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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
VFMFVanguard Wellington Fd
Recent Activity
New Position
0.01%
$216,632
1,659 shares@ $130.58 avg price
JXNJackson Financial Inc
Recent Activity
New Position
0.01%
$214,315
2,461 shares@ $87.09 avg price
ARESAres Management Corporation
Recent Activity
New Position
0.01%
$210,666
1,190 shares@ $177.04 avg price
IBMQIshares Tr
Recent Activity
New Position
0.01%
$210,580
8,363 shares@ $25.18 avg price
IBMPIshares Tr
Recent Activity
New Position
0.01%
$207,556
8,256 shares@ $25.15 avg price
PAYCPaycom Software Inc
Recent Activity
New Position
0.01%
$206,405
1,007 shares@ $204.98 avg price
FICOFair Isaac Corp
Recent Activity
New Position
0.01%
$205,895
103 shares@ $1998.99 avg price
IBMNIshares Tr
Recent Activity
New Position
0.01%
$204,696
7,691 shares@ $26.62 avg price
IBMOIshares Tr
Recent Activity
New Position
0.01%
$204,164
8,019 shares@ $25.47 avg price
GDECFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$203,065
6,021 shares@ $33.73 avg price