81 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $219k | NEW | 904.00 | 241.96 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.1 | $213k | 4.2k | 50.35 |
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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
- Ables, Iannone, Moore & Associates 2025 Q3 filed Oct. 6, 2025
- Ables, Iannone, Moore & Associates 2025 Q2 filed July 7, 2025
- Ables, Iannone, Moore & Associates 2025 Q1 filed April 8, 2025
- Ables, Iannone, Moore & Associates 2024 Q4 filed Jan. 6, 2025
- Ables, Iannone, Moore & Associates 2024 Q3 filed Oct. 2, 2024
- Ables, Iannone, Moore & Associates 2024 Q2 filed July 11, 2024
- Ables, Iannone, Moore & Associates 2024 Q1 filed April 30, 2024
- Ables, Iannone, Moore & Associates 2023 Q4 filed March 14, 2024