Ables, Iannone, Moore & Associates, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 6, 2025), Ables, Iannone, Moore & Associates, Inc. reported 55 stock positions worth $162.1 million. Its top holding was Apple (AAPL) at 15.7% of the portfolio, followed by Nvidia (NVDA, 10.8%) and Amazon.com (AMZN, 10.0%). Compared with Q3 2024, it opened 1 new position, sold out of 4, added to 12 and reduced 31. The biggest buy was a new position in Eli Lilly (LLY) and the biggest sale an exit from Twilio Class A (TWLO).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0002013713
- Portfolio Value
- $162.1M (Q4 2024)
- SEC Filing
- 0002013713-25-000001 ↗ filed Jan 6, 2025
Holdings Value
Holdings 55 stocks · $162.1M
| AAPL Apple Inc. | 15.68% | 101,487 | $25.4M | Reduce -1.0% |
| NVDA Nvidia Corp. | 10.78% | 130,057 | $17.5M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 10.05% | 74,241 | $16.3M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 7.34% | 62,878 | $11.9M | Reduce -0.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 5.95% | 82,013 | $9.6M | Reduce -1.0% |
| V Visa Inc. Class A | 4.78% | 24,534 | $7.8M | Reduce -1.1% |
| MSFT Microsoft Corp. | 3.97% | 15,268 | $6.4M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 3.80% | 25,675 | $6.2M | Reduce -0.4% |
| HD Home Depot Inc. | 3.35% | 13,965 | $5.4M | Reduce -0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.92% | 107,790 | $4.7M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.21% | 7,902 | $3.6M | Reduce -1.8% |
| AMT American Tower Corp. | 1.90% | 16,749 | $3.1M | Add +5.9% |
| VMC Vulcan Materials Co. | 1.76% | 11,107 | $2.9M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 1.74% | 14,783 | $2.8M | Reduce -1.1% |
| MCD McDonald's Corp. | 1.52% | 8,476 | $2.5M | Reduce -1.1% |
| JNJ Johnson & Johnson | 1.41% | 15,847 | $2.3M | Reduce -0.7% |
| UNH Unitedhealth Group Inc. | 1.20% | 3,848 | $1.9M | Add +1.0% |
| STZ Constellation Brands Inc. Class A | 1.19% | 8,726 | $1.9M | Add +9.0% |
| DE Deere & Co. | 1.18% | 4,521 | $1.9M | Reduce -7.1% |
| COST Costco Wholesale Corp. | 1.14% | 2,016 | $1.8M | Add +0.4% |
| TSLA Tesla Inc. | 1.04% | 4,164 | $1.7M | No change |
| UPS United Parcel Service Class B | 0.97% | 12,432 | $1.6M | Add +3.3% |
| CSX CSX Corp. | 0.93% | 46,545 | $1.5M | Reduce -0.4% |
| ALIT Alight Inc. Class A | 0.89% | 208,750 | $1.4M | No change |
| ABNB Airbnb Inc. Class A | 0.83% | 10,285 | $1.4M | Reduce -0.4% |
| PEP Pepsico Inc. | 0.74% | 7,887 | $1.2M | Add +9.7% |
| CVX Chevron Corp. | 0.72% | 8,063 | $1.2M | Reduce -0.1% |
| WM Waste Management Inc. | 0.67% | 5,378 | $1.1M | Reduce -0.5% |
| IBIT iShares Bitcoin Trust ETF | 0.64% | 19,659 | $1.0M | Reduce -1.1% |
| SO The Southern Co. | 0.60% | 11,874 | $977K | Reduce -2.7% |
| LLY Eli Lilly & Co. | 0.56% | 1,165 | $899K | New |
| XOM Exxon Mobil Corp. | 0.55% | 8,235 | $886K | Add +2.4% |
| VLO Valero Energy Corp. | 0.55% | 7,221 | $885K | Reduce -1.5% |
| AMGN Amgen Inc. | 0.54% | 3,365 | $877K | Add +0.0% |
| CRM Salesforce Inc. | 0.52% | 2,514 | $841K | No change |
| WTS Watts Water Technologies-A | 0.50% | 3,955 | $804K | No change |
| D Dominion Energy Inc. | 0.47% | 14,014 | $755K | Add +2.2% |
| NEE Nextera Energy Inc. | 0.44% | 9,866 | $707K | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 1,381 | $706K | Add +2.4% |
| DUK Duke Energy Corp. | 0.42% | 6,313 | $680K | Reduce -1.9% |
| LIN Linde PLC | 0.35% | 1,353 | $566K | Reduce -0.2% |
| ONB Old National Bancorp | 0.33% | 24,490 | $532K | No change |
| PG The Procter & Gamble Co. | 0.32% | 3,127 | $524K | No change |
| MAR Marriott International Class A | 0.25% | 1,477 | $412K | No change |
