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CIK 0002013713 • 6 13F filings • Apr 8, 2025 – Jul 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $205K | 0.1% | 1,264 SH | New |
| AIR PRODUCTS AND CHEMICALS INC | COM | $216K | 0.1% | 737 SH | New |
| AIRBNB INC | COM CL A | $818K | 0.4%Prev: 0.7% | 5,715 SH | Decreased-2,644 SH |
| ALIGHT INC | COM CL A | $17K | 0.0%Prev: 0.6% | 30,050 SH | Decreased-150,250 SH |
| ALPHABET INC | CAP STK CL A | $21.0M | 11.2% | 58,753 SH | New |
| ALPHABET INC | CAP STK CL C | $4.8M | 2.5%Prev: 1.6% | 13,537 SH | Increased-1,375 SH |
| ALPS ETF TR | ALERIAN MLP | $1.3M | 0.7% | 24,748 SH | New |
| AMAZON COM INC | COM | $16.4M | 8.7%Prev: 10.0% | 68,695 SH | Increased-4,638 SH |
| AMERICAN TOWER CORP | COM | $3.7M | 2.0% | 22,685 SH | New |
| AMGEN INC | COM | $1.0M | 0.6%Prev: 0.6% | 2,858 SH | Increased-486 SH |
| APPLE INC | COM | $27.4M | 14.6%Prev: 12.9% | 94,788 SH | Increased-5,962 SH |
| BANK AMERICA CORP | COM | $5.4M | 2.9%Prev: 3.1% | 95,494 SH | Increased-10,699 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.7M | 2.0%Prev: 2.1% | 7,314 SH | Increased+409 SH |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | $238K | 0.1% | 8,492 SH | New |
| CATERPILLAR INC | COM | $738K | 0.4%Prev: 0.2% | 692 SH | Increased |
| CHEVRON CORP | COM | $1.2M | 0.7% | 7,480 SH | New |
| CHUBB LIMITED | COM | $522K | 0.3% | 1,531 SH | New |
| COCA COLA CO | COM | $369K | 0.2% | 4,546 SH | New |
| CONSTELLATION BRANDS INC | CL A | $1.1M | 0.6%Prev: 1.2% | 8,237 SH | Decreased-3,982 SH |
| COSTCO WHOLESALE CORPORATION | COM | $1.9M | 1.0% | 2,039 SH | New |
| CSX CORP | COM | $1.8M | 1.0%Prev: 0.9% | 37,981 SH | Increased-7,369 SH |
| DEERE & CO | COM | $2.5M | 1.4%Prev: 1.4% | 4,016 SH | Increased-306 SH |
| DOMINION ENERGY INC | COM | $833K | 0.4%Prev: 0.5% | 12,200 SH | Increased-1,230 SH |
| DUKE ENERGY CORP NEW | COM NEW | $838K | 0.4%Prev: 0.5% | 6,623 SH | Increased+103 SH |
| ELI LILLY & CO | COM | $1.6M | 0.9%Prev: 0.7% | 1,343 SH | Increased-74 SH |
| EXXON MOBIL CORP | COM | $1.0M | 0.5%Prev: 0.5% | 7,467 SH | Increased-230 SH |
| GOLDMAN SACHS GROUP INC | COM | $504K | 0.3%Prev: 0.2% | 498 SH | Increased-50 SH |
| HOME DEPOT INC | COM | $6.3M | 3.4%Prev: 3.4% | 17,854 SH | Increased+3,050 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.5M | 0.8%Prev: 0.7% | 2,034 SH | Increased+82 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $632K | 0.3%Prev: 0.7% | 18,973 SH | Decreased-266 SH |
| ISHARES TR | CORE S&P500 ETF | $908K | 0.5% | 1,212 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $297K | 0.2% | 988 SH | New |
