test

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
SWKSSkyworks Solutions Inc
Recent Activity
Exited
0%
$231,458
2,343 shares@ $98.79 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Exited
0%
$228,176
1,560 shares@ $146.27 avg price
BALLBall Corp
Recent Activity
Exited
0%
$227,241
3,346 shares@ $67.92 avg price
SRLNSsga Active Etf Tr
Recent Activity
Exited
0%
$226,523
5,424 shares@ $41.77 avg price
AMPAmeriprise Finl Inc
Recent Activity
Exited
0%
$226,451
482 shares@ $469.82 avg price
ULUnilever Plc
Recent Activity
Exited
0%
$225,976
3,479 shares@ $64.96 avg price
BUDAnheuser Busch Inbev Sa Nv
Recent Activity
Exited
0%
$225,187
3,397 shares@ $66.29 avg price
DUHPDimensional Etf Trust
Recent Activity
Exited
0%
$216,856
6,365 shares@ $34.08 avg price
LNCLincoln Natl Corp Ind
Recent Activity
Exited
0%
$214,523
6,808 shares@ $31.52 avg price
POWLPowell Inds Inc
Recent Activity
Exited
0%
$213,554
962 shares@ $221.99 avg price