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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
BSJOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$821,111
36,140 shares@ $22.73 avg price
PXEInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$730,880
24,650 shares@ $29.66 avg price
IBDPIshares Tr
Recent Activity
Exited
0%
$693,068
27,492 shares@ $25.21 avg price
FTQIFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$678,932
33,151 shares@ $20.48 avg price
CPRXCatalyst Pharmaceuticals Inc
Recent Activity
Exited
0%
$666,099
33,506 shares@ $19.88 avg price
ORLYOreilly Automotive Inc
Recent Activity
Exited
0%
$575,800
500 shares@ $1151.6 avg price
SUNSunoco Lp Sunoco Fin Corp
Recent Activity
Exited
0%
$570,472
10,627 shares@ $53.69 avg price
SPSBSpdr Ser Tr
Recent Activity
Exited
0%
$558,834
18,456 shares@ $30.28 avg price
MBCCNorthern Lts Fd Tr Iv
Recent Activity
Exited
0%
$506,184
14,531 shares@ $34.84 avg price
LYBLyondellbasell Industries N
Recent Activity
Exited
0%
$430,874
4,493 shares@ $95.9 avg price