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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
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -24.74%
0.63%
$42.863M
736,731 shares@ $58.18 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -3.51%
0.62%
$42.393M
605,607 shares@ $70.01 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 16.36%
0.62%
$42.14M
240,485 shares@ $175.23 avg price
SGOVIshares Tr
Recent Activity
Increased 101.7%
0.58%
$39.532M
394,061 shares@ $100.33 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 8.54%
0.56%
$38.351M
1.259M shares@ $30.48 avg price
POCTInnovator Etfs Trust
Recent Activity
Increased 509.63%
0.55%
$37.7M
952,820 shares@ $39.57 avg price
BAMANorthern Lts Fd Tr Iv
Recent Activity
Increased 2.75%
0.55%
$37.384M
1.222M shares@ $30.59 avg price
MBBIshares Tr
Recent Activity
Decreased -24.04%
0.54%
$36.811M
401,514 shares@ $91.69 avg price
PNOVInnovator Etfs Trust
Recent Activity
Increased 861.87%
0.54%
$36.534M
964,594 shares@ $37.88 avg price
PDECInnovator Etfs Trust
Recent Activity
Increased 275.66%
0.54%
$36.521M
950,579 shares@ $38.43 avg price