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CIK 0002013713 • 6 13F filings • Apr 8, 2025 – Jul 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIR PRODUCTS AND CHEMICALS INC | COM | $223K | 0.1% | 766 SH | New |
| AIRBNB INC | COM CL A | $794K | 0.5%Prev: 0.7% | 6,284 SH | Decreased-2,716 SH |
| ALERIAN MLP | ETF | $1.3M | 0.8% | 25,038 SH | New |
| ALIGHT INC | COM CL A | $18K | 0.0%Prev: 0.8% | 30,050 SH | Decreased-178,650 SH |
| ALPHABET INC | CAP STK CL C | $3.8M | 2.3%Prev: 1.6% | 13,391 SH | Increased-1,628 SH |
| ALPHABET INC CAP STK | CL A | $17.2M | 10.3% | 59,967 SH | New |
| AMAZON COM INC | COM | $14.7M | 8.7%Prev: 9.5% | 70,553 SH | Increased-2,921 SH |
| AMERICAN TOWER CORP NEW | COM | $3.8M | 2.2%Prev: 2.6% | 21,905 SH | Increased+4,671 SH |
| AMGEN INC | COM | $1.0M | 0.6%Prev: 0.7% | 2,858 SH | Decreased-502 SH |
| APPLE INC | COM | $23.6M | 14.1%Prev: 15.3% | 93,133 SH | Increased-7,839 SH |
| BANK AMERICA CORP | COM | $4.9M | 2.9%Prev: 3.1% | 100,601 SH | Increased-7,516 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.5M | 2.1%Prev: 2.6% | 7,231 SH | Decreased+1 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $207K | 0.1% | 3,986 SH | New |
| CHEVRON CORP NEW | COM | $1.6M | 0.9%Prev: 0.9% | 7,645 SH | Increased-404 SH |
| CHUBB LIMITED | COM | $499K | 0.3% | 1,531 SH | New |
| COCA COLA CO | COM | $420K | 0.2% | 5,526 SH | New |
| CONSTELLATION BRANDS INC | CL A | $1.3M | 0.7%Prev: 1.3% | 8,353 SH | Decreased-1,695 SH |
| COSTCO WHSL CORP NEW | COM | $2.0M | 1.2%Prev: 1.3% | 2,039 SH | Increased+24 SH |
| CSX CORP | COM | $1.6M | 1.0%Prev: 0.9% | 38,910 SH | Increased-7,660 SH |
| DEERE & CO | COM | $2.1M | 1.3%Prev: 1.4% | 3,799 SH | Increased-667 SH |
| DOMINION ENERGY INC | COM | $753K | 0.4%Prev: 0.5% | 12,185 SH | Decreased-1,714 SH |
| DUKE ENERGY CORP NEW | COM NEW | $857K | 0.5%Prev: 0.5% | 6,543 SH | Increased+529 SH |
| ELI LILLY & CO | COM | $1.3M | 0.7%Prev: 0.7% | 1,370 SH | Increased+84 SH |
| EXXON MOBIL CORP | COM | $1.3M | 0.8%Prev: 0.6% | 7,440 SH | Increased-382 SH |
| GOLDMAN SACHS GROUP INC | COM | $464K | 0.3%Prev: 0.2% | 548 SH | Increased |
| HOME DEPOT INC | COM | $5.5M | 3.3%Prev: 3.6% | 16,615 SH | Increased+2,151 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.2M | 0.7%Prev: 0.5% | 2,053 SH | Increased+476 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $777K | 0.5% | 20,211 SH | New |
| ISHARES RUSSELL 2000 | ETF | $281K | 0.2% | 1,135 SH | New |
| ISHARES TR | CORE S&P500 ETF | $794K | 0.5% | 1,216 SH | New |
| JOHNSON & JOHNSON | COM | $2.8M | 1.7%Prev: 1.7% | 11,455 SH | Increased-4,026 SH |
| JPMORGAN CHASE & CO. | COM | $7.3M | 4.3%Prev: 4.3% | 24,803 SH | Increased-713 SH |
