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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
AAAUGoldman Sachs Physical Gold
Recent Activity
Exited
0%
$428,528
16,466 shares@ $26.03 avg price
FLOFlowers Foods Inc
Recent Activity
Exited
0%
$418,951
18,160 shares@ $23.07 avg price
KLACKla Corp
Recent Activity
Exited
0%
$399,675
516 shares@ $774.57 avg price
QAINew York Life Investments Et
Recent Activity
Exited
0%
$390,606
12,176 shares@ $32.08 avg price
IAKIshares Tr
Recent Activity
Exited
0%
$387,537
3,003 shares@ $129.05 avg price
IVOLKraneshares Trust
Recent Activity
Exited
0%
$378,320
19,653 shares@ $19.25 avg price
IGLBIshares Tr
Recent Activity
Exited
0%
$373,629
6,972 shares@ $53.59 avg price
DBMFLitman Gregory Fds Tr
Recent Activity
Exited
0%
$368,137
13,087 shares@ $28.13 avg price
REZIshares Tr
Recent Activity
Exited
0%
$361,497
4,070 shares@ $88.82 avg price
FLSPFranklin Templeton Etf Tr
Recent Activity
Exited
0%
$354,510
14,719 shares@ $24.09 avg price