BM

BROOKS, MOORE & ASSOCIATES, INC.

13F
BROOKS, MOORE & ASSOCIATES, INC.
Last update 2025-05-15 102 Stocks (9 new)
Value $177.00 Mil Turnover 5 %
Countries:
Top Holdings: MSFT(4.21%)JPM(4.14%)KO(3.86%)ABBV(3.35%)JNJ(3.32%)
Summary Stock Picks Current Portfolio
BROOKS, MOORE & ASSOCIATES, IN... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
19,859
7,455.2
+1.65%
4.210
+0.07%
0.000
+18.73%
+12.03%
3,496,120.0
Software
JPM 		JPMorgan Chase & Co
29,902
7,335.2
-0.34%
4.140
-0.01%
0.000
+8.45%
+12.11%
738,488.8
Banks
KO 		Coca-Cola Co
95,493
6,839.2
-1.31%
3.860
-0.05%
0.000
+2.01%
+15.45%
307,109.4
Beverages - Non-Alcoholic
ABBV 		AbbVie Inc
28,343
5,938.4
-0.70%
3.350
-0.02%
0.000
-9.09%
+8.83%
335,316.3
Drug Manufacturers
JNJ 		Johnson & Johnson
35,461
5,881.0
-0.63%
3.320
-0.02%
0.000
-5.71%
+8.98%
373,013.5
Drug Manufacturers
VOO 		Vanguard S&P 500 ETF
11,394
5,855.5
+23.45%
3.300
+0.63%
0.000
+4.92%
+2.55%
617,254.0
 
XOM 		Exxon Mobil Corp
47,396
5,636.8
-0.69%
3.180
-0.02%
0.000
-2.22%
-1.30%
449,366.0
Oil & Gas
CVX 		Chevron Corp
32,742
5,477.4
-0.35%
3.090
-0.01%
0.000
-7.21%
-0.93%
242,875.4
Oil & Gas
ABT 		Abbott Laboratories
39,202
5,200.1
-1.27%
2.930
-0.03%
0.000
-0.65%
+19.27%
232,407.5
Medical Devices & Instruments
AAPL 		Apple Inc
20,424
4,536.8
-1.55%
2.560
-0.05%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware

BROOKS, MOORE & ASSOCIATES, INC.'s Historical Top Holdings Breakdowns

BROOKS, MOORE & ASSOCIATES, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+0.63%
●
507.05 ($540.58) 563.67
$550.66
1.86%
Add 23.45%
11,394
2,164
SCHD 		Schwab US Dividend Equity ETF2025-03-31New Buy
+0.52%
●
27.01 ($27.88) 28.54
$26.54
-4.81%
New holding
32,865
32,865
CB 		Chubb Ltd2025-03-31Add
+0.49%
●
257.71 ($277.87) 301.99
$293.82
5.74%
Add 56.02%
8,027
2,882
VCSH 		Vanguard Short-Term Corporate Bond ETF2025-03-31New Buy
+0.45%
●
77.7 ($78.41) 78.94
$78.59
0.23%
New holding
10,120
10,120
AGG 		iShares Core U.S. Aggregate Bond ETF2025-03-31Add
+0.41%
●
95.85 ($97.76) 99.25
$97.28
-0.49%
Add 148%
12,400
7,400
JPST 		JPMorgan Ultra-Short Income ETF2025-03-31Add
+0.40%
●
50.39 ($50.51) 50.66
$50.45
-0.12%
Add 35.92%
53,352
14,100
DG 		Dollar General Corp2025-03-31New Buy
+0.37%
●
68.44 ($75.71) 87.93
$113.48
49.89%
New holding
7,505
7,505
FNDF 		Schwab Fundamental International Equity ETF2025-03-31New Buy
+0.36%
●
32.9 ($35.31) 37.45
$39.48
11.81%
New holding
17,562
17,562
DGRS 		WisdomTree U.S. SmallCap Dividend Growth Fund2025-03-31Reduce
-0.35%
●
46.12 ($49.77) 52.9
$46.33
-6.91%
Reduce -35.43%
21,411
-11,750
VTI 		Vanguard Total Stock Market ETF2025-03-31New Buy
+0.29%
●
271.18 ($290.53) 303.12
$295.12
1.58%
New holding
1,869
1,869

BROOKS, MOORE & ASSOCIATES, INC. Total Holding History ($B)

To

BROOKS, MOORE & ASSOCIATES, INC.'s Asset Allocation

To

BROOKS, MOORE & ASSOCIATES, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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BROOKS, MOORE & ASSOCIATES, INC.'s Hypothetical Growth since 2025-03-31

BROOKS, MOORE & ASSOCIATES, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

BROOKS, MOORE & ASSOCIATES, INC.'s Holdings Heat Map

Size field:

BROOKS, MOORE & ASSOCIATES, INC.'s Holdings Bubble Chart

BROOKS, MOORE & ASSOCIATES, INC. News

  • 1

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