Brookwood Investment Group LLC Purchases in Q1 2025

Brookwood Investment Group LLC

  • $582 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
38.2K
New
$50.87 - $51.09 $1.94M - $1.95M
38.2K $1.95B
Ubs Ag Jersey Branch
23.5K
New
N/A
23.5K $1.93B
PG
Procter & Gamble CO

Consumer Defensive
11.3K
New
$158.56 - $176.26 $1.79M - $1.99M
11.3K $1.93B
SPYG
Spdr Portfolio

ETFs
23.9K
New
$80.05 - $92.39 $1.91M - $2.21M
23.9K $1.92B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
29.1K
New
$58.01 - $64.46 $1.69M - $1.87M
29.1K $1.8B
BAC
Bank Of America Corp

Financial Services
41.1K
New
$39.61 - $47.74 $1.63M - $1.96M
41.1K $1.72B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
74K
New
$22.46 - $23.26 $1.66M - $1.72M
74K $1.71B
IVE
Ishares S&P 500 Value ETF

ETFs
8.98K
New
$185.78 - $198.58 $1.67M - $1.78M
8.98K $1.71B
BMY
Bristol Myers Squibb CO

Healthcare
28K
New
$53.9 - $63.11 $1.51M - $1.77M
28K $1.71B
UNH
Unitedhealth Group Inc

Healthcare
3.23K
New
$461.52 - $548.18 $1.49M - $1.77M
3.23K $1.69B
SCHG
Schwab Strategic Tr Us Large C

ETFs
64.4K
New
$24.91 - $29.02 $1.6M - $1.87M
64.4K $1.61B
KO
Coca Cola CO

Consumer Defensive
22.5K
New
$60.81 - $72.32 $1.37M - $1.63M
22.5K $1.61B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
32.1K
New
$48.43 - $49.9 $1.55M - $1.6M
32.1K $1.6B
ECL
Ecolab Inc.

Basic Materials
6.28K
New
$229.72 - $269.82 $1.44M - $1.69M
6.28K $1.59B
Blackrock ETF Trust Ii
30.5K
New
N/A
30.5K $1.58B
PPLT
Abrdn Platinum ETF Trust

ETFs
16.8K
New
N/A
16.8K $1.53B
CVX
Chevron Corp

Energy
8.79K
New
$146.71 - $167.97 $1.29M - $1.48M
8.79K $1.47B
SCHK
Schwab Strategic Tr 1000 Index

ETFs
54K
New
$26.53 - $29.63 $1.43M - $1.6M
54K $1.45B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
31.4K
New
$44.72 - $46.25 $1.4M - $1.45M
31.4K $1.45B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
28.5K
New
$47.08 - $50.67 $1.34M - $1.45M
28.5K $1.43B
EOG
Eog Resources Inc

Energy
11.1K
New
$120.54 - $138.05 $1.34M - $1.53M
11.1K $1.42B
AXS
Axis Capital Holdings LTD

Financial Services
14K
New
$85.54 - $100.24 $1.2M - $1.41M
14K $1.41B
BND
Vanguard Bd Index Fd Inc Total

ETFs
19.1K
New
$71.17 - $73.66 $1.36M - $1.41M
19.1K $1.4B
MMSC
First Tr ETF Viii Multi Manage

ETFs
77.1K
New
$17.87 - $22.2 $1.38M - $1.71M
77.1K $1.4B
VT
Vanguard Total World Stk Index

ETFs
11.9K
New
$115.08 - $123.97 $1.37M - $1.47M
11.9K $1.38B
RDNT
Rad Net, Inc.

Healthcare
27.7K
New
$45.92 - $72.75 $1.27M - $2.02M
27.7K $1.38B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
63.7K
New
$21.23 - $23.75 $1.35M - $1.51M
63.7K $1.37B
PANW
Palo Alto Networks Inc

Technology
7.94K
New
$167.82 - $208.28 $1.33M - $1.65M
7.94K $1.36B
IAUM
I Shares Gold Trust Micro

ETFs
43.4K
New
$26.29 - $31.17 $1.14M - $1.35M
43.4K $1.35B
MA
Mastercard Inc

Financial Services
2.41K
New
$504.67 - $576.31 $1.22M - $1.39M
2.41K $1.32B
XBJL
Innovator Etfs Tr Us Equity Ac
38.1K
New
$33.37 - $34.93 $1.27M - $1.33M
38.1K $1.29B
RTX
Raytheon Technologies Corp

Industrials
9.72K
New
$114.1 - $135.66 $1.11M - $1.32M
9.72K $1.29B
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
45.2K
New
$27.88 - $29.48 $1.26M - $1.33M
45.2K $1.28B
HD
Home Depot, Inc.

Consumer Cyclical
3.41K
New
$347.25 - $424.87 $1.18M - $1.45M
3.41K $1.25B
Ssga Active Tr
49.6K
New
N/A
49.6K $1.25B
XBAP
Innovator ETF Tr Us Equity Acc
35.6K
New
$33.63 - $34.94 $1.2M - $1.25M
35.6K $1.24B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.48K
New
$165.25 - $224.62 $1.24M - $1.68M
7.48K $1.24B
VEA
Vanguard Ftse Developed Market

ETFs
24.1K
New
$47.4 - $52.99 $1.14M - $1.28M
24.1K $1.23B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14.8K
New
$81.83 - $82.73 $1.21M - $1.22M
14.8K $1.22B
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
40.8K
New
$29.36 - $31.01 $1.2M - $1.27M
40.8K $1.22B
JPM
Jpmorgan Chase & CO

Financial Services
4.94K
New
$225.19 - $279.95 $1.11M - $1.38M
4.94K $1.21B
Ea Series Trust
39.1K
New
N/A
39.1K $1.2B
XOM
Exxon Mobil Corp

Energy
10.1K
New
$105.44 - $118.93 $1.06M - $1.2M
10.1K $1.2B
PLTR
Palantir Technologies Inc.

Technology
14K
New
$64.98 - $124.62 $910K - $1.74M
14K $1.18B
PGR
Progressive Corp

Financial Services
4.14K
New
$235.61 - $291.22 $976K - $1.21M
4.14K $1.17B
SLV
I Shares Silver Trust

ETFs
37.6K
New
$26.93 - $31.32 $1.01M - $1.18M
37.6K $1.17B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
19.5K
New
$59.78 - $60.03 $1.16M - $1.17M
19.5K $1.16B
Ishares Bitcoin Trust ETF
24.6K
New
N/A
24.6K $1.15B
SLB
Schlumberger Limited

Energy
27.4K
New
$38.4 - $43.74 $1.05M - $1.2M
27.4K $1.15B
Activity Summary
Buys All Purchases 421 New Holdings 421 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 4 Puts 0
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