Brookstone Capital Management Purchases in Q1 2025

Brookstone Capital Management

  • $6.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PEAK
Healthpeak Properties, Inc.

Real Estate
47.9K
+ 9.74%
N/A
540K $10.2M
IEV
Ishares Tr Europe ETF

ETFs
15.4K
New
$51.89 - $60.68 $801K - $936K
15.4K $898K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
11.6K
+ 7.9%
$47.08 - $50.67 $545K - $587K
158K $7.94M
VO
Vanguard Mid Cap ETF

ETFs
3.59K
+ 29.0%
$251.87 - $277.95 $903K - $997K
16K $4.13M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
4.55K
+ 4.16%
$39.44 - $47.66 $179K - $217K
114K $5.2M
IBM
International Business Machines Corp

Technology
1.51K
+ 9.25%
$217.4 - $264.74 $327K - $399K
17.8K $4.42M
META
Meta Platforms, Inc.

Communication Services
2.64K
+ 5.08%
$576.36 - $736.67 $1.52M - $1.94M
54.5K $31.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.55K
+ 1.13%
$44.72 - $46.25 $293K - $303K
589K $27.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.53K
+ 7.7%
$126.11 - $135.06 $697K - $747K
77.3K $9.97M
PHYS
Sprott Physical Gold Trust

Financial Services
8.25K
+ 5.3%
$20.25 - $24.06 $167K - $198K
164K $3.94M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
10.5K
+ 79.57%
$80.73 - $94.96 $850K - $999K
23.8K $1.97M
AGNC
Agnc Investment Corp.

Real Estate
79.3K
+ 508.79%
$9.12 - $10.54 $723K - $836K
94.9K $908K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
10.9K
+ 76.35%
$77.91 - $92.26 $847K - $1M
25.1K $2M
MPLX
Mplx LP

Energy
11.6K
+ 50.23%
$47.88 - $54.65 $557K - $636K
34.8K $1.86M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
10.5K
+ 53.61%
$75.47 - $84.24 $793K - $885K
30.1K $2.32M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
10.6K
+ 71.02%
$77.33 - $90.16 $822K - $959K
25.6K $2.01M
IRM
Iron Mountain Inc

Real Estate
35.4K
+ 28.78%
$82.79 - $111.31 $2.93M - $3.94M
158K $13.6M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
32K
+ 8.03%
$13.05 - $13.97 $417K - $447K
430K $5.86M
RWL
Invesco Exchange Traded Fd Tr

ETFs
6.16K
+ 18.05%
$96.9 - $104.39 $597K - $643K
40.3K $4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.55K
+ 16.26%
$192.82 - $222.1 $1.46M - $1.68M
54K $10.4M
PNFP
Pinnacle Financial Partners Inc

Financial Services
6.1K
New
$99.42 - $126.15 $606K - $769K
6.1K $646K
IGV
Ishares Expanded Tech Software

ETFs
7.22K
New
$88.3 - $107.83 $637K - $778K
7.22K $642K
WMB
Williams Companies, Inc.

Energy
8.65K
+ 43.8%
$54.02 - $61.09 $467K - $529K
28.4K $1.7M
CTAS
Cintas Corp

Industrials
2.86K
+ 223.4%
$182.09 - $208.14 $520K - $594K
4.13K $849K
ITB
Ishares Tr

ETFs
6.34K
New
$93.86 - $111.45 $595K - $706K
6.34K $603K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17.9K
+ 25.17%
$51.45 - $58.51 $919K - $1.05M
88.8K $4.6M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
20.7K
+ 50.87%
$32.49 - $37.99 $672K - $786K
61.4K $2.06M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
25.7K
+ 69.51%
$22.77 - $22.94 $586K - $590K
62.8K $1.44M
ED
Consolidated Edison Inc

Utilities
478
+ 1.94%
$88.0 - $110.59 $42.1K - $52.9K
25.1K $2.78M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
26.1K
+ 9.39%
$48.06 - $53.73 $1.26M - $1.4M
304K $14.8M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
13.3K
New
$42.86 - $45.92 $569K - $610K
13.3K $576K
SCHR
Schwab Intermediate Term Us Tr

ETFs
21.6K
+ 48.0%
$24.05 - $24.86 $521K - $538K
66.7K $1.66M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
24.8K
+ 82.66%
$21.23 - $22.14 $527K - $550K
54.9K $1.21M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.48K
+ 10.89%
$196.12 - $229.48 $682K - $797K
35.4K $7.16M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
3.15K
New
$162.48 - $175.37 $511K - $552K
3.15K $547K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.71K
+ 10.53%
$107.24 - $116.37 $290K - $315K
28.4K $3.3M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
24.5K
+ 75.83%
$18.46 - $19.19 $452K - $470K
56.8K $1.09M
AVEM
American Centy ETF Tr Avantis

ETFs
7.72K
+ 56.64%
$57.11 - $62.4 $441K - $482K
21.4K $1.29M
NFLX
Netflix Inc

Communication Services
192
+ 2.6%
$828.4 - $1058.6 $159K - $203K
7.58K $7.07M
VBR
Vanguard Small Cap Value ETF

ETFs
3.89K
+ 18.81%
$183.02 - $207.75 $712K - $808K
24.6K $4.58M
BDX
Becton Dickinson & CO

Healthcare
1.91K
+ 11.96%
$222.79 - $249.08 $425K - $475K
17.9K $4.09M
WELL
Welltower Inc.

Real Estate
2.17K
+ 43.38%
$124.05 - $156.86 $269K - $341K
7.18K $1.1M
WES
Western Midstream Partners, LP

Energy
11.2K
New
$37.87 - $42.89 $426K - $482K
11.2K $460K
COP
Conocophillips

Energy
3.86K
+ 43.58%
$88.6 - $105.85 $342K - $408K
12.7K $1.34M
FTSL
First Trust Senior Ln Fund

ETFs
11.4K
+ 8.41%
$45.65 - $46.48 $522K - $531K
147K $6.73M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
9.42K
+ 104.7%
$46.06 - $49.24 $434K - $464K
18.4K $859K
ADSK
Autodesk, Inc.

Technology
1.73K
+ 5.92%
N/A
31K $7.63M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
1.68K
+ 0.49%
$59.15 - $62.71 $99.5K - $105K
344K $21.2M
APH
Amphenol Corp

Technology
6.16K
New
$61.62 - $78.55 $380K - $484K
6.16K $404K
Activity Summary
Buys All Purchases 580 New Holdings 95 Increased Positions 485 Sells All Sells 418 Reductions 418 Sold out 0 Options Calls 0 Puts 0
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