Brooks, Moore & Associates, Inc. Portfolio Holdings
Brooks, Moore & Associates, Inc.
- $168 Million
- Q3 2024
Brooks, Moore & Associates, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $168 Million distributed in 92 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.46M, Coca Cola CO with a value of $6.91M, Jpmorgan Chase & CO with a value of $6.61M, Exxon Mobil Corp with a value of $5.72M, and Abb Vie Inc. with a value of $5.64M.
Examining the 13F form we can see an increase of $13.5M in the current position value, from $155M to 168M.
Below you can find more details about Brooks, Moore & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$168 Million
Technology: $26.4 Million
Healthcare: $25.7 Million
Consumer Defensive: $23.7 Million
Financial Services: $20.6 Million
ETFs: $19.9 Million
Industrials: $18.9 Million
Energy: $13.3 Million
Consumer Cyclical: $10.5 Million
Other: $9.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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