Ables, Iannone, Moore & Associates, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 6, 2025), Ables, Iannone, Moore & Associates, Inc. reported 57 stock positions worth $173.9 million. Its top holding was Apple (AAPL) at 14.2% of the portfolio, followed by Nvidia (NVDA, 13.1%) and Amazon.com (AMZN, 9.2%). Compared with Q2 2025, it opened 2 new positions, sold out of 1, added to 5 and reduced 44. The biggest buy was Unitedhealth (UNH, shares +43%) and the biggest sale Amazon.com (AMZN, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0002013713
- Portfolio Value
- $173.9M (Q3 2025)
- SEC Filing
- 0002013713-25-000006 ↗ filed Oct 6, 2025
Holdings Value
Holdings 57 stocks · $173.9M
| AAPL Apple Inc. | 14.18% | 96,817 | $24.7M | Reduce -3.9% |
| NVDA Nvidia Corp. | 13.07% | 121,773 | $22.7M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 9.16% | 72,556 | $15.9M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 8.71% | 62,272 | $15.1M | Reduce -1.3% |
| V Visa Inc. Class A | 4.69% | 23,888 | $8.2M | Reduce -0.5% |
| MSFT Microsoft Corp. | 4.53% | 15,211 | $7.9M | Reduce -1.8% |
| JPM JPMorgan Chase & Co. | 4.42% | 24,365 | $7.7M | Reduce -2.2% |
| HD Home Depot Inc. | 3.45% | 14,793 | $6.0M | Reduce -0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 3.12% | 105,182 | $5.4M | Reduce -0.9% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.33% | 82,686 | $4.1M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.99% | 6,873 | $3.5M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 1.99% | 14,175 | $3.5M | Reduce -4.9% |
| VMC Vulcan Materials Co. | 1.98% | 11,195 | $3.4M | Reduce -2.0% |
| AMT American Tower Corp. | 1.87% | 16,873 | $3.2M | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 1.79% | 9,019 | $3.1M | Add +43.0% |
| MCD McDonald's Corp. | 1.46% | 8,351 | $2.5M | Reduce -0.7% |
| JNJ Johnson & Johnson | 1.33% | 12,509 | $2.3M | Reduce -11.0% |
| UPS United Parcel Service Class B | 1.27% | 26,539 | $2.2M | Add +28.8% |
| COST Costco Wholesale Corp. | 1.07% | 2,014 | $1.9M | Reduce -0.1% |
| DE Deere & Co. | 1.04% | 3,961 | $1.8M | Reduce -8.3% |
| STZ Constellation Brands Inc. Class A | 0.98% | 12,608 | $1.7M | Add +3.2% |
| TSLA Tesla Inc. | 0.97% | 3,792 | $1.7M | Reduce -0.1% |
| CSX CSX Corp. | 0.90% | 44,075 | $1.6M | Reduce -2.8% |
| PEP Pepsico Inc. | 0.81% | 9,993 | $1.4M | Reduce -0.8% |
| CVX Chevron Corp. | 0.72% | 8,057 | $1.3M | Reduce -0.4% |
| IBIT iShares Bitcoin Trust ETF | 0.71% | 18,959 | $1.2M | Reduce -1.5% |
| VLO Valero Energy Corp. | 0.68% | 6,979 | $1.2M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.67% | 1,936 | $1.2M | Reduce -0.8% |
| WM Waste Management Inc. | 0.67% | 5,262 | $1.2M | Reduce -0.7% |
| WTS Watts Water Technologies-A | 0.63% | 3,895 | $1.1M | Reduce -3.7% |
| LLY Eli Lilly & Co. | 0.62% | 1,402 | $1.1M | Reduce -1.1% |
| ABNB Airbnb Inc. Class A | 0.57% | 8,224 | $999K | Reduce -1.6% |
| SO The Southern Co. | 0.55% | 10,167 | $964K | Reduce -5.2% |
| AMGN Amgen Inc. | 0.52% | 3,234 | $913K | Reduce -3.3% |
| XOM Exxon Mobil Corp. | 0.49% | 7,505 | $846K | Reduce -2.5% |
| D Dominion Energy Inc. | 0.47% | 13,359 | $817K | Reduce -0.5% |
| DUK Duke Energy Corp. | 0.45% | 6,275 | $777K | Reduce -3.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.43% | 2,705 | $755K | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 0.41% | 1,057 | $707K | No change |
| NEE Nextera Energy Inc. | 0.41% | 9,356 | $706K | Reduce -1.7% |
| LIN Linde PLC | 0.36% | 1,301 | $618K | Reduce -0.1% |
| MAA Mid-America Apartment Comm | 0.34% | 4,282 | $598K | Add +59.6% |
| UBER Uber Technologies Inc. | 0.33% | 5,803 | $569K | Reduce -0.9% |
| CRM Salesforce Inc. | 0.32% | 2,317 | $549K | Reduce -5.0% |
| ONB Old National Bancorp | 0.31% | 24,490 | $538K | No change |
| ALIT Alight Inc. Class A | 0.26% | 137,800 | $449K | Reduce -23.6% |
