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CIK: 0002013713
Total reported value
$192.9M
$192.9M
57 檔
35.5%
In Q1 2025, Ables, Iannone, Moore & Associates, Inc.'s U.S. equity holdings reached a combined market value of $192.9M, distributed across 57 disclosed stock positions.
In Q1 2025, Ables, Iannone, Moore & Associates, Inc. adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 15.28% | +1.27% | -0.51% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.52% | -0.06% | -1.03% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 9.43% | +1.08% | -1.78% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.62% | -0.88% | -0.14% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 5.80% | -0.11% | -0.94% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.26% | -0.18% | -0.62% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.97% | +1.16% | +1.60% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 3.61% | -0.53% | +3.57% | |
| 9 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 3.15% | -0.15% | +3.08% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 3.07% | -0.28% | +0.30% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.62% | -0.14% | -8.50% | |
| 12 | AMT | American Tower CORP | Stock-Real Estate | 2.55% | -0.01% | +2.90% | |
| 13 | VMC | Vulcan Materials Co | Stock-Materials | 1.84% | -0.02% | +4.46% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.80% | -0.21% | -0.15% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.75% | -0.04% | -2.31% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.60% | -0.36% | +1.60% | |
| 17 | DE | Deere & Co | Stock-Industrials | 1.43% | +0.02% | -1.22% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.37% | -0.25% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.30% | -0.06% | -0.05% | |
| 20 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.26% | +0.38% | +15.15% | |
| 21 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.07% | -0.35% | +15.04% | |
| 22 | CSX | Csx CORP | Stock-Industrials | 0.93% | -0.10% | +0.05% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.92% | +0.13% | -0.17% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.08% | +5.86% | |
| 25 | WM | Waste Management Inc | Stock-Industrials | 0.85% | -0.07% | -0.32% | |
| 26 | ALIT | Alight Inc - Class A | Stock-Other | 0.84% | -0.01% | EXIT | |
| 27 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.73% | -0.44% | EXIT | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | -0.05% | +10.39% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | -0.15% | -1.68% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.71% | +0.01% | -0.15% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.70% | -0.09% | -5.51% | |
| 32 | VLO | Valero Energy CORP | Stock-Energy | 0.64% | +0.39% | -0.90% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.54% | EXIT | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.62% | +0.10% | -0.41% | |
| 35 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.55% | -0.10% | — | |
| 36 | D | Dominion Energy Inc | Stock-Utilities | 0.53% | -0.06% | -0.82% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | — | +14.19% | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.50% | -0.07% | -4.74% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.46% | -0.08% | -4.06% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.45% | — | -1.99% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.43% | -0.05% | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | — | -0.80% | |
| 43 | ONB | Old National Bancorp | Stock-Financials | 0.35% | -0.03% | — | |
| 44 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.30% | +0.03% | — | |
| 45 | UBER | Uber Technologies Inc | Stock-Industrials | 0.29% | -0.04% | -4.89% | |
| 46 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.25% | +0.01% | — | |
| 47 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.24% | -0.03% | — | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.22% | -0.02% | +2.71% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.22% | +0.05% | — | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.20% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +1% | -0.94% | Trim |
| 2 | AMT | American Tower CORP | +0.7% | +2.90% | Add |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | -0.62% | Trim |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -8.50% | Trim |
| 5 | JNJ | Johnson & Johnson | +0.3% | -2.31% | Trim |
| 6 | MCD | Mcdonald's CORP | +0.3% | -0.15% | Trim |
| 7 | HD | Home Depot Inc | +0.3% | +3.57% | Add |
| 8 | DE | Deere & Co | +0.3% | -1.22% | Trim |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | New buy |
| 10 | CVX | Chevron CORP | +0.2% | -0.17% | Trim |
| 11 | WM | Waste Management Inc | +0.2% | -0.32% | Trim |
| 12 | AMGN | Amgen Inc | +0.2% | -0.15% | Trim |
| 13 | UNH | Unitedhealth Group Inc | +0.2% | — | Unchanged |
| 14 | LLY | Eli Lilly & Co | +0.2% | +10.39% | Add |
| 15 | COST | Costco Wholesale CORP | +0.2% | -0.05% | Trim |
| 16 | BAC | Bank Of America CORP | +0.2% | +0.30% | Add |
| 17 | PLD | Prologis Inc | +0.2% | NEW | New buy |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | New buy |
| 19 | PEP | Pepsico Inc | +0.1% | +5.86% | Add |
| 20 | SO | Southern Co/the | +0.1% | -5.51% | Trim |
| 21 | UPS | United Parcel Service-cl B | +0.1% | +15.04% | Add |
| 22 | VLO | Valero Energy CORP | +0.1% | -0.90% | Trim |
| 23 | VMC | Vulcan Materials Co | +0.1% | +4.46% | Add |
| 24 | LIN | Linde plc | +0.1% | — | Unchanged |
| 25 | DUK | Duke Energy CORP | +0.1% | -4.74% | Trim |
| 26 | XOM | Exxon Mobil CORP | +0.1% | -5.02% | Trim |
| 27 | STZ | Constellation Brands Inc-a | +0.1% | +15.15% | Add |
| 28 | UBER | Uber Technologies Inc | +0.1% | -4.89% | Trim |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +14.19% | Add |
| 30 | D | Dominion Energy Inc | +0.1% | -0.82% | Trim |
| 31 | MAA | Mid-america Apartment Comm | +0.1% | — | Unchanged |
| 32 | WTS | Watts Water Technologies-a | +0.1% | — | Unchanged |
| 33 | PG | Procter & Gamble Co/the | 0% | -0.80% | Trim |
| 34 | LH | Labcorp Holdings Inc | 0% | — | Unchanged |
| 35 | NEE | Nextera Energy Inc | 0% | -4.06% | Trim |
| 36 | ONB | Old National Bancorp | 0% | — | Unchanged |
| 37 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 38 | MTBA | Simplify Mbs ETF | 0% | -2.39% | Trim |
| 39 | WMT | Walmart Inc | 0% | +2.71% | Add |
| 40 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 41 | MSFT | Microsoft CORP | — | +1.60% | Add |
| 42 | CSX | Csx CORP | — | +0.05% | Add |
| 43 | CAT | Caterpillar Inc | — | +0.29% | Add |
| 44 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 45 | DIS | Walt Disney Co/the | 0% | -0.47% | Trim |
| 46 | IBIT | Ishares Bitcoin Trust ETF | 0% | -0.41% | Trim |
| 47 | FSLY | Fastly Inc - Class A | 0% | -4.67% | Trim |
| 48 | ALIT | Alight Inc - Class A | -0.1% | -0.02% | Trim |
| 49 | CRM | Salesforce Inc | -0.1% | -1.99% | Trim |
| 50 | ABNB | Airbnb Inc-class A | -0.1% | -12.49% | 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 57 disclosed positions in Q1 2025.
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, AMZN, NVDA) accounted for 35.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
TSM
市值: $326.9K
Top Position Liquidated / Trimmed
NKE
前期市值: $236.1K
During Q1 2025, Ables, Iannone, Moore & Associates, Inc.'s top holdings by market value included AAPL (15.3%)、AMZN (9.5%)、NVDA (9.4%). The largest single position, AAPL, represented 15.3% of total portfolio value.
In Q1 2025, Ables, Iannone, Moore & Associates, Inc. made 49 total portfolio adjustments, initiating 3 new buys, adding to 15 positions, trimming 30 holdings, and fully liquidating 1 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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