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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 | $216K | 0.1% | 1,314 SH | New |
| ALERIAN MLP | ETF | $1.3M | 0.7% | 24,681 SH | New |
| ALPHABET INC | CAP STK CL C | $4.2M | 2.2%Prev: 2.0% | 12,391 SH | Increased-1,784 SH |
| ALPHABET INC CAP STK | CL A | $19.9M | 10.3%Prev: 8.7% | 57,766 SH | Increased-4,506 SH |
| AMAZON COM INC | COM | $16.7M | 8.7%Prev: 9.2% | 67,058 SH | Increased-5,498 SH |
| AMERICAN TOWER CORP | COM | $3.8M | 2.0% | 23,235 SH | New |
| AMGEN INC | COM | $1.1M | 0.6%Prev: 0.5% | 2,558 SH | Increased-676 SH |
| APPLE INC | COM | $30.6M | 15.9%Prev: 14.2% | 92,027 SH | Increased-4,790 SH |
| BANK AMERICA CORP | COM | $5.1M | 2.6%Prev: 3.1% | 92,924 SH | Decreased-12,258 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.5M | 1.8%Prev: 2.0% | 7,018 SH | Increased+145 SH |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | $277K | 0.1% | 9,292 SH | New |
| CATERPILLAR INC | COM | $563K | 0.3% | 694 SH | New |
| CHEVRON CORP | COM | $1.5M | 0.8% | 7,483 SH | New |
| CHUBB LIMITED | COM | $498K | 0.3%Prev: 0.3% | 1,531 SH | Increased-55 SH |
| COCA COLA CO | COM | $364K | 0.2% | 4,226 SH | New |
| CONSTELLATION BRANDS INC | CL A | $1.9M | 1.0%Prev: 1.0% | 16,904 SH | Increased+4,296 SH |
| COSTCO WHOLESALE CORPORATION | COM | $1.9M | 1.0% | 2,043 SH | New |
| CSX CORP | COM | $1.7M | 0.9%Prev: 0.9% | 35,721 SH | Increased-8,354 SH |
| DEERE & CO | COM | $2.7M | 1.4%Prev: 1.0% | 3,959 SH | Increased-2 SH |
| DOMINION ENERGY INC | COM | $741K | 0.4%Prev: 0.5% | 12,248 SH | Decreased-1,111 SH |
| DUKE ENERGY CORP NEW | COM NEW | $739K | 0.4%Prev: 0.4% | 6,482 SH | Decreased+207 SH |
| ELI LILLY & CO | COM | $1.6M | 0.8%Prev: 0.6% | 1,342 SH | Increased-60 SH |
| EXXON MOBIL CORP | COM | $1.2M | 0.6%Prev: 0.5% | 7,459 SH | Increased-46 SH |
| GE VERNOVA INC | COM | $295K | 0.2% | 310 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $448K | 0.2%Prev: 0.3% | 498 SH | Increased-50 SH |
| HOME DEPOT INC | COM | $5.5M | 2.8%Prev: 3.4% | 19,167 SH | Decreased+4,374 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.5M | 0.8%Prev: 0.7% | 2,076 SH | Increased+140 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $852K | 0.4% | 18,006 SH | New |
| ISHARES RUSSELL 2000 | ETF | $250K | 0.1% | 901 SH | New |
| ISHARES TR | CORE S&P500 ETF | $947K | 0.5% | 1,237 SH | New |
| ISHARES TR | TRUST ISHARE 0-1 | $246K | 0.1% | 2,232 SH | New |
| JOHNSON & JOHNSON | COM | $3.0M | 1.6%Prev: 1.3% | 11,467 SH | Increased-1,042 SH |
| JPMORGAN CHASE & CO. | COM | $7.9M | 4.1%Prev: 4.4% | 23,821 SH | Increased-544 SH |