| JOHNSON & JOHNSON | COM | $3.0M | 1.6%Prev: 1.3% | 11,913 SH | Increased-2,144 SH |
| JPMORGAN CHASE & CO. | COM | $8.0M | 4.3%Prev: 4.5% | 24,495 SH | Increased-407 SH |
| LABCORP HOLDINGS INC | COM SHS | $273K | 0.1%Prev: 0.2% | 975 SH | Decreased-500 SH |
| LINDE PLC | SHS | $620K | 0.3%Prev: 0.4% | 1,194 SH | Increased-109 SH |
| MARRIOTT INTL INC NEW | CL A | $693K | 0.4%Prev: 0.2% | 1,870 SH | Increased+493 SH |
| MASTERCARD INCORPORATED | CL A | $229K | 0.1%Prev: 0.1% | 446 SH | Decreased+34 SH |
| MCDONALDS CORP | COM | $2.1M | 1.1%Prev: 1.5% | 7,831 SH | Decreased-582 SH |
| MICRON TECHNOLOGY INC | COM | $260K | 0.1% | 225 SH | New |
| MICROSOFT CORP | COM | $6.7M | 3.6%Prev: 4.8% | 17,986 SH | Decreased+2,497 SH |
| MID-AMER APT CMNTYS INC | COM | $888K | 0.5%Prev: 0.2% | 6,392 SH | Increased+3,709 SH |
| NEXTERA ENERGY INC | COM | $796K | 0.4%Prev: 0.4% | 9,072 SH | Increased-450 SH |
| NVIDIA CORPORATION | COM | $21.5M | 11.5%Prev: 12.2% | 107,456 SH | Increased-16,642 SH |
| OLD NATL BANCORP IND | COM | $634K | 0.3%Prev: 0.3% | 24,490 SH | Increased |
| PEPSICO INC | COM | $1.1M | 0.6%Prev: 0.8% | 8,401 SH | Decreased-1,669 SH |
| PROLOGIS INC. | COM | $282K | 0.2%Prev: 0.1% | 2,080 SH | Increased-85 SH |
| SIMPLIFY EXCHANGE TRADED FUN | GOVT MONE MA ETF | $1.7M | 0.9% | 16,878 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $305K | 0.2%Prev: 0.1% | 6,215 SH | Increased+1,914 SH |
| SOUTHERN CO | COM | $844K | 0.4%Prev: 0.6% | 8,818 SH | Decreased-1,906 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $2.0M | 1.1% | 4,226 SH | New |
| TESLA INC | COM | $1.5M | 0.8%Prev: 0.8% | 3,641 SH | Increased-156 SH |
| THE TRADE DESK INC | COM CL A | $514K | 0.3%Prev: 3.7% | 28,402 SH | Decreased-53,423 SH |
| UBER TECHNOLOGIES INC | COM | $742K | 0.4%Prev: 0.3% | 10,279 SH | Increased+4,421 SH |
| UNITED PARCEL SERVICE INC | CL B | $2.8M | 1.5% | 26,140 SH | New |
| UNITEDHEALTH GROUP INC | COM | $3.3M | 1.8%Prev: 1.2% | 7,978 SH | Increased+1,673 SH |
| VALERO ENERGY CORP | COM | $1.8M | 0.9%Prev: 0.6% | 6,763 SH | Increased-291 SH |
| VISA INC | COM CL A | $7.6M | 4.1%Prev: 5.3% | 22,264 SH | Decreased-1,732 SH |
| VULCAN MATLS CO | COM | $3.2M | 1.7%Prev: 1.9% | 11,000 SH | Increased-429 SH |
| WALMART INC | COM | $427K | 0.2%Prev: 0.2% | 3,769 SH | Increased+67 SH |
| WASTE MGMT INC DEL | COM | $1.3M | 0.7%Prev: 0.8% | 5,655 SH | Increased+354 SH |
| WATTS WATER TECHNOLOGIES INC | CL A | $1.5M | 0.8%Prev: 0.6% | 3,748 SH | Increased-297 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 |