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CIK: 0002013713
Total reported value
$192.9M
$192.9M
73 檔
32.8%
According to the latest 13F quarterly dataset, Ables, Iannone, Moore & Associates, Inc. managed an equity portfolio of $192.9M at the end of Q1 2024, spanning 73 distinct U.S. exchange-listed positions.
During Q1 2024, Ables, Iannone, Moore & Associates, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.78% | +1.27% | +1.04% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.20% | -0.06% | -2.96% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 9.21% | +1.08% | -1.65% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.74% | -0.88% | +1.06% | |
| 5 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 5.30% | -0.15% | -1.66% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 4.50% | -0.11% | -0.56% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.38% | +1.16% | -1.35% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 3.80% | -0.53% | -1.05% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.73% | -0.18% | -0.55% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 3.02% | -0.28% | -0.81% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.44% | -0.14% | -1.48% | |
| 12 | VMC | Vulcan Materials Co | Stock-Materials | 2.19% | -0.02% | -0.43% | |
| 13 | AMT | American Tower CORP | Stock-Real Estate | 2.01% | -0.01% | +10.31% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.84% | -0.36% | -0.23% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.62% | -0.04% | -2.10% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.61% | -0.21% | -0.34% | |
| 17 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.56% | +0.38% | -0.49% | |
| 18 | DE | Deere & Co | Stock-Industrials | 1.37% | +0.02% | +1.87% | |
| 19 | ALIT | Alight Inc - Class A | Stock-Other | 1.36% | -0.01% | EXIT | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.28% | -0.25% | +45.88% | |
| 21 | CSX | Csx CORP | Stock-Industrials | 1.25% | -0.10% | -0.89% | |
| 22 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.11% | -0.44% | EXIT | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.06% | -0.44% | |
| 24 | TWLO | Twilio Inc - A | Stock-Tech | 0.96% | — | -1.35% | |
| 25 | VLO | Valero Energy CORP | Stock-Energy | 0.90% | +0.39% | -1.14% | |
| 26 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.90% | -0.35% | +7.82% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.87% | +0.13% | +3.25% | |
| 28 | WM | Waste Management Inc | Stock-Industrials | 0.83% | -0.07% | -1.09% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.08% | +8.56% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.72% | -0.09% | -7.01% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.69% | +0.01% | — | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.54% | EXIT | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | -0.15% | +42.83% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.55% | — | -1.94% | |
| 35 | DUK | Duke Energy CORP | Stock-Utilities | 0.50% | -0.07% | -2.23% | |
| 36 | D | Dominion Energy Inc | Stock-Utilities | 0.49% | -0.06% | +12.17% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.46% | -0.05% | — | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.45% | -0.08% | +26.27% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | — | -0.30% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | — | -1.17% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.37% | — | -2.18% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.36% | -0.04% | -19.31% | |
| 43 | ONB | Old National Bancorp | Stock-Financials | 0.30% | -0.03% | -5.26% | |
| 44 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.30% | -0.03% | -5.73% | |
| 45 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.26% | -0.10% | -1.46% | |
| 46 | ✓ | Laboratory Corp. of America | Stock-Other | 0.25% | — | — | |
| 47 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.23% | +0.03% | +31.38% | |
| 48 | FSLY | Fastly Inc - Class A | Stock-Tech | 0.20% | — | -5.66% | |
| 49 | MPT | Medical Properties Trust Inc | Stock-Real Estate | 0.19% | — | +3.90% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.17% | -0.10% | — |
According to official SEC Form 13F filings, Ables, Iannone, Moore & Associates, Inc. reported a total U.S. public equity portfolio value of $192.9M across 73 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, NVDA) accounted for 32.8% of total reported equity market value during Q1 2024.
During Q1 2024, Ables, Iannone, Moore & Associates, Inc.'s top holdings by market value included AAPL (13.8%)、AMZN (10.2%)、NVDA (9.2%). The largest single position, AAPL, represented 13.8% of total portfolio value.
In Q1 2024, Ables, Iannone, Moore & Associates, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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