| LABCORP HOLDINGS INC | COM SHS | $300K | 0.2%Prev: 0.2% | 975 SH | Decreased-250 SH |
| LINDE PLC | SHS | $543K | 0.3%Prev: 0.4% | 1,144 SH | Decreased-157 SH |
| MARRIOTT INTL INC NEW | CL A | $665K | 0.3%Prev: 0.2% | 1,870 SH | Increased+493 SH |
| MASTERCARD INCORPORATED | CL A | $249K | 0.1%Prev: 0.1% | 452 SH | Increased+40 SH |
| MCDONALDS CORP | COM | $1.8M | 0.9%Prev: 1.5% | 7,642 SH | Decreased-709 SH |
| META PLATFORMS INC | CL A | $250K | 0.1% | 345 SH | New |
| MICRON TECHNOLOGY INC | COM | $252K | 0.1% | 237 SH | New |
| MICROSOFT CORP | COM | $9.1M | 4.7%Prev: 4.5% | 17,822 SH | Increased+2,611 SH |
| MID-AMER APT CMNTYS INC | COM | $960K | 0.5%Prev: 0.3% | 8,153 SH | Increased+3,871 SH |
| NEXTERA ENERGY INC | COM | $656K | 0.3%Prev: 0.4% | 8,666 SH | Decreased-690 SH |
| NVIDIA CORPORATION | COM | $24.2M | 12.5%Prev: 13.1% | 105,927 SH | Increased-15,846 SH |
| OLD NATL BANCORP IND | COM | $603K | 0.3%Prev: 0.3% | 24,490 SH | Increased |
| PEPSICO INC | COM | $1.0M | 0.5%Prev: 0.8% | 8,079 SH | Decreased-1,914 SH |
| PROLOGIS INC. | COM | $270K | 0.1%Prev: 0.1% | 2,080 SH | Increased-75 SH |
| SIMPLIFY EXCHANGE TRADED FUN | GOVERNMENT MONEY | $1.6M | 0.8% | 16,006 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $289K | 0.1%Prev: 0.1% | 6,181 SH | Increased+1,951 SH |
| SOUTHERN CO | COM | $693K | 0.4%Prev: 0.6% | 8,362 SH | Decreased-1,805 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.2M | 1.1%Prev: 0.4% | 4,762 SH | Increased+2,057 SH |
| TESLA INC | COM | $1.3M | 0.7%Prev: 1.0% | 3,661 SH | Decreased-131 SH |
| THE TRADE DESK INC | COM CL A | $229K | 0.1%Prev: 2.3% | 18,796 SH | Decreased-63,890 SH |
| UBER TECHNOLOGIES INC | COM | $700K | 0.4%Prev: 0.3% | 10,219 SH | Increased+4,416 SH |
| UNITED PARCEL SERVICE INC | CL B | $2.2M | 1.1%Prev: 1.3% | 23,704 SH | Decreased-2,835 SH |
| UNITEDHEALTH GROUP INC | COM | $2.9M | 1.5%Prev: 1.8% | 7,996 SH | Decreased-1,023 SH |
| VALERO ENERGY CORP | COM | $2.6M | 1.3%Prev: 0.7% | 6,604 SH | Increased-375 SH |
| VERTIV HOLDINGS CO | COM CL A | $594K | 0.3% | 2,461 SH | New |
| VISA INC | COM CL A | $7.6M | 4.0%Prev: 4.7% | 21,272 SH | Decreased-2,616 SH |
| VULCAN MATLS CO | COM | $3.3M | 1.7%Prev: 2.0% | 13,453 SH | Decreased+2,258 SH |
| WALMART INC | COM | $403K | 0.2%Prev: 0.2% | 3,879 SH | Increased+1,182 SH |
| WASTE MGMT INC DEL | COM | $1.2M | 0.6%Prev: 0.7% | 5,646 SH | Decreased+384 SH |
| WATTS WATER TECHNOLOGIES INC | CL A | $1.3M | 0.7%Prev: 0.6% | 3,704 SH | Increased-191 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 |