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Ables, Iannone, Moore & Associates, Inc. Top Holdings and 13F Report (2025)

About Ables, Iannone, Moore & Associates, Inc.

Investment Activity

  • Ables, Iannone, Moore & Associates, Inc. has $173.90 million in total holdings as of September 30, 2025.
  • Ables, Iannone, Moore & Associates, Inc. owns shares of 57 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 1.39% of the portfolio was purchased this quarter.
  • About 2.28% of the portfolio was sold this quarter.
  • This quarter, Ables, Iannone, Moore & Associates, Inc. has purchased 56 new stocks and bought additional shares in 5 stocks.
  • Ables, Iannone, Moore & Associates, Inc. sold shares of 44 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Apple
$24,652,582
NVIDIA
$22,720,406
Amazon.com
$15,931,121
Alphabet
$15,138,323
Visa
$8,154,916

Largest New Holdings this Quarter

H1467J104 - Chubb
$447,649 Holding
464287655 - iShares Russell 2000 ETF
$218,732 Holding

Largest Purchases this Quarter

UnitedHealth Group
2,714 shares (about $937.15K)
United Parcel Service
5,936 shares (about $495.84K)
Chubb
1,586 shares (about $447.65K)
Mid-America Apartment Communities
1,599 shares (about $223.43K)
iShares Russell 2000 ETF
904 shares (about $218.73K)

Largest Sales this Quarter

Apple
3,933 shares (about $1.00M)
NVIDIA
2,325 shares (about $433.80K)
Johnson & Johnson
1,548 shares (about $287.03K)
Alphabet
824 shares (about $200.31K)
Alphabet
737 shares (about $179.50K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAbles, Iannone, Moore & Associates, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$24,652,582$1,001,463 -3.9%96,81714.2%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$22,720,406$433,798 -1.9%121,77313.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$15,931,121$170,606 -1.1%72,5569.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$15,138,323$200,314 -1.3%62,2728.7%Computer and Technology
Visa Inc. stock logo
V
Visa
$8,154,916$36,869 -0.5%23,8884.7%Business Services
Microsoft Corporation stock logo
MSFT
Microsoft
$7,878,537$143,990 -1.8%15,2114.5%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,685,452$169,386 -2.2%24,3654.4%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$5,993,976$4,457 -0.1%14,7933.4%Retail/Wholesale
Bank of America Corporation stock logo
BAC
Bank of America
$5,426,338$52,157 -1.0%105,1823.1%Finance
The Trade Desk stock logo
TTD
Trade Desk
$4,052,441$42,198 1.1%82,6862.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,455,332$16,088 -0.5%6,8732.0%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$3,452,321$179,496 -4.9%14,1752.0%Computer and Technology
Vulcan Materials Company stock logo
VMC
Vulcan Materials
$3,443,806$71,983 -2.0%11,1952.0%Construction
American Tower Corporation stock logo
AMT
American Tower
$3,244,975$9,424 -0.3%16,8731.9%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,114,286$937,152 43.0%9,0191.8%Medical
McDonald's Corporation stock logo
MCD
McDonald's
$2,537,785$18,841 -0.7%8,3511.5%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,319,419$287,030 -11.0%12,5091.3%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,216,842$495,843 28.8%26,5391.3%Transportation
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,864,219$926 0.0%2,0141.1%Retail/Wholesale
Deere & Company stock logo
DE
Deere & Company
$1,811,311$165,080 -8.4%3,9611.0%Industrials
Constellation Brands Inc stock logo
STZ
Constellation Brands
$1,697,919$52,387 3.2%12,6081.0%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$1,686,378$2,224 -0.1%3,7921.0%Auto/Tires/Trucks
CSX Corporation stock logo
CSX
CSX
$1,565,115$45,276 -2.8%44,0750.9%Transportation
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,403,420$10,814 -0.8%9,9930.8%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$1,251,171$4,659 -0.4%8,0570.7%Energy
ISHARES BITCOIN TRUST ETF
$1,232,335$18,200 -1.5%18,9590.7%SHS
Valero Energy Corporation stock logo
VLO
Valero Energy
$1,188,245$12,770 -1.1%6,9790.7%Energy
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,162,474$9,607 -0.8%1,9360.7%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$1,162,022$8,612 -0.7%5,2620.7%Business Services
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$1,087,796$41,892 -3.7%3,8950.6%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,069,726$11,445 -1.1%1,4020.6%Medical
Airbnb, Inc. stock logo
ABNB
Airbnb
$998,558$16,392 -1.6%8,2240.6%Consumer Discretionary
Southern Company (The) stock logo
SO
Southern
$963,527$52,787 -5.2%10,1670.6%Utilities
Amgen Inc. stock logo
AMGN
Amgen
$912,626$31,042 -3.3%3,2340.5%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$846,189$21,648 -2.5%7,5050.5%Energy
Dominion Energy Inc. stock logo
D
Dominion Energy
$817,170$4,343 -0.5%13,3590.5%Utilities
Duke Energy Corporation stock logo
DUK
Duke Energy
$776,531$30,319 -3.8%6,2750.4%Utilities
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$755,479$6,982 -0.9%2,7050.4%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$707,4500.0%1,0570.4%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$706,284$12,531 -1.7%9,3560.4%Utilities
LINDE PLC
$617,975$950 -0.2%1,3010.4%SHS
Mid-America Apartment Communities, Inc. stock logo
MAA
Mid-America Apartment Communities
$598,324$223,428 59.6%4,2820.3%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$568,520$5,388 -0.9%5,8030.3%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$549,129$28,914 -5.0%2,3170.3%Computer and Technology
Old National Bancorp stock logo
ONB
Old National Bancorp
$537,5560.0%24,4900.3%Finance
Alight, Inc. stock logo
ALIT
Alight
$449,228$138,550 -23.6%137,8000.3%Computer and Technology
Chubb Limited stock logo
CB
Chubb
$447,649$447,649 New Holding1,5860.3%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$438,210$32,420 -6.9%2,8520.3%Consumer Staples
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$436,4000.0%5480.3%Finance
Marriott International, Inc. stock logo
MAR
Marriott International
$358,6260.0%1,3770.2%Consumer Discretionary
LABCORP HOLDINGS INC
$351,649$71,765 -16.9%1,2250.2%COM SHS
Walmart Inc. stock logo
WMT
Walmart
$277,953$103,575 -27.1%2,6970.2%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$267,8870.0%8120.2%Computer and Technology
Prologis, Inc. stock logo
PLD
Prologis
$246,791$1,145 -0.5%2,1550.1%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$234,3500.0%4120.1%Business Services
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$218,732$218,732 New Holding9040.1%Finance
SIMPLIFY EXCHANGE TRADED FUN
$212,981$3,575 -1.7%4,2300.1%MBS ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$0$268,578 -100.0%00.0%Industrials

Showing largest 100 holdings. View all holdings.
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