Brookstone Capital Management Purchases in Q3 2025

Brookstone Capital Management

  • $7.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
10.1K
+ 10.27%
$237.58 - $259.17 $2.39M - $2.61M
108K $27.5M
AVGO
Broadcom Inc.

Technology
4.15K
+ 8.11%
$264.74 - $369.57 $1.1M - $1.53M
55.3K $18.3M
PFE
Pfizer Inc

Healthcare
154K
+ 134.05%
$23.29 - $25.88 $3.59M - $3.99M
269K $6.86M
LEN
Lennar Corp

Consumer Cyclical
32K
New
$107.73 - $142.4 $3.45M - $4.56M
32K $4.03M
IAU
Ishares Gold Trust

ETFs
12.2K
+ 4.24%
$61.62 - $72.77 $752K - $888K
300K $21.8M
MRK
Merck & Co., Inc.

Healthcare
42.1K
+ 66.58%
$77.6 - $87.37 $3.27M - $3.68M
105K $8.85M
RWL
Invesco Exchange Traded Fd Tr

ETFs
27.8K
+ 26.71%
$102.17 - $110.66 $2.84M - $3.08M
132K $14.6M
RTX
Raytheon Technologies Corp

Industrials
8.55K
+ 7.89%
$144.19 - $167.33 $1.23M - $1.43M
117K $19.6M
CVX
Chevron Corp

Energy
14.3K
+ 11.76%
$145.57 - $161.83 $2.08M - $2.31M
135K $21M
BMY
Bristol Myers Squibb CO

Healthcare
82.5K
+ 205.56%
$43.31 - $48.98 $3.57M - $4.04M
123K $5.53M
XLB
Select Sector Spdr Fd Material

ETFs
40.5K
+ 804.09%
$86.72 - $92.61 $3.51M - $3.75M
45.5K $4.08M
AJG
Arthur J. Gallagher & Co.

Financial Services
12.9K
+ 33.59%
$284.17 - $319.49 $3.67M - $4.12M
51.3K $15.9M
MUB
Ishares National Muni Bond ETF

ETFs
31.3K
+ 31.53%
$103.24 - $106.68 $3.23M - $3.34M
131K $13.9M
AMAT
Applied Materials Inc

Technology
8.89K
+ 11.53%
$156.25 - $204.95 $1.39M - $1.82M
86K $17.6M
HPQ
Hp Inc

Technology
89.1K
+ 23.75%
$24.45 - $29.35 $2.18M - $2.62M
464K $12.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.5K
+ 4.42%
$108.97 - $121.65 $1.04M - $1.16M
224K $27.1M
GOOG
Alphabet Inc.

Communication Services
1.71K
+ 3.77%
$175.16 - $255.24 $299K - $436K
47.1K $11.5M
RDVY
First Trust Rising Dividend Ac

ETFs
44.5K
+ 49.05%
$62.38 - $67.29 $2.78M - $3M
135K $9.1M
IWY
Ishares Tr Russell 200 Growth

ETFs
3.08K
+ 3.26%
$243.93 - $275.62 $751K - $849K
97.5K $26.7M
META
Meta Platforms, Inc.

Communication Services
4.83K
+ 7.86%
$695.21 - $791.73 $3.36M - $3.82M
66.3K $48.7M
AMZN
Amazon Com Inc

Consumer Cyclical
14.5K
+ 3.09%
$211.65 - $238.24 $3.08M - $3.47M
485K $106M
ITA
Ishares Tr

ETFs
14.2K
+ 412.63%
$184.73 - $209.26 $2.63M - $2.98M
17.7K $3.7M
ISRG
Intuitive Surgical Inc

Healthcare
12K
+ 48.65%
$433.66 - $544.47 $5.21M - $6.54M
36.7K $16.4M
SO
Southern CO

Utilities
27.2K
+ 21.66%
$90.83 - $96.0 $2.47M - $2.61M
153K $14.5M
PLTR
Palantir Technologies Inc.

