Matt Lovett

@Brookstone Capital Management

Latest period2024 - Q4

Reported6d ago

Managed Assets$6.871B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NETCloudflare Inc Recent Activity New Position	0.01%	$304,304 2,826 shares@ $107.69 avg price	New Position
WBSWebster Finl Corp Recent Activity New Position	0.01%	$297,967 5,396 shares@ $55.22 avg price	New Position
APPApplovin Corp Recent Activity New Position	0.01%	$289,828 895 shares@ $323.84 avg price	New Position
BUFQFirst Tr Exchng Traded Fd Vi Recent Activity New Position	0.01%	$286,076 9,102 shares@ $31.44 avg price	New Position
DFSDiscover Finl Svcs Recent Activity New Position	0.01%	$281,545 1,625 shares@ $173.26 avg price	New Position
HROWHarrow Inc Recent Activity New Position	0.01%	$274,707 8,188 shares@ $33.55 avg price	New Position
SPGIS&p Global Inc Recent Activity New Position	0.01%	$272,133 546 shares@ $498.42 avg price	New Position
IWRIshares Tr Recent Activity New Position	0.01%	$268,171 3,034 shares@ $88.39 avg price	New Position
UNMUnum Group Recent Activity New Position	0.01%	$250,672 3,432 shares@ $73.04 avg price	New Position
TPHDTimothy Plan Recent Activity New Position	0.01%	$246,919 6,792 shares@ $36.36 avg price	New Position