Brookwood Investment Group LLC Incresed Positions in Q2 2025

Brookwood Investment Group LLC

  • $620 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
4.05K
+ 7.5%
$146.29 - $275.65 $592K - $1.12M
58K $16B
VUG
Vanguard Growth ETF

ETFs
1.89K
+ 3.19%
$329.49 - $438.4 $622K - $827K
61K $26.7B
VTI
Vanguard Total Stock Market Et

ETFs
1.75K
+ 1.37%
$243.75 - $303.93 $426K - $532K
129K $39.3B
TFLO
Ishares Treasury Floating Rate

ETFs
74.5K
+ 51.06%
$50.47 - $50.66 $3.76M - $3.78M
221K $11.2B
META
Meta Platforms, Inc.

Communication Services
1.01K
+ 6.13%
$484.66 - $738.09 $488K - $743K
17.4K $12.9B
AMZN
Amazon Com Inc

Consumer Cyclical
2.89K
+ 3.52%
$167.32 - $223.3 $483K - $645K
85K $18.6B
PLTR
Palantir Technologies Inc.

Technology
15.4K
+ 110.31%
$74.01 - $144.25 $1.14M - $2.23M
29.4K $4.01B
NFLX
Netflix Inc

Communication Services
788
+ 21.24%
$855.86 - $1339.13 $674K - $1.06M
4.5K $6.02B
TSLA
Tesla, Inc.

Consumer Cyclical
4.52K
+ 45.46%
$221.86 - $362.89 $1M - $1.64M
14.5K $4.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.39K
+ 30.25%
$496.48 - $617.85 $1.18M - $1.47M
10.3K $6.35B
WMT
Walmart Inc.

Consumer Defensive
14.6K
+ 65.8%
$81.79 - $99.98 $1.2M - $1.46M
36.9K $3.61B
JPM
Jpmorgan Chase & CO

Financial Services
4.62K
+ 93.48%
$210.28 - $289.91 $971K - $1.34M
9.55K $2.77B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
9.82K
+ 336.42%
$101.93 - $128.63 $1M - $1.26M
12.7K $1.64B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.7K
+ 19.49%
$58.41 - $72.69 $625K - $778K
65.6K $4.77B
LLY
Eli Lilly & CO

Healthcare
1.55K
+ 57.12%
$713.71 - $898.95 $1.11M - $1.39M
4.26K $3.32B
EFV
Msci Eafe Value ETF

ETFs
14K
+ 41.71%
$52.4 - $64.65 $733K - $905K
47.5K $3.02B
NEM
Newmont Corp

Basic Materials
16.7K
+ 365.45%
$44.18 - $59.46 $739K - $994K
21.3K $1.24B
GE
General Electric CO

Industrials
3.23K
+ 110.45%
$166.81 - $257.39 $539K - $832K
6.16K $1.59B
ELV
Elevance Health, Inc.

Healthcare
2.61K
+ 540.17%
$372.27 - $452.69 $971K - $1.18M
3.09K $1.2B
XLI
Industrial Sector Spdr

ETFs
6.2K
+ 146.33%
$116.42 - $147.52 $722K - $915K
10.4K $1.54B
XLU
Utilities Sector Spdr

ETFs
10.6K
+ 299.49%
$73.09 - $82.77 $775K - $878K
14.2K $1.16B
HWM
Howmet Aerospace Inc.

Industrials
3.83K
+ 146.11%
$112.33 - $186.13 $431K - $714K
6.46K $1.2B
First Tr Exchng Traded Fd Vi
20.3K
+ 203.8%
N/A
30.3K $1.12B
XLF
Financial Sector Spdr

ETFs
13.5K
+ 62.32%
$43.92 - $52.37 $591K - $705K
35K $1.84B
XLV
Select Sector Spdr Fund Health

ETFs
5.6K
+ 402.37%
$128.77 - $144.3 $721K - $808K
6.99K $942M
OEF
Ishares S&P 100 ETF

ETFs
2.22K
+ 132.97%
N/A
3.89K $1.18B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.31K
+ 56.13%
$82.21 - $83.12 $683K - $690K
23.1K $1.91B
COST
Costco Wholesale Corp

Consumer Defensive
537
+ 17.09%
$908.13 - $1056.85 $488K - $568K
3.68K $3.64B
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
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
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
IVE
Ishares S&P 500 Value ETF

ETFs
2.25K
+ 25.06%
$168.34 - $195.42 $379K - $440K
11.2K $2.2B
Amplify ETF Tr
21K
+ 40.43%
N/A
72.9K $1.08B
BUCK
Simplify Exchange Traded Fds S
19.4K
+ 114.63%
N/A
36.2K $857M
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
XLK
Technology Sector Spdr

ETFs
711
+ 14.36%
$179.73 - $253.23 $128K - $180K
5.66K $1.43B
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
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
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
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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