Ables, Iannone, Moore & Associates, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Ables, Iannone, Moore & Associates, Inc. reported 57 stock positions worth $146.8 million. Its top holding was Apple (AAPL) at 15.3% of the portfolio, followed by Amazon.com (AMZN, 9.5%) and Nvidia (NVDA, 9.4%). Compared with Q4 2024, it opened 3 new positions, sold out of 1, added to 15 and reduced 30. The biggest buy was American Tower (AMT, shares +3%) and the biggest sale Nvidia (NVDA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0002013713
- Portfolio Value
- $146.8M (Q1 2025)
- SEC Filing
- 0002013713-25-000002 ↗ filed Apr 8, 2025
Holdings Value
Holdings 57 stocks · $146.8M
| AAPL Apple Inc. | 15.28% | 100,972 | $22.4M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 9.52% | 73,474 | $14.0M | Reduce -1.0% |
| NVDA Nvidia Corp. | 9.43% | 127,743 | $13.8M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 6.62% | 62,793 | $9.7M | Reduce -0.1% |
| V Visa Inc. Class A | 5.80% | 24,303 | $8.5M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 4.26% | 25,516 | $6.3M | Reduce -0.6% |
| MSFT Microsoft Corp. | 3.97% | 15,512 | $5.8M | Add +1.6% |
| HD Home Depot Inc. | 3.61% | 14,464 | $5.3M | Add +3.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 3.15% | 84,535 | $4.6M | Add +3.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 3.07% | 108,117 | $4.5M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.62% | 7,230 | $3.9M | Reduce -8.5% |
| AMT American Tower Corp. | 2.55% | 17,234 | $3.8M | Add +2.9% |
| VMC Vulcan Materials Co. | 1.84% | 11,602 | $2.7M | Add +4.5% |
| MCD McDonald's Corp. | 1.80% | 8,463 | $2.6M | Reduce -0.1% |
| JNJ Johnson & Johnson | 1.75% | 15,481 | $2.6M | Reduce -2.3% |
| GOOG Alphabet Inc. Class C | 1.60% | 15,019 | $2.3M | Add +1.6% |
| DE Deere & Co. | 1.43% | 4,466 | $2.1M | Reduce -1.2% |
| UNH Unitedhealth Group Inc. | 1.37% | 3,848 | $2.0M | No change |
| COST Costco Wholesale Corp. | 1.30% | 2,015 | $1.9M | Reduce -0.1% |
| STZ Constellation Brands Inc. Class A | 1.26% | 10,048 | $1.8M | Add +15.2% |
| UPS United Parcel Service Class B | 1.07% | 14,302 | $1.6M | Add +15.0% |
| CSX CSX Corp. | 0.93% | 46,570 | $1.4M | Add +0.1% |
| CVX Chevron Corp. | 0.92% | 8,049 | $1.3M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.85% | 8,349 | $1.3M | Add +5.9% |
| WM Waste Management Inc. | 0.85% | 5,361 | $1.2M | Reduce -0.3% |
| ALIT Alight Inc. Class A | 0.84% | 208,700 | $1.2M | Reduce -0.0% |
| ABNB Airbnb Inc. Class A | 0.73% | 9,000 | $1.1M | Reduce -12.5% |
| LLY Eli Lilly & Co. | 0.72% | 1,286 | $1.1M | Add +10.4% |
| TSLA Tesla Inc. | 0.72% | 4,094 | $1.1M | Reduce -1.7% |
| AMGN Amgen Inc. | 0.71% | 3,360 | $1.0M | Reduce -0.1% |
| SO The Southern Co. | 0.70% | 11,220 | $1.0M | Reduce -5.5% |
| VLO Valero Energy Corp. | 0.64% | 7,156 | $945K | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.63% | 7,822 | $930K | Reduce -5.0% |
| IBIT iShares Bitcoin Trust ETF | 0.62% | 19,579 | $916K | Reduce -0.4% |
| WTS Watts Water Technologies-A | 0.55% | 3,955 | $807K | No change |
| D Dominion Energy Inc. | 0.53% | 13,899 | $779K | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 1,577 | $740K | Add +14.2% |
| DUK Duke Energy Corp. | 0.50% | 6,014 | $734K | Reduce -4.7% |
| NEE Nextera Energy Inc. | 0.46% | 9,465 | $671K | Reduce -4.1% |
| CRM Salesforce Inc. | 0.45% | 2,464 | $661K | Reduce -2.0% |
| LIN Linde PLC | 0.43% | 1,353 | $630K | No change |
| PG The Procter & Gamble Co. | 0.36% | 3,102 | $529K | Reduce -0.8% |
| ONB Old National Bancorp | 0.35% | 24,490 | $519K | No change |
| MAA Mid-America Apartment Comm | 0.30% | 2,613 | $438K | No change |
| UBER Uber Technologies Inc. | 0.29% | 5,830 | $425K | Reduce -4.9% |
