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, TTD, and represent 49.80% of Ables, Iannone, Moore & Associates's stock portfolio.
- Added to shares of these 10 stocks: LLY, AMT, STZ, PEP, MSFT, UPS, XOM, UNH, QQQ, D.
- Started 1 new stock position in LLY.
- Reduced shares in these 10 stocks: TWLO, , AMZN, NVDA, AAPL, KO, DE, TTD, V, ONDS.
- Sold out of its positions in KO, MPW, ONDS, TWLO.
- Ables, Iannone, Moore & Associates was a net seller of stock by $-1.3M.
- Ables, Iannone, Moore & Associates has $162M in assets under management (AUM), dropping by 4.71%.
- Central Index Key (CIK): 0002013713
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Portfolio Holdings for Ables, Iannone, Moore & Associates
Ables, Iannone, Moore & Associates holds 55 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 15.7 | $25M | 102k | 250.40 |
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| NVIDIA Corporation (NVDA) | 10.8 | $18M | 130k | 134.30 |
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| Amazon (AMZN) | 10.0 | $16M | -2% | 74k | 219.36 |
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| Alphabet Inc Cap Stk Cl A (GOOGL) | 7.3 | $12M | 63k | 189.24 |
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| The Trade Desk Com Cl A (TTD) | 5.9 | $9.6M | 82k | 117.57 |
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| Visa Com Cl A (V) | 4.8 | $7.8M | 25k | 316.04 |
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| Microsoft Corporation (MSFT) | 4.0 | $6.4M | 15k | 421.51 |
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| JPMorgan Chase & Co. (JPM) | 3.8 | $6.2M | 26k | 239.71 |
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| Home Depot (HD) | 3.4 | $5.4M | 14k | 388.99 |
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| Bank of America Corporation (BAC) | 2.9 | $4.7M | 108k | 43.96 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $3.6M | 7.9k | 453.28 |
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| American Tower Reit (AMT) | 1.9 | $3.1M | +5% | 17k | 183.41 |
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| Vulcan Materials Company (VMC) | 1.8 | $2.9M | 11k | 257.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $2.8M | 15k | 190.44 |
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| McDonald's Corporation (MCD) | 1.5 | $2.5M | 8.5k | 289.90 |
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| Johnson & Johnson (JNJ) | 1.4 | $2.3M | 16k | 144.66 |
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| UnitedHealth (UNH) | 1.2 | $1.9M | 3.8k | 505.87 |
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| Constellation Brands Cl A (STZ) | 1.2 | $1.9M | +8% | 8.7k | 221.03 |
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| Deere & Company (DE) | 1.2 | $1.9M | -7% | 4.5k | 423.86 |
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| Costco Wholesale Corporation (COST) | 1.1 | $1.8M | 2.0k | 916.27 |
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| Tesla Motors (TSLA) | 1.0 | $1.7M | 4.2k | 403.84 |
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| United Parcel Service Cl B New (UPS) | 1.0 | $1.6M | +3% | 12k | 126.13 |
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| CSX Corporation (CSX) | 0.9 | $1.5M | 47k | 32.28 |
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| Alight Com Cl A (ALIT) | 0.9 | $1.4M | 209k | 6.92 |
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| Airbnb Com Cl A (ABNB) | 0.8 | $1.4M | 10k | 131.43 |
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| Pepsi (PEP) | 0.7 | $1.2M | +9% | 7.9k | 152.06 |
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| Chevron Corporation (CVX) | 0.7 | $1.2M | 8.1k | 144.84 |
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| Waste Management (WM) | 0.7 | $1.1M | 5.4k | 201.79 |
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| Ishares Bitcoin Trust Etf SHS (IBIT) | 0.6 | $1.0M | 20k | 53.05 |
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| Southern Company (SO) | 0.6 | $978k | -2% | 12k | 82.32 |
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| Eli Lilly & Co. (LLY) | 0.6 | $899k | NEW | 1.2k | 772.00 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $886k | +2% | 8.2k | 107.57 |
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| Valero Energy Corporation (VLO) | 0.5 | $885k | 7.2k | 122.59 |
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| Amgen (AMGN) | 0.5 | $877k | 3.4k | 260.64 |
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| salesforce (CRM) | 0.5 | $841k | 2.5k | 334.33 |
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| Watts Water Technologies Cl A (WTS) | 0.5 | $804k | 4.0k | 203.30 |
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| Dominion Resources (D) | 0.5 | $755k | +2% | 14k | 53.86 |
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| Nextera Energy (NEE) | 0.4 | $707k | 9.9k | 71.69 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $706k | +2% | 1.4k | 511.33 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $680k | 6.3k | 107.74 |
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| Linde SHS (LIN) | 0.3 | $567k | 1.4k | 418.67 |
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| Old National Ban (ONB) | 0.3 | $532k | 25k | 21.70 |
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| Procter & Gamble Company (PG) | 0.3 | $524k | 3.1k | 167.65 |
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| Marriott Intl Cl A (MAR) | 0.3 | $412k | 1.5k | 278.94 |
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| Mid-America Apartment (MAA) | 0.2 | $404k | 2.6k | 154.70 |
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| Uber Technologies (UBER) | 0.2 | $370k | 6.1k | 60.32 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $356k | -4% | 1.6k | 229.89 |
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| Wal-Mart Stores (WMT) | 0.2 | $330k | -3% | 3.7k | 90.35 |
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| Goldman Sachs (GS) | 0.2 | $314k | 548.00 | 572.62 |
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| Caterpillar (CAT) | 0.2 | $249k | 687.00 | 362.76 |
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| Walt Disney Company (DIS) | 0.1 | $239k | -8% | 2.1k | 111.35 |
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| Nike CL B (NKE) | 0.1 | $236k | -6% | 3.1k | 75.67 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $217k | 412.00 | 526.57 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.1 | $216k | +5% | 4.4k | 49.69 |
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| Fastly Cl A (FSLY) | 0.1 | $101k | -6% | 11k | 9.44 |
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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 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