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
NEMNewmont Corp Recent Activity New Position	0.01%	$244,940 6,581 shares@ $37.22 avg price	New Position
UALUnited Airls Hldgs Inc Recent Activity New Position	0.01%	$243,430 2,507 shares@ $97.11 avg price	New Position
CPRTCopart Inc Recent Activity New Position	0.01%	$234,323 4,083 shares@ $57.39 avg price	New Position
RDVIFirst Tr Exchange-traded Fd Recent Activity New Position	0.01%	$231,007 9,530 shares@ $24.24 avg price	New Position
MAINMain Str Cap Corp Recent Activity New Position	0.01%	$226,470 3,866 shares@ $58.58 avg price	New Position
EQIXEquinix Inc Recent Activity New Position	0.01%	$223,401 237 shares@ $942.63 avg price	New Position
FEPIEtf Opportunities Trust Recent Activity New Position	0.01%	$222,432 4,480 shares@ $49.65 avg price	New Position
NTAPNetapp Inc Recent Activity New Position	0.01%	$222,268 1,915 shares@ $116.07 avg price	New Position
MLPXGlobal X Fds Recent Activity New Position	0.01%	$220,461 3,640 shares@ $60.57 avg price	New Position
OHIOmega Healthcare Invs Inc Recent Activity New Position	0.01%	$217,373 5,743 shares@ $37.86 avg price	New Position