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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
CGSDCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.01%
$543,747
21,207 shares@ $25.64 avg price
CGMSCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.01%
$541,726
19,858 shares@ $27.28 avg price
CGIBCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.01%
$539,863
21,368 shares@ $25.27 avg price
CGCPCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.01%
$538,350
24,250 shares@ $22.2 avg price
CGUICapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.01%
$527,831
21,004 shares@ $25.14 avg price
HYDVaneck Etf Trust
Recent Activity
New Position
0.01%
$523,476
10,084 shares@ $51.92 avg price
CGCBCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.01%
$522,402
20,256 shares@ $25.79 avg price
UTESEtfis Ser Tr I
Recent Activity
New Position
0.01%
$517,013
8,110 shares@ $63.76 avg price
FOXAFox Corp
Recent Activity
New Position
0.01%
$491,688
10,121 shares@ $48.59 avg price
HYDBIshares Tr
Recent Activity
New Position
0.01%
$457,897
9,740 shares@ $47.02 avg price