13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002013713
Total reported value
$192.9M
$192.9M
58 檔
38.2%
As reported in its official Q3 2024 Form 13F filing, Ables, Iannone, Moore & Associates, Inc.'s tracked investment portfolio stood at $192.9M with 58 total positions.
During Q3 2024, Ables, Iannone, Moore & Associates, Inc. performed routine portfolio adjustments (4 new buys, 16 additions, 22 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 15.43% | +1.27% | -8.17% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 10.36% | +1.08% | -7.85% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.12% | -0.06% | -2.44% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.78% | -0.88% | +1.68% | |
| 5 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 5.87% | -0.15% | -0.64% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 4.41% | -0.11% | +10.20% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.19% | +1.16% | +4.21% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 3.66% | -0.53% | +1.50% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.51% | -0.18% | +0.26% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 2.79% | -0.28% | -0.80% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.39% | -0.14% | -0.92% | |
| 12 | AMT | American Tower CORP | Stock-Real Estate | 2.38% | -0.01% | -0.12% | |
| 13 | VMC | Vulcan Materials Co | Stock-Materials | 1.80% | -0.02% | +0.12% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.69% | -0.21% | +4.71% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.67% | -0.04% | -0.77% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.61% | -0.36% | -11.49% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.44% | -0.25% | +0.13% | |
| 18 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.33% | +0.38% | — | |
| 19 | DE | Deere & Co | Stock-Industrials | 1.31% | +0.02% | +4.20% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.15% | -0.06% | -0.05% | |
| 21 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.06% | -0.35% | +11.68% | |
| 22 | CSX | Csx CORP | Stock-Industrials | 1.04% | -0.10% | -0.27% | |
| 23 | ALIT | Alight Inc - Class A | Stock-Other | 1.00% | -0.01% | EXIT | |
| 24 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.85% | -0.44% | EXIT | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.08% | +2.16% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.77% | +0.13% | +3.69% | |
| 27 | WM | Waste Management Inc | Stock-Industrials | 0.72% | -0.07% | — | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.71% | -0.09% | -11.48% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | -0.15% | -4.67% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | +0.01% | — | |
| 31 | VLO | Valero Energy CORP | Stock-Energy | 0.64% | +0.39% | -0.07% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.54% | EXIT | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.54% | -0.08% | +0.04% | |
| 34 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.53% | -0.10% | +21.69% | |
| 35 | D | Dominion Energy Inc | Stock-Utilities | 0.51% | -0.06% | -0.17% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.48% | -0.07% | -10.04% | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.46% | +0.10% | -0.34% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.44% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | — | -0.52% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.42% | -0.05% | -1.74% | |
| 41 | TWLO | Twilio Inc - A | Stock-Tech | 0.39% | — | -47.53% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | — | -5.30% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.30% | -0.04% | -1.65% | |
| 44 | ONB | Old National Bancorp | Stock-Financials | 0.30% | -0.03% | — | |
| 45 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.27% | +0.03% | — | |
| 46 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.24% | -0.03% | — | |
| 47 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.23% | +0.01% | — | |
| 48 | MPT | Medical Properties Trust Inc | Stock-Real Estate | 0.22% | — | +3.42% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.02% | -0.50% | |
| 50 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.19% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | +0.5% | +1.50% | Add |
| 2 | V | Visa Inc-class A Shares | +0.5% | +10.20% | Add |
| 3 | TTD | Trade Desk Inc/the -class A | +0.5% | -0.64% | Trim |
| 4 | AMT | American Tower CORP | +0.3% | -0.12% | Trim |
| 5 | MCD | Mcdonald's CORP | +0.3% | +4.71% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.92% | Trim |
| 7 | NKE | Nike Inc -cl B | +0.2% | NEW | New buy |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | +0.13% | Add |
| 9 | DE | Deere & Co | +0.2% | +4.20% | Add |
| 10 | WTS | Watts Water Technologies-a | +0.1% | +21.69% | Add |
| 11 | MTBA | Simplify Mbs ETF | +0.1% | NEW | New buy |
| 12 | KO | Coca-cola Co/the | +0.1% | NEW | New buy |
| 13 | TSLA | Tesla Inc | +0.1% | -4.67% | Trim |
| 14 | MA | Mastercard Inc - A | +0.1% | NEW | New buy |
| 15 | JNJ | Johnson & Johnson | +0.1% | -0.77% | Trim |
| 16 | UPS | United Parcel Service-cl B | +0.1% | +11.68% | Add |
| 17 | NEE | Nextera Energy Inc | +0.1% | +0.04% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +0.26% | Add |
| 19 | ALIT | Alight Inc - Class A | +0.1% | +8.13% | Add |
| 20 | D | Dominion Energy Inc | +0.1% | -0.17% | Trim |
| 21 | MPT | Medical Properties Trust Inc | +0.1% | +3.42% | Add |
| 22 | WMT | Walmart Inc | 0% | -0.50% | Trim |
| 23 | COST | Costco Wholesale CORP | 0% | -0.05% | Trim |
| 24 | PEP | Pepsico Inc | 0% | +2.16% | Add |
| 25 | MAA | Mid-america Apartment Comm | 0% | — | Unchanged |
| 26 | LIN | Linde plc | 0% | -1.74% | Trim |
| 27 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 28 | ONB | Old National Bancorp | 0% | — | Unchanged |
| 29 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 30 | CRM | Salesforce Inc | 0% | — | Unchanged |
| 31 | IBIT | Ishares Bitcoin Trust ETF | 0% | -0.34% | Trim |
| 32 | XOM | Exxon Mobil CORP | 0% | +2.08% | Add |
| 33 | LH | Labcorp Holdings Inc | 0% | — | Unchanged |
| 34 | DUK | Duke Energy CORP | 0% | -10.04% | Trim |
| 35 | CSX | Csx CORP | — | -0.27% | Trim |
| 36 | AMGN | Amgen Inc | — | — | Unchanged |
| 37 | SO | Southern Co/the | — | -11.48% | Trim |
| 38 | FSLY | Fastly Inc - Class A | 0% | -35.59% | Trim |
| 39 | WM | Waste Management Inc | 0% | — | Unchanged |
| 40 | CVX | Chevron CORP | 0% | +3.69% | Add |
| 41 | DIS | Walt Disney Co/the | -0.1% | -25.83% | Trim |
| 42 | ABNB | Airbnb Inc-class A | -0.1% | +11.37% | Add |
| 43 | BAC | Bank Of America CORP | -0.1% | -0.80% | Trim |
| 44 | AAPL | Apple Inc | -0.1% | -8.17% | Trim |
| 45 | VLO | Valero Energy CORP | -0.1% | -0.07% | Trim |
| 46 | TWLO | Twilio Inc - A | -0.3% | -47.53% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | -0.4% | -11.49% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | -0.7% | +1.68% | Add |
| 49 | AMZN | Amazon.com Inc | -0.8% | -2.44% | Trim |
| 50 | NVDA | Nvidia CORP | -1.4% | -7.85% | Trim |
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 58 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AMZN) accounted for 38.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
NKE
市值: $293.5K
Top Position Liquidated / Trimmed
AAPL
前期市值: $23.5M
During Q3 2024, Ables, Iannone, Moore & Associates, Inc.'s top holdings by market value included AAPL (15.4%)、NVDA (10.4%)、AMZN (9.1%). The largest single position, AAPL, represented 15.4% of total portfolio value.
In Q3 2024, Ables, Iannone, Moore & Associates, Inc. made 42 total portfolio adjustments, initiating 4 new buys, adding to 16 positions, trimming 22 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.