test

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
LLYEli Lilly & Co
Recent Activity
New Position
0.56%
$899,380
1,165 shares@ $772.0 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 2.44%
0.55%
$885,839
8,235 shares@ $107.58 avg price
VLOValero Energy Corp
Recent Activity
Decreased -1.5%
0.55%
$885,222
7,221 shares@ $122.59 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.03%
0.55%
$877,045
3,365 shares@ $260.64 avg price
CRMSalesforce Inc
Recent Activity
0.52%
$840,506
2,514 shares@ $334.34 avg price
WTSWatts Water Technologies Inc
Recent Activity
0.5%
$804,052
3,955 shares@ $203.31 avg price
DDominion Energy Inc
Recent Activity
Increased 2.21%
0.47%
$754,794
14,014 shares@ $53.86 avg price
NEENextera Energy Inc
Recent Activity
Decreased -0.25%
0.44%
$707,294
9,866 shares@ $71.7 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.38%
0.44%
$706,143
1,381 shares@ $511.33 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -1.88%
0.42%
$680,163
6,313 shares@ $107.75 avg price