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
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 57.63%
0.28%
$19.211M
159,043 shares@ $120.8 avg price
CRMSalesforce Inc
Recent Activity
Increased 1.16%
0.28%
$19.113M
57,167 shares@ $334.34 avg price
EFAVIshares Tr
Recent Activity
Decreased -6.73%
0.28%
$18.899M
267,279 shares@ $70.71 avg price
ITOTIshares Tr
Recent Activity
Decreased -3.16%
0.28%
$18.793M
146,113 shares@ $128.63 avg price
BALTInnovator Etfs Trust
Recent Activity
Decreased -4.21%
0.28%
$18.765M
597,247 shares@ $31.42 avg price
VONEVanguard Scottsdale Fds
Recent Activity
Increased 7.55%
0.28%
$18.624M
69,825 shares@ $266.72 avg price
FJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -4.02%
0.27%
$18.203M
396,568 shares@ $45.91 avg price
IWYIshares Tr
Recent Activity
Increased 6.37%
0.26%
$17.681M
75,154 shares@ $235.27 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -4.3%
0.26%
$17.429M
340,812 shares@ $51.15 avg price
TAt&t Inc
Recent Activity
Decreased -6.49%
0.25%
$16.888M
741,661 shares@ $22.77 avg price