Technology
5.48K
+ 13.15%
$130.68 - $186.97 $716K - $1.02M
47.1K $8.6M
IVE
Ishares S&P 500 Value ETF

ETFs
8.5K
+ 8.62%
$194.44 - $206.51 $1.65M - $1.75M
107K $22.1M
C
Citigroup Inc

Financial Services
18.2K
+ 31.48%
$85.57 - $103.49 $1.56M - $1.88M
75.9K $7.71M
LLY
Eli Lilly & CO

Healthcare
4.56K
+ 10.91%
$625.65 - $812.69 $2.85M - $3.7M
46.3K $35.3M
VTI
Vanguard Total Stock Market Et

ETFs
5.29K
+ 12.3%
$303.93 - $329.86 $1.61M - $1.75M
48.3K $15.9M
SLV
I Shares Silver Trust

ETFs
42.2K
+ 41.54%
$32.73 - $42.5 $1.38M - $1.79M
144K $6.09M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
59.2K
+ 61.14%
$36.04 - $38.78 $2.13M - $2.3M
156K $6.02M
TFC
Truist Financial Corp

Financial Services
36.9K
+ 12.34%
$42.83 - $47.07 $1.58M - $1.74M
336K $15.4M
PWR
Quanta Services, Inc.

Industrials
3.25K
+ 10.27%
$372.29 - $421.68 $1.21M - $1.37M
34.9K $14.5M
VIG
Vanguard Dividend Appreciation

ETFs
13.6K
+ 4.46%
N/A
319K $58.2M
SUB
Ishares Short Term National Mu

ETFs
22.9K
+ 29.4%
$106.17 - $107.3 $2.43M - $2.46M
101K $10.8M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
23.5K
+ 17.02%
$100.16 - $100.7 $2.35M - $2.37M
162K $16.3M
HD
Home Depot, Inc.

Consumer Cyclical
2.81K
+ 8.86%
$357.4 - $423.42 $1.01M - $1.19M
34.5K $14M
IEMG
Ishares Inc

ETFs
43K
+ 4.25%
N/A
1.05M $56.5M
IWV
Ishares Russell 3000 ETF

ETFs
2.13K
+ 4.01%
$351.04 - $379.81 $749K - $810K
55.3K $21M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
1.51K
+ 0.1%
$37.58 - $39.01 $56.6K - $58.7K
1.56M $60.7M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
48.2K
+ 6.41%
$26.52 - $27.64 $1.28M - $1.33M
799K $22.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
37.8K
+ 25.61%
$40.2 - $44.58 $1.52M - $1.68M
185K $8.14M
VOT
Vanguard Mid Cap Growth Index

ETFs
6.84K
+ 68.48%
$282.75 - $294.19 $1.93M - $2.01M
16.8K $4.94M
PANW
Palo Alto Networks Inc

Technology
10.6K
+ 14.97%
$167.06 - $208.19 $1.78M - $2.22M
81.8K $16.7M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
37K
New
$47.75 - $54.24 $1.76M - $2M
37K $1.98M
WMT
Walmart Inc.

Consumer Defensive
5.52K
+ 2.08%
$94.4 - $104.27 $521K - $576K
270K $27.9M
GE
General Electric CO

Industrials
3.36K
+ 15.36%
$244.75 - $305.63 $822K - $1.03M
25.2K $7.58M
MSI
Motorola Solutions, Inc.

Technology
3.32K
+ 28.84%
$408.73 - $490.3 $1.36M - $1.63M
14.8K $6.79M
TDIV
First Trust Nasdaq Technology

ETFs
19.6K
New
$89.27 - $100.33 $1.75M - $1.97M
19.6K $1.94M
Activity Summary
Buys All Purchases 679 New Holdings 123 Increased Positions 556 Sells All Sells 429 Reductions 429 Sold out 0 Options Calls 0 Puts 0
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