| CB Chubb Ltd. | 0.26% | 1,586 | $448K | New |
| PG The Procter & Gamble Co. | 0.25% | 2,852 | $438K | Reduce -6.9% |
| GS Goldman Sachs Group Inc. | 0.25% | 548 | $436K | No change |
| MAR Marriott International Class A | 0.21% | 1,377 | $359K | No change |
| LH Labcorp Holdings Inc. | 0.20% | 1,225 | $352K | Reduce -16.9% |
| WMT Walmart Inc. | 0.16% | 2,697 | $278K | Reduce -27.1% |
| AVGO Broadcom Inc. | 0.15% | 812 | $268K | No change |
| PLD Prologis Inc. | 0.14% | 2,155 | $247K | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.13% | 412 | $234K | No change |
| IWM iShares Russell 2000 ETF | 0.13% | 904 | $219K | New |
| MTBA Simplify MBS ETF | 0.12% | 4,230 | $213K | Reduce -1.6% |
Portfolio Sells Q2 2025 → Q3 2025
| AMZN Amazon.com Inc. | Reduce -1.1% | 9.16% | −0.85 |
| V Visa Inc. Class A | Reduce -0.5% | 4.69% | −0.61 |
| AMT American Tower Corp. | Reduce -0.3% | 1.87% | −0.46 |
| ALIT Alight Inc. Class A | Reduce -23.6% | 0.26% | −0.38 |
| DE Deere & Co. | Reduce -8.3% | 1.04% | −0.33 |
| MSFT Microsoft Corp. | Reduce -1.8% | 4.53% | −0.26 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 1.07% | −0.17 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.17 |
| ABNB Airbnb Inc. Class A | Reduce -1.6% | 0.57% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 1.99% | −0.10 |
| CRM Salesforce Inc. | Reduce -5.0% | 0.32% | −0.10 |
| WM Waste Management Inc. | Reduce -0.7% | 0.67% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -1.1% | 0.62% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 4.42% | −0.07 |
| MCD McDonald's Corp. | Reduce -0.7% | 1.46% | −0.07 |
| WMT Walmart Inc. | Reduce -27.1% | 0.16% | −0.07 |
| SO The Southern Co. | Reduce -5.2% | 0.55% | −0.06 |
| AMGN Amgen Inc. | Reduce -3.3% | 0.52% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -6.9% | 0.25% | −0.05 |
| LH Labcorp Holdings Inc. | Reduce -16.9% | 0.20% | −0.04 |
| DUK Duke Energy Corp. | Reduce -3.8% | 0.45% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -2.5% | 0.49% | −0.03 |
| LIN Linde PLC | Reduce -0.1% | 0.36% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Reduce -1.5% | 0.71% | −0.02 |
| CSX CSX Corp. | Reduce -2.8% | 0.90% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.8% | 0.81% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -0.9% | 0.33% | −0.01 |
| MTBA Simplify MBS ETF | Reduce -1.6% | 0.12% | −0.01 |
| BAC Bank of America Corp. | Reduce -0.9% | 3.12% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -1.7% | 0.41% | −0.01 |
| D Dominion Energy Inc. | Reduce -0.5% | 0.47% | −0.00 |
| JNJ Johnson & Johnson | Reduce -11.0% | 1.33% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 0.67% | −0.00 |
| CVX Chevron Corp. | Reduce -0.4% | 0.72% | −0.00 |
| PLD Prologis Inc. | Reduce -0.5% | 0.14% | +0.00 |
| WTS Watts Water Technologies-A | Reduce -3.7% | 0.63% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.9% | 0.43% | +0.05 |
| HD Home Depot Inc. | Reduce -0.1% | 3.45% | +0.07 |
| VLO Valero Energy Corp. | Reduce -1.1% | 0.68% | +0.09 |
| VMC Vulcan Materials Co. | Reduce -2.0% | 1.98% | +0.13 |
| TSLA Tesla Inc. | Reduce -0.1% | 0.97% | +0.22 |
| GOOG Alphabet Inc. Class C | Reduce -4.9% | 1.99% | +0.34 |
| NVDA Nvidia Corp. | Reduce -1.9% | 13.07% | +0.87 |
| AAPL Apple Inc. | Reduce -3.9% | 14.18% | +1.32 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 8.71% | +1.79 |
Portfolio Buys Q2 2025 → Q3 2025
| UNH Unitedhealth Group Inc. | Add +43.0% | 1.79% | +0.57 |
| CB Chubb Ltd. | New | 0.26% | +0.26 |
| IWM iShares Russell 2000 ETF | New | 0.13% | +0.13 |
| MAA Mid-America Apartment Comm | Add +59.6% | 0.34% | +0.10 |
| UPS United Parcel Service Class B | Add +28.8% | 1.27% | −0.02 |
| STZ Constellation Brands Inc. Class A | Add +3.2% | 0.98% | −0.26 |
| TTD Trade Desk Inc./the Class A | Add +1.1% | 2.33% | −1.33 |
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 |