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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
APOApollo Global Mgmt Inc
Recent Activity
New Position
0.01%
$440,832
2,669 shares@ $165.17 avg price
BOXXEa Series Trust
Recent Activity
New Position
0.01%
$397,008
3,600 shares@ $110.28 avg price
CBOECboe Global Mkts Inc
Recent Activity
New Position
0.01%
$395,750
2,025 shares@ $195.44 avg price
CFCf Inds Hldgs Inc
Recent Activity
New Position
0.01%
$374,136
4,385 shares@ $85.33 avg price
VICIVici Pptys Inc
Recent Activity
New Position
0.01%
$359,134
12,295 shares@ $29.21 avg price
ULTAUlta Beauty Inc
Recent Activity
New Position
0.01%
$348,379
801 shares@ $434.94 avg price
KKRKkr & Co Inc
Recent Activity
New Position
0.01%
$335,353
2,267 shares@ $147.93 avg price
ETHAIshares Ethereum Tr
Recent Activity
New Position
0.01%
$332,134
13,133 shares@ $25.3 avg price
RDWRedwire Corporation
Recent Activity
New Position
0.01%
$329,299
20,006 shares@ $16.47 avg price
ALBAlbemarle Corp
Recent Activity
New Position
0.01%
$309,630
3,597 shares@ $86.09 avg price