Ables, Iannone, Moore & Associates, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Ables, Iannone, Moore & Associates, Inc. reported 56 stock positions worth $160.8 million. Its top holding was Apple (AAPL) at 12.9% of the portfolio, followed by Nvidia (NVDA, 12.2%) and Amazon.com (AMZN, 10.0%). Compared with Q1 2025, it opened 1 new position, sold out of 2, added to 19 and reduced 32. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0002013713
- Portfolio Value
- $160.8M (Q2 2025)
- SEC Filing
- 0002013713-25-000003 ↗ filed Jul 7, 2025
Holdings Value
Holdings 56 stocks · $160.8M
| AAPL Apple Inc. | 12.86% | 100,750 | $20.7M | Reduce -0.2% |
| NVDA Nvidia Corp. | 12.20% | 124,098 | $19.6M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 10.01% | 73,333 | $16.1M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 6.92% | 63,096 | $11.1M | Add +0.5% |
| V Visa Inc. Class A | 5.30% | 23,996 | $8.5M | Reduce -1.3% |
| MSFT Microsoft Corp. | 4.79% | 15,489 | $7.7M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 4.49% | 24,902 | $7.2M | Reduce -2.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 3.66% | 81,825 | $5.9M | Reduce -3.2% |
| HD Home Depot Inc. | 3.38% | 14,804 | $5.4M | Add +2.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 3.13% | 106,193 | $5.0M | Reduce -1.8% |
| AMT American Tower Corp. | 2.33% | 16,922 | $3.7M | Reduce -1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.09% | 6,905 | $3.4M | Reduce -4.5% |
| VMC Vulcan Materials Co. | 1.85% | 11,429 | $3.0M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 1.65% | 14,912 | $2.6M | Reduce -0.7% |
| MCD McDonald's Corp. | 1.53% | 8,413 | $2.5M | Reduce -0.6% |
| DE Deere & Co. | 1.37% | 4,322 | $2.2M | Reduce -3.2% |
| JNJ Johnson & Johnson | 1.34% | 14,057 | $2.1M | Reduce -9.2% |
| UPS United Parcel Service Class B | 1.29% | 20,603 | $2.1M | Add +44.1% |
| COST Costco Wholesale Corp. | 1.24% | 2,015 | $2.0M | No change |
| STZ Constellation Brands Inc. Class A | 1.24% | 12,219 | $2.0M | Add +21.6% |
| UNH Unitedhealth Group Inc. | 1.22% | 6,305 | $2.0M | Add +63.9% |
| CSX CSX Corp. | 0.92% | 45,350 | $1.5M | Reduce -2.6% |
| PEP Pepsico Inc. | 0.83% | 10,070 | $1.3M | Add +20.6% |
| WM Waste Management Inc. | 0.75% | 5,301 | $1.2M | Reduce -1.1% |
| TSLA Tesla Inc. | 0.75% | 3,797 | $1.2M | Reduce -7.3% |
| IBIT iShares Bitcoin Trust ETF | 0.73% | 19,239 | $1.2M | Reduce -1.7% |
| CVX Chevron Corp. | 0.72% | 8,087 | $1.2M | Add +0.5% |
| ABNB Airbnb Inc. Class A | 0.69% | 8,359 | $1.1M | Reduce -7.1% |
| LLY Eli Lilly & Co. | 0.69% | 1,417 | $1.1M | Add +10.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.67% | 1,952 | $1.1M | Add +23.8% |
| ALIT Alight Inc. Class A | 0.63% | 180,300 | $1.0M | Reduce -13.6% |
| WTS Watts Water Technologies-A | 0.62% | 4,045 | $995K | Add +2.3% |
| SO The Southern Co. | 0.61% | 10,724 | $985K | Reduce -4.4% |
| VLO Valero Energy Corp. | 0.59% | 7,054 | $948K | Reduce -1.4% |
| AMGN Amgen Inc. | 0.58% | 3,344 | $934K | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.52% | 7,697 | $830K | Reduce -1.6% |
| DUK Duke Energy Corp. | 0.48% | 6,520 | $769K | Add +8.4% |
| D Dominion Energy Inc. | 0.47% | 13,430 | $759K | Reduce -3.4% |
| CRM Salesforce Inc. | 0.41% | 2,439 | $665K | Reduce -1.0% |
| NEE Nextera Energy Inc. | 0.41% | 9,522 | $661K | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 0.41% | 1,057 | $656K | Add +193.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.38% | 2,730 | $618K | Add +38.6% |
| LIN Linde PLC | 0.38% | 1,303 | $611K | Reduce -3.7% |
| UBER Uber Technologies Inc. | 0.34% | 5,858 | $547K | Add +0.5% |
| ONB Old National Bancorp | 0.33% | 24,490 | $523K | No change |
| PG The Procter & Gamble Co. | 0.30% | 3,063 | $488K | Reduce -1.3% |
| MAA Mid-America Apartment Comm | 0.25% | 2,683 | $397K | Add +2.7% |
