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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
TUASimplify Exchange Traded Fun
Recent Activity
Exited
0%
$278,584
12,118 shares@ $22.99 avg price
EWZIshares Inc
Recent Activity
Exited
0%
$278,091
9,430 shares@ $29.5 avg price
PHMPulte Group Inc
Recent Activity
Exited
0%
$266,984
1,860 shares@ $143.54 avg price
ASTSAst Spacemobile Inc
Recent Activity
Exited
0%
$255,329
9,764 shares@ $26.16 avg price
OTISOtis Worldwide Corp
Recent Activity
Exited
0%
$245,736
2,364 shares@ $103.95 avg price
MAAMid-amer Apt Cmntys Inc
Recent Activity
Exited
0%
$243,766
1,534 shares@ $158.91 avg price
ORIOld Rep Intl Corp
Recent Activity
Exited
0%
$238,681
6,739 shares@ $35.42 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$238,501
4,216 shares@ $56.58 avg price
TYASimplify Exchange Traded Fun
Recent Activity
Exited
0%
$233,627
16,258 shares@ $14.37 avg price
DFAXDimensional Etf Trust
Recent Activity
Exited
0%
$233,324
8,638 shares@ $27.02 avg price