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 50.07% of Ables, Iannone, Moore & Associates's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$16M), IBIT, LH, UPS, AMT, WTS, JNJ, PEP, UNH, QQQ.
- Started 2 new stock positions in LH, IBIT.
- Reduced shares in these 10 stocks: , AMZN, TWLO, , DG, AAPL, MP, TTD, DIS, BAC.
- Sold out of its positions in Agenus, DG, ITOT, IVV, IXN, IVW, IWS, IWP, IBB, IYC. IWN, IWO, IWM, IYJ, IYE, IJR, IYK, IYM, Laboratory Corp. of America Holdings, MP, MA.
- Ables, Iannone, Moore & Associates was a net buyer of stock by $16M.
- Ables, Iannone, Moore & Associates has $151M in assets under management (AUM), dropping by 8.03%.
- Central Index Key (CIK): 0002013713
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Portfolio Holdings for Ables, Iannone, Moore & Associates
Ables, Iannone, Moore & Associates holds 54 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 15.5 | $24M | 112k | 210.62 |
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| NVIDIA Corporation (NVDA) | 11.7 | $18M | +904% | 143k | 123.54 |
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| Amazon (AMZN) | 9.9 | $15M | 78k | 193.25 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.5 | $11M | 62k | 182.15 |
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| The Trade Desk Com Cl A (TTD) | 5.4 | $8.1M | 83k | 97.67 |
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| Microsoft Corporation (MSFT) | 4.3 | $6.5M | 15k | 446.95 |
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| Visa Com Cl A (V) | 3.9 | $5.9M | 23k | 262.47 |
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| JPMorgan Chase & Co. (JPM) | 3.4 | $5.2M | 26k | 202.26 |
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| Home Depot (HD) | 3.1 | $4.7M | 14k | 344.24 |
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| Bank of America Corporation (BAC) | 2.9 | $4.4M | 110k | 39.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $3.3M | 8.1k | 406.80 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $3.1M | 17k | 183.42 |
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| American Tower Reit (AMT) | 2.0 | $3.1M | +11% | 16k | 194.39 |
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| Vulcan Materials Company (VMC) | 1.8 | $2.8M | 11k | 248.68 |
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| Johnson & Johnson (JNJ) | 1.6 | $2.3M | +11% | 16k | 146.16 |
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| McDonald's Corporation (MCD) | 1.4 | $2.1M | +2% | 8.2k | 254.84 |
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| Constellation Brands Cl A (STZ) | 1.4 | $2.1M | 8.0k | 257.28 |
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| UnitedHealth (UNH) | 1.3 | $1.9M | +4% | 3.8k | 509.27 |
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| Deere & Company (DE) | 1.2 | $1.7M | 4.7k | 373.65 |
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| Costco Wholesale Corporation (COST) | 1.1 | $1.7M | 2.0k | 849.99 |
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| CSX Corporation (CSX) | 1.0 | $1.6M | 47k | 33.45 |
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| United Parcel Service CL B (UPS) | 1.0 | $1.5M | +27% | 11k | 136.85 |
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| Alight Com Cl A (ALIT) | 0.9 | $1.4M | 193k | 7.38 |
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| Airbnb Com Cl A (ABNB) | 0.9 | $1.4M | 9.3k | 151.63 |
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| Chevron Corporation (CVX) | 0.8 | $1.2M | 7.8k | 156.42 |
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| Pepsi (PEP) | 0.8 | $1.2M | +21% | 7.0k | 164.93 |
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| Waste Management (WM) | 0.8 | $1.2M | 5.4k | 213.34 |
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| Valero Energy Corporation (VLO) | 0.8 | $1.1M | 7.3k | 156.76 |
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| Southern Company (SO) | 0.7 | $1.1M | -2% | 14k | 77.57 |
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| Amgen (AMGN) | 0.7 | $1.1M | 3.4k | 312.54 |
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| Twilio Cl A (TWLO) | 0.7 | $992k | -20% | 18k | 56.81 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $907k | +5% | 7.9k | 115.12 |
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| Tesla Motors (TSLA) | 0.6 | $864k | -2% | 4.4k | 197.88 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $717k | 7.2k | 100.23 |
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| Nextera Energy (NEE) | 0.5 | $700k | 9.9k | 70.81 |
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| Ishares Bitcoin Tr SHS (IBIT) | 0.5 | $681k | NEW | 20k | 34.14 |
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| Dominion Resources (D) | 0.4 | $673k | 14k | 49.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $650k | +14% | 1.4k | 479.20 |
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| salesforce (CRM) | 0.4 | $646k | 2.5k | 257.10 |
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| Linde SHS (LIN) | 0.4 | $606k | 1.4k | 438.81 |
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| Watts Water Technologies Cl A (WTS) | 0.4 | $596k | +92% | 3.3k | 183.37 |
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| Procter & Gamble Company (PG) | 0.4 | $545k | 3.3k | 164.92 |
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| Uber Technologies (UBER) | 0.3 | $461k | 6.3k | 72.68 |
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| Old National Ban (ONB) | 0.3 | $421k | 25k | 17.19 |
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| Mid-America Apartment (MAA) | 0.2 | $373k | +5% | 2.6k | 142.61 |
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| Marriott Intl Cl A (MAR) | 0.2 | $357k | -11% | 1.5k | 241.77 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $331k | NEW | 1.6k | 203.51 |
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| Walt Disney Company (DIS) | 0.2 | $316k | -25% | 3.2k | 99.29 |
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| Wal-Mart Stores (WMT) | 0.2 | $256k | 3.8k | 67.71 |
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| Goldman Sachs (GS) | 0.2 | $248k | 548.00 | 452.32 |
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| Medical Properties Trust (MPW) | 0.2 | $245k | +2% | 57k | 4.31 |
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| Caterpillar (CAT) | 0.2 | $229k | +4% | 687.00 | 333.10 |
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| Fastly Cl A (FSLY) | 0.1 | $130k | -18% | 18k | 7.37 |
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| Ondas Hldgs Com New (ONDS) | 0.0 | $66k | 113k | 0.58 |
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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 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