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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
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 9.76%
0.46%
$31.163M
694,526 shares@ $44.88 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -1.39%
0.46%
$31.042M
1.503M shares@ $20.66 avg price
UOCTInnovator Etfs Trust
Recent Activity
Increased 2007.3%
0.45%
$30.731M
871,112 shares@ $35.28 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -1.34%
0.45%
$30.633M
1.577M shares@ $19.44 avg price
USEPInnovator Etfs Trust
Recent Activity
Increased 57%
0.45%
$30.556M
868,157 shares@ $35.2 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -1.18%
0.45%
$30.527M
1.567M shares@ $19.49 avg price
METAMeta Platforms Inc
Recent Activity
Increased 9.56%
0.45%
$30.377M
51,881 shares@ $585.51 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -1.24%
0.44%
$29.825M
1.482M shares@ $20.14 avg price
XYLDGlobal X Fds
Recent Activity
Decreased -1.79%
0.44%
$29.656M
707,786 shares@ $41.9 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -13.68%
0.43%
$29.405M
121,443 shares@ $242.13 avg price