Brookwood Investment Group LLC Portfolio Holdings

Brookwood Investment Group LLC

  • $582 Billion
  • Q1 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.43B
$1.41 Billion 0.24% of portfolio
14,017
Q1 2025 New
$3.04B
$1.38 Billion 0.24% of portfolio
27,701
Q1 2025 New
$7.92B
$1.13 Billion 0.19% of portfolio
9,931
Q1 2025 New
$3.73B
$678 Million 0.12% of portfolio
14,553
Q1 2025 New
$3.97B
$594 Million 0.1% of portfolio
15,495
Q1 2025 New
$6.89B
$426 Million 0.07% of portfolio
5,084
Q1 2025 New
$4.54B
$344 Million 0.06% of portfolio
28,961
Q1 2025 New
$7.49B
$375 Million 0.06% of portfolio
8,798
Q1 2025 New
$5.39B
$279 Million 0.05% of portfolio
1,774
Q1 2025 New
$3.68B
$224 Million 0.04% of portfolio
3,110
Q1 2025 New
$3.75B
$234 Million 0.04% of portfolio
4,446
Q1 2025 New
$6.28B
$223 Million 0.04% of portfolio
5,699
Q1 2025 New
$5.03B
$238 Million 0.04% of portfolio
9,198
Q1 2025 New
$5.18B
$219 Million 0.04% of portfolio
1,413
Q1 2025 New
$6.46B
$220 Million 0.04% of portfolio
4,086
Q1 2025 New
$5.47B
$234 Million 0.04% of portfolio
5,924
Q1 2025 New
$8.85B
$133 Million 0.02% of portfolio
23,786
Q1 2025 New
$3.34B
$54.5 Million 0.01% of portfolio
11,908
Q1 2025 New
$3.08B
$81.8 Million 0.01% of portfolio
13,573
Q1 2025 New

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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