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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
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
MAMastercard Incorporated
Recent Activity
0.14%
$216,947
412 shares@ $526.58 avg price
MTBASimplify Exchange Traded Fun
Recent Activity
Increased 5.73%
0.14%
$216,400
4,355 shares@ $49.7 avg price
FSLYFastly Inc
Recent Activity
Decreased -6.14%
0.07%
$101,008
10,700 shares@ $9.44 avg price