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
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
7.37K
New
$55.12 - $62.6 $406K - $462K
7.37K $416M
ARES
Ares Management Corp

Financial Services
2.83K
New
$140.19 - $198.28 $397K - $561K
2.83K $415M
ABT
Abbott Laboratories

Healthcare
3.1K
New
$111.1 - $140.22 $344K - $434K
3.1K $411M
AMGN
Amgen Inc

Healthcare
1.3K
New
$258.59 - $327.36 $336K - $425K
1.3K $404M
OKE
Oneok Inc

Energy
4.07K
New
$89.57 - $109.85 $365K - $448K
4.07K $404M
SPOT
Spotify Technology S.A.

Communication Services
722
New
$457.79 - $648.32 $331K - $468K
722 $397M
LNG
Cheniere Energy, Inc.

Energy
1.7K
New
$209.32 - $253.66 $356K - $432K
1.7K $394M
PDT
John Hancock Premium Dividend Fund

Financial Services
30K
New
$12.43 - $13.08 $373K - $392K
30K $392M
CTA
Simplify Exch Traded Fds Simpl

ETFs
13.3K
New
$27.81 - $30.21 $369K - $400K
13.3K $392M
MRVL
Marvell Technology, Inc.

Technology
6.27K
New
$61.57 - $126.06 $386K - $790K
6.27K $386M
GHYG
Ishares Incus & Intl High Yiel

ETFs
8.6K
New
$43.73 - $44.98 $376K - $387K
8.6K $383M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
7.65K
New
N/A
7.65K $383M
UNP
Union Pacific Corp

Industrials
1.62K
New
$225.21 - $254.42 $364K - $411K
1.62K $382M
Coherent Corp
5.86K
New
N/A
5.86K $381M
CGMS
Capital Grp Core Plus Income E
13.9K
New
N/A
13.9K $380M
NSCS
Nushares ETF Tr Nuveen Sm Cap
14.7K
New
N/A
14.7K $379M
Innovator Etfs Trust
12.3K
New
N/A
12.3K $377M
AMAT
Applied Materials Inc

Technology
2.59K
New
$145.06 - $195.51 $375K - $506K
2.59K $375M
NNN
National Retail Properties, Inc.

Real Estate
8.8K
New
$38.0 - $43.19 $334K - $380K
8.8K $375M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
4.05K
New
$92.51 - $102.81 $375K - $417K
4.05K $375M
Sila Realty Trust Inc
13.8K
New
N/A
13.8K $370M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
12K
New
$26.05 - $30.88 $312K - $370K
12K $370M
KMI
Kinder Morgan, Inc.

Energy
12.8K
New
$26.1 - $31.22 $333K - $399K
12.8K $364M
PFFA
Etfis Ser Tr I

ETFs
17.1K
New
$21.21 - $22.3 $364K - $382K
17.1K $364M
PSX
Phillips 66

Energy
2.91K
New
$113.93 - $131.55 $331K - $383K
2.91K $359M
PSLV
Sprott Physical Silver Trust

Financial Services
30.9K
New
$9.86 - $11.68 $305K - $361K
30.9K $359M
QTOC
Innovator Etfs Tr Growth Accel
13K
New
N/A
13K $358M
SPYI
Shp ETF Tr Neos S&P 500 High I
7.46K
New
N/A
7.46K $357M
PVAL
Putnam ETF Tr Putnam Focused L
9.3K
New
$36.8 - $39.59 $342K - $368K
9.3K $354M
GVAL
Cambria Global Value ETF
14.3K
New
N/A
14.3K $354M
CGDV
Capital Group Divid Value ETF

ETFs
9.79K
New
$34.95 - $37.36 $342K - $366K
9.79K $349M
Tidal Tr Ii
19.8K
New
N/A
19.8K $348M
MLPX
Global X Mlp & Energy Infrastr

ETFs
5.45K
New
$59.6 - $67.2 $325K - $366K
5.45K $348M
First Tr Exchng Traded Fd Vi
9.96K
New
N/A
9.96K $346M
PBDC
Putnam ETF Tr Bdc Income Etf(D
9.95K
New
N/A
9.95K $345M
HIGH
Simplify Exchange Traded Fds E
15.7K
New
N/A
15.7K $345M
AIG
American International Group, Inc.

Financial Services
3.96K
New
$70.5 - $86.94 $279K - $344K
3.96K $344M
LYFT
Lyft, Inc.

Technology
29K
New
$11.27 - $15.12 $326K - $438K
29K $344M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.95K
New
$168.84 - $202.89 $330K - $396K
1.95K $343M
IYH
Ishares Tr

ETFs
5.64K
New
$58.32 - $62.76 $329K - $354K
5.64K $343M
RDVY
First Trust Rising Dividend Ac

ETFs
5.86K
New
$57.22 - $63.39 $335K - $371K
5.86K $343M
Pgim ETF Tr
6.64K
New
N/A
6.64K $341M
HWM
Howmet Aerospace Inc.

Industrials
2.62K
New
$110.79 - $139.39 $291K - $366K
2.62K $340M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.92K
New
$110.9 - $132.93 $324K - $388K
2.92K $332M
XLY
Select Sector Spdr Consumer Di

ETFs
1.68K
New
$192.6 - $233.2 $323K - $391K
1.68K $331M
HYG
Ishares Tr

ETFs
4.19K
New
$78.51 - $80.11 $329K - $336K
4.19K $330M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.6K
New
$18.36 - $20.51 $305K - $341K
16.6K $329M
KR
Kroger CO

Consumer Defensive
4.85K
New
$58.36 - $67.72 $283K - $328K
4.85K $328M
CI
Cigna Corp

Healthcare
997
New
$274.49 - $329.0 $274K - $328K
997 $328M
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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