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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
JMBSJanus Detroit Str Tr
Recent Activity
Decreased -1.76%
0.22%
$14.694M
332,588 shares@ $44.19 avg price
PJUNInnovator Etfs Trust
Recent Activity
Decreased -61.66%
0.22%
$14.577M
388,528 shares@ $37.52 avg price
MINTPimco Etf Tr
Recent Activity
Decreased -30.31%
0.21%
$14.424M
143,754 shares@ $100.34 avg price
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -3.7%
0.21%
$14.271M
677,337 shares@ $21.07 avg price
DYNFBlackrock Etf Trust
Recent Activity
Decreased -7.8%
0.21%
$14.252M
278,089 shares@ $51.25 avg price
STIPIshares Tr
Recent Activity
Decreased -24.81%
0.21%
$14.049M
139,656 shares@ $100.61 avg price
SSOProshares Tr
Recent Activity
Decreased -11.79%
0.2%
$13.646M
147,511 shares@ $92.52 avg price
KMIKinder Morgan Inc Del
Recent Activity
Decreased -8.9%
0.2%
$13.414M
489,545 shares@ $27.4 avg price
IVEIshares Tr
Recent Activity
Decreased -5.07%
0.2%
$13.216M
69,237 shares@ $190.89 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -1.86%
0.19%
$12.605M
116,998 shares@ $107.74 avg price