Brooks, Moore & Associates, Inc. Portfolio Holdings
Brooks, Moore & Associates, Inc.
- $167 Million
- Q4 2024
Brooks, Moore & Associates, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $167 Million distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.23M, Jpmorgan Chase & CO with a value of $7.19M, Coca Cola CO with a value of $6.02M, Apple Inc. with a value of $5.2M, and Johnson & Johnson with a value of $5.16M.
Examining the 13F form we can see an decrease of $1.28M in the current position value, from $168M to 167M.
Below you can find more details about Brooks, Moore & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$167 Million
Technology: $26.3 Million
Healthcare: $23.4 Million
ETFs: $23 Million
Financial Services: $22.1 Million
Consumer Defensive: $21.3 Million
Industrials: $18.5 Million
Energy: $13 Million
Consumer Cyclical: $9.97 Million
Other: $9.7 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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