ABLES, IANNONE, MOORE & ASSOCIATES, INC.

RIA/Wealth

ABLES, IANNONE, MOORE & ASSOCIATES, INC. is a RIA/Wealth based in Savannah, GA led by Jeffrey Anthony Iannone, reporting $239.2M in AUM as of Q3 2025 with 36% Technology concentration and 68% concentrated in top 10 holdings.

CEOJeffrey Anthony Iannone

Portfolio Value: $173.9M
Positions: 57
Top Holding: AAPL at 14.18%
Last Reported: Q3 2025

Address419 Montgomery Street, Savannah, GA, 31401, United States

Top Holdings

Largest long holdings in ABLES, IANNONE, MOORE & ASSOCIATES, INC.'s portfolio (67.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$24.7M	14.18%	-$1.0M Sold	0.00% 96.8K shares	Q4 2023 Held for 2 years
2 Nvidia NVDA	Semiconductors Technology	$22.7M	13.07%	-$433.8K Sold	0.00% 121.8K shares	Q4 2023 Held for 2 years
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$15.9M	9.16%	-$170.6K Sold	0.00% 72.6K shares	Q4 2023 Held for 2 years
4 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$15.1M	8.71%	-$200.3K Sold	0.00% 62.3K shares	Q4 2023 Held for 2 years
5 Visa V	Financial - Credit Services Financial Services	$8.2M	4.69%	-$36.9K Sold	0.00% 23.9K shares	Q4 2023 Held for 2 years
6 Microsoft MSFT	Software - Infrastructure Technology	$7.9M	4.53%	-$144.0K Sold	0.00% 15.2K shares	Q4 2023 Held for 2 years
7 JPMorgan Chase JPM	Banks - Diversified Financial Services	$7.7M	4.42%	-$169.4K Sold	0.00% 24.4K shares	Q4 2023 Held for 2 years
8 Home Depot HD	Home Improvement Consumer Cyclical	$6.0M	3.45%	-$4.5K Sold	0.00% 14.8K shares	Q4 2023 Held for 2 years
9 Bank of America BAC	Banks - Diversified Financial Services	$5.4M	3.12%	-$52.2K Sold	0.00% 105.2K shares	Q4 2023 Held for 2 years
10 The Trade Desk TTD	Software - Application Technology	$4.1M	2.33%	+$42.2K Bought	0.02% 82.7K shares	Q4 2023 Held for 2 years

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ABLES, IANNONE, MOORE & ASSOCIATES, INC.'s latest filing

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Market Value

$173.9M

Prior: $160.8M

Q/Q Change

+8.17%

+$13.1M

Net Flows % of MV

-1.27%

Turnover Ratio

1.83%

New Purchases

0 stocks

Added To

5 stocks

+$1.8M

Sold Out Of

1 stocks

$268.6K

Reduced Holdings

44 stocks

-$3.7M

Increased Positions

Position	Shares Δ	Change
1 Mid-America Apartment Communities MAA	+59.6%	2.7K → 4.3K +$223.4K
2 UnitedHealth Group UNH	+43.05%	6.3K → 9.0K +$937.2K
3 United Parcel Service, Inc. UPS	+28.81%	20.6K → 26.5K +$495.8K
4 Constellation Brands STZ	+3.18%	12.2K → 12.6K +$52.4K
5 The Trade Desk TTD	+1.05%	81.8K → 82.7K +$42.2K

Decreased Positions

Position	Shares Δ	Change
1 Caterpillar CAT	Sold	692.0 → 0 −$268.6K
2 Walmart WMT	-27.15%	3.7K → 2.7K −$103.6K
3 Alight ALIT	-23.57%	180.3K → 137.8K −$138.6K
4 Labcorp Holdings LH	-16.95%	1.5K → 1.2K −$71.8K
5 Johnson & Johnson JNJ	-11.01%	14.1K → 12.5K −$287.0K