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Emma M. Wyman

@Ables, Iannone, Moore & Associates, Inc.

Latest period2024 - Q4ReportedManaged Assets$162.065MTotal holdings55
Assets growth rate4.71%Assets growth rate (2-Q avg)3.54%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ables, Iannone, Moore & Associates, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Ables, Iannone, Moore & Associates, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 162.065M in assets, with a quarterly growth rate of 4.71% and a 2-quarter average growth rate of 3.54%. The portfolio is managed by Emma M. Wyman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TWLOTwilio Inc
Recent Activity
Exited
0%
$597,480
9,161 shares@ $65.22 avg price
MPWMedical Pptys Trust Inc
Recent Activity
Exited
0%
$343,441
58,707 shares@ $5.86 avg price
KOCoca Cola Co
Recent Activity
Exited
0%
$209,903
2,921 shares@ $71.86 avg price
ONDSOndas Hldgs Inc
Recent Activity
Exited
0%
$83,625
108,463 shares@ $0.78 avg price