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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
SOSouthern Co
Recent Activity
Decreased -2.66%
0.61%
$977,468
11,874 shares@ $82.33 avg price
VLOValero Energy Corp
Recent Activity
Decreased -1.5%
0.55%
$885,222
7,221 shares@ $122.59 avg price
NEENextera Energy Inc
Recent Activity
Decreased -0.25%
0.44%
$707,294
9,866 shares@ $71.7 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -1.88%
0.42%
$680,163
6,313 shares@ $107.75 avg price
LINLinde Plc
Recent Activity
Decreased -0.22%
0.35%
$566,461
1,353 shares@ $418.68 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -1.76%
0.23%
$369,762
6,130 shares@ $60.33 avg price
LHLabcorp Holdings Inc
Recent Activity
Decreased -4.61%
0.22%
$356,334
1,550 shares@ $229.9 avg price
WMTWalmart Inc
Recent Activity
Decreased -3.02%
0.21%
$329,868
3,651 shares@ $90.36 avg price
DISDisney Walt Co
Recent Activity
Decreased -8.82%
0.15%
$239,291
2,149 shares@ $111.35 avg price
NKENike Inc
Recent Activity
Decreased -6.02%
0.15%
$236,090
3,120 shares@ $75.67 avg price