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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
NVXNovonix Limited
Recent Activity
Exited
0%
$18,956
10,302 shares@ $1.85 avg price
TMCTmc The Metals Company Inc
Recent Activity
Exited
0%
$10,937
10,318 shares@ $1.06 avg price
3624⤦Gabelli Util Tr
Recent Activity
Exited
0%
$816
29,685 shares@ $0.03 avg price