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
URTH
Ishares Msci World ETF

ETFs
1.65K
New
$151.24 - $164.09 $250K - $271K
1.65K $253M
LOW
Lowes Companies Inc

Consumer Cyclical
1.08K
New
$222.66 - $268.42 $240K - $289K
1.08K $251M
PEY
Invesco Exchange Traded Fd Tr

ETFs
11.6K
New
$20.82 - $22.08 $242K - $257K
11.6K $250M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
3.51K
New
$70.83 - $76.62 $248K - $269K
3.51K $249M
VRT
Vertiv Holdings CO

Industrials
3.4K
New
N/A
3.4K $245M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3K
New
$76.77 - $82.22 $230K - $246K
3K $238M
PAAS
Pan American Silver Corp

Basic Materials
9.2K
New
$20.61 - $26.7 $190K - $246K
9.2K $238M
EPR
Epr Properties

Real Estate
4.45K
New
$43.98 - $53.81 $196K - $239K
4.45K $234M
TGTX
Tg Therapeutics, Inc.

Healthcare
5.92K
New
$27.67 - $42.99 $164K - $255K
5.92K $234M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.01K
New
$107.24 - $116.37 $215K - $233K
2.01K $233M
PEP
Pepsico Inc

Consumer Defensive
1.53K
New
$142.64 - $156.42 $218K - $239K
1.53K $229M
C
Citigroup Inc

Financial Services
3.22K
New
$67.23 - $84.63 $216K - $272K
3.22K $228M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.16K
New
$103.02 - $140.69 $222K - $303K
2.16K $228M
PFE
Pfizer Inc

Healthcare
8.98K
New
$25.01 - $27.13 $225K - $244K
8.98K $227M
MMM
3 M CO

Industrials
1.55K
New
$129.7 - $155.12 $200K - $240K
1.55K $227M
TXN
Texas Instruments Inc

Technology
1.25K
New
N/A
1.25K $225M
CF
Cf Industries Holdings, Inc.

Basic Materials
2.88K
New
$75.03 - $97.25 $216K - $280K
2.88K $225M
FLEX
Flex Ltd.

Technology
6.79K
New
$32.92 - $44.46 $223K - $302K
6.79K $225M
IRM
Iron Mountain Inc

Real Estate
2.6K
New
$82.79 - $111.31 $215K - $290K
2.6K $224M
ROAD
Construction Partners, Inc.

Industrials
3.11K
New
$67.61 - $93.18 $210K - $290K
3.11K $224M
SNOW
Snowflake Inc.

Technology
1.53K
New
$146.16 - $192.78 $223K - $294K
1.53K $223M
REXR
Rexford Industrial Realty, Inc.

Real Estate
5.7K
New
$37.17 - $41.44 $212K - $236K
5.7K $223M
FCNCA
First Citizens Bancshares Inc

Financial Services
120
New
$1728.36 - $2231.14 $207K - $268K
120 $223M
NEM
Newmont Corp

Basic Materials
4.58K
New
$37.79 - $48.39 $173K - $221K
4.58K $221M
FR
First Industrial Realty Trust Inc

Real Estate
4.09K
New
$48.46 - $57.99 $198K - $237K
4.09K $220M
GATX
Gatx Corp

Industrials
1.41K
New
$149.94 - $167.38 $212K - $237K
1.41K $219M
NYF
Ishares New York Muni Bond ETF

ETFs
4.14K
New
$52.33 - $53.92 $217K - $223K
4.14K $218M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
8.53K
New
$25.44 - $25.58 $217K - $218K
8.53K $218M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
36.9K
New
$5.91 - $6.78 $218K - $250K
36.9K $218M
Horizon Fds
4.32K
New
N/A
4.32K $218M
Morgan Stanley ETF Trust
4.25K
New
N/A
4.25K $215M
FPI
Farmland Partners Inc.

Real Estate
19.1K
New
$10.72 - $12.51 $205K - $239K
19.1K $213M
FREL
Fidelity Covington Tr Msci Rea

ETFs
7.76K
New
$25.98 - $28.59 $202K - $222K
7.76K $213M
FLMI
Franklin Dynamic Municipal Bon

ETFs
8.68K
New
$24.22 - $24.86 $210K - $216K
8.68K $212M
DFS
Discover Financial Services

Financial Services
1.24K
New
$152.99 - $203.25 $189K - $251K
1.24K $211M
ELV
Elevance Health, Inc.

Healthcare
483
New
$365.9 - $436.25 $177K - $211K
483 $210M
DD
Du Pont De Nemours, Inc.

Basic Materials
2.81K
New
$72.7 - $84.32 $204K - $237K
2.81K $210M
EWJ
Ishares Msci Japan ETF

ETFs
3.06K
New
$65.24 - $71.7 $200K - $219K
3.06K $210M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
8.78K
New
N/A
8.78K $208M
CLPR
Clipper Realty Inc.

Real Estate
53.8K
New
$3.7 - $4.9 $199K - $264K
53.8K $207M
STLD
Steel Dynamics Inc

Basic Materials
1.65K
New
N/A
1.65K $206M
Calamos ETF Tr
7.34K
New
N/A
7.34K $204M
CPT
Camden Property Trust

Real Estate
1.67K
New
$109.16 - $125.53 $182K - $209K
1.67K $204M
DASH
Door Dash, Inc.

Communication Services
1.11K
New
$168.37 - $213.38 $188K - $238K
1.11K $204M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.84K
New
$29.34 - $31.31 $201K - $214K
6.84K $203M
XLV
Select Sector Spdr Fund Health

ETFs
1.39K
New
$137.61 - $149.68 $191K - $208K
1.39K $203M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.75K
New
$25.58 - $29.24 $198K - $226K
7.75K $203M
AZN
Astrazeneca PLC

Healthcare
2.75K
New
$65.37 - $77.96 $180K - $214K
2.75K $202M
DUK
Duke Energy Corp

Utilities
1.66K
New
$105.87 - $121.97 $175K - $202K
1.66K $202M
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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