| MAA Mid-America Apartment Comm | 0.25% | 2,613 | $404K | No change |
| UBER Uber Technologies Inc. | 0.23% | 6,130 | $370K | Reduce -1.8% |
| LH Labcorp Holdings Inc. | 0.22% | 1,550 | $356K | Reduce -4.6% |
| WMT Walmart Inc. | 0.20% | 3,651 | $330K | Reduce -3.0% |
| GS Goldman Sachs Group Inc. | 0.19% | 548 | $314K | No change |
| CAT Caterpillar Inc. | 0.15% | 687 | $249K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 2,149 | $239K | Reduce -8.8% |
| NKE Nike Inc. Class B | 0.15% | 3,120 | $236K | Reduce -6.0% |
| MA Mastercard Inc. Class A | 0.13% | 412 | $217K | No change |
| MTBA Simplify MBS ETF | 0.13% | 4,355 | $216K | Add +5.7% |
| FSLY Fastly Inc. Class A | 0.06% | 10,700 | $101K | Reduce -6.1% |
Portfolio Sells Q3 2024 → Q4 2024
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −0.39 |
| HD Home Depot Inc. | Reduce -0.2% | 3.35% | −0.31 |
| JNJ Johnson & Johnson | Reduce -0.7% | 1.41% | −0.26 |
| MPT Medical Properties Trust Inc. | Sold out | 0.00% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 2.21% | −0.18 |
| MCD McDonald's Corp. | Reduce -1.1% | 1.52% | −0.17 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.14 |
| DE Deere & Co. | Reduce -7.1% | 1.18% | −0.13 |
| CSX CSX Corp. | Reduce -0.4% | 0.93% | −0.12 |
| SO The Southern Co. | Reduce -2.7% | 0.60% | −0.11 |
| NEE Nextera Energy Inc. | Reduce -0.3% | 0.44% | −0.10 |
| VLO Valero Energy Corp. | Reduce -1.5% | 0.55% | −0.09 |
| UBER Uber Technologies Inc. | Reduce -1.8% | 0.23% | −0.07 |
| LIN Linde PLC | Reduce -0.2% | 0.35% | −0.07 |
| DUK Duke Energy Corp. | Reduce -1.9% | 0.42% | −0.06 |
| WM Waste Management Inc. | Reduce -0.5% | 0.67% | −0.06 |
| ONDS Ondas Inc. | Sold out | 0.00% | −0.05 |
| CVX Chevron Corp. | Reduce -0.1% | 0.72% | −0.05 |
| NKE Nike Inc. Class B | Reduce -6.0% | 0.15% | −0.04 |
| VMC Vulcan Materials Co. | Reduce -0.2% | 1.76% | −0.04 |
| LH Labcorp Holdings Inc. | Reduce -4.6% | 0.22% | −0.02 |
| ABNB Airbnb Inc. Class A | Reduce -0.4% | 0.83% | −0.01 |
| DIS The Walt Disney Co. | Reduce -8.8% | 0.15% | +0.00 |
| FSLY Fastly Inc. Class A | Reduce -6.1% | 0.06% | +0.01 |
| WMT Walmart Inc. | Reduce -3.0% | 0.20% | +0.01 |
| TTD Trade Desk Inc./the Class A | Reduce -1.0% | 5.95% | +0.08 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 1.74% | +0.12 |
| BAC Bank of America Corp. | Reduce -1.1% | 2.92% | +0.13 |
| IBIT iShares Bitcoin Trust ETF | Reduce -1.1% | 0.64% | +0.18 |
| AAPL Apple Inc. | Reduce -1.0% | 15.68% | +0.25 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 3.80% | +0.29 |
| V Visa Inc. Class A | Reduce -1.1% | 4.78% | +0.38 |
| NVDA Nvidia Corp. | Reduce -1.5% | 10.78% | +0.42 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 7.34% | +0.56 |
| AMZN Amazon.com Inc. | Reduce -2.0% | 10.05% | +0.93 |
Portfolio Buys Q3 2024 → Q4 2024
| LLY Eli Lilly & Co. | New | 0.56% | +0.56 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.4% | 0.44% | +0.01 |
| MTBA Simplify MBS ETF | Add +5.7% | 0.13% | −0.00 |
| COST Costco Wholesale Corp. | Add +0.4% | 1.14% | −0.01 |
| D Dominion Energy Inc. | Add +2.2% | 0.47% | −0.05 |
| PEP Pepsico Inc. | Add +9.7% | 0.74% | −0.05 |
| XOM Exxon Mobil Corp. | Add +2.4% | 0.55% | −0.06 |
| UPS United Parcel Service Class B | Add +3.3% | 0.97% | −0.09 |
| STZ Constellation Brands Inc. Class A | Add +9.0% | 1.19% | −0.14 |
| AMGN Amgen Inc. | Add +0.0% | 0.54% | −0.16 |
| MSFT Microsoft Corp. | Add +1.2% | 3.97% | −0.22 |
| UNH Unitedhealth Group Inc. | Add +1.0% | 1.20% | −0.24 |
| AMT American Tower Corp. | Add +5.9% | 1.90% | −0.48 |
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 |