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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.76%
2.22%
$3.582M
7,902 shares@ $453.29 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 5.94%
1.9%
$3.072M
16,749 shares@ $183.41 avg price
VMCVulcan Matls Co
Recent Activity
Decreased -0.19%
1.77%
$2.858M
11,107 shares@ $257.3 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.05%
1.74%
$2.815M
14,783 shares@ $190.45 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -1.15%
1.52%
$2.457M
8,476 shares@ $289.91 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.67%
1.42%
$2.292M
15,847 shares@ $144.66 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
DEDeere & Co
Recent Activity
Decreased -7.09%
1.19%
$1.916M
4,521 shares@ $423.87 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.4%
1.14%
$1.847M
2,016 shares@ $916.27 avg price