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Matt Lovett

@Brookstone Capital Management

Latest period2024 - Q4ReportedManaged Assets$6.871BTotal holdings987
Assets growth rate1.28%Assets growth rate (2-Q avg)6.91%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Brookstone Capital Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 987 positions.

Assets under management

The assets under management (AUM) of Brookstone Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 6.871B in assets, with a quarterly growth rate of 1.28% and a 2-quarter average growth rate of 6.91%. The portfolio is managed by Matt Lovett, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.36%
$24.644M
1.344M shares@ $18.34 avg price
CLOIVaneck Etf Trust
Recent Activity
New Position
0.18%
$12.051M
228,374 shares@ $52.77 avg price
ICLOInvesco Actively Managed Exc
Recent Activity
New Position
0.15%
$9.774M
381,192 shares@ $25.65 avg price
JBBBJanus Detroit Str Tr
Recent Activity
New Position
0.13%
$8.491M
172,728 shares@ $49.16 avg price
IYRIshares Tr
Recent Activity
New Position
0.07%
$4.724M
50,765 shares@ $93.06 avg price
WINGWingstop Inc
Recent Activity
New Position
0.03%
$1.607M
5,656 shares@ $284.2 avg price
IQLTIshares Tr
Recent Activity
New Position
0.02%
$1.079M
29,055 shares@ $37.13 avg price
MTBASimplify Exchange Traded Fun
Recent Activity
New Position
0.02%
$837,053
16,845 shares@ $49.7 avg price
IBDUIshares Tr
Recent Activity
New Position
0.02%
$688,104
30,180 shares@ $22.8 avg price
BSJTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$638,762
29,857 shares@ $21.4 avg price