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
Strategic Trust
24.8K
New
N/A
24.8K $803M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
QCOM
Qualcomm Inc

Technology
5.18K
New
$151.94 - $175.86 $787K - $910K
5.18K $795M
ROBO
Robo Global Robotics And Autom

ETFs
15.3K
New
$51.5 - $60.89 $786K - $929K
15.3K $786M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
16.7K
New
$34.58 - $45.97 $579K - $770K
16.7K $770M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.13K
New
$87.68 - $94.52 $713K - $769K
8.13K $762M
HCA
Hca Healthcare, Inc.

Healthcare
2.2K
New
$296.7 - $345.55 $653K - $761K
2.2K $761M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
13.9K
New
$53.6 - $58.97 $743K - $817K
13.9K $759M
DE
Deere & CO

Industrials
1.61K
New
$408.57 - $509.27 $659K - $821K
1.61K $757M
GILD
Gilead Sciences, Inc.

Healthcare
6.72K
New
$89.14 - $117.41 $599K - $789K
6.72K $753M
ITA
Ishares Tr

ETFs
4.81K
New
$144.84 - $159.5 $696K - $766K
4.81K $736M
JPIE
J P Morgan Exchange Traded Fd
15.9K
New
$45.46 - $46.18 $723K - $734K
15.9K $732M
FTLS
First Tr Long/Short Equity ETF

ETFs
11.3K
New
$63.42 - $68.17 $717K - $770K
11.3K $724M
ABBV
Abb Vie Inc.

Healthcare
3.45K
New
$169.2 - $216.66 $583K - $747K
3.45K $722M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.2K
New
$57.21 - $65.8 $698K - $802K
12.2K $712M
ISRG
Intuitive Surgical Inc

Healthcare
1.41K
New
$476.63 - $610.45 $671K - $860K
1.41K $697M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
15K
New
$44.68 - $46.49 $670K - $697K
15K $695M
MDT
Medtronic PLC

Healthcare
7.7K
New
$79.84 - $94.5 $615K - $728K
7.7K $692M
SCHW
Schwab Charles Corp

Financial Services
8.77K
New
$71.24 - $83.64 $625K - $734K
8.77K $687M
FPE
First Tr Pfd Secs & Income ETF

ETFs
39K
New
$17.53 - $17.87 $684K - $697K
39K $686M
VDC
Vanguard Consumer Staples ETF

ETFs
3.13K
New
$206.54 - $226.16 $646K - $707K
3.13K $684M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5.56K
New
$120.24 - $134.3 $669K - $747K
5.56K $678M
VIST
Vista Energy, S.A.B. De C.V.

Energy
14.6K
New
$42.58 - $59.5 $620K - $866K
14.6K $678M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
17.5K
New
$38.36 - $41.43 $671K - $725K
17.5K $677M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.54K
New
$120.29 - $134.6 $666K - $745K
5.54K $676M
USD
Proshares Ultra Semiconductors

ETFs
16.6K
New
$40.36 - $76.24 $671K - $1.27M
16.6K $671M
Annaly Capital Management In
32.7K
New
N/A
32.7K $665M
BKR
Baker Hughes CO

Energy
15.1K
New
$41.16 - $48.85 $622K - $738K
15.1K $664M
NOW
Service Now, Inc.

Technology
831
New
$783.83 - $1170.39 $651K - $973K
831 $662M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
7.93K
New
$78.97 - $85.82 $626K - $681K
7.93K $658M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
10.1K
New
$62.43 - $84.12 $628K - $846K
10.1K $656M
Capital Group Core Balanced
20.9K
New
N/A
20.9K $648M
LMT
Lockheed Martin Corp

Industrials
1.42K
New
$423.19 - $506.29 $602K - $720K
1.42K $635M
Amplify ETF Tr
51.9K
New
N/A
51.9K $629M
EMB
Ishares Tr

ETFs
6.92K
New
$88.64 - $92.03 $614K - $637K
6.92K $627M
BA
Boeing CO

Industrials
3.66K
New
$148.15 - $186.25 $543K - $682K
3.66K $625M
IYW
Ishares Dj Us Tech ETF

ETFs
4.41K
New
$140.44 - $166.79 $619K - $735K
4.41K $619M
Blackrock ETF Trust Ii
11.7K
New
N/A
11.7K $612M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
11.7K
New
$48.65 - $53.06 $571K - $623K
11.7K $610M
AMD
Advanced Micro Devices Inc

Technology
5.81K
New
$96.63 - $129.55 $562K - $753K
5.81K $597M
DIS
Walt Disney CO

Communication Services
6.03K
New
$96.87 - $114.0 $584K - $687K
6.03K $595M
AB
Alliancebernstein Holding L.P.

Financial Services
15.5K
New
$35.0 - $40.73 $542K - $631K
15.5K $594M
MET
Metlife Inc

Financial Services
7.38K
New
$77.7 - $87.0 $574K - $642K
7.38K $593M
EPD
Enterprise Products Partners L.P.

Energy
17.4K
New
$31.75 - $34.14 $551K - $592K
17.4K $592M
Orrstown Finl Svcs Inc
19.6K
New
N/A
19.6K $588M
GE
General Electric CO

Industrials
2.93K
New
$168.59 - $212.13 $494K - $621K
2.93K $586M
TILL
Listed Fds Tr Teucrium Agric S

ETFs
31K
New
$18.38 - $20.1 $570K - $623K
31K $585M
VIG
Vanguard Dividend Appreciation

ETFs
3.01K
New
N/A
3.01K $584M
IEMG
Ishares Inc

ETFs
10.8K
New
N/A
10.8K $582M
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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