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 47.56% of Ables, Iannone, Moore & Associates's stock portfolio.
- Added to shares of these 10 stocks: V, NKE, MSFT, MTBA, KO, MA, GOOGL, UPS, WTS, ABNB.
- Started 4 new stock positions in KO, NKE, MA, MTBA.
- Reduced shares in these 10 stocks: AAPL, NVDA, TWLO, AMZN, GOOG, SO, DUK, DIS, TTD, TSLA.
- Ables, Iannone, Moore & Associates was a net seller of stock by $-2.4M.
- Ables, Iannone, Moore & Associates has $155M in assets under management (AUM), dropping by 2.36%.
- Central Index Key (CIK): 0002013713
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Portfolio Holdings for Ables, Iannone, Moore & Associates
Ables, Iannone, Moore & Associates holds 58 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 15.4 | $24M | -8% | 103k | 232.99 |
|
| NVIDIA Corporation (NVDA) | 10.4 | $16M | -7% | 132k | 121.43 |
|
| Amazon (AMZN) | 9.1 | $14M | -2% | 76k | 186.31 |
|
| Alphabet Inc Cap Stk Cl A (GOOGL) | 6.8 | $11M | 63k | 165.84 |
|
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| The Trade Desk Com Cl A (TTD) | 5.9 | $9.1M | 83k | 109.63 |
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| Visa Com Cl A (V) | 4.4 | $6.8M | +10% | 25k | 274.96 |
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| Microsoft Corporation (MSFT) | 4.2 | $6.5M | +4% | 15k | 430.21 |
|
| Home Depot (HD) | 3.7 | $5.7M | 14k | 405.20 |
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| JPMorgan Chase & Co. (JPM) | 3.5 | $5.4M | 26k | 210.86 |
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| Bank of America Corporation (BAC) | 2.8 | $4.3M | 109k | 39.68 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $3.7M | 8.0k | 460.26 |
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| American Tower Reit (AMT) | 2.4 | $3.7M | 16k | 232.57 |
|
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| Vulcan Materials Company (VMC) | 1.8 | $2.8M | 11k | 250.42 |
|
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| McDonald's Corporation (MCD) | 1.7 | $2.6M | +4% | 8.6k | 304.48 |
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| Johnson & Johnson (JNJ) | 1.7 | $2.6M | 16k | 162.08 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $2.5M | -11% | 15k | 167.19 |
|
| UnitedHealth (UNH) | 1.4 | $2.2M | 3.8k | 584.69 |
|
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| Constellation Brands Cl A (STZ) | 1.3 | $2.1M | 8.0k | 257.69 |
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| Deere & Company (DE) | 1.3 | $2.0M | +4% | 4.9k | 417.25 |
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| Costco Wholesale Corporation (COST) | 1.2 | $1.8M | 2.0k | 886.52 |
|
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| United Parcel Service Cl B New (UPS) | 1.1 | $1.6M | +11% | 12k | 136.32 |
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| CSX Corporation (CSX) | 1.0 | $1.6M | 47k | 34.53 |
|
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| Alight Com Cl A (ALIT) | 1.0 | $1.5M | +8% | 209k | 7.40 |
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| Airbnb Com Cl A (ABNB) | 0.8 | $1.3M | +11% | 10k | 126.78 |
|
| Pepsi (PEP) | 0.8 | $1.2M | +2% | 7.2k | 170.05 |
|
| Chevron Corporation (CVX) | 0.8 | $1.2M | +3% | 8.1k | 147.27 |
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| Waste Management (WM) | 0.7 | $1.1M | 5.4k | 207.60 |
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| Southern Company (SO) | 0.7 | $1.1M | -11% | 12k | 90.18 |
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| Tesla Motors (TSLA) | 0.7 | $1.1M | -4% | 4.2k | 261.63 |
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| Amgen (AMGN) | 0.7 | $1.1M | 3.4k | 322.30 |
|
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| Valero Energy Corporation (VLO) | 0.6 | $990k | 7.3k | 135.03 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $942k | +2% | 8.0k | 117.22 |
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| Nextera Energy (NEE) | 0.5 | $836k | 9.9k | 84.53 |
|
|
| Watts Water Technologies Cl A (WTS) | 0.5 | $819k | +21% | 4.0k | 207.19 |
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| Dominion Resources (D) | 0.5 | $792k | 14k | 57.79 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $742k | -10% | 6.4k | 115.30 |
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| Ishares Bitcoin Trust Etf SHS (IBIT) | 0.5 | $718k | 20k | 36.13 |
|
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| salesforce (CRM) | 0.4 | $688k | 2.5k | 273.71 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $659k | 1.3k | 488.16 |
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| Linde SHS (LIN) | 0.4 | $647k | 1.4k | 476.86 |
|
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| Twilio Cl A (TWLO) | 0.4 | $598k | -47% | 9.2k | 65.22 |
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| Procter & Gamble Company (PG) | 0.3 | $542k | -5% | 3.1k | 173.20 |
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| Uber Technologies (UBER) | 0.3 | $469k | 6.2k | 75.16 |
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| Old National Ban (ONB) | 0.3 | $457k | 25k | 18.66 |
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| Mid-America Apartment (MAA) | 0.3 | $415k | 2.6k | 158.95 |
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| Marriott Intl Cl A (MAR) | 0.2 | $367k | 1.5k | 248.60 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $364k | 1.6k | 223.78 |
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| Medical Properties Trust (MPW) | 0.2 | $343k | +3% | 59k | 5.85 |
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| Wal-Mart Stores (WMT) | 0.2 | $304k | 3.8k | 80.75 |
|
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| Nike CL B (NKE) | 0.2 | $294k | NEW | 3.3k | 88.40 |
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| Goldman Sachs (GS) | 0.2 | $271k | 548.00 | 495.11 |
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| Caterpillar (CAT) | 0.2 | $269k | 687.00 | 391.12 |
|
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| Walt Disney Company (DIS) | 0.1 | $227k | -25% | 2.4k | 96.19 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.1 | $212k | NEW | 4.1k | 51.48 |
|
| Coca-Cola Company (KO) | 0.1 | $210k | NEW | 2.9k | 71.86 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $203k | NEW | 412.00 | 493.80 |
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| Fastly Cl A (FSLY) | 0.1 | $86k | -35% | 11k | 7.57 |
|
| Ondas Hldgs Com New (ONDS) | 0.1 | $84k | -4% | 109k | 0.77 |
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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 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