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, JPM, and represent 50.26% of Ables, Iannone, Moore & Associates's stock portfolio.
- Added to shares of these 10 stocks: SBIL, CAT, AAPL, HD, MU, IALT, MMM, DE, AMT, UBER.
- Started 4 new stock positions in IALT, MMM, MU, CAT.
- Reduced shares in these 10 stocks: NVDA, AMZN, GOOGL, TTD, BAC, UNH, V, BINC, MSFT, UPS.
- Sold out of its position in BINC.
- Ables, Iannone, Moore & Associates was a net seller of stock by $-275k.
- Ables, Iannone, Moore & Associates has $188M in assets under management (AUM), dropping by 11.63%.
- Central Index Key (CIK): 0002013713
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Portfolio Holdings for Ables, Iannone, Moore & Associates
Ables, Iannone, Moore & Associates holds 62 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 14.6 | $27M | 95k | 289.36 |
|
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| NVIDIA Corporation (NVDA) | 11.5 | $22M | -4% | 108k | 200.09 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 11.2 | $21M | -2% | 59k | 357.37 |
|
| Amazon (AMZN) | 8.7 | $16M | -2% | 69k | 238.34 |
|
| JPMorgan Chase & Co. (JPM) | 4.3 | $8.0M | 25k | 327.33 |
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| Visa Com Cl A (V) | 4.1 | $7.6M | -2% | 22k | 343.09 |
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| Microsoft Corporation (MSFT) | 3.6 | $6.7M | 18k | 373.03 |
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| Home Depot (HD) | 3.4 | $6.3M | +7% | 18k | 352.68 |
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| Bank of America Corporation (BAC) | 2.9 | $5.4M | -5% | 96k | 56.98 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $4.8M | 14k | 353.33 |
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| American Tower Reit (AMT) | 2.0 | $3.7M | +3% | 23k | 163.58 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $3.7M | 7.3k | 500.39 |
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| UnitedHealth (UNH) | 1.8 | $3.3M | -6% | 8.0k | 415.63 |
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| Vulcan Materials Company (VMC) | 1.7 | $3.2M | 11k | 295.01 |
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| Johnson & Johnson (JNJ) | 1.6 | $3.0M | +3% | 12k | 253.99 |
|
| United Parcel Service CL B (UPS) | 1.5 | $2.8M | -3% | 26k | 107.50 |
|
| Deere & Company (DE) | 1.4 | $2.5M | +5% | 4.0k | 634.48 |
|
| McDonald's Corporation (MCD) | 1.1 | $2.1M | 7.8k | 270.31 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.1 | $2.0M | 4.2k | 477.57 |
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| Costco Wholesale Corporation (COST) | 1.0 | $1.9M | 2.0k | 935.47 |
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| CSX Corporation (CSX) | 1.0 | $1.8M | -2% | 38k | 47.53 |
|
| Valero Energy Corporation (VLO) | 0.9 | $1.8M | 6.8k | 260.44 |
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| Simplify Exchange Traded Fun Govt Mone Ma Etf (SBIL) | 0.9 | $1.7M | +89% | 17k | 100.06 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $1.6M | 1.3k | 1199.43 |
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| Tesla Motors (TSLA) | 0.8 | $1.5M | 3.6k | 420.60 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $1.5M | 2.0k | 736.50 |
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| Watts Water Technologies Cl A (WTS) | 0.8 | $1.5M | -3% | 3.7k | 391.45 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.7 | $1.3M | 25k | 51.85 |
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| Waste Management (WM) | 0.7 | $1.3M | 5.7k | 222.88 |
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| Chevron Corporation (CVX) | 0.7 | $1.2M | -2% | 7.5k | 165.76 |
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| Constellation Brands Cl A (STZ) | 0.6 | $1.1M | 8.2k | 139.10 |
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| Pepsi (PEP) | 0.6 | $1.1M | -3% | 8.4k | 135.41 |
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| Amgen (AMGN) | 0.6 | $1.0M | 2.9k | 362.24 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.0M | 7.5k | 136.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $908k | 1.2k | 748.89 |
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| Mid-America Apartment (MAA) | 0.5 | $888k | +6% | 6.4k | 138.94 |
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| Southern Company (SO) | 0.4 | $844k | +4% | 8.8k | 95.72 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $838k | 6.6k | 126.58 |
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| Dominion Resources (D) | 0.4 | $833k | 12k | 68.29 |
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| Airbnb Com Cl A (ABNB) | 0.4 | $818k | -9% | 5.7k | 143.10 |
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| Nextera Energy (NEE) | 0.4 | $796k | 9.1k | 87.77 |
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| Uber Technologies (UBER) | 0.4 | $742k | +19% | 10k | 72.16 |
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| Caterpillar (CAT) | 0.4 | $738k | NEW | 692.00 | 1066.30 |
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| Marriott Intl Cl A (MAR) | 0.4 | $693k | -5% | 1.9k | 370.61 |
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| Old National Ban (ONB) | 0.3 | $634k | 25k | 25.90 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $632k | -6% | 19k | 33.29 |
|
| Linde SHS (LIN) | 0.3 | $620k | 1.2k | 518.94 |
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| Chubb (CB) | 0.3 | $522k | 1.5k | 340.74 |
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| The Trade Desk Com Cl A (TTD) | 0.3 | $514k | -44% | 28k | 18.08 |
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| Goldman Sachs (GS) | 0.3 | $504k | -9% | 498.00 | 1011.37 |
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| Wal-Mart Stores (WMT) | 0.2 | $427k | +37% | 3.8k | 113.26 |
|
| Coca-Cola Company (KO) | 0.2 | $370k | -17% | 4.5k | 81.27 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.2 | $305k | -11% | 6.2k | 49.07 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $297k | -12% | 988.00 | 300.45 |
|
| Prologis (PLD) | 0.2 | $282k | 2.1k | 135.47 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $273k | 975.00 | 280.00 |
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| Micron Technology (MU) | 0.1 | $260k | NEW | 225.00 | 1154.29 |
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| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 0.1 | $238k | NEW | 8.5k | 28.05 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $229k | 446.00 | 513.60 |
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| Air Products & Chemicals (APD) | 0.1 | $216k | -3% | 737.00 | 293.18 |
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| 3M Company (MMM) | 0.1 | $205k | NEW | 1.3k | 161.91 |
|
| Alight Com Cl A (ALIT) | 0.0 | $17k | 30k | 0.56 |
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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 2026 Q2 filed July 13, 2026
- Ables, Iannone, Moore & Associates 2026 Q1 filed April 7, 2026
- Ables, Iannone, Moore & Associates 2025 Q4 filed Jan. 5, 2026
- 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