| GS Goldman Sachs Group Inc. | 0.24% | 548 | $388K | No change |
| LH Labcorp Holdings Inc. | 0.24% | 1,475 | $387K | Reduce -4.8% |
| MAR Marriott International Class A | 0.23% | 1,377 | $376K | Reduce -6.8% |
| WMT Walmart Inc. | 0.23% | 3,702 | $362K | Reduce -1.3% |
| CAT Caterpillar Inc. | 0.17% | 692 | $269K | Add +0.4% |
| MA Mastercard Inc. Class A | 0.14% | 412 | $232K | No change |
| PLD Prologis Inc. | 0.14% | 2,165 | $228K | Add +7.7% |
| AVGO Broadcom Inc. | 0.14% | 812 | $224K | New |
| MTBA Simplify MBS ETF | 0.13% | 4,301 | $215K | Add +1.2% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.2% | 12.86% | −2.42 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.5% | 2.09% | −0.54 |
| V Visa Inc. Class A | Reduce -1.3% | 5.30% | −0.50 |
| JNJ Johnson & Johnson | Reduce -9.2% | 1.34% | −0.41 |
| MCD McDonald's Corp. | Reduce -0.6% | 1.53% | −0.27 |
| AMT American Tower Corp. | Reduce -1.8% | 2.33% | −0.23 |
| ALIT Alight Inc. Class A | Reduce -13.6% | 0.63% | −0.21 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.14 |
| AMGN Amgen Inc. | Reduce -0.5% | 0.58% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -1.6% | 0.52% | −0.12 |
| WM Waste Management Inc. | Reduce -1.1% | 0.75% | −0.09 |
| SO The Southern Co. | Reduce -4.4% | 0.61% | −0.09 |
| DE Deere & Co. | Reduce -3.2% | 1.37% | −0.06 |
| D Dominion Energy Inc. | Reduce -3.4% | 0.47% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.30% | −0.06 |
| VLO Valero Energy Corp. | Reduce -1.4% | 0.59% | −0.05 |
| LIN Linde PLC | Reduce -3.7% | 0.38% | −0.05 |
| ABNB Airbnb Inc. Class A | Reduce -7.1% | 0.69% | −0.04 |
| FSLY Fastly Inc. Class A | Sold out | 0.00% | −0.04 |
| CRM Salesforce Inc. | Reduce -1.0% | 0.41% | −0.04 |
| CSX CSX Corp. | Reduce -2.6% | 0.92% | −0.01 |
| MAR Marriott International Class A | Reduce -6.8% | 0.23% | −0.01 |
| LH Labcorp Holdings Inc. | Reduce -4.8% | 0.24% | −0.00 |
| WMT Walmart Inc. | Reduce -1.3% | 0.23% | +0.00 |
| VMC Vulcan Materials Co. | Reduce -1.5% | 1.85% | +0.01 |
| TSLA Tesla Inc. | Reduce -7.3% | 0.75% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 1.65% | +0.05 |
| BAC Bank of America Corp. | Reduce -1.8% | 3.13% | +0.05 |
| IBIT iShares Bitcoin Trust ETF | Reduce -1.7% | 0.73% | +0.11 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 4.49% | +0.23 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 10.01% | +0.48 |
| TTD Trade Desk Inc./the Class A | Reduce -3.2% | 3.66% | +0.51 |
| MSFT Microsoft Corp. | Reduce -0.1% | 4.79% | +0.83 |
| NVDA Nvidia Corp. | Reduce -2.9% | 12.20% | +2.76 |
Portfolio Buys Q1 2025 → Q2 2025
| GOOGL Alphabet Inc. Class A | Add +0.5% | 6.92% | +0.30 |
| IVV iShares Core S&P 500 ETF | Add +193.6% | 0.41% | +0.27 |
| UPS United Parcel Service Class B | Add +44.1% | 1.29% | +0.22 |
| QQQ Invesco QQQ Trust Series 1 | Add +23.8% | 0.67% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | Add +38.6% | 0.38% | +0.16 |
| AVGO Broadcom Inc. | New | 0.14% | +0.14 |
| WTS Watts Water Technologies-A | Add +2.3% | 0.62% | +0.07 |
| UBER Uber Technologies Inc. | Add +0.5% | 0.34% | +0.05 |
| CAT Caterpillar Inc. | Add +0.4% | 0.17% | +0.01 |
| MTBA Simplify MBS ETF | Add +1.2% | 0.13% | −0.01 |
| PLD Prologis Inc. | Add +7.7% | 0.14% | −0.01 |
| STZ Constellation Brands Inc. Class A | Add +21.6% | 1.24% | −0.02 |
| DUK Duke Energy Corp. | Add +8.4% | 0.48% | −0.02 |
| PEP Pepsico Inc. | Add +20.6% | 0.83% | −0.03 |
| LLY Eli Lilly & Co. | Add +10.2% | 0.69% | −0.04 |
| NEE Nextera Energy Inc. | Add +0.6% | 0.41% | −0.05 |
| MAA Mid-America Apartment Comm | Add +2.7% | 0.25% | −0.05 |
| UNH Unitedhealth Group Inc. | Add +63.9% | 1.22% | −0.15 |
| CVX Chevron Corp. | Add +0.5% | 0.72% | −0.20 |
| HD Home Depot Inc. | Add +2.4% | 3.38% | −0.24 |
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 |