You're signed outSign in or to get full access.
Ables, Iannone, Moore & Associates, Inc.
Ables, Iannone, Moore & Associates, Inc. is a Savannah, Georgia-based investment adviser founded in South Carolina and registered with the SEC. The firm provides wealth management and investment advisory services to individuals, families, and institutions, managing diversified portfolios and serving a regional client base. As of 2025, the company has approximately 5 employees, with a majority focused on investment management.
Investment Strategy
The firm primarily manages diversified equity and fixed income portfolios, with a significant focus on large-cap technology and consumer stocks, including top holdings in AAPL, NVDA, AMZN, GOOGL, and V. Their strategy emphasizes long-term growth and risk management through broad sector exposure, favoring blue-chip companies and aligning portfolios with clients' objectives and risk tolerance.
Latest 13F Filing Activity
Ables, Iannone, Moore & Associates, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 57 equity positions with a total 13F market value of $174M. The fund increased holdings in Alphabet Inc. Cap STK, Apple Inc., Nvidia Corporation among other positions. Ables, Iannone, Moore & Associates, Inc. reduced exposure to The Trade Desk Inc., Alight Inc., American Tower Corp. New among others.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 14.18% | $24.7M | 96,817 | $192.30 | $254.63 | +$4.0M |
N NVDA | NVIDIA CORPORATION | 13.07% | $22.7M | 121,773 | $49.86 | $186.58 | +$3.1M |
A AMZN | AMAZON COM INC | 9.16% | $15.9M | 72,556 | $151.94 | $219.57 | -$157.4K |
| ALPHABET INC CAP STK | 8.71% | $15.1M | 62,272 | $140.46 | $243.10 | +$4.0M | |
V V | VISA INC | 4.69% | $8.2M | 23,888 | $261.70 | $341.38 | -$364.9K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more