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
GLDM
World Gold Trust

ETFs
4.94K
New
$58.96 - $67.97 $291K - $336K
4.94K $324M
CAH
Cardinal Health Inc

Healthcare
1.91K
New
$125.0 - $168.0 $239K - $321K
1.91K $321M
XBAP
Innovator ETF Tr Us Equity Acc
6.9K
+ 19.36%
$32.27 - $36.74 $223K - $254K
42.5K $1.56B
CAT
Caterpillar Inc

Industrials
426
+ 16.33%
$273.94 - $388.21 $117K - $165K
3.03K $1.18B
CEG
Constellation Energy Corp

Utilities
979
New
$170.96 - $322.76 $167K - $316K
979 $316M
Global X Fds
13.7K
New
N/A
13.7K $310M
PH
Parker Hannifin Corp

Industrials
440
New
$517.23 - $700.54 $228K - $308K
440 $307M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
8.9K
New
$24.59 - $33.96 $219K - $302K
8.9K $302M
CRM
Salesforce, Inc.

Technology
1.08K
+ 53.7%
$236.26 - $291.15 $254K - $313K
3.08K $839M
FISV
Fiserv Inc

Technology
1.74K
New
N/A
1.74K $301M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.02K
+ 72.05%
$97.29 - $105.63 $294K - $319K
7.21K $732M
XLC
Select Sector Spdr Tr Communic

ETFs
1.57K
+ 15.66%
$86.13 - $108.53 $135K - $170K
11.6K $1.26B
PRU
Prudential Financial Inc

Financial Services
2.69K
New
$95.12 - $112.71 $256K - $303K
2.69K $289M
ETF Opportunities Trust
12.3K
New
N/A
12.3K $282M
COPX
Global X Copper Miners ETF

ETFs
3.26K
+ 14.9%
$31.24 - $45.59 $102K - $149K
25.1K $1.13B
Neos ETF Trust
6.08K
New
N/A
6.08K $276M
ITA
Ishares Tr

ETFs
554
+ 11.53%
$135.31 - $188.64 $75K - $105K
5.36K $1.01B
VLO
Valero Energy Corp

Energy
1.99K
New
$104.69 - $141.77 $208K - $282K
1.99K $267M
Ea Series Trust
1.92K
+ 4.92%
N/A
41K $1.47B
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
5.45K
New
$40.85 - $48.2 $223K - $263K
5.45K $263M
FCX
Freeport Mcmoran Inc

Basic Materials
5.94K
New
$29.15 - $44.46 $173K - $264K
5.94K $258M
FDX
Fedex Corp

Industrials
1.13K
New
$198.07 - $245.17 $223K - $276K
1.13K $256M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
5.56K
+ 12.3%
$25.77 - $30.14 $143K - $168K
50.8K $1.53B
DIHP
Dimensional ETF Tr Dimensional

ETFs
8.6K
New
$24.32 - $29.74 $209K - $256K
8.6K $254M
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
5.3K
+ 12.97%
$27.12 - $31.85 $144K - $169K
46.1K $1.47B
NXRT
Nex Point Residential Trust, Inc.

Real Estate
7.52K
New
$32.45 - $40.68 $244K - $306K
7.52K $251M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.11K
+ 26.61%
$75.29 - $91.16 $159K - $192K
10K $905M
XBJL
Innovator Etfs Tr Us Equity Ac
4.6K
+ 12.07%
$30.83 - $35.99 $142K - $165K
42.7K $1.54B
MMM
3 M CO

Industrials
1.56K
+ 100.97%
$126.09 - $154.15 $197K - $240K
3.11K $473M
IGV
Ishares Expanded Tech Software

ETFs
2.24K
New
$80.15 - $109.5 $179K - $245K
2.24K $245M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.18K
New
$45.98 - $56.15 $192K - $235K
4.18K $235M
Lam Research Corp
2.41K
New
N/A
2.41K $234M
BX
Blackstone Inc.

Financial Services
1.43K
+ 74.97%
$120.07 - $151.11 $171K - $215K
3.33K $498M
Global X Fds
3.84K
New
N/A
3.84K $232M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
4.6K
New
$29.19 - $50.24 $134K - $231K
4.6K $231M
Peakstone Realty Trust
16.4K
+ 69.36%
N/A
40K $528M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.24K
New
$151.62 - $183.47 $188K - $228K
1.24K $228M
TRFK
Pacer Fds Tr
3.81K
New
N/A
3.81K $225M
MCD
Mcdonalds Corp

Consumer Cyclical
897
+ 49.04%
$285.55 - $321.23 $256K - $288K
2.73K $796M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.22K
New
$66.5 - $71.25 $214K - $229K
3.22K $224M
Listed Fds Tr
4.03K
New
N/A
4.03K $224M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.44K
+ 9.96%
$91.43 - $91.74 $223K - $223K
26.9K $2.47B
SBAC
Sba Communications Corp

Real Estate
945
New
$208.57 - $243.4 $197K - $230K
945 $222M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
13K
+ 44.69%
$14.97 - $16.79 $195K - $218K
42.1K $704M
FPA
First Trust Asia Pacific Ex Ja

ETFs
6.14K
New
$25.57 - $36.11 $157K - $222K
6.14K $219M
XLB
Select Sector Spdr Fd Material

ETFs
2.49K
New
$74.27 - $88.92 $185K - $221K
2.49K $219M
AHH
Armada Hoffler Properties, Inc.

Real Estate
35.3K
+ 92.7%
$6.37 - $7.42 $225K - $262K
73.5K $505M
COF
Capital One Financial Corp

Financial Services
1.01K
New
$150.57 - $212.76 $153K - $216K
1.01K $215M
MGC
Vanguard Mega Cap ETF

ETFs
953
New
$179.23 - $224.92 $171K - $214K
953 $214M
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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