| LABCORP HOLDINGS INC | COM SHS | $260K | 0.2%Prev: 0.2% | 975 SH | Decreased-575 SH |
| LINDE PLC | SHS | $592K | 0.4%Prev: 0.4% | 1,194 SH | Decreased-159 SH |
| MARRIOTT INTL INC NEW | CL A | $647K | 0.4%Prev: 0.2% | 1,977 SH | Increased+500 SH |
| MASTERCARD INCORPORATED | CL A | $223K | 0.1%Prev: 0.2% | 446 SH | Decreased+34 SH |
| MCDONALDS CORP | COM | $2.4M | 1.4%Prev: 1.8% | 7,796 SH | Decreased-667 SH |
| MICROSOFT CORP | COM | $6.8M | 4.0%Prev: 4.0% | 18,282 SH | Increased+2,770 SH |
| MID-AMER APT CMNTYS INC | COM | $736K | 0.4%Prev: 0.3% | 6,027 SH | Increased+3,414 SH |
| NEXTERA ENERGY INC | COM | $836K | 0.5%Prev: 0.5% | 9,006 SH | Increased-459 SH |
| NVIDIA CORPORATION | COM | $19.6M | 11.6%Prev: 9.4% | 112,109 SH | Increased-15,634 SH |
| OLD NATL BANCORP IND | COM | $541K | 0.3%Prev: 0.4% | 24,490 SH | Increased |
| PEPSICO INC | COM | $1.3M | 0.8%Prev: 0.9% | 8,681 SH | Increased+332 SH |
| PROLOGIS INC. | COM | $275K | 0.2%Prev: 0.2% | 2,080 SH | Increased+70 SH |
| SIMPLIFY EXCHANGE TRADED FUN | GOVERNMENT MONEY | $889K | 0.5% | 8,884 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $347K | 0.2% | 7,020 SH | New |
| SOUTHERN CO | COM | $811K | 0.5%Prev: 0.7% | 8,399 SH | Decreased-2,821 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.4M | 0.9%Prev: 0.2% | 4,290 SH | Increased+2,321 SH |
| TESLA INC | COM | $1.4M | 0.8%Prev: 0.7% | 3,706 SH | Increased-388 SH |
| THE TRADE DESK INC | COM CL A | $1.2M | 0.7%Prev: 3.2% | 50,752 SH | Decreased-33,783 SH |
| UBER TECHNOLOGIES INC | COM | $619K | 0.4%Prev: 0.3% | 8,608 SH | Increased+2,778 SH |
| UNITED PARCEL SERVICE INC | CL B | $2.7M | 1.6%Prev: 1.1% | 27,086 SH | Increased+12,784 SH |
| UNITEDHEALTH GROUP INC | COM | $2.3M | 1.4%Prev: 1.4% | 8,565 SH | Increased+4,717 SH |
| VALERO ENERGY CORP | COM | $1.7M | 1.0%Prev: 0.6% | 6,884 SH | Increased-272 SH |
| VISA INC | COM CL A | $6.9M | 4.1%Prev: 5.8% | 22,921 SH | Decreased-1,382 SH |
| VULCAN MATLS CO | COM | $3.0M | 1.8%Prev: 1.8% | 11,150 SH | Increased-452 SH |
| WALMART INC | COM | $340K | 0.2%Prev: 0.2% | 2,736 SH | Increased-1,014 SH |
| WASTE MGMT INC DEL | COM | $1.3M | 0.8%Prev: 0.8% | 5,738 SH | Increased+377 SH |
| WATTS WATER TECHNOLOGIES INC | CL A | $1.1M | 0.7%Prev: 0.5% | 3,864 SH | Increased-91 SH |
| Q3 2025 |
| 13F-HR |
| 0002013713-25-000006 |
| $173.9M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0002013713-26-000003 | $187.7M | View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0002013713-25-000003 | $160.8M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0002013713-26-000002 | $168.1M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0002013713-25-000002 | $146.8M | View |