Brookwood Investment Group LLC Purchases in Q2 2025

Brookwood Investment Group LLC

  • $620 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
4.05K
+ 7.5%
$146.29 - $275.65 $592K - $1.12M
58K $16B
Tcw ETF Trust
151K
New
N/A
151K $5.96B
Rbb Fd Inc
177K
New
N/A
177K $4.98B
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
133K
New
$31.4 - $37.18 $4.18M - $4.95M
133K $4.95B
VUG
Vanguard Growth ETF

ETFs
1.89K
+ 3.19%
$329.49 - $438.4 $622K - $827K
61K $26.7B
VTI
Vanguard Total Stock Market Et

ETFs
1.75K
+ 1.37%
$243.75 - $303.93 $426K - $532K
129K $39.3B
TFLO
Ishares Treasury Floating Rate

ETFs
74.5K
+ 51.06%
$50.47 - $50.66 $3.76M - $3.78M
221K $11.2B
META
Meta Platforms, Inc.

Communication Services
1.01K
+ 6.13%
$484.66 - $738.09 $488K - $743K
17.4K $12.9B
STOT
Spdr Doubleline Short Duration

ETFs
70.3K
New
$46.87 - $47.35 $3.3M - $3.33M
70.3K $3.33B
IVOL
Kraneshares Tr Quadratic Int R

ETFs
157K
New
$18.54 - $19.95 $2.91M - $3.14M
157K $3.07B
PLTR
Palantir Technologies Inc.

Technology
15.4K
+ 110.31%
$74.01 - $144.25 $1.14M - $2.23M
29.4K $4.01B
NFLX
Netflix Inc

Communication Services
788
+ 21.24%
$855.86 - $1339.13 $674K - $1.06M
4.5K $6.02B
DVOL
First Tr ETF Vi Dorsey Wright
68.7K
New
N/A
68.7K $2.41B
TSLA
Tesla, Inc.

Consumer Cyclical
4.52K
+ 45.46%
$221.86 - $362.89 $1M - $1.64M
14.5K $4.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.39K
+ 30.25%
$496.48 - $617.85 $1.18M - $1.47M
10.3K $6.35B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16.8K
+ 637.54%
$96.84 - $99.46 $1.62M - $1.67M
19.4K $1.92B
WMT
Walmart Inc.

Consumer Defensive
14.6K
+ 65.8%
$81.79 - $99.98 $1.2M - $1.46M
36.9K $3.61B
JPM
Jpmorgan Chase & CO

Financial Services
4.62K
+ 93.48%
$210.28 - $289.91 $971K - $1.34M
9.55K $2.77B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
9.82K
+ 336.42%
$101.93 - $128.63 $1M - $1.26M
12.7K $1.64B
Janus Detroit Str Tr
43K
New
N/A
43K $1.24B
Rbb Fd Inc
46.4K
New
N/A
46.4K $1.24B
ETF Opportunities Trust
46.4K
New
N/A
46.4K $1.23B
IRDM
Iridium Communications Inc.

Communication Services
38.6K
New
$21.57 - $30.17 $833K - $1.16M
38.6K $1.16B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.7K
+ 19.49%
$58.41 - $72.69 $625K - $778K
65.6K $4.77B
CPER
United States Copper Index Fun

ETFs
35.8K
New
$25.72 - $31.7 $921K - $1.14M
35.8K $1.13B
LLY
Eli Lilly & CO

Healthcare
1.55K
+ 57.12%
$713.71 - $898.95 $1.11M - $1.39M
4.26K $3.32B
EFV
Msci Eafe Value ETF

ETFs
14K
+ 41.71%
$52.4 - $64.65 $733K - $905K
47.5K $3.02B
DOCS
Doximity, Inc.

Healthcare
16.8K
New
$50.71 - $61.34 $852K - $1.03M
16.8K $1.03B
NEM
Newmont Corp

Basic Materials
16.7K
+ 365.45%
$44.18 - $59.46 $739K - $994K
21.3K $1.24B
GE
General Electric CO

Industrials
3.23K
+ 110.45%
$166.81 - $257.39 $539K - $832K
6.16K $1.59B
ELV
Elevance Health, Inc.

Healthcare
2.61K
+ 540.17%
$372.27 - $452.69 $971K - $1.18M
3.09K $1.2B
XLI
Industrial Sector Spdr

ETFs
6.2K
+ 146.33%
$116.42 - $147.52 $722K - $915K
10.4K $1.54B
VEU
Vanguard Ftse All World Ex Us

ETFs
13.4K
New
$54.19 - $67.22 $726K - $901K
13.4K $901M
Blackrock ETF Trust
25K
New
N/A
25K $889M
XLU
Utilities Sector Spdr

ETFs
10.6K
+ 299.49%
$73.09 - $82.77 $775K - $878K
14.2K $1.16B
HWM
Howmet Aerospace Inc.

Industrials
3.83K
+ 146.11%
$112.33 - $186.13 $431K - $714K
6.46K $1.2B
Ge Vernova Inc
1.56K
New
N/A
1.56K $825M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
38.6K
New
$19.78 - $21.29 $764K - $822K
38.6K $797M
FXE
Invesco Currency Shares Euro Trust

ETFs
7.18K
New
$99.56 - $108.79 $715K - $781K
7.18K $781M
First Tr Exchng Traded Fd Vi
20.3K
+ 203.8%
N/A
30.3K $1.12B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
15K
New
$50.09 - $51.09 $751K - $766K
15K $766M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
17.9K
New
$35.35 - $42.68 $633K - $764K
17.9K $763M
XLF
Financial Sector Spdr

ETFs
13.5K
+ 62.32%
$43.92 - $52.37 $591K - $705K
35K $1.84B
XLV
Select Sector Spdr Fund Health

ETFs
5.6K
+ 402.37%
$128.77 - $144.3 $721K - $808K
6.99K $942M
OEF
Ishares S&P 100 ETF

ETFs
2.22K
+ 132.97%
N/A
3.89K $1.18B
Tidal Trust I
26.9K
New
N/A
26.9K $729M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.31K
+ 56.13%
$82.21 - $83.12 $683K - $690K
23.1K $1.91B
COST
Costco Wholesale Corp

Consumer Defensive
537
+ 17.09%
$908.13 - $1056.85 $488K - $568K
3.68K $3.64B
BSX
Boston Scientific Corp

Healthcare
5.95K
New
$89.7 - $107.41 $534K - $640K
5.95K $640M
Activity Summary
Buys All Purchases 253 New Holdings 100 Increased Positions 153 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 3 Puts 0
Track This Portfolio

Track Brookwood Investment Group LLC Portfolio

Follow Brookwood Investment Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brookwood Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brookwood Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email