Top 50 Brooks Moore & Associates Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | 3.96% | 26.9K | $7.9M | -4.83%(-1.36K) | $121.17(+145.77%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.9% | 31.8K | $7.8M | -9.24%(-3.24K) | $140.99(+60.79%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.64% | 12.1K | $7.3M | -5.43%(-697) | $517.88(+31.20%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.51% | 41.2K | $7.0M | -8.20%(-3.69K) | $68.24(+131.40%) | 2026-03-31 | |
| KO | COCA COLA CO | 3.43% | 90.1K | $6.9M | -5.00%(-4.74K) | $46.74(+72.91%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.41% | 18.4K | $6.8M | -4.76%(-919) | $126.45(+233.66%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 3.39% | 138.1K | $6.8M | +216.20%(+94.39K) | $43.93(+19.65%) | 2026-03-31 | |
| JPST | JP MORGAN EXCHANGE-TRADED F | 3.19% | 125.6K | $6.4M | +59.66%(+46.92K) | $50.57(-0.15%) | 2026-03-31 | |
| CVX | CHEVRON CORP NEW | 3.04% | 29.3K | $6.1M | -8.59%(-2.75K) | $114.19(+67.35%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.99% | 27.4K | $6.0M | -3.69%(-1.05K) | $80.81(+160.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.43% | +34.66% |
| Top 20 Holdings Unweighted | +10.67% | +35.55% |
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