Ables-Iannone-Moore--Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABNB",
  "GOOGL",
  "ALIT",
  "CAT",
  "DUK",
  "D",
  "FSLY",
  "HD",
  "MCD",
  "LIN",
  "MA",
  "MSFT",
  "MAA",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "PG",
  "AMGN",
  "AMT",
  "UBER",
  "UPS",
  "TSM",
  "ONB",
  "WTS",
  "WM",
  "AMZN",
  null,
  "VLO",
  "V",
  "WMT",
  "LH",
  "SO",
  "TTD",
  "CRM",
  "BAC",
  "BRK-B",
  "CVX",
  "STZ",
  "COST",
  "CSX",
  "DE",
  "VMC",
  "NEE",
  "MAR",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 57
Total Value: 146784943
Accession Number: 0002013713-25-000002
Form Type: 13F-HR
CIK: ables-iannone-moore--associates
Manager Name: Ables-Iannone-Moore--Associates

Data Enrichment

96% identified

55 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

57 positions • $146.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:101.0K

Value:$22.4M

% of Portfolio:15.3% ($22.4M/$146.8M)

AMAZON COM INC

AMZN|023135106

Shares:73.5K

Value:$14.0M

% of Portfolio:9.5% ($14.0M/$146.8M)

NVIDIA CORP

NVDA|67066G104

Shares:127.7K

Value:$13.8M

% of Portfolio:9.4% ($13.8M/$146.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:62.8K

Value:$9.7M

% of Portfolio:6.6% ($9.7M/$146.8M)

VISA INC.

V|92826C839

Shares:24.3K

Value:$8.5M

% of Portfolio:5.8% ($8.5M/$146.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:25.5K

Value:$6.3M

% of Portfolio:4.3% ($6.3M/$146.8M)

MICROSOFT CORP

MSFT|594918104

Shares:15.5K

Value:$5.8M

% of Portfolio:4.0% ($5.8M/$146.8M)

HOME DEPOT, INC.

HD|437076102

Shares:14.5K

Value:$5.3M

% of Portfolio:3.6% ($5.3M/$146.8M)

Trade Desk, Inc.

TTD|88339J105

Shares:84.5K

Value:$4.6M

% of Portfolio:3.2% ($4.6M/$146.8M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:108.1K

Value:$4.5M

% of Portfolio:3.1% ($4.5M/$146.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.2K

Value:$3.9M

% of Portfolio:2.6% ($3.9M/$146.8M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:17.2K

Value:$3.8M

% of Portfolio:2.6% ($3.8M/$146.8M)

Vulcan Materials CO

VMC|929160109

Shares:11.6K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$146.8M)

MCDONALDS CORP

MCD|580135101

Shares:8.5K

Value:$2.6M

% of Portfolio:1.8% ($2.6M/$146.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:15.5K

Value:$2.6M

% of Portfolio:1.7% ($2.6M/$146.8M)

Alphabet Inc.

GOOG|02079K107

Shares:15.0K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$146.8M)

DEERE & CO

DE|244199105

Shares:4.5K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$146.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:3.8K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$146.8M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.0K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$146.8M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:10.0K

