Brookwood Investment Group LLC New Holdings in Q1 2025

Brookwood Investment Group LLC

  • $582 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
128K
New
$271.18 - $303.12 $34.6M - $38.7M
128K $35.1B
NVDA
Nvidia Corp

Technology
273K
New
$106.98 - $149.43 $29.2M - $40.8M
273K $29.6B
AAPL
Apple Inc.

Technology
110K
New
$209.68 - $247.1 $23.1M - $27.2M
110K $24.4B
VUG
Vanguard Growth ETF

ETFs
59.1K
New
$369.1 - $427.61 $21.8M - $25.3M
59.1K $21.9B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
232K
New
$91.76 - $103.26 $21.3M - $24M
232K $21.5B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
705K
New
$24.5 - $24.95 $17.3M - $17.6M
705K $17.5B
AMZN
Amazon Com Inc

Consumer Cyclical
82.1K
New
$190.26 - $242.06 $15.6M - $19.9M
82.1K $15.6B
LGOV
First Tr ETF Iv Long Duration

ETFs
721K
New
$20.41 - $21.7 $14.7M - $15.6M
721K $15.5B
MSFT
Microsoft Corp

Technology
39.3K
New
$375.39 - $447.2 $14.8M - $17.6M
39.3K $14.8B
NEAR
Blackrock Short Maturity Bond

ETFs
212K
New
$50.4 - $50.89 $10.7M - $10.8M
212K $10.8B
AVGO
Broadcom Inc.

Technology
54K
New
$167.43 - $244.7 $9.04M - $13.2M
54K $9.04B
GLD
Spdr Gold Trust

ETFs
26.1K
New
$243.19 - $288.14 $6.34M - $7.51M
26.1K $7.51B
TFLO
Ishares Treasury Floating Rate

ETFs
146K
New
$50.48 - $50.68 $7.37M - $7.4M
146K $7.4B
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
447K
New
$15.58 - $20.55 $6.97M - $9.19M
447K $7.12B
TLT
Ishares Barclays 20+ Year Trea

ETFs
77.5K
New
$85.29 - $92.57 $6.61M - $7.17M
77.5K $7.05B
GOOGL
Alphabet Inc.

Communication Services
42.9K
New
$154.33 - $206.19 $6.62M - $8.84M
42.9K $6.63B
IVV
Ishares Core S&P 500 ETF

ETFs
10.9K
New
$554.06 - $615.85 $6.05M - $6.72M
10.9K $6.13B
JGRO
J P Morgan Exchange Traded Fd
74.3K
New
N/A
74.3K $5.48B
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
138K
New
$36.16 - $40.42 $4.98M - $5.57M
138K $5.21B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
189K
New
$24.73 - $25.62 $4.68M - $4.85M
189K $4.83B
SPY
Spdr S&P 500 ETF Trust

ETFs
7.89K
New
$551.42 - $612.93 $4.35M - $4.83M
7.89K $4.41B
GOOG
Alphabet Inc.

Communication Services
24.2K
New
$156.06 - $207.71 $3.77M - $5.02M
24.2K $3.78B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
54.9K
New
$64.88 - $72.1 $3.56M - $3.96M
54.9K $3.61B
NFLX
Netflix Inc

Communication Services
3.71K
New
$828.4 - $1058.6 $3.07M - $3.93M
3.71K $3.46B
QUAL
Ishares Msci Usa Quality Facto

ETFs
19.7K
New
$168.16 - $186.21 $3.31M - $3.66M
19.7K $3.36B
IVW
Ishares S&P 500 Growth ETF

ETFs
32.6K
New
$92.45 - $106.69 $3.01M - $3.48M
32.6K $3.03B
COST
Costco Wholesale Corp

Consumer Defensive
3.14K
New
$890.62 - $1076.86 $2.8M - $3.38M
3.14K $2.97B
URI
United Rentals, Inc.

Industrials
4.73K
New
$594.17 - $789.56 $2.81M - $3.74M
4.73K $2.97B
VB
Vanguard Small Cap ETF

ETFs
12.6K
New
$217.89 - $252.64 $2.74M - $3.18M
12.6K $2.79B
V
Visa Inc.

Financial Services
7.76K
New
$306.92 - $362.71 $2.38M - $2.81M
7.76K $2.72B
TSLA
Tesla, Inc.

Consumer Cyclical
9.95K
New
$222.15 - $428.22 $2.21M - $4.26M
9.95K $2.58B
VGT
Vanguard Information Technolog

ETFs
4.69K
New
$542.38 - $646.34 $2.54M - $3.03M
4.69K $2.54B
OZ
Belpointe Prep, LLC

Real Estate
38.2K
New
$60.5 - $78.04 $2.31M - $2.98M
38.2K $2.46B
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.05K
New
$468.34 - $539.52 $2.36M - $2.72M
5.05K $2.37B
XLE
Energy Sector Spdr

ETFs
25K
New
$85.7 - $93.96 $2.14M - $2.35M
25K $2.33B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
46.9K
New
$48.06 - $53.73 $2.25M - $2.52M
46.9K $2.29B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
24.5K
New
$91.45 - $91.75 $2.24M - $2.24M
24.5K $2.24B
LLY
Eli Lilly & CO

Healthcare
2.71K
New
$725.72 - $929.72 $1.97M - $2.52M
2.71K $2.24B
JEPI
J P Morgan Exchange Traded Fd

ETFs
37.8K
New
$56.17 - $59.71 $2.12M - $2.26M
37.8K $2.16B
TIP
Ishares Tr Tips Bd ETF

ETFs
19.3K
New
$106.22 - $111.09 $2.05M - $2.15M
19.3K $2.15B
MU
Micron Technology Inc

Technology
24.6K
New
$86.89 - $109.38 $2.13M - $2.69M
24.6K $2.13B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.96K
New
$442.66 - $534.52 $1.75M - $2.12M
3.96K $2.11B
MCHP
Microchip Technology Inc

Technology
43.5K
New
$48.41 - $64.3 $2.11M - $2.8M
43.5K $2.11B
LQD
Ishares Iboxx $ Investment Gra

ETFs
18.5K
New
$105.1 - $109.61 $1.95M - $2.03M
18.5K $2.02B
EFV
Msci Eafe Value ETF

ETFs
33.5K
New
$51.88 - $60.73 $1.74M - $2.04M
33.5K $1.98B
AFMC
First Tr Exchange Traded Fd Vi

ETFs
64.9K
New
$29.5 - $33.51 $1.91M - $2.17M
64.9K $1.98B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4.68K
New
$408.78 - $448.82 $1.91M - $2.1M
4.68K $1.97B
WMT
Walmart Inc.

Consumer Defensive
22.2K
New
$84.5 - $105.05 $1.88M - $2.34M
22.2K $1.95B
TMUS
T Mobile Us, Inc.

Communication Services
7.32K
New
$211.3 - $272.83 $1.55M - $2M
7.32K $1.95B
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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