| LH Labcorp Holdings Inc. | 0.25% | 1,550 | $361K | No change |
| MAR Marriott International Class A | 0.24% | 1,477 | $352K | No change |
| WMT Walmart Inc. | 0.22% | 3,750 | $329K | Add +2.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 1,969 | $327K | New |
| GS Goldman Sachs Group Inc. | 0.20% | 548 | $299K | No change |
| CAT Caterpillar Inc. | 0.15% | 689 | $227K | Add +0.3% |
| MA Mastercard Inc. Class A | 0.15% | 412 | $226K | No change |
| PLD Prologis Inc. | 0.15% | 2,010 | $225K | New |
| MTBA Simplify MBS ETF | 0.15% | 4,251 | $213K | Reduce -2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 2,139 | $211K | Reduce -0.5% |
| IVV iShares Core S&P 500 ETF | 0.14% | 360 | $202K | New |
| FSLY Fastly Inc. Class A | 0.04% | 10,200 | $65K | Reduce -4.7% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -1.8% | 9.43% | −1.35 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 6.62% | −0.73 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 9.52% | −0.53 |
| AAPL Apple Inc. | Reduce -0.5% | 15.28% | −0.40 |
| TSLA Tesla Inc. | Reduce -1.7% | 0.72% | −0.31 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.15 |
| ABNB Airbnb Inc. Class A | Reduce -12.5% | 0.73% | −0.10 |
| CRM Salesforce Inc. | Reduce -2.0% | 0.45% | −0.07 |
| ALIT Alight Inc. Class A | Reduce -0.0% | 0.84% | −0.05 |
| IBIT iShares Bitcoin Trust ETF | Reduce -0.4% | 0.62% | −0.02 |
| FSLY Fastly Inc. Class A | Reduce -4.7% | 0.04% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.5% | 0.14% | −0.00 |
| MTBA Simplify MBS ETF | Reduce -2.4% | 0.15% | +0.01 |
| NEE Nextera Energy Inc. | Reduce -4.1% | 0.46% | +0.02 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 0.36% | +0.04 |
| UBER Uber Technologies Inc. | Reduce -4.9% | 0.29% | +0.06 |
| D Dominion Energy Inc. | Reduce -0.8% | 0.53% | +0.07 |
| DUK Duke Energy Corp. | Reduce -4.7% | 0.50% | +0.08 |
| XOM Exxon Mobil Corp. | Reduce -5.0% | 0.63% | +0.09 |
| VLO Valero Energy Corp. | Reduce -0.9% | 0.64% | +0.10 |
| SO The Southern Co. | Reduce -5.5% | 0.70% | +0.10 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 1.30% | +0.16 |
| AMGN Amgen Inc. | Reduce -0.1% | 0.71% | +0.17 |
| WM Waste Management Inc. | Reduce -0.3% | 0.85% | +0.18 |
| CVX Chevron Corp. | Reduce -0.2% | 0.92% | +0.20 |
| DE Deere & Co. | Reduce -1.2% | 1.43% | +0.25 |
| MCD McDonald's Corp. | Reduce -0.1% | 1.80% | +0.28 |
| JNJ Johnson & Johnson | Reduce -2.3% | 1.75% | +0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.5% | 2.62% | +0.41 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 4.26% | +0.47 |
| V Visa Inc. Class A | Reduce -0.9% | 5.80% | +1.02 |
Portfolio Buys Q4 2024 → Q1 2025
| AMT American Tower Corp. | Add +2.9% | 2.55% | +0.66 |
| HD Home Depot Inc. | Add +3.6% | 3.61% | +0.26 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.22% | +0.22 |
| LLY Eli Lilly & Co. | Add +10.4% | 0.72% | +0.17 |
| PLD Prologis Inc. | New | 0.15% | +0.15 |
| BAC Bank of America Corp. | Add +0.3% | 3.07% | +0.15 |
| IVV iShares Core S&P 500 ETF | New | 0.14% | +0.14 |
| PEP Pepsico Inc. | Add +5.9% | 0.85% | +0.11 |
| UPS United Parcel Service Class B | Add +15.0% | 1.07% | +0.10 |
| VMC Vulcan Materials Co. | Add +4.5% | 1.84% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +14.2% | 0.50% | +0.07 |
| STZ Constellation Brands Inc. Class A | Add +15.2% | 1.26% | +0.07 |
| WMT Walmart Inc. | Add +2.7% | 0.22% | +0.02 |
| CSX CSX Corp. | Add +0.1% | 0.93% | +0.01 |
| CAT Caterpillar Inc. | Add +0.3% | 0.15% | +0.00 |
| MSFT Microsoft Corp. | Add +1.6% | 3.97% | −0.00 |
| GOOG Alphabet Inc. Class C | Add +1.6% | 1.60% | −0.14 |
| TTD Trade Desk Inc./the Class A | Add +3.1% | 3.15% | −2.80 |
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 |