ABLES IANNONE MOORE & ASSOCIATES INC
Q4 2023 Form 13-F
SAVANNAH, SOUTH CAROLINA
CIK 0002013713
· CRD 126942
· SEC-registered investment adviser
$131.1M Reported Value Total
ABLES, IANNONE, MOORE & ASSOCIATES, INC. reports 848 total accounts under management (AUM). There are 846 discretionary accounts valued at $187,104,289, and 2 non-discretionary accounts valued at $9,586,321.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-01-15
Reported value
$131.1M
Quarter over quarter
0.0%
Holdings
306
Top-10 concentration
61.3%
Key People
Form ADV owners & control persons
Jeffrey Anthony Iannone
PRESIDENT / CEO
David P Haverstick
VICE PRESIDENT
Emma M. Wyman
CHIEF COMPLIANCE OFFICER
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | March 14, 2024 |
| Form | 13F-HR |
| Reported value | $131.1M |
| Positions | 306 |
| Change in reported value | First reported quarter |
| Top-10 concentration | 61.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 6, 2026
|
63 | $192.9M |
|
Q2 2026 13F
Filed Jul 13, 2026
|
62 | $187.7M |
|
Q1 2026 13F
Filed Apr 7, 2026
|
59 | $168.1M |
|
Q4 2025 13F
Filed Jan 5, 2026
|
59 | $182.6M |
|
Q3 2025 13F
Filed Oct 6, 2025
|
57 | $173.9M |
|
Q2 2025 13F
Filed Jul 7, 2025
|
56 | $160.8M |
|
Q1 2025 13F
Filed Apr 8, 2025
|
57 | $146.8M |
|
Q4 2024 13F
Filed Jan 6, 2025
|
55 | $162.1M |
|
Q3 2024 13F
Filed Oct 2, 2024
|
58 | $154.8M |
|
Q2 2024 13F
Filed Jul 11, 2024
|
54 | $151.2M |
|
Q1 2024 13F
Filed Apr 30, 2024
|
73 | $140.0M |
|
Q4 2023 13F
Filed Mar 14, 2024
|
306 | $131.1M |
Top 20 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC COM | $21.4M | 16.35% |
| 2 | AMZN AMAZON COM INC COM | $12.4M | 9.45% |
| 3 | GOOGL ALPHABET INC CAP STK CL A | $8.6M | 6.59% |
| 4 | NVDA NVIDIA CORPORATION COM | $7.2M | 5.48% |
| 5 | TTD THE TRADE DESK INC COM CL A | $6.2M | 4.73% |
| 6 | V VISA INC COM CL A | $5.9M | 4.51% |
| 7 | MSFT MICROSOFT CORP COM | $5.6M | 4.24% |
| 8 | HD HOME DEPOT INC COM | $4.9M | 3.7% |
| 9 | JPM JPMORGAN CHASE & CO COM | $4.5M | 3.4% |
| 10 | BAC BANK AMERICA CORP COM | $3.8M | 2.89% |
| 11 | BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | $2.9M | 2.24% |
| 12 | AMT AMERICAN TOWER CORP NEW COM | $2.8M | 2.12% |
| 13 | VMC VULCAN MATLS CO COM | $2.6M | 1.95% |
| 14 | GOOG ALPHABET INC CAP STK CL C | $2.4M | 1.82% |
| 15 | MCD MCDONALDS CORP COM | $2.4M | 1.81% |
| 16 | JNJ JOHNSON & JOHNSON COM | $2.3M | 1.75% |
| 17 | STZ CONSTELLATION BRANDS INC CL A | $2.0M | 1.49% |
| 18 | DE DEERE & CO COM | $1.8M | 1.4% |
| 19 | TWLO TWILIO INC CL A | $1.7M | 1.29% |
| 20 | CSX CSX CORP COM | $1.7M | 1.26% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.