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| Happy Holidays!! thanks for using AUM13F!! |
| Ables Iannone Moore & Associates Inc
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| CRD # | 126942 |
| SEC # | 801-108916 |
| CIK # | 0002013713 |
| AUM | $239.2 M (2025-03-21) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 912-777-4128 |
| Address | 419 Montgomery Street Savannah, GA 31401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002013713 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.7 | ||
| Nvidia Corp | 19.6 | ||
| Amazon Com Inc | 16.1 | ||
| Alphabet Inc | 11.1 | ||
| VISA Inc | 8.5 | ||
| Microsoft Corp | 7.7 | ||
| J P Morgan Chase & Co | 7.2 | ||
| Trade Desk Inc | 5.9 | ||
| Home Depot Inc | 5.4 | ||
| Bank of America Corp /DE/ | 5.0 | ||
| American Tower Corp /MA/ | 3.7 | ||
| Vulcan Materials Co | 3.0 | ||
| Alphabet Inc | 2.6 | ||
| McDonalds Corp | 2.5 | ||
| Deere & Co | 2.2 | ||
| Johnson & Johnson | 2.1 | ||
| United Parcel Service Inc | 2.1 | ||
| Costco Wholesale Corp /NEW | 2.0 | ||
| Constellation Brands Inc | 2.0 | ||
| UnitedHealth Group Inc | 2.0 | ||
| CSX Corp | 1.5 | ||
| PepsiCo Inc | 1.3 | ||
| Waste Management Inc | 1.2 | ||
| Tesla Motors Inc | 1.2 | ||
| iShares Bitcoin Trust | 1.2 | ||
| Chevron Corp | 1.2 | ||
| Airbnb Inc | 1.1 | ||
| Lilly Eli & Co | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 310 | 168.3 |
| (b) Individuals (high net worth individuals) | 74 | 66.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 900 | 239.2 |
| By Discretionary | ||
| Discretionary | 896 | 231.0 |
| Non-Discretionary | 4 | 8.1 |
| Total | 900 | 239.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 235.6 | |
| Total | 900 | 239.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002013713] |
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