test

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
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -1.51%
0.33%
$22.648M
465,344 shares@ $48.67 avg price
WMTWalmart Inc
Recent Activity
Decreased -8.71%
0.33%
$22.437M
248,332 shares@ $90.36 avg price
ESGUIshares Tr
Recent Activity
Decreased -2.41%
0.33%
$22.433M
174,139 shares@ $128.83 avg price
QYLDGlobal X Fds
Recent Activity
Decreased -2.1%
0.32%
$21.831M
1.198M shares@ $18.22 avg price
XMLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -4.03%
0.31%
$20.791M
341,837 shares@ $60.83 avg price
IVWIshares Tr
Recent Activity
Decreased -11%
0.31%
$20.642M
203,305 shares@ $101.53 avg price
JUCYEtf Ser Solutions
Recent Activity
Decreased -28.4%
0.31%
$20.64M
906,456 shares@ $22.77 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -4.41%
0.3%
$20.461M
85,357 shares@ $239.71 avg price
IXUSIshares Tr
Recent Activity
Decreased -1.81%
0.3%
$20.38M
308,140 shares@ $66.15 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.24%
0.29%
$19.36M
179,975 shares@ $107.58 avg price