Brooks, Moore & Associates, Inc. Purchases in Q3 2025

Brooks, Moore & Associates, Inc.

  • $205 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.8K
+ 79.98%
$567.77 - $614.76 $5.57M - $6.03M
22.1K $13.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
37K
+ 1778.42%
$132.9 - $142.03 $4.92M - $5.26M
39.1K $5.51M
VTI
Vanguard Total Stock Market Et

ETFs
13.5K
+ 1063.99%
$303.93 - $329.86 $4.1M - $4.45M
14.8K $4.85M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
28.6K
+ 277.05%
$68.24 - $73.73 $1.95M - $2.11M
38.9K $2.85M
GOOGL
Alphabet Inc.

Communication Services
1.15K
+ 4.65%
$174.36 - $254.72 $201K - $293K
25.9K $6.29M
VZ
Verizon Communications Inc

Communication Services
40.8K
New
$40.84 - $45.06 $1.66M - $1.84M
40.8K $1.79M
XOM
Exxon Mobil Corp

Energy
2.28K
+ 5.38%
$105.83 - $117.22 $241K - $267K
44.6K $5.02M
NEAR
Blackrock Short Maturity Bond

ETFs
8.35K
+ 110.23%
$50.8 - $51.32 $424K - $429K
15.9K $816K
NSC
Norfolk Southern Corp

Industrials
492
+ 8.45%
$259.49 - $300.41 $128K - $148K
6.31K $1.9M
RTX
Raytheon Technologies Corp

Industrials
774
+ 7.15%
$144.19 - $167.33 $112K - $130K
11.6K $1.94M
IDCC
Inter Digital, Inc.

Communication Services
675
New
$221.35 - $349.23 $149K - $236K
675 $233K
UNH
Unitedhealth Group Inc

Healthcare
637
New
$237.77 - $353.61 $151K - $225K
637 $219K
CAT
Caterpillar Inc

Industrials
420
New
$390.92 - $477.15 $164K - $200K
420 $200K
SPY
Spdr S&P 500 ETF Trust

ETFs
131
+ 6.67%
$617.65 - $666.84 $80.9K - $87.4K
2.1K $1.4M
AXP
American Express CO

Financial Services
200
+ 5.1%
$294.27 - $342.31 $58.9K - $68.5K
4.12K $1.37M
SO
Southern CO

Utilities
208
+ 1.09%
$90.83 - $96.0 $18.9K - $20K
19.3K $1.83M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.3K
+ 1.76%
$50.47 - $50.74 $65.6K - $66K
75.1K $3.81M
WFC
Wells Fargo & Company

Financial Services
200
+ 1.51%
$77.05 - $85.16 $15.4K - $17K
13.5K $1.13M
IAU
Ishares Gold Trust

ETFs
8
+ 0.13%
$61.62 - $72.77 $493 - $582
5.95K $433K
AMD
Advanced Micro Devices Inc

Technology
25
+ 1.19%
$134.8 - $184.42 $3.37K - $4.61K
2.13K $343K
Blackrock ETF Trust Ii
7.11K
+ 20.35%
N/A
42K $0
LLY
Eli Lilly & CO

Healthcare
35
+ 1.11%
$625.65 - $812.69 $21.9K - $28.4K
3.18K $2.42M
DG
Dollar General Corp

Consumer Defensive
100
+ 1.34%
$101.86 - $116.32 $10.2K - $11.6K
7.59K $784K
IBM
International Business Machines Corp

Technology
145
+ 1.31%
$234.77 - $292.47 $34K - $42.4K
11.3K $3.17M
PYPL
Pay Pal Holdings, Inc.

Financial Services
835
+ 3.22%
$65.64 - $78.22 $54.8K - $65.3K
26.7K $1.79M
HON
Honeywell International Inc

Industrials
585
+ 3.08%
$207.7 - $240.4 $122K - $141K
19.6K $4.12M
PNFP
Pinnacle Financial Partners Inc

Financial Services
25
+ 0.1%
$86.13 - $119.63 $2.15K - $2.99K
24.2K $2.27M
Activity Summary
Buys All Purchases 28 New Holdings 4 Increased Positions 24 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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