Brookwood Investment Group LLC Incresed Positions in Q2 2025

Brookwood Investment Group LLC

  • $620 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CW
Curtiss Wright Corp

Industrials
79
+ 4.63%
$283.18 - $488.55 $22.4K - $38.6K
1.79K $872M
UBER
Uber Technologies, Inc

Technology
2.69K
+ 73.09%
$64.62 - $93.3 $174K - $251K
6.38K $595M
AXP
American Express CO

Financial Services
732
+ 39.27%
$231.39 - $318.98 $169K - $233K
2.6K $828M
XBAP
Innovator ETF Tr Us Equity Acc
6.9K
+ 19.36%
$32.27 - $36.74 $223K - $254K
42.5K $1.56B
CAT
Caterpillar Inc

Industrials
426
+ 16.33%
$273.94 - $388.21 $117K - $165K
3.03K $1.18B
CRM
Salesforce, Inc.

Technology
1.08K
+ 53.7%
$236.26 - $291.15 $254K - $313K
3.08K $839M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.02K
+ 72.05%
$97.29 - $105.63 $294K - $319K
7.21K $732M
XLC
Select Sector Spdr Tr Communic

ETFs
1.57K
+ 15.66%
$86.13 - $108.53 $135K - $170K
11.6K $1.26B
COPX
Global X Copper Miners ETF

ETFs
3.26K
+ 14.9%
$31.24 - $45.59 $102K - $149K
25.1K $1.13B
ITA
Ishares Tr

ETFs
554
+ 11.53%
$135.31 - $188.64 $75K - $105K
5.36K $1.01B
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
5.56K
+ 12.3%
$25.77 - $30.14 $143K - $168K
50.8K $1.53B
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
5.3K
+ 12.97%
$27.12 - $31.85 $144K - $169K
46.1K $1.47B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.11K
+ 26.61%
$75.29 - $91.16 $159K - $192K
10K $905M
XBJL
Innovator Etfs Tr Us Equity Ac
4.6K
+ 12.07%
$30.83 - $35.99 $142K - $165K
42.7K $1.54B
MMM
3 M CO

Industrials
1.56K
+ 100.97%
$126.09 - $154.15 $197K - $240K
3.11K $473M
BX
Blackstone Inc.

Financial Services
1.43K
+ 74.97%
$120.07 - $151.11 $171K - $215K
3.33K $498M
Peakstone Realty Trust
16.4K
+ 69.36%
N/A
40K $528M
MCD
Mcdonalds Corp

Consumer Cyclical
897
+ 49.04%
$285.55 - $321.23 $256K - $288K
2.73K $796M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.44K
+ 9.96%
$91.43 - $91.74 $223K - $223K
26.9K $2.47B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
13K
+ 44.69%
$14.97 - $16.79 $195K - $218K
42.1K $704M
AHH
Armada Hoffler Properties, Inc.

Real Estate
35.3K
+ 92.7%
$6.37 - $7.42 $225K - $262K
73.5K $505M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.01K
+ 18.1%
$108.06 - $135.3 $109K - $136K
6.57K $889M
Ssga Active Tr
6.3K
+ 12.71%
N/A
55.9K $1.46B
Tidal Tr Ii
10.8K
+ 54.55%
N/A
30.6K $556M
Innovator Etfs Trust
5.67K
+ 46.24%
N/A
17.9K $585M
AMAT
Applied Materials Inc

Technology
591
+ 22.85%
$126.95 - $183.52 $75K - $108K
3.18K $582M
PFE
Pfizer Inc

Healthcare
8.75K
+ 97.47%
$21.59 - $24.84 $189K - $217K
17.7K $430M
SPYI
Shp ETF Tr Neos S&P 500 High I
3.52K
+ 47.16%
N/A
11K $552M
VRT
Vertiv Holdings CO

Industrials
14
+ 0.41%
N/A
3.41K $438M
QDPL
Pacer Fds Tr Metaurus Us Large
3K
+ 12.53%
$32.46 - $39.77 $97.5K - $119K
27K $1.06B
GNR
Spdr S&P Global Natural Resour

ETFs
3.16K
+ 18.79%
$45.66 - $55.03 $144K - $174K
20K $1.08B
BALT
Innovator Etfs Tr
5.17K
+ 16.78%
$30.33 - $32.1 $157K - $166K
36K $1.15B
IEMG
Ishares Inc

ETFs
1.87K
+ 17.35%
N/A
12.6K $759M
GII
Spdr S&P Global Infrasture ETF

ETFs
1.36K
+ 9.13%
$57.32 - $67.33 $77.7K - $91.2K
16.2K $1.09B
LMT
Lockheed Martin Corp

Industrials
309
+ 21.73%
$430.82 - $486.45 $133K - $150K
1.73K $802M
XTEN
Bondbloxx ETF Tr Bloomberg 10
3.54K
+ 31.53%
N/A
14.8K $682M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
7.1K
+ 16.97%
$20.12 - $21.0 $143K - $149K
48.9K $1.02B
VCR
Vanguard Consumer Discretionar

ETFs
325
+ 36.48%
$290.42 - $364.35 $94.4K - $118K
1.22K $441M
PAX
Patria Investments LTD

Financial Services
7.2K
+ 41.27%
$9.68 - $14.06 $69.6K - $101K
24.6K $346M
QTJL
Innovator Etfs Tr Growth Accel
1.92K
+ 12.95%
$26.34 - $35.78 $50.5K - $68.7K
16.7K $599M
BA
Boeing CO

Industrials
3
+ 0.08%
$136.59 - $217.51 $410 - $653
3.67K $768M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.08K
+ 75.88%
$67.83 - $92.33 $209K - $284K
7.13K $518M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.74K
+ 27.33%
$75.05 - $77.34 $130K - $134K
8.09K $625M
LOW
Lowes Companies Inc

Consumer Cyclical
682
+ 63.27%
$210.83 - $235.28 $144K - $160K
1.76K $390M
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
8.07K
+ 53.94%
$17.45 - $18.49 $141K - $149K
23K $412M
QTAP
Innovator Etfs Tr Growth Accel
2.4K
+ 29.23%
$33.77 - $42.02 $80.9K - $101K
10.6K $445M
REXR
Rexford Industrial Realty, Inc.

Real Estate
4.1K
+ 71.94%
$31.57 - $39.41 $129K - $162K
9.8K $349M
Blackrock ETF Trust Ii
2.32K
+ 7.62%
N/A
32.8K $1.7B
QTOC
Innovator Etfs Tr Growth Accel
2.13K
+ 16.4%
N/A
15.1K $481M
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
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