Brookwood Investment Group LLC Purchases in Q2 2025

Brookwood Investment Group LLC

  • $620 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
97
+ 2.07%
$470.37 - $663.28 $45.6K - $64.3K
4.78K $3.17B
CRWD
Crowd Strike Holdings, Inc.

Technology
389
+ 14.46%
$321.63 - $509.31 $125K - $198K
3.08K $1.57B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22.3K
New
$24.32 - $27.87 $542K - $622K
22.3K $591M
IBM
International Business Machines Corp

Technology
1.66K
+ 76.83%
$221.03 - $294.78 $367K - $490K
3.82K $1.13B
SPYG
Spdr Portfolio

ETFs
2.43K
+ 10.18%
$71.83 - $95.32 $175K - $232K
26.3K $2.51B
JSML
Janus Detroit Str Tr Henderson

ETFs
7.94K
New
$54.0 - $67.45 $429K - $536K
7.94K $536M
XSMO
Invesco S&P Smallcap Momentum

ETFs
7.84K
New
$55.15 - $68.11 $432K - $534K
7.84K $533M
AB
Alliancebernstein Holding L.P.

Financial Services
11.8K
+ 76.47%
$33.0 - $41.77 $391K - $495K
27.3K $1.12B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.52K
+ 15.55%
$55.54 - $69.09 $251K - $312K
33.6K $2.32B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.52K
+ 7.72%
$152.42 - $182.82 $232K - $278K
21.2K $3.87B
CB
Chubb LTD

Financial Services
1.7K
New
$274.32 - $302.46 $466K - $514K
1.7K $492M
GHTA
Collaborative Invt Ser Tr Goos
15.8K
New
N/A
15.8K $484M
IVE
Ishares S&P 500 Value ETF

ETFs
2.25K
+ 25.06%
$168.34 - $195.42 $379K - $440K
11.2K $2.2B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
16K
New
$27.29 - $29.28 $437K - $469K
16K $469M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
9.52K
New
$38.78 - $49.2 $369K - $469K
9.52K $463M
MS
Morgan Stanley

Financial Services
3.22K
New
$99.83 - $140.86 $322K - $454K
3.22K $454M
IBND
Spdr Bloomberg International C

ETFs
13.9K
New
$29.46 - $32.59 $408K - $451K
13.9K $451M
Amplify ETF Tr
21K
+ 40.43%
N/A
72.9K $1.08B
GD
General Dynamics Corp

Industrials
1.53K
New
$247.68 - $291.66 $380K - $447K
1.53K $447M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
23.4K
New
$17.99 - $18.99 $421K - $444K
23.4K $444M
BUCK
Simplify Exchange Traded Fds S
19.4K
+ 114.63%
N/A
36.2K $857M
Ge Healthcare Technologies I
5.86K
New
N/A
5.86K $434M
Wisdomtree Tr
16.4K
New
N/A
16.4K $431M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.29K
+ 36.86%
$34.72 - $42.74 $288K - $354K
30.8K $1.32B
AMD
Advanced Micro Devices Inc

Technology
1.39K
+ 23.95%
$78.21 - $143.81 $109K - $200K
7.2K $1.02B
URA
Global X Uranium ETF

ETFs
1.62K
+ 7.21%
$20.26 - $38.81 $32.8K - $62.8K
24.1K $934M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.28K
New
$152.93 - $181.74 $348K - $414K
2.28K $414M
XLK
Technology Sector Spdr

ETFs
711
+ 14.36%
$179.73 - $253.23 $128K - $180K
5.66K $1.43B
CGGR
Capital Group Growth ETF Shs C

ETFs
9.96K
New
$30.53 - $40.65 $304K - $405K
9.96K $405M
Rbb Fd Inc
11.4K
New
N/A
11.4K $402M
TDIV
First Trust Nasdaq Technology

ETFs
4.42K
New
$64.41 - $90.17 $285K - $398K
4.42K $398M
PANW
Palo Alto Networks Inc

Technology
579
+ 7.29%
$152.44 - $204.64 $88.3K - $118K
8.52K $1.74B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
657
+ 14.03%
$376.48 - $440.65 $247K - $290K
5.34K $2.35B
Neos ETF Trust
7.5K
+ 138.8%
N/A
12.9K $651M
AFL
Aflac Inc

Financial Services
3.56K
New
$99.77 - $112.45 $355K - $400K
3.56K $375M
AEM
Agnico Eagle Mines LTD

Basic Materials
3.14K
New
$99.48 - $124.46 $313K - $391K
3.14K $374M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.91K
+ 4.07%
$43.53 - $54.46 $83K - $104K
48.8K $2.66B
HD
Home Depot, Inc.

Consumer Cyclical
964
+ 28.29%
$335.24 - $380.78 $323K - $367K
4.37K $1.6B
Blackrock ETF Trust
12.1K
New
N/A
12.1K $350M
SRLN
Ssga Active Trust

ETFs
8.41K
New
$39.47 - $41.59 $332K - $350K
8.41K $350M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
7.28K
New
$45.89 - $47.6 $334K - $346K
7.28K $346M
DIS
Walt Disney CO

Communication Services
1.54K
+ 25.47%
$81.72 - $124.01 $125K - $190K
7.56K $938M
ROBO
Robo Global Robotics And Autom

ETFs
3.59K
+ 23.49%
$43.89 - $59.78 $157K - $214K
18.9K $1.13B
Easterly Govt Pptys Inc
15K
New
N/A
15K $332M
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
CVS
Cvs Health Corp

Healthcare
4.73K
New
$60.04 - $70.18 $284K - $332K
4.73K $326M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.41K
New
$49.79 - $50.75 $319K - $325K
6.41K $325M
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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