Sign in

Ables, Iannone, Moore & Associates, Inc.

CIK:0002013713
Investment Adviser
$239M AUM
57 holdings
Savannah, GA, United States
Founded:2005
5 employees
Latest filing:Sep 30, 2025

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.

Top Buys
G
GOOGLALPHABET INC CAP STK
+$4.0M
A
AAPLAPPLE INC
+$4.0M
N
NVDANVIDIA CORPORATION
+$3.1M
U
UNHUNITEDHEALTH GROUP INC
+$1.1M
G
GOOGALPHABET INC
+$807.1K
Top Sells
T
TTDTHE TRADE DESK INC
-$1.8M
A
ALITALIGHT INC
-$571.3K
A
AMTAMERICAN TOWER CORP NEW
-$495.1K
D
DEDEERE & CO
-$386.5K
V
VVISA INC
-$364.9K

Top Holdings

A
AAPLAPPLE INC
+14.2%$24.7M
N
NVDANVIDIA CORPORATION
+13.1%$22.7M
A
AMZNAMAZON COM INC
+9.2%$15.9M
G
GOOGLALPHABET INC CAP STK
+8.7%$15.1M
V
VVISA INC
+4.7%$8.2M

Equity Positions (57)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AAPL
APPLE INC14.18%$24.7M96,817$192.30$254.63+$4.0M
N
NVDA
NVIDIA CORPORATION13.07%$22.7M121,773$49.86$186.58+$3.1M
A
AMZN
AMAZON COM INC9.16%$15.9M72,556$151.94$219.57-$157.4K
G
GOOGL
ALPHABET INC CAP STK8.71%$15.1M62,272$140.46$243.10+$4.0M
V
V
VISA INC4.69%$8.2M23,888$261.70$341.38-$364.9K

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+15.0%
ELECTRONIC COMPUTERS
+14.2%
SEMICONDUCTORS & RELATED DEVICES
+13.7%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+9.2%
NATIONAL COMMERCIAL BANKS
+7.8%