Brooks-Moore--Associates
AI_NATIVE detailed information: This accession holds the following tickers:[ "RF", "FNDF", "MMM", "ABT", "ABBV", "ADBE", "APD", "GOOGL", "ASO", "AXP", "AVGO", "LOW", "DUK", "EHC", "GD", "GIS", "HON", "HD", "MCD", "UNP", "QCOM", null, "EMR", null, "LHX", null, "MSFT", "MDLZ", "GE", "AMP", "DG", "KLAC", "ORCL", null, "PYPL", "PEP", "IVV", "DOW", "UNH", "AAPL", "SPY", "NVDA", "ENB", "LMT", "PG", "MRK", "SLB", "SHEL", "RTX", "RSG", null, "IBM", "TMO", "TJX", "TFC", "UNM", "UPS", "PNFP", "VCIT", "SMBK", "VYM", "DD", "AMD", "WM", "AMZN", "VYMI", null, "VXUS", "VOO", "V", "WMT", "WFC", null, null, null, "SCHD", "NSC", null, "SO", "PSX", "GEV", "AZO", "BAC", "BRK-A", "BRK-B", "BMY", "CVX", "CB", "CSCO", "KO", "CSX", "VMC", "QQQ", "EPD", "XOM", "JNJ", "LLY", "PM", null, "MO", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 102
- Total Value
- 177292728
- Accession Number
- 0001767040-25-000002
- Form Type
- 13F-HR
- Manager Name
- Brooks-Moore--Associates
Data Enrichment
89% identified91 identified11 unidentified
Holdings
102 positions • $177.3M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
445 | QoQ -5.31% (-25)YoY -5.31% (-25) | All Managers (Combined) | $221.4K | 0.1% ($221.4K/$177.3M) | ||
900 | QoQ NEW(+900) | All Managers (Combined) | $217.9K | 0.1% ($217.9K/$177.3M) | QoQ NEW(+$217.9K) |