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, AMZN, NVDA, GOOGL, TTD, and represent 45.22% of Ables, Iannone, Moore & Associates's stock portfolio.
- Added to shares of these 10 stocks: ALIT, UNH, AMT, TSLA, AAPL, WMT, NEE, GOOGL, UPS, PEP.
- Reduced shares in these 10 stocks: AMZN, BA, NKE, NVDA, KO, AFL, GLBE, UNP, TTD, LLY.
- Sold out of its positions in AFL, ABBV, ADBE, ACM, AMD, A, APD, BABA, MO, American Battery Metals equities.
- Ables, Iannone, Moore & Associates was a net seller of stock by $-4.1M.
- Ables, Iannone, Moore & Associates has $140M in assets under management (AUM), dropping by 6.77%.
- Central Index Key (CIK): 0002013713
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Portfolio Holdings for Ables, Iannone, Moore & Associates
Ables, Iannone, Moore & Associates holds 73 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 13.8 | $19M | 113k | 171.49 |
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| Amazon (AMZN) | 10.2 | $14M | -2% | 79k | 180.37 |
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| NVIDIA Corporation (NVDA) | 9.2 | $13M | 14k | 903.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.7 | $9.4M | 63k | 150.89 |
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| The Trade Desk Com Cl A (TTD) | 5.3 | $7.4M | 85k | 87.41 |
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| Visa Com Cl A (V) | 4.5 | $6.3M | 23k | 279.09 |
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| Microsoft Corporation (MSFT) | 4.4 | $6.1M | 15k | 420.67 |
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| Home Depot (HD) | 3.8 | $5.3M | 14k | 383.60 |
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| JPMorgan Chase & Co. (JPM) | 3.7 | $5.2M | 26k | 200.30 |
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| Bank of America Corporation (BAC) | 3.0 | $4.2M | 112k | 37.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $3.4M | 8.1k | 420.52 |
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| Vulcan Materials Company (VMC) | 2.2 | $3.1M | 11k | 272.90 |
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| American Tower Reit (AMT) | 2.0 | $2.8M | +10% | 14k | 197.59 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $2.6M | 17k | 152.26 |
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| Johnson & Johnson (JNJ) | 1.6 | $2.3M | -2% | 14k | 158.21 |
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| McDonald's Corporation (MCD) | 1.6 | $2.2M | 8.0k | 281.95 |
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| Constellation Brands Cl A (STZ) | 1.6 | $2.2M | 8.0k | 271.76 |
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| Deere & Company (DE) | 1.4 | $1.9M | 4.7k | 410.61 |
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| Alight Com Cl A (ALIT) | 1.4 | $1.9M | +220% | 194k | 9.85 |
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| UnitedHealth (UNH) | 1.3 | $1.8M | +45% | 3.6k | 494.71 |
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| CSX Corporation (CSX) | 1.3 | $1.8M | 47k | 37.07 |
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| Airbnb Com Cl A (ABNB) | 1.1 | $1.6M | -2% | 9.4k | 164.93 |
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| Costco Wholesale Corporation (COST) | 1.1 | $1.5M | 2.0k | 732.63 |
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| Twilio Cl A (TWLO) | 1.0 | $1.3M | 22k | 61.15 |
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| Valero Energy Corporation (VLO) | 0.9 | $1.3M | 7.4k | 170.69 |
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| United Parcel Service CL B (UPS) | 0.9 | $1.3M | +7% | 8.5k | 148.63 |
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| Chevron Corporation (CVX) | 0.9 | $1.2M | +3% | 7.8k | 157.74 |
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| Waste Management (WM) | 0.8 | $1.2M | 5.5k | 213.15 |
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| Pepsi (PEP) | 0.7 | $1.0M | +8% | 5.8k | 175.01 |
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| Southern Company (SO) | 0.7 | $1.0M | -7% | 14k | 71.74 |
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| Amgen (AMGN) | 0.7 | $965k | 3.4k | 284.32 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $870k | 7.5k | 116.24 |
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| Tesla Motors (TSLA) | 0.6 | $784k | +42% | 4.5k | 175.79 |
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| salesforce (CRM) | 0.5 | $763k | 2.5k | 301.18 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $703k | -2% | 7.3k | 96.71 |
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| Dominion Resources (D) | 0.5 | $685k | +12% | 14k | 49.19 |
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| Linde SHS (LIN) | 0.5 | $641k | 1.4k | 464.32 |
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| Nextera Energy (NEE) | 0.5 | $634k | +26% | 9.9k | 63.91 |
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| Procter & Gamble Company (PG) | 0.4 | $536k | 3.3k | 162.25 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $525k | 1.2k | 444.11 |
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| Walt Disney Company (DIS) | 0.4 | $521k | -2% | 4.3k | 122.36 |
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| Uber Technologies (UBER) | 0.4 | $497k | -19% | 6.5k | 76.99 |
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| Old National Ban (ONB) | 0.3 | $426k | -5% | 25k | 17.41 |
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| Marriott Intl Cl A (MAR) | 0.3 | $423k | -5% | 1.7k | 252.31 |
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| Watts Water Technologies Cl A (WTS) | 0.3 | $359k | 1.7k | 212.55 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $355k | 1.6k | 218.34 |
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| Mid-America Apartment (MAA) | 0.2 | $327k | +31% | 2.5k | 131.50 |
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| Fastly Cl A (FSLY) | 0.2 | $281k | -5% | 22k | 12.97 |
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| Medical Properties Trust (MPW) | 0.2 | $260k | +3% | 55k | 4.70 |
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| Caterpillar (CAT) | 0.2 | $242k | 660.00 | 366.43 |
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| Goldman Sachs (GS) | 0.2 | $233k | 558.00 | 417.69 |
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| Wal-Mart Stores (WMT) | 0.2 | $231k | +200% | 3.8k | 60.17 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $210k | 435.00 | 481.57 |
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| Dollar General (DG) | 0.1 | $203k | 1.3k | 156.06 |
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| Mp Materials Corp Com Cl A (MP) | 0.1 | $151k | -2% | 11k | 14.30 |
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| Ondas Hldgs Com New (ONDS) | 0.1 | $112k | 115k | 0.97 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $48k | 92.00 | 525.73 |
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| Agenus Com New (AGEN) | 0.0 | $46k | 79k | 0.58 |
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| Ishares Tr Us Consum Discre (IYC) | 0.0 | $41k | -7% | 505.00 | 81.97 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $23k | 183.00 | 125.33 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $19k | 168.00 | 114.14 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $18k | -12% | 140.00 | 125.71 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $16k | 143.00 | 110.52 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $15k | -2% | 202.00 | 74.81 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $11k | 75.00 | 147.73 |
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| Ishares Tr Us Consm Staples (IYK) | 0.0 | $10k | +200% | 150.00 | 67.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $9.3k | -69% | 44.00 | 210.30 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $8.9k | 105.00 | 84.44 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $8.2k | 60.00 | 137.22 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $7.5k | 65.00 | 115.31 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $4.9k | 31.00 | 158.81 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $4.3k | 87.00 | 49.40 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $4.1k | 15.00 | 270.80 |
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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 Q1 filed April 30, 2024
- Ables, Iannone, Moore & Associates 2023 Q4 filed March 14, 2024