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CIK: 0002013713
Total reported value
$187.7M
$187.7M
54 檔
40.3%
At the close of Q2 2024, Ables, Iannone, Moore & Associates, Inc. disclosed equity holdings valued at approximately $187.7M, spread across 54 reported holdings.
During Q2 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 | 15.55% | +0.56% | -0.80% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 11.71% | -0.17% | +904.58% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.93% | -0.02% | -1.81% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.50% | +0.93% | -0.43% | |
| 5 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 5.38% | -0.41% | -1.68% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.28% | -0.45% | -0.59% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.91% | -0.05% | -0.26% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.44% | -0.07% | -1.28% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 3.14% | +0.11% | -0.53% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 2.89% | -0.02% | -1.67% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.18% | -0.11% | -0.12% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.05% | +0.27% | +0.03% | |
| 13 | AMT | American Tower CORP | Stock-Real Estate | 2.04% | -0.27% | +11.42% | |
| 14 | VMC | Vulcan Materials Co | Stock-Materials | 1.83% | -0.08% | -0.82% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.55% | -0.06% | +11.91% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.38% | -0.31% | +2.62% | |
| 17 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.36% | -0.14% | -0.50% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.28% | +0.39% | +4.82% | |
| 19 | DE | Deere & Co | Stock-Industrials | 1.15% | +0.09% | -0.21% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.13% | -0.19% | -0.35% | |
| 21 | CSX | Csx CORP | Stock-Industrials | 1.04% | +0.01% | -1.00% | |
| 22 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.98% | -0.09% | +27.54% | |
| 23 | ALIT | Alight Inc - Class A | Stock-Other | 0.94% | — | -0.26% | |
| 24 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.93% | -0.03% | -1.54% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.28% | +0.34% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.77% | -0.19% | +21.13% | |
| 27 | WM | Waste Management Inc | Stock-Industrials | 0.76% | -0.11% | -0.92% | |
| 28 | VLO | Valero Energy CORP | Stock-Energy | 0.76% | -0.07% | -0.77% | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.71% | -0.03% | -2.06% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | -0.05% | -0.91% | |
| 31 | TWLO | Twilio Inc - A | Stock-Tech | 0.66% | — | -20.49% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.21% | +5.17% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | — | -2.11% | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 0.47% | -0.06% | -1.64% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.46% | -0.08% | -0.25% | |
| 36 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.45% | -0.12% | — | |
| 37 | D | Dominion Energy Inc | Stock-Utilities | 0.45% | -0.01% | -1.29% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.10% | +14.62% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.43% | — | -0.79% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.40% | -0.02% | — | |
| 41 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.39% | +0.11% | +92.19% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | — | — | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.30% | +0.03% | -1.70% | |
| 44 | ONB | Old National Bancorp | Stock-Financials | 0.28% | +0.02% | — | |
| 45 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.25% | +0.03% | +5.24% | |
| 46 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.24% | -0.01% | -11.93% | |
| 47 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.22% | — | — | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.21% | — | -25.38% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | +0.03% | -1.30% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.16% | -0.01% | -1.79% |
According to official SEC Form 13F filings, Ables, Iannone, Moore & Associates, Inc. reported a total U.S. public equity portfolio value of $187.7M across 54 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AMZN) accounted for 40.3% of total reported equity market value during Q2 2024.
During Q2 2024, Ables, Iannone, Moore & Associates, Inc.'s top holdings by market value included AAPL (15.6%)、NVDA (11.7%)、AMZN (9.9%). The largest single position, AAPL, represented 15.6% of total portfolio value.
In Q2 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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