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
PAA
Plains All American Pipeline LP

Energy
16.4K
New
$17.32 - $20.96 $284K - $343K
16.4K $328M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.89K
New
$173.56 - $210.67 $328K - $398K
1.89K $328M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.34K
New
$50.44 - $58.1 $320K - $368K
6.34K $326M
OSCV
Opus Small Cap Value ETF

ETFs
9.33K
New
$34.16 - $38.45 $319K - $359K
9.33K $325M
QTJA
Innovator Etfs Tr Growth Accel
13.8K
New
N/A
13.8K $324M
TFC
Truist Financial Corp

Financial Services
7.83K
New
$39.48 - $48.15 $309K - $377K
7.83K $322M
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.77K
New
$83.18 - $89.27 $314K - $337K
3.77K $315M
FIW
First Trust Water ETF

ETFs
3.11K
New
$99.48 - $106.74 $310K - $332K
3.11K $314M
VHT
Vanguard Health Care ETF

ETFs
1.18K
New
$254.06 - $273.83 $301K - $324K
1.18K $313M
First Tr Exchng Traded Fd Vi
13.2K
New
N/A
13.2K $311M
KKR
Kkr & Co. Inc.

Financial Services
2.69K
New
$108.17 - $167.07 $290K - $449K
2.69K $310M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.35K
New
$221.78 - $273.45 $299K - $369K
1.35K $307M
VDE
Vanguard Energy ETF

ETFs
2.37K
New
$119.14 - $132.76 $282K - $314K
2.37K $307M
BK
Bank Of New York Mellon Corp

Financial Services
3.65K
New
$75.42 - $88.95 $276K - $325K
3.65K $306M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
4.88K
New
$60.91 - $71.4 $297K - $349K
4.88K $303M
COP
Conocophillips

Energy
2.87K
New
$88.6 - $105.85 $254K - $304K
2.87K $302M
Peakstone Realty Trust
23.6K
New
N/A
23.6K $298M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.7K
New
$162.48 - $175.37 $277K - $299K
1.7K $296M
TJX
Tjx Companies Inc

Consumer Cyclical
2.43K
New
$112.81 - $126.16 $274K - $306K
2.43K $296M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.8K
New
$102.49 - $119.96 $287K - $336K
2.8K $293M
VCR
Vanguard Consumer Discretionar

ETFs
891
New
$318.51 - $391.75 $284K - $349K
891 $290M
AMP
Ameriprise Financial Inc

Financial Services
598
New
$472.29 - $575.13 $282K - $344K
598 $290M
Horizon Fds
13.2K
New
N/A
13.2K $287M
SO
Southern CO

Utilities
3.12K
New
$80.96 - $92.96 $252K - $290K
3.12K $286M
AHH
Armada Hoffler Properties, Inc.

Real Estate
38.1K
New
$7.5 - $10.2 $286K - $389K
38.1K $286M
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
5.8K
New
$48.33 - $54.35 $280K - $315K
5.8K $283M
MELI
Mercadolibre Inc

Consumer Cyclical
145
New
$1739.0 - $2260.0 $252K - $328K
145 $283M
CTAS
Cintas Corp

Industrials
1.37K
New
$182.09 - $208.14 $250K - $286K
1.37K $282M
XLU
Utilities Sector Spdr

ETFs
3.54K
New
$74.7 - $80.27 $265K - $284K
3.54K $279M
WEX
Wex Inc.

Technology
1.77K
New
$148.29 - $186.78 $263K - $331K
1.77K $279M
VAW
Vanguard Materials ETF

ETFs
1.47K
New
$185.71 - $202.46 $273K - $298K
1.47K $278M
USB
Us Bancorp \De\

Financial Services
6.55K
New
$40.92 - $50.9 $268K - $333K
6.55K $276M
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
15K
New
$18.37 - $19.62 $275K - $293K
15K $276M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.55K
New
$40.79 - $42.32 $267K - $277K
6.55K $275M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
13.9K
New
$19.8 - $19.97 $274K - $277K
13.9K $275M
CDNS
Cadence Design Systems Inc

Technology
1.07K
New
$233.96 - $324.52 $251K - $348K
1.07K $272M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
6.29K
New
$41.61 - $44.72 $262K - $281K
6.29K $272M
Neos ETF Trust
5.4K
New
N/A
5.4K $270M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.37K
New
$78.0 - $84.37 $263K - $284K
3.37K $269M
UBER
Uber Technologies, Inc

Technology
3.69K
New
$63.17 - $81.49 $233K - $300K
3.69K $269M
RING
Ishares Inc Msci Global Gold M

ETFs
6.94K
New
$28.64 - $38.36 $199K - $266K
6.94K $266M
BX
Blackstone Inc.

Financial Services
1.9K
New
$136.53 - $186.74 $260K - $355K
1.9K $266M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
10.4K
New
$25.12 - $26.05 $262K - $271K
10.4K $263M
KIE
Spdr S&P Insurance ETF

ETFs
4.33K
New
$54.24 - $60.81 $235K - $264K
4.33K $262M
SLVP
Ishares Msci Global Silver And

ETFs
17.4K
New
$11.88 - $15.41 $207K - $268K
17.4K $261M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.63K
New
$95.85 - $99.25 $252K - $261K
2.63K $260M
HON
Honeywell International Inc

Industrials
1.23K
New
$202.75 - $226.52 $249K - $278K
1.23K $260M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
4.15K
New
$58.31 - $62.66 $242K - $260K
4.15K $255M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
12.5K
New
$19.03 - $20.94 $238K - $261K
12.5K $255M
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
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