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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
TSLATesla Inc
Recent Activity
1.04%
$1.682M
4,164 shares@ $403.85 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 3.3%
0.97%
$1.568M
12,432 shares@ $126.13 avg price
CSXCsx Corp
Recent Activity
Decreased -0.42%
0.93%
$1.502M
46,545 shares@ $32.28 avg price
ALITAlight Inc
Recent Activity
0.9%
$1.445M
208,750 shares@ $6.92 avg price
ABNBAirbnb Inc
Recent Activity
Decreased -0.37%
0.84%
$1.352M
10,285 shares@ $131.43 avg price
PEPPepsico Inc
Recent Activity
Increased 9.68%
0.75%
$1.199M
7,887 shares@ $152.06 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.12%
0.73%
$1.168M
8,063 shares@ $144.85 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -0.46%
0.67%
$1.085M
5,378 shares@ $201.8 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Decreased -1.05%
0.65%
$1.043M
19,659 shares@ $53.06 avg price
SOSouthern Co
Recent Activity
Decreased -2.66%
0.61%
$977,468
11,874 shares@ $82.33 avg price