Brookstone Capital Management Incresed Positions in Q1 2025

Brookstone Capital Management

  • $6.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
2.78K
+ 10.14%
$200.54 - $233.78 $558K - $651K
30.2K $7M
BAX
Baxter International Inc

Healthcare
24.4K
+ 20.57%
$29.26 - $36.57 $715K - $893K
143K $4.9M
SCHO
Schwab Short Term Us Treasury

ETFs
57.9K
+ 67.91%
$24.1 - $24.34 $1.4M - $1.41M
143K $3.49M
BOCT
Innovator U.S. Equity Buffer E

ETFs
47.1K
+ 9.75%
$41.53 - $44.57 $1.95M - $2.1M
530K $22.3M
KMB
Kimberly Clark Corp

Consumer Defensive
2.97K
+ 3.49%
$124.46 - $147.4 $370K - $438K
88.2K $12.5M
CAG
Conagra Brands Inc.

Consumer Defensive
67.5K
+ 16.91%
$23.9 - $27.67 $1.61M - $1.87M
467K $12.5M
XLE
Energy Sector Spdr

ETFs
11.2K
+ 29.69%
$85.7 - $93.96 $964K - $1.06M
49.1K $4.59M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
21.8K
+ 7.5%
$42.5 - $46.71 $928K - $1.02M
313K $14.2M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
25.5K
+ 54.97%
$50.87 - $51.09 $1.3M - $1.3M
71.9K $3.67M
XYLD
Global X Fds S&P 500 Covered C

ETFs
74.9K
+ 10.58%
$39.02 - $42.89 $2.92M - $3.21M
783K $30.9M
BX
Blackstone Inc.

Financial Services
10.6K
+ 112.73%
$136.53 - $186.74 $1.45M - $1.98M
20K $2.8M
PRU
Prudential Financial Inc

Financial Services
15.9K
+ 17.71%
$105.04 - $122.33 $1.67M - $1.95M
106K $11.8M
URI
United Rentals, Inc.

Industrials
2.07K
+ 118.47%
$594.17 - $789.56 $1.23M - $1.64M
3.82K $2.39M
SUB
Ishares Short Term National Mu

ETFs
10.8K
+ 17.41%
$105.3 - $106.24 $1.14M - $1.15M
73.1K $7.72M
SCHG
Schwab Strategic Tr Us Large C

ETFs
72.7K
+ 30.78%
$24.91 - $29.02 $1.81M - $2.11M
309K $7.73M
ISRG
Intuitive Surgical Inc

Healthcare
3.29K
+ 18.16%
$476.63 - $610.45 $1.57M - $2.01M
21.4K $10.6M
BMAR
Innovator U.S. Equity Buffer E

ETFs
25.1K
+ 319.77%
$44.99 - $47.69 $1.13M - $1.19M
32.9K $1.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12.4K
+ 7.87%
$76.94 - $78.28 $954K - $971K
170K $13.3M
BNOV
Innovator U.S. Equity Buffer E

ETFs
44.5K
+ 8.35%
$37.74 - $40.44 $1.68M - $1.8M
577K $22M
AMD
Advanced Micro Devices Inc

Technology
38.5K
+ 24.21%
$96.63 - $129.55 $3.72M - $4.99M
198K $20.3M
D
Dominion Energy, Inc

Utilities
11K
+ 5.54%
$52.85 - $57.43 $583K - $634K
210K $11.8M
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.01K
+ 1.67%
$47.74 - $65.16 $48.4K - $66.1K
61.6K $3.93M
KHC
Kraft Heinz CO

Consumer Defensive
36.1K
+ 10.52%
$28.51 - $32.22 $1.03M - $1.16M
379K $11.5M
RDVY
First Trust Rising Dividend Ac

ETFs
17.4K
+ 59.62%
$57.22 - $63.39 $994K - $1.1M
46.5K $2.72M
EXC
Exelon Corp

Utilities
11.6K
+ 22.52%
$37.3 - $46.08 $434K - $537K
63.4K $2.92M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
16.9K
+ 108.32%
$34.58 - $45.97 $583K - $775K
32.4K $1.49M
GE
General Electric CO

Industrials
1.32K
+ 6.57%
$168.59 - $212.13 $222K - $279K
21.3K $4.27M
JBBB
Janus Detroit Str Tr Henderson

ETFs
20.8K
+ 12.05%
$48.34 - $49.66 $1.01M - $1.03M
194K $9.42M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.02K
+ 7.15%
$73.78 - $76.59 $666K - $691K
135K $10.3M
PEAK
Healthpeak Properties, Inc.

Real Estate
47.9K
+ 9.74%
N/A
540K $10.2M
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
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3.21K
+ 37.78%
$333.37 - $384.99 $1.07M - $1.24M
11.7K $3.92M
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
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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