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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
HUMHumana Inc
Recent Activity
Exited
0%
$213,492
674 shares@ $316.76 avg price
ICEIntercontinental Exchange In
Recent Activity
Exited
0%
$211,858
1,319 shares@ $160.63 avg price
CTRACoterra Energy Inc
Recent Activity
Exited
0%
$210,778
8,801 shares@ $23.95 avg price
NRGNrg Energy Inc
Recent Activity
Exited
0%
$210,693
2,313 shares@ $91.1 avg price
USFRWisdomtree Tr
Recent Activity
Exited
0%
$209,509
4,172 shares@ $50.22 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
Exited
0%
$208,983
8,007 shares@ $26.11 avg price
IBHDIshares Tr
Recent Activity
Exited
0%
$206,885
8,883 shares@ $23.29 avg price
FXHFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$202,359
1,809 shares@ $111.87 avg price
ARMArm Holdings Plc
Recent Activity
Exited
0%
$201,787
1,411 shares@ $143.01 avg price
TTEKTetra Tech Inc New
Recent Activity
Exited
0%
$201,137
4,265 shares@ $47.16 avg price