Brookwood Investment Group LLC Purchases in Q1 2025

Brookwood Investment Group LLC

  • $582 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
6.29K
New
$92.03 - $93.95 $579K - $591K
6.29K $581M
NEE
Nextera Energy Inc

Utilities
8.1K
New
$66.96 - $76.16 $543K - $617K
8.1K $574M
VNQ
Vanguard Specialized Funds Van

ETFs
6.33K
New
$85.55 - $94.34 $541K - $597K
6.33K $573M
MCD
Mcdonalds Corp

Consumer Cyclical
1.83K
New
$279.74 - $321.29 $512K - $588K
1.83K $571M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.31K
New
$378.71 - $442.54 $498K - $581K
1.31K $570M
WPC
W. P. Carey Inc.

Real Estate
8.84K
New
$53.5 - $65.05 $473K - $575K
8.84K $558M
DFSD
Dimensional ETF Tr Short Durat

ETFs
11.7K
New
$46.74 - $47.55 $549K - $558K
11.7K $558M
XLI
Industrial Sector Spdr

ETFs
4.24K
New
$128.78 - $141.67 $546K - $601K
4.24K $556M
TRGP
Targa Resources Corp.

Energy
2.75K
New
$178.44 - $217.22 $490K - $597K
2.75K $551M
VFH
Vanguard Financial ETF

ETFs
4.59K
New
$114.07 - $127.34 $524K - $585K
4.59K $549M
IBM
International Business Machines Corp

Technology
2.16K
New
$217.4 - $264.74 $470K - $572K
2.16K $538M
CRM
Salesforce, Inc.

Technology
2K
New
$268.36 - $359.95 $537K - $721K
2K $537M
NXPI
Nxp Semiconductors N.V.

Technology
2.81K
New
$189.99 - $245.86 $534K - $691K
2.81K $534M
SECT
Sector 10, Inc.

ETFs
10.4K
New
$50.98 - $57.8 $529K - $600K
10.4K $530M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
22.9K
New
$22.25 - $23.0 $509K - $526K
22.9K $526M
CSX
Csx Corp

Industrials
17.8K
New
$29.11 - $33.67 $519K - $600K
17.8K $524M
XTEN
Bondbloxx ETF Tr Bloomberg 10
11.2K
New
N/A
11.2K $523M
Proficient Auto Logistics In
62K
New
N/A
62K $519M
URA
Global X Uranium ETF

ETFs
22.5K
New
$22.92 - $30.98 $515K - $696K
22.5K $515M
VIS
Vanguard Industrial ETF

ETFs
2.05K
New
$243.63 - $273.99 $499K - $562K
2.05K $507M
SBUX
Starbucks Corp

Consumer Cyclical
5.16K
New
$91.75 - $115.81 $474K - $598K
5.16K $507M
AXP
American Express CO

Financial Services
1.86K
New
$255.39 - $325.87 $476K - $607K
1.86K $501M
VOX
Vanguard Communication Service

ETFs
3.37K
New
$147.73 - $169.24 $498K - $570K
3.37K $500M
MCK
Mckesson Corp

Healthcare
730
New
$566.21 - $672.99 $413K - $491K
730 $491M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.35K
New
$73.78 - $76.59 $469K - $486K
6.35K $486M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
29.1K
New
$16.57 - $18.85 $482K - $549K
29.1K $484M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.65K
New
$126.11 - $135.06 $460K - $493K
3.65K $470M
Proshares Tr Ii
20K
New
N/A
20K $469M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
15.2K
New
N/A
15.2K $468M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.39K
New
$333.37 - $384.99 $464K - $536K
1.39K $466M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.6K
New
$100.34 - $100.68 $462K - $463K
4.6K $463M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
13K
New
$32.74 - $36.2 $424K - $469K
13K $453M
OEF
Ishares S&P 100 ETF

ETFs
1.67K
New
N/A
1.67K $453M
QTJL
Innovator Etfs Tr Growth Accel
14.8K
New
$30.28 - $33.95 $449K - $503K
14.8K $452M
VTV
Vanguard Value ETF

ETFs
2.6K
New
$167.73 - $179.21 $436K - $466K
2.6K $449M
CCI
Crown Castle International Corp

Real Estate
4.24K
New
$84.33 - $106.39 $357K - $451K
4.24K $442M
PM
Philip Morris International Inc.

Consumer Defensive
2.78K
New
$117.15 - $158.79 $326K - $442K
2.78K $441M
RPV
Invesco Exchange Traded Fd Tr

ETFs
4.76K
New
$89.33 - $95.17 $425K - $453K
4.76K $440M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.19K
New
$97.25 - $104.79 $407K - $439K
4.19K $435M
SHOP
Shopify Inc.

Technology
4.54K
New
$90.59 - $129.31 $411K - $587K
4.54K $433M
IDU
Ishares Tr U S Utils ETF

ETFs
4.24K
New
$95.33 - $102.77 $404K - $436K
4.24K $430M
FDT
First Trust Developed Markets

ETFs
7.36K
New
$53.51 - $60.98 $394K - $449K
7.36K $429M
FSK
Fs Kkr Capital Corp

Financial Services
20.5K
New
$20.47 - $24.06 $419K - $492K
20.5K $428M
JXN
Jackson Financial Inc.

Financial Services
5.08K
New
$79.36 - $97.88 $403K - $498K
5.08K $426M
BLBD
Blue Bird Corp

Consumer Cyclical
13.1K
New
$32.37 - $42.39 $424K - $556K
13.1K $424M
HYD
Vaneck High Yield Muni ETF

ETFs
8.26K
New
$50.79 - $52.53 $420K - $434K
8.26K $423M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.07K
New
$196.12 - $229.48 $406K - $475K
2.07K $419M
ACLS
Axcelis Technologies Inc

Technology
8.4K
New
$49.67 - $74.45 $417K - $625K
8.4K $417M
BUCK
Simplify Exchange Traded Fds S
16.9K
New
N/A
16.9K $417M
Activity Summary
Buys All Purchases 421 New Holdings 421 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 4 Puts 0
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