Brookwood Investment Group LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $582 Billion distributed in 426 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $35.1B, Nvidia Corp with a value of $29.6B, Apple Inc. with a value of $24.4B, Vanguard Growth ETF with a value of $21.9B, and Invesco ETF Tr Ii S&P 500 Mome with a value of $21.5B.

Examining the 13F form we can see an increase of $582B in the current position value.

Brookwood Investment Group LLC is based out at Phoenix, AZ

Below you can find more details about Brookwood Investment Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $582 Billion
ETFs: $307 Billion
Technology: $98 Billion
Communication Services: $29.6 Billion
Financial Services: $25.1 Billion
Consumer Cyclical: $24 Billion
Healthcare: $18.3 Billion
Industrials: $13.6 Billion
Consumer Defensive: $10.4 Billion
Other: $20.7 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 426
  • Current Value $582 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 421 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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