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
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
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
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
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
24.5K
+ 75.83%
$18.46 - $19.19 $452K - $470K
56.8K $1.09M
NFLX
Netflix Inc

Communication Services
192
+ 2.6%
$828.4 - $1058.6 $159K - $203K
7.58K $7.07M
AVEM
American Centy ETF Tr Avantis

ETFs
7.72K
+ 56.64%
$57.11 - $62.4 $441K - $482K
21.4K $1.29M
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
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
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.94K
+ 6.47%
$66.9 - $71.57 $264K - $282K
64.9K $4.57M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
14.3K
+ 102.56%
$27.88 - $29.48 $398K - $421K
28.2K $795K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
10.3K
+ 34.87%
$41.06 - $44.04 $423K - $454K
39.8K $1.65M
EMB
Ishares Tr

ETFs
3.88K
+ 20.6%
$88.64 - $92.03 $344K - $357K
22.7K $2.06M
PULS
Pgim ETF Tr

ETFs
7.35K
+ 11.59%
$49.56 - $49.78 $364K - $366K
70.8K $3.52M
BALT
Innovator Etfs Tr
12.4K
+ 2.07%
$31.31 - $31.89 $387K - $395K
610K $19.1M
AFL
Aflac Inc

Financial Services
2.21K
+ 14.93%
$100.99 - $111.19 $223K - $246K
17K $1.89M
VHT
Vanguard Health Care ETF

ETFs
897
+ 8.2%
$254.06 - $273.83 $228K - $246K
11.8K $3.13M
YMAR
First Tr Ex Tr Viii Cboe Vest
14.3K
+ 146.74%
$22.77 - $24.61 $325K - $351K
24K $574K
UITB
Usaa ETF Tr Core Intermediate

ETFs
7.04K
+ 34.59%
$45.41 - $47.18 $320K - $332K
27.4K $1.29M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.12K
+ 26.88%
$283.24 - $338.07 $317K - $378K
5.28K $1.56M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
8.31K
+ 13.38%
$53.6 - $58.97 $445K - $490K
70.4K $3.86M
XLY
Select Sector Spdr Consumer Di

ETFs
2.69K
+ 35.77%
$192.6 - $233.2 $519K - $628K
10.2K $2.02M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.96K
+ 5.02%
$44.68 - $46.49 $222K - $231K
104K $4.81M
BNDX
Vanguard Total International B

ETFs
7.51K
+ 3.91%
$48.33 - $49.5 $363K - $372K
200K $9.75M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.84K
+ 6.25%
$58.01 - $64.46 $165K - $183K
48.3K $3M
ADP
Automatic Data Processing Inc

Industrials
454
+ 3.39%
$286.85 - $318.64 $130K - $145K
13.8K $4.23M
MA
Mastercard Inc

Financial Services
246
+ 3.06%
$504.67 - $576.31 $124K - $142K
8.29K $4.55M
CGDV
Capital Group Divid Value ETF

ETFs
7.79K
+ 9.79%
$34.95 - $37.36 $272K - $291K
87.3K $3.11M
MSTR
Microstrategy Inc

Technology
1.13K
+ 8.4%
$239.27 - $396.5 $270K - $447K
14.6K $4.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.34K
+ 14.41%
$57.44 - $59.4 $250K - $258K
34.5K $2.05M
PH
Parker Hannifin Corp

Industrials
737
+ 13.36%
$591.65 - $707.05 $436K - $521K
6.26K $3.8M
EEMV
Ishares Msci Emerging Markets

ETFs
3.96K
+ 2.4%
$57.07 - $59.29 $226K - $235K
169K $9.86M
NKE
Nike, Inc.

Consumer Cyclical
24.8K
+ 23.44%
$63.29 - $81.72 $1.57M - $2.03M
131K $8.29M
VDC
Vanguard Consumer Staples ETF

ETFs
586
+ 2.84%
$206.54 - $226.16 $121K - $133K
21.2K $4.65M
SPG
Simon Property Group Inc

Real Estate
2.49K
+ 11.45%
$159.48 - $187.78 $397K - $467K
24.2K $4.02M
INTC
Intel Corp

Technology
6.67K
+ 15.14%
$19.1 - $27.39 $127K - $183K
50.8K $1.15M
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.52K
+ 6.76%
$39.18 - $43.52 $177K - $197K
71.4K $2.99M
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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