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 49.03% of Ables, Iannone, Moore & Associates's stock portfolio.
- Added to shares of these 10 stocks: MSFT, MAR, UBER, APD, JPM, BINC, BRK.B, IVV, QQQ, DUK.
- Started 2 new stock positions in BINC, APD.
- Reduced shares in these 10 stocks: NVDA, AAPL, STZ, TTD, , GOOGL, AMZN, PG, V, ABNB.
- Sold out of its positions in PG, CRM.
- Ables, Iannone, Moore & Associates was a net seller of stock by $-4.1M.
- Ables, Iannone, Moore & Associates has $168M in assets under management (AUM), dropping by -7.93%.
- Central Index Key (CIK): 0002013713
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Portfolio Holdings for Ables, Iannone, Moore & Associates
Ables, Iannone, Moore & Associates holds 59 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 14.1 | $24M | -2% | 93k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 11.6 | $20M | -5% | 112k | 174.40 |
|
| Alphabet Inc Cap Stk Cl A (GOOGL) | 10.3 | $17M | -2% | 60k | 287.56 |
|
| Amazon (AMZN) | 8.7 | $15M | -2% | 71k | 208.27 |
|
| JPMorgan Chase & Co. (JPM) | 4.3 | $7.3M | +2% | 25k | 294.16 |
|
| Visa Com Cl A (V) | 4.1 | $6.9M | -3% | 23k | 302.24 |
|
| Microsoft Corporation (MSFT) | 4.0 | $6.8M | +17% | 18k | 370.17 |
|
| Home Depot (HD) | 3.3 | $5.5M | -2% | 17k | 328.89 |
|
| Bank of America Corporation (BAC) | 2.9 | $4.9M | 101k | 48.75 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $3.8M | -2% | 13k | 286.86 |
|
| American Tower Reit (AMT) | 2.2 | $3.8M | 22k | 172.59 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $3.5M | +5% | 7.2k | 479.20 |
|
| Vulcan Materials Company (VMC) | 1.8 | $3.0M | 11k | 272.30 |
|
|
| Johnson & Johnson (JNJ) | 1.7 | $2.8M | -5% | 12k | 244.44 |
|
| United Parcel Service CL B (UPS) | 1.6 | $2.7M | -2% | 27k | 98.38 |
|
| McDonald's Corporation (MCD) | 1.4 | $2.4M | -4% | 7.8k | 310.79 |
|
| UnitedHealth (UNH) | 1.4 | $2.3M | -3% | 8.6k | 270.59 |
|
| Deere & Company (DE) | 1.3 | $2.1M | -2% | 3.8k | 563.33 |
|
| Costco Wholesale Corporation (COST) | 1.2 | $2.0M | 2.0k | 996.43 |
|
|
| Valero Energy Corporation (VLO) | 1.0 | $1.7M | 6.9k | 247.08 |
|
|
| CSX Corporation (CSX) | 1.0 | $1.6M | -7% | 39k | 41.05 |
|
| Chevron Corporation (CVX) | 0.9 | $1.6M | -4% | 7.6k | 206.90 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $1.4M | 4.3k | 337.95 |
|
|
| Tesla Motors (TSLA) | 0.8 | $1.4M | 3.7k | 371.75 |
|
|
| Pepsi (PEP) | 0.8 | $1.3M | -4% | 8.7k | 155.29 |
|
| Waste Management (WM) | 0.8 | $1.3M | 5.7k | 229.79 |
|
|
| Alerian M Etf (AMLP) | 0.8 | $1.3M | -2% | 25k | 52.64 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $1.3M | 7.4k | 169.66 |
|
|
| Eli Lilly & Co. (LLY) | 0.7 | $1.3M | 1.4k | 919.77 |
|
|
| Constellation Brands Cl A (STZ) | 0.7 | $1.3M | -30% | 8.4k | 150.01 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.2M | +6% | 2.1k | 577.25 |
|
| The Trade Desk Com Cl A (TTD) | 0.7 | $1.2M | -30% | 51k | 22.69 |
|
| Watts Water Technologies Cl A (WTS) | 0.7 | $1.1M | 3.9k | 290.29 |
|
|
| Amgen (AMGN) | 0.6 | $1.0M | -8% | 2.9k | 351.97 |
|
| Simplify Exchange Traded Fun Government Money (SBIL) | 0.5 | $889k | 8.9k | 100.06 |
|
|
| Duke Energy Corp Com New (DUK) | 0.5 | $857k | +4% | 6.5k | 130.94 |
|
| Nextera Energy (NEE) | 0.5 | $837k | -3% | 9.0k | 92.88 |
|
| Southern Company (SO) | 0.5 | $811k | -13% | 8.4k | 96.52 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $794k | +11% | 1.2k | 653.21 |
|
| Airbnb Com Cl A (ABNB) | 0.5 | $794k | -22% | 6.3k | 126.28 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $777k | +3% | 20k | 38.42 |
|
| Dominion Resources (D) | 0.4 | $753k | -7% | 12k | 61.82 |
|
| Mid-America Apartment (MAA) | 0.4 | $736k | +3% | 6.0k | 122.12 |
|
| Marriott Intl Cl A (MAR) | 0.4 | $647k | +54% | 2.0k | 327.18 |
|
| Uber Technologies (UBER) | 0.4 | $619k | +57% | 8.6k | 71.93 |
|
| Linde SHS (LIN) | 0.4 | $592k | 1.2k | 495.76 |
|
|
| Old National Ban (ONB) | 0.3 | $541k | 25k | 22.10 |
|
|
| Chubb (CB) | 0.3 | $499k | 1.5k | 325.93 |
|
|
| Goldman Sachs (GS) | 0.3 | $464k | 548.00 | 845.99 |
|
|
| Coca-Cola Company (KO) | 0.2 | $420k | -5% | 5.5k | 76.05 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.2 | $347k | -13% | 7.0k | 49.46 |
|
| Wal-Mart Stores (WMT) | 0.2 | $340k | 2.7k | 124.28 |
|
|
| Ishares Russell 2000 Etf (IWM) | 0.2 | $282k | +11% | 1.1k | 248.00 |
|
| Prologis (PLD) | 0.2 | $275k | -3% | 2.1k | 132.18 |
|
| Labcorp Holdings Com Shs (LH) | 0.2 | $260k | -19% | 975.00 | 266.81 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $223k | +8% | 446.00 | 499.66 |
|
| Air Products & Chemicals (APD) | 0.1 | $223k | NEW | 766.00 | 290.49 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $207k | NEW | 4.0k | 51.93 |
|
| Alight Com Cl A (ALIT) | 0.0 | $18k | 30k | 0.58 |
|
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 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