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$146.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	101.0K	QoQ -0.50% (-515) YoY -10.25% (-11.5K)	All Managers (Combined)	$22.4M	15.3% ($22.4M/$146.8M)	QoQ -11.74% (-$3.0M) YoY +16.24% (-$3.1M)
AMAZON COM INC(AMZNcusip023135106)	73.5K	QoQ -1.03% (-767) YoY -7.13% (-5.6K)	All Managers (Combined)	$14.0M	9.5% ($14.0M/$146.8M)	QoQ -14.16% (-$2.3M) YoY -2.04% (-$291.4K)
NVIDIA CORP(NVDAcusip67066G104)	127.7K	QoQ -1.77% (-2.3K) YoY +795.43% (+113.5K)	All Managers (Combined)	$13.8M	9.4% ($13.8M/$146.8M)	QoQ -20.73% (-$3.6M) YoY +7.44% (+$959.1K)
Alphabet Inc.(GOOGLcusip02079K305)	62.8K	QoQ -0.13% (-85) YoY +0.41% (+259)	All Managers (Combined)	$9.7M	6.6% ($9.7M/$146.8M)	QoQ -18.39% (-$2.2M) YoY +2.90% (+$274.5K)
VISA INC.(Vcusip92826C839)	24.3K	QoQ -0.94% (-231) YoY +7.69% (+1.7K)	All Managers (Combined)	$8.5M	5.8% ($8.5M/$146.8M)	QoQ +9.84% (-$763.6K) YoY +35.23% (+$2.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	25.5K	QoQ -0.61% (-159) YoY -2.02% (-528)	All Managers (Combined)	$6.3M	4.3% ($6.3M/$146.8M)	QoQ +1.69% (-$104.5K) YoY +19.98% (-$1.0M)
MICROSOFT CORP(MSFTcusip594918104)	15.5K	QoQ +1.59% (-244) YoY +6.50% (-948)	All Managers (Combined)	$5.8M	4.0% ($5.8M/$146.8M)	QoQ -9.52% (-$612.7K) YoY -4.95% (-$303.7K)
HOME DEPOT, INC.(HDcusip437076102)	14.5K	QoQ +3.57% (-499) YoY +4.40% (-610)	All Managers (Combined)	$5.3M	3.6% ($5.3M/$146.8M)	QoQ -2.41% (-$131.3K) YoY -0.25% (-$13.5K)
Trade Desk, Inc.(TTDcusip88339J105)	84.5K	QoQ +3.07% (-2.5K) YoY -0.29% (-251)	All Managers (Combined)	$4.6M	3.2% ($4.6M/$146.8M)	QoQ -52.02% (-$5.0M) YoY -37.58% (-$2.8M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	108.1K	QoQ +0.30% (-327) YoY -3.19% (-3.6K)	All Managers (Combined)	$4.5M	3.1% ($4.5M/$146.8M)	QoQ -4.79% (-$227.1K) YoY +6.56% (-$278.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.2K	QoQ -8.50% (-672) YoY -11.05% (-899)	All Managers (Combined)	$3.9M	2.6% ($3.9M/$146.8M)	QoQ +7.50% (-$268.7K) YoY +12.64% (-$432.1K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	17.2K	QoQ +2.89% (+485) YoY +21.29% (+3.0K)	All Managers (Combined)	$3.8M	2.6% ($3.8M/$146.8M)	QoQ +22.07% (+$678.2K) YoY +33.58% (+$942.8K)
Vulcan Materials CO(VMCcusip929160109)	11.6K	QoQ +4.45% (-495) YoY +3.51% (-394)	All Managers (Combined)	$2.7M	1.8% ($2.7M/$146.8M)	QoQ -5.28% (-$151.1K) YoY -11.50% (-$352.0K)
MCDONALDS CORP(MCDcusip580135101)	8.5K	QoQ -0.15% (-13) YoY +6.05% (+483)	All Managers (Combined)	$2.6M	1.8% ($2.6M/$146.8M)	QoQ +7.58% (-$186.4K) YoY +17.49% (+$393.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	15.5K	QoQ -2.30% (-366) YoY +7.76% (+1.1K)	All Managers (Combined)	$2.6M	1.7% ($2.6M/$146.8M)	QoQ +11.99% (-$275.0K) YoY +12.96% (+$294.6K)
Alphabet Inc.(GOOGcusip02079K107)	15.0K	QoQ +1.59% (-236) YoY -10.99% (-1.9K)	All Managers (Combined)	$2.3M	1.6% ($2.3M/$146.8M)	QoQ -16.65% (-$468.8K) YoY -8.67% (-$222.9K)
DEERE & CO(DEcusip244199105)	4.5K	QoQ -1.21% (-55) YoY -4.57% (-214)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$146.8M)	QoQ +9.39% (-$179.9K) YoY +9.08% (-$174.6K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	3.8K	QoQ 0.00% (+0) YoY +5.97% (+217)	All Managers (Combined)	$2.0M	1.4% ($2.0M/$146.8M)	QoQ +3.53% (+$68.8K) YoY +12.19% (+$219.1K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.0K	QoQ -0.04% (-1) YoY -0.04% (-1)	All Managers (Combined)	$1.9M	1.3% ($1.9M/$146.8M)	QoQ +3.16% (-$58.5K) YoY +29.02% (-$428.8K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	10.0K	QoQ +15.15% (-1.3K) YoY +24.85% (-2.0K)	All Managers (Combined)	$1.8M	1.3% ($1.8M/$146.8M)	QoQ -4.39% (-$84.7K) YoY -15.68% (-$343.1K)