Ables, Iannone, Moore & Associates, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 11, 2024), Ables, Iannone, Moore & Associates, Inc. reported 54 stock positions worth $151.2 million. Its top holding was Apple (AAPL) at 15.5% of the portfolio, followed by Nvidia (NVDA, 11.7%) and Amazon.com (AMZN, 9.9%). Compared with Q1 2024, it opened 1 new position, sold out of 20, added to 15 and reduced 34. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Home Depot (HD, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0002013713
- Portfolio Value
- $151.2M (Q2 2024)
- SEC Filing
- 0002013713-24-000001 ↗ filed Jul 11, 2024
Holdings Value
Holdings 54 stocks · $151.2M
| AAPL Apple Inc. | 15.55% | 111,607 | $23.5M | Reduce -0.8% |
| NVDA Nvidia Corp. | 11.71% | 143,314 | $17.7M | Add +0.5% |
| AMZN Amazon.com Inc. | 9.93% | 77,685 | $15.0M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 7.50% | 62,264 | $11.3M | Reduce -0.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 5.38% | 83,365 | $8.1M | Reduce -1.7% |
| MSFT Microsoft Corp. | 4.28% | 14,478 | $6.5M | Reduce -0.6% |
| V Visa Inc. Class A | 3.91% | 22,508 | $5.9M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 3.44% | 25,711 | $5.2M | Reduce -1.3% |
| HD Home Depot Inc. | 3.14% | 13,781 | $4.7M | Reduce -0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.89% | 109,817 | $4.4M | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.18% | 8,119 | $3.3M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 2.05% | 16,880 | $3.1M | Add +0.0% |
| AMT American Tower Corp. | 2.04% | 15,830 | $3.1M | Add +11.4% |
| VMC Vulcan Materials Co. | 1.83% | 11,116 | $2.8M | Reduce -0.8% |
| JNJ Johnson & Johnson | 1.55% | 16,077 | $2.3M | Add +11.9% |
| MCD McDonald's Corp. | 1.38% | 8,189 | $2.1M | Add +2.6% |
| STZ Constellation Brands Inc. Class A | 1.36% | 8,008 | $2.1M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 1.28% | 3,806 | $1.9M | Add +4.8% |
| DE Deere & Co. | 1.15% | 4,670 | $1.7M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 1.13% | 2,009 | $1.7M | Reduce -0.3% |
| CSX CSX Corp. | 1.04% | 46,870 | $1.6M | Reduce -1.0% |
| UPS United Parcel Service Class B | 0.98% | 10,777 | $1.5M | Add +27.5% |
| ALIT Alight Inc. Class A | 0.94% | 193,050 | $1.4M | Reduce -0.3% |
| ABNB Airbnb Inc. Class A | 0.93% | 9,270 | $1.4M | Reduce -1.5% |
| CVX Chevron Corp. | 0.81% | 7,786 | $1.2M | Add +0.3% |
| PEP Pepsico Inc. | 0.77% | 7,039 | $1.2M | Add +21.1% |
| WM Waste Management Inc. | 0.76% | 5,403 | $1.2M | Reduce -0.9% |
| VLO Valero Energy Corp. | 0.76% | 7,336 | $1.1M | Reduce -0.8% |
| SO The Southern Co. | 0.71% | 13,781 | $1.1M | Reduce -2.1% |
| AMGN Amgen Inc. | 0.70% | 3,364 | $1.1M | Reduce -0.9% |
| TWLO Twilio Inc. Class A | 0.66% | 17,461 | $992K | Reduce -20.5% |
| XOM Exxon Mobil Corp. | 0.60% | 7,875 | $907K | Add +5.2% |
| TSLA Tesla Inc. | 0.57% | 4,368 | $864K | Reduce -2.1% |
| DUK Duke Energy Corp. | 0.47% | 7,152 | $717K | Reduce -1.6% |
| NEE Nextera Energy Inc. | 0.46% | 9,887 | $700K | Reduce -0.3% |
| IBIT iShares Bitcoin Trust ETF | 0.45% | 19,936 | $681K | New |
| D Dominion Energy Inc. | 0.45% | 13,735 | $673K | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 1,356 | $650K | Add +14.6% |
| CRM Salesforce Inc. | 0.43% | 2,514 | $646K | Reduce -0.8% |
| LIN Linde PLC | 0.40% | 1,380 | $606K | No change |
| WTS Watts Water Technologies-A | 0.39% | 3,250 | $596K | Add +92.2% |
| PG The Procter & Gamble Co. | 0.36% | 3,302 | $545K | No change |
| UBER Uber Technologies Inc. | 0.30% | 6,345 | $461K | Reduce -1.7% |
| ONB Old National Bancorp | 0.28% | 24,490 | $421K | No change |
| MAA Mid-America Apartment Comm | 0.25% | 2,613 | $373K | Add +5.2% |
| MAR Marriott International Class A | 0.24% | 1,477 | $357K | Reduce -11.9% |
| LH Labcorp Holdings Inc. | 0.22% | 1,625 | $331K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 3,178 | $316K | Reduce -25.4% |
| WMT Walmart Inc. | 0.17% | 3,784 | $256K | Reduce -1.3% |
| GS Goldman Sachs Group Inc. | 0.16% | 548 | $248K | Reduce -1.8% |
| MPT Medical Properties Trust Inc. | 0.16% | 56,768 | $245K | Add +2.6% |
| CAT Caterpillar Inc. | 0.15% | 687 | $229K | Add +4.1% |
| FSLY Fastly Inc. Class A | 0.09% | 17,700 | $130K | Reduce -18.4% |
| ONDS Ondas Inc. filed as ONDAS HLDGS INC | 0.04% | 112,993 | $66K | Reduce -1.7% |
