Brooks, Moore & Associates, Inc. Reduced Holdings in Q3 2025

Brooks, Moore & Associates, Inc.

  • $205 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-27.3K
- 76.15%
$81.75 - $84.54 $2.23M - $2.31M
8.55K $719K
MRK
Merck & Co., Inc.

Healthcare
-15K
- 31.72%
$77.6 - $87.37 $1.16M - $1.31M
32.2K $2.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-11.5K
- 51.56%
$78.96 - $80.04 $908K - $921K
10.8K $863K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-20.9K
- 91.39%
$26.38 - $27.95 $550K - $583K
1.97K $53K
KO
Coca Cola CO

Consumer Defensive
-121
- 0.13%
$65.67 - $71.67 $7.95K - $8.67K
94.7K $6.28M
SHEL
Shell PLC

Energy
-5.43K
- 18.99%
$69.82 - $73.93 $379K - $401K
23.1K $1.66M
PM
Philip Morris International Inc.

Consumer Defensive
-473
- 7.36%
$157.77 - $183.27 $74.6K - $86.7K
5.95K $965K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-341
- 1.46%
$60.9 - $70.75 $20.8K - $24.1K
23K $1.44M
ABT
Abbott Laboratories

Healthcare
-332
- 0.85%
$120.51 - $136.62 $40K - $45.4K
38.7K $5.19M
PG
Procter & Gamble CO

Consumer Defensive
-166
- 1.11%
$150.47 - $161.22 $25K - $26.8K
14.8K $2.28M
CB
Chubb LTD

Financial Services
-69
- 0.85%
$265.99 - $289.59 $18.4K - $20K
8.06K $2.27M
EMR
Emerson Electric CO

Industrials
-500
- 7.79%
$128.6 - $149.63 $64.3K - $74.8K
5.92K $776K
GBIL
Goldman Sachs Access Treasury

ETFs
-800
- 3.36%
$99.82 - $100.23 $79.9K - $80.2K
23K $2.3M
EHC
Encompass Health Corp

Healthcare
-612
- 14.72%
$107.13 - $127.02 $65.6K - $77.7K
3.55K $450K
SLB
Schlumberger Limited

Energy
-1.77K
- 12.06%
$32.37 - $37.31 $57.3K - $66K
12.9K $443K
AMZN
Amazon Com Inc

Consumer Cyclical
-130
- 4.38%
$211.65 - $238.24 $27.5K - $31K
2.84K $623K
GIS
General Mills Inc

Consumer Defensive
-100
- 0.8%
$48.44 - $53.83 $4.84K - $5.38K
12.5K $629K
COF
Capital One Financial Corp

Financial Services
-40
- 0.53%
$207.29 - $229.74 $8.29K - $9.19K
7.57K $1.61M
NVDA
Nvidia Corp

Technology
-356
- 15.66%
$153.3 - $186.58 $54.6K - $66.4K
1.92K $357K
RYU
Invesco S&P 500 Equal Weight U

ETFs
-75
- 1.47%
N/A
5.04K $0
KLAC
Kla Corp

Technology
-100
- 16.0%
$843.9 - $1078.6 $84.4K - $108K
525 $566K
UNP
Union Pacific Corp

Industrials
-25
- 0.85%
$214.91 - $237.16 $5.37K - $5.93K
2.92K $691K
PSX
Phillips 66

Energy
-16
- 0.8%
$118.37 - $139.46 $1.89K - $2.23K
1.99K $269K
FNDF
Schwab Fundamental Intl Large

ETFs
-1.05K
- 3.25%
$39.84 - $43.15 $41.8K - $45.3K
31.3K $1.34M
DUK
Duke Energy Corp

Utilities
-75
- 0.6%
$116.31 - $125.93 $8.72K - $9.44K
12.4K $1.54M
TFC
Truist Financial Corp

Financial Services
-300
- 1.01%
$42.83 - $47.07 $12.8K - $14.1K
29.4K $1.35M
DD
Du Pont De Nemours, Inc.

Basic Materials
-175
- 1.65%
$69.9 - $78.26 $12.2K - $13.7K
10.4K $810K
NEE
Nextera Energy Inc

Utilities
-300
- 1.65%
$69.77 - $77.54 $20.9K - $23.3K
17.9K $1.35M
QCOM
Qualcomm Inc

Technology
-200
- 1.12%
$145.84 - $173.55 $29.2K - $34.7K
17.7K $2.95M
GE
General Electric CO

Industrials
-277
- 5.94%
$244.75 - $305.63 $67.8K - $84.7K
4.39K $1.32M
BAC
Bank Of America Corp

Financial Services
-775
- 1.94%
$44.92 - $52.42 $34.8K - $40.6K
39.1K $2.02M
LMT
Lockheed Martin Corp

Industrials
-20
- 0.43%
$410.74 - $499.21 $8.21K - $9.98K
4.65K $2.32M
PEP
Pepsico Inc

Consumer Defensive
-314
- 1.23%
$133.81 - $152.16 $42K - $47.8K
25.3K $3.55M
JPM
Jpmorgan Chase & CO

Financial Services
-1.82K
- 6.05%
$282.78 - $316.06 $514K - $574K
28.2K $8.9M
WMT
Walmart Inc.

Consumer Defensive
-675
- 1.33%
$94.4 - $104.27 $63.7K - $70.4K
50K $5.16M
LOW
Lowes Companies Inc

Consumer Cyclical
-440
- 4.0%
$215.01 - $273.02 $94.6K - $120K
10.6K $2.65M
MSFT
Microsoft Corp

Technology
-224
- 1.16%
$491.09 - $535.64 $110K - $120K
19.1K $9.89M
HD
Home Depot, Inc.

Consumer Cyclical
-231
- 2.12%
$357.4 - $423.42 $82.6K - $97.8K
10.6K $4.31M
CVX
Chevron Corp

Energy
-80
- 0.25%
$145.57 - $161.83 $11.6K - $12.9K
32.2K $4.99M
ORCL
Oracle Corp

Technology
-1.05K
- 6.73%
$218.96 - $328.33 $229K - $343K
14.5K $4.07M
AAPL
Apple Inc.

Technology
-180
- 0.88%
$202.38 - $256.87 $36.4K - $46.2K
20.3K $5.17M
JNJ
Johnson & Johnson

Healthcare
-477
- 1.34%
$155.17 - $185.42 $74K - $88.4K
35.2K $6.53M
ABBV
Abb Vie Inc.

Healthcare
-200
- 0.7%
$184.85 - $231.54 $37K - $46.3K
28.3K $6.55M
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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