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