Portfolio Sells Q1 2024 → Q2 2024
| HD Home Depot Inc. | Reduce -0.5% | 3.14% | −0.66 |
| V Visa Inc. Class A | Reduce -0.3% | 3.91% | −0.59 |
| ALIT Alight Inc. Class A | Reduce -0.3% | 0.94% | −0.42 |
| VMC Vulcan Materials Co. | Reduce -0.8% | 1.83% | −0.36 |
| TWLO Twilio Inc. Class A | Reduce -20.5% | 0.66% | −0.30 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 3.44% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -1.8% | 9.93% | −0.27 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 2.18% | −0.26 |
| DE Deere & Co. | Reduce -0.2% | 1.15% | −0.22 |
| CSX CSX Corp. | Reduce -1.0% | 1.04% | −0.22 |
| STZ Constellation Brands Inc. Class A | Reduce -0.5% | 1.36% | −0.20 |
| ABNB Airbnb Inc. Class A | Reduce -1.5% | 0.93% | −0.18 |
| DIS The Walt Disney Co. | Reduce -25.4% | 0.21% | −0.16 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.15 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.14 |
| VLO Valero Energy Corp. | Reduce -0.8% | 0.76% | −0.14 |
| BAC Bank of America Corp. | Reduce -1.7% | 2.89% | −0.14 |
| CRM Salesforce Inc. | Reduce -0.8% | 0.43% | −0.12 |
| FSLY Fastly Inc. Class A | Reduce -18.4% | 0.09% | −0.11 |
| MP MP Materials Corp. | Sold out | 0.00% | −0.11 |
| MSFT Microsoft Corp. | Reduce -0.6% | 4.28% | −0.10 |
| WM Waste Management Inc. | Reduce -0.9% | 0.76% | −0.07 |
| MAR Marriott International Class A | Reduce -11.9% | 0.24% | −0.07 |
| UBER Uber Technologies Inc. | Reduce -1.7% | 0.30% | −0.05 |
| D Dominion Energy Inc. | Reduce -1.3% | 0.45% | −0.04 |
| ONDS Ondas Inc. | Reduce -1.7% | 0.04% | −0.04 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.03 |
| AGEN Agenus Inc. | Sold out | 0.00% | −0.03 |
| IYC iShares US Consumer Discreti | Sold out | 0.00% | −0.03 |
| DUK Duke Energy Corp. | Reduce -1.6% | 0.47% | −0.03 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.02 |
| SO The Southern Co. | Reduce -2.1% | 0.71% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.01 |
| IYJ iShares U.S. Industrials ETF | Sold out | 0.00% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.01 |
| IXN iShares Global Tech ETF | Sold out | 0.00% | −0.01 |
| IYM iShares U.S. Basic Materials | Sold out | 0.00% | −0.01 |
| IYK iShares US Consumer Staples | Sold out | 0.00% | −0.01 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.01 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.01 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.00 |
| IYE iShares U.S. Energy ETF | Sold out | 0.00% | −0.00 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -1.8% | 0.16% | −0.00 |
| WMT Walmart Inc. | Reduce -1.3% | 0.17% | +0.00 |
| AMGN Amgen Inc. | Reduce -0.9% | 0.70% | +0.01 |
| NEE Nextera Energy Inc. | Reduce -0.3% | 0.46% | +0.01 |
| TSLA Tesla Inc. | Reduce -2.1% | 0.57% | +0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +0.5% | 11.71% | +2.50 |
| IBIT iShares Bitcoin Trust ETF | New | 0.45% | +0.45 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 2.05% | +0.21 |
| WTS Watts Water Technologies-A | Add +92.2% | 0.39% | +0.14 |
| UPS United Parcel Service Class B | Add +27.5% | 0.98% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +14.6% | 0.43% | +0.05 |
| PEP Pepsico Inc. | Add +21.1% | 0.77% | +0.04 |
| AMT American Tower Corp. | Add +11.4% | 2.04% | +0.03 |
| MAA Mid-America Apartment Comm | Add +5.2% | 0.25% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +4.8% | 1.28% | −0.00 |
| CAT Caterpillar Inc. | Add +4.1% | 0.15% | −0.02 |
| XOM Exxon Mobil Corp. | Add +5.2% | 0.60% | −0.02 |
| MPT Medical Properties Trust Inc. | Add +2.6% | 0.16% | −0.02 |
| CVX Chevron Corp. | Add +0.3% | 0.81% | −0.07 |
| JNJ Johnson & Johnson | Add +11.9% | 1.55% | −0.07 |
| MCD McDonald's Corp. | Add +2.6% | 1.38% | −0.23 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $187.7M | AAPL, NVDA, GOOGL, AMZN, JPM |
| Q1 2026 | 59 | $168.1M | AAPL, NVDA, GOOGL, AMZN, JPM |
| Q4 2025 | 59 | $182.6M | AAPL, NVDA, GOOGL, AMZN, V |
| Q3 2025 | 57 | $173.9M | AAPL, NVDA, AMZN, GOOGL, V |
| Q2 2025 | 56 | $160.8M | AAPL, NVDA, AMZN, GOOGL, V |
| Q1 2025 | 57 | $146.8M | AAPL, AMZN, NVDA, GOOGL, V |
| Q4 2024 | 55 | $162.1M | AAPL, NVDA, AMZN, GOOGL, TTD |
| Q3 2024 | 58 | $154.8M | AAPL, NVDA, AMZN, GOOGL, TTD |
| Q2 2024 | 54 | $151.2M | AAPL, NVDA, AMZN, GOOGL, TTD |
| Q1 2024 | 73 | $140.0M | AAPL, AMZN, NVDA, GOOGL, TTD |