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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
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$25.406M
1.203M shares@ $21.13 avg price
IBTEIshares Tr
Recent Activity
Exited
0%
$10.043M
418,447 shares@ $24.01 avg price
MSVXEtf Ser Solutions
Recent Activity
Exited
0%
$3.975M
180,047 shares@ $22.08 avg price
VUSBVanguard Bd Index Fds
Recent Activity
Exited
0%
$2.175M
43,543 shares@ $49.95 avg price
ITBIshares Tr
Recent Activity
Exited
0%
$1.66M
13,062 shares@ $127.1 avg price
BUXXEa Series Trust
Recent Activity
Exited
0%
$1.389M
68,434 shares@ $20.3 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Exited
0%
$1.382M
13,780 shares@ $100.29 avg price
DFIVDimensional Etf Trust
Recent Activity
Exited
0%
$1.197M
31,426 shares@ $38.08 avg price
IGEBIshares Tr
Recent Activity
Exited
0%
$1.172M
25,213 shares@ $46.47 avg price
KCESpdr Ser Tr
Recent Activity
Exited
0%
$1.115M
8,926 shares@ $124.89 avg price