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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
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -1.39%
0.46%
$31.042M
1.503M shares@ $20.66 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -1.34%
0.45%
$30.633M
1.577M shares@ $19.44 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -1.18%
0.45%
$30.527M
1.567M shares@ $19.49 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -1.24%
0.44%
$29.825M
1.482M shares@ $20.14 avg price
XYLDGlobal X Fds
Recent Activity
Decreased -1.79%
0.44%
$29.656M
707,786 shares@ $41.9 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -13.68%
0.43%
$29.405M
121,443 shares@ $242.13 avg price
IUSBIshares Tr
Recent Activity
Decreased -21.14%
0.39%
$26.305M
581,972 shares@ $45.21 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -11.95%
0.39%
$26.148M
297,478 shares@ $87.91 avg price
GTOInvesco Actively Managed Exc
Recent Activity
Decreased -1.53%
0.37%
$24.961M
537,954 shares@ $46.4 avg price
OMFLInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -0.8%
0.36%
$24.148M
445,290 shares@ $54.24 avg price