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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
AAPLApple Inc
Recent Activity
Decreased -0.97%
15.69%
$25.412M
101,487 shares@ $250.41 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.52%
10.78%
$17.467M
130,057 shares@ $134.31 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.04%
10.05%
$16.285M
74,241 shares@ $219.36 avg price
GOOGLAlphabet Inc Cap Stk
Recent Activity
Decreased -0.68%
7.35%
$11.899M
62,878 shares@ $189.24 avg price
TTDThe Trade Desk Inc
Recent Activity
Decreased -0.98%
5.95%
$9.642M
82,013 shares@ $117.58 avg price
VVisa Inc
Recent Activity
Decreased -1.08%
4.79%
$7.754M
24,534 shares@ $316.04 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.2%
3.98%
$6.436M
15,268 shares@ $421.52 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.39%
3.8%
$6.155M
25,675 shares@ $239.71 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.16%
3.36%
$5.432M
13,965 shares@ $388.99 avg price
BACBank America Corp
Recent Activity
Decreased -1.05%
2.93%
$4.739M
107,790 shares@ $43.97 avg price