Brooks, Moore & Associates, Inc. Purchases in Q1 2025

Brooks, Moore & Associates, Inc.

  • $175 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
2.88K
+ 56.02%
$257.71 - $301.99 $743K - $870K
8.03K $2.42M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32.9K
New
$27.01 - $28.54 $888K - $938K
32.9K $918K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.16K
+ 23.45%
$507.05 - $563.67 $1.1M - $1.22M
11.4K $5.86M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.1K
New
$77.7 - $78.94 $786K - $799K
10.1K $798K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.4K
+ 148.0%
$95.85 - $99.25 $709K - $734K
12.4K $1.23M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.1K
+ 35.92%
$50.39 - $50.66 $710K - $714K
53.4K $2.7M
DG
Dollar General Corp

Consumer Defensive
7.51K
New
$68.44 - $87.93 $514K - $660K
7.51K $659K
FNDF
Schwab Fundamental Intl Large

ETFs
17.6K
New
$32.9 - $37.45 $578K - $658K
17.6K $634K
VTI
Vanguard Total Stock Market Et

ETFs
1.87K
New
$271.18 - $303.12 $507K - $567K
1.87K $513K
IBM
International Business Machines Corp

Technology
102
+ 0.92%
$217.4 - $264.74 $22.2K - $27K
11.2K $2.78M
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.91K
New
$32.5 - $33.3 $257K - $264K
7.91K $263K
NVDA
Nvidia Corp

Technology
2.22K
New
$106.98 - $149.43 $238K - $332K
2.22K $241K
AMD
Advanced Micro Devices Inc

Technology
2.24K
New
$96.63 - $129.55 $217K - $290K
2.24K $230K
RSG
Republic Services, Inc.

Industrials
900
New
$200.09 - $242.16 $180K - $218K
900 $217K
GE
General Electric CO

Industrials
277
+ 6.31%
$168.59 - $212.13 $46.7K - $58.8K
4.67K $934K
ADBE
Adobe Inc.

Technology
597
+ 56.27%
$377.84 - $464.11 $226K - $277K
1.66K $635K
SLB
Schlumberger Limited

Energy
1.37K
+ 10.29%
$38.4 - $43.74 $52.6K - $59.9K
14.7K $613K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.72K
+ 5.14%
$78.0 - $84.37 $134K - $145K
35.2K $2.81M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
200
+ 2.59%
$67.08 - $76.14 $13.4K - $15.2K
7.92K $583K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
200
+ 10.68%
$126.11 - $135.06 $25.2K - $27K
2.07K $267K
IVV
Ishares Core S&P 500 ETF

ETFs
100
+ 6.15%
$554.06 - $615.85 $55.4K - $61.6K
1.73K $969K
LHX
L3 Harris Technologies, Inc.

Industrials
80
+ 1.98%
$194.65 - $222.86 $15.6K - $17.8K
4.11K $861K
QCOM
Qualcomm Inc

Technology
25
+ 0.14%
$151.94 - $175.86 $3.8K - $4.4K
17.8K $2.74M
Blackrock ETF Trust Ii
6.24K
+ 32.14%
N/A
25.6K $0
PEP
Pepsico Inc

Consumer Defensive
34
+ 0.13%
$142.64 - $156.42 $4.85K - $5.32K
25.4K $3.8M
AMZN
Amazon Com Inc

Consumer Cyclical
170
+ 5.99%
$190.26 - $242.06 $32.3K - $41.2K
3.01K $572K
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.77K
+ 22.6%
$65.15 - $91.81 $311K - $438K
25.9K $1.69M
ORCL
Oracle Corp

Technology
525
+ 3.14%
$139.81 - $186.47 $73.4K - $97.9K
17.3K $2.41M
UPS
United Parcel Service Inc

Industrials
265
+ 0.85%
$109.66 - $136.26 $29.1K - $36.1K
31.3K $3.44M
GOOGL
Alphabet Inc.

Communication Services
586
+ 2.45%
$154.33 - $206.19 $90.4K - $121K
24.5K $3.79M
MSFT
Microsoft Corp

Technology
323
+ 1.65%
$375.39 - $447.2 $121K - $144K
19.9K $7.45M
Activity Summary
Buys All Purchases 32 New Holdings 9 Increased Positions 23 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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