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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
MSFTMicrosoft Corp
Recent Activity
Increased 1.2%
3.98%
$6.436M
15,268 shares@ $421.52 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 5.94%
1.9%
$3.072M
16,749 shares@ $183.41 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.98%
1.21%
$1.947M
3,848 shares@ $505.87 avg price
STZConstellation Brands Inc
Recent Activity
Increased 8.97%
1.2%
$1.929M
8,726 shares@ $221.04 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.4%
1.14%
$1.847M
2,016 shares@ $916.27 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 3.3%
0.97%
$1.568M
12,432 shares@ $126.13 avg price
PEPPepsico Inc
Recent Activity
Increased 9.68%
0.75%
$1.199M
7,887 shares@ $152.06 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 2.44%
0.55%
$885,839
8,235 shares@ $107.58 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.03%
0.55%
$877,045
3,365 shares@ $260.64 avg price
DDominion Energy Inc
Recent Activity
Increased 2.21%
0.47%
$754,794
14,014 shares@ $53.86 avg price