Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Brookwood Investment Group

Latest statistics and disclosures from Brookwood Investment Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, VTI, VUG, AAPL, AMZN, and represent 22.32% of Brookwood Investment Group's stock portfolio.
Added to shares of these 10 stocks: LQD (+$17M), DRSK (+$11M), GRNY (+$9.0M), CNEQ (+$6.8M), DVN (+$5.2M), GFLW, MSFT, AMZN, AVGO, NVDA.
Started 94 new stock positions in CNEQ, GNW, IIPR, XSMO, WAT, SBAC, SETM, VUZI, INTC, LZ.
Reduced shares in these 10 stocks: STBF (-$8.6M), FLXR (-$8.3M), SEIQ (-$7.5M), IVOL (-$5.8M), PYLD (-$5.5M), DVOL, XLI, GDXJ, PLTR, ALLW.
Sold out of its positions in AVAV, AXON, BK, CMRC, BITC, BKNG, CME, CWD, CTRE, CVNA.
Brookwood Investment Group was a net buyer of stock by $64M.
Brookwood Investment Group has $831M in assets under management (AUM), dropping by 7.35%.
Central Index Key (CIK): 0002066812

Tip: Access up to 7 years of quarterly data

Positions held by Brookwood Investment Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Brookwood Investment Group

Brookwood Investment Group holds 502 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Brookwood Investment Group has 502 total positions. Only the first 250 positions are shown.

Sign up to view all of the Brookwood Investment Group Dec. 31, 2025 positions
Download the Brookwood Investment Group December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	5.9	$49M	+6%	262k	186.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.8	$48M	+4%	144k	335.27	View chart
Vanguard Index Fds Growth Etf (VUG)	3.9	$33M	+3%	67k	487.86	View chart
Apple (AAPL)	3.8	$32M	+5%	116k	271.86	View chart
Amazon (AMZN)	2.9	$24M	+20%	105k	230.82	View chart
Broadcom (AVGO)	2.6	$21M	+20%	62k	346.10	View chart
Microsoft Corporation (MSFT)	2.5	$21M	+27%	43k	483.62	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.3	$19M	+805%	173k	110.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$14M	-2%	44k	313.00	View chart
Morgan Stanley Etf Trust Eaton Vance Mort	1.4	$12M	+2%	234k	50.73	View chart
Etf Ser Solutions Aptus Defined (DRSK)	1.3	$11M	NEW	387k	28.47	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.3	$11M	+27%	89k	119.32	View chart
Tidal Trust I Fundstrat Granny (GRNY)	1.1	$9.0M	NEW	363k	24.76	View chart
Tcw Etf Trust Flexible Income (FLXR)	1.1	$8.9M	-48%	224k	39.60	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.1	$8.8M	-38%	330k	26.68	View chart
Tidal Trust I Unlimited Hfeq E	1.1	$8.7M	-8%	419k	20.84	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$8.7M		22k	396.30	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$8.3M	+7%	27k	313.79	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.0	$8.1M	-13%	162k	50.46	View chart
Kraneshares Trust Hedgeye Hedged E (KSPY)	0.9	$7.2M	-25%	262k	27.45	View chart
Ishares Silver Tr Ishares (SLV)	0.8	$6.9M	-26%	107k	64.42	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.8	$6.8M	NEW	198k	34.38	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.8	$6.5M		128k	51.10	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.7	$6.0M		285k	21.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$5.8M	+8%	8.4k	684.90	View chart
Devon Energy Corporation (DVN)	0.7	$5.4M	+2449%	149k	36.63	View chart
Tidal Trust I Unlimited Hfgm (HFGM)	0.6	$5.1M	+37%	177k	28.84	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$5.0M	+10%	7.3k	681.90	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.6	$4.9M	+4%	39k	124.20	View chart
Victory Portfolios Ii Victoryshares Fr (GFLW)	0.5	$4.5M	NEW	161k	28.16	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.5	$4.4M	+24%	126k	34.96	View chart
Global X Fds Global X Copper (COPX)	0.5	$4.4M	+2%	61k	71.79	View chart
Ea Series Trust Strive Natural (FTWO)	0.5	$4.3M	+2%	106k	40.64	View chart
Global X Fds Global X Uranium (URA)	0.5	$4.1M	+21%	97k	42.73	View chart
Meta Platforms Cl A Call Option (META)	0.5	$4.0M	+13%	24k	169.31	View chart
Eli Lilly & Co. (LLY)	0.5	$4.0M	+31%	3.7k	1074.65	View chart
Palantir Technologies Cl A (PLTR)	0.5	$3.9M	-43%	22k	177.75	View chart
Tesla Motors (TSLA)	0.5	$3.9M	+18%	8.7k	449.71	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$3.9M	+215%	48k	81.17	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	0.4	$3.7M	-18%	134k	27.67	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$3.6M	+22%	60k	60.81	View chart
Netflix (NFLX)	0.4	$3.6M	+488%	39k	93.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$3.4M	-16%	17k	198.62	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$3.3M	-3%	46k	71.41	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$3.3M	+109%	65k	50.86	View chart
Spdr Series Trust State Street Spd (SPLG)	0.4	$3.2M	-13%	40k	80.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$3.1M	+13%	5.0k	614.34	View chart
Sprott Fds Tr Active Gold & Si (GBUG)	0.4	$3.1M	+6%	70k	43.69	View chart
Barclays Bank Ipath S&p 500 Sh (VXX)	0.4	$2.9M	+81%	111k	26.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$2.9M		11k	257.95	View chart
Tema Etf Trust Electrification (VOLT)	0.4	$2.9M	NEW	101k	28.93	View chart
Chevron Corporation (CVX)	0.4	$2.9M	+165%	19k	152.41	View chart
Alps Etf Tr Electrification (ELFY)	0.3	$2.9M	NEW	82k	35.20	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.3	$2.8M	+19%	66k	42.99	View chart
Abrdn Palladium Etf Trust Physical Palladm (PALL)	0.3	$2.8M	NEW	20k	145.38	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$2.8M		37k	75.44	View chart
Uscf Etf Tr Sustainable Bat (ZSB)	0.3	$2.7M	NEW	130k	21.09	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$2.7M		20k	138.46	View chart
Visa Com Cl A (V)	0.3	$2.7M	+34%	7.6k	350.72	View chart
Uscf Etf Tr Midstream Energy (UMI)	0.3	$2.6M	NEW	54k	49.08	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$2.6M	+7%	24k	106.70	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$2.6M	-15%	3.4k	753.80	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.3	$2.6M	NEW	14k	186.43	View chart
Costco Wholesale Corporation (COST)	0.3	$2.6M	+12%	3.0k	862.23	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.5M	+14%	12k	212.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.4M	-19%	4.8k	502.65	View chart
Wal-Mart Stores (WMT)	0.3	$2.3M	-28%	21k	111.41	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.3	$2.3M		66k	34.47	View chart
Janus Detroit Str Tr Henderson Mid (JMID)	0.3	$2.2M		76k	29.09	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.3	$2.2M	-4%	34k	65.29	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$2.2M	+17%	7.2k	303.89	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$2.1M		25k	82.82	View chart
Tidal Trust Ii Defiance S&p 500 (SPYT)	0.2	$2.1M	+52%	118k	17.49	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$2.1M		19k	109.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$2.0M		27k	74.07	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$2.0M		36k	54.77	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$2.0M	+47%	60k	33.02	View chart
RadNet (RDNT)	0.2	$1.9M		27k	71.35	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.2	$1.9M		30k	65.03	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.2	$1.9M	+4%	37k	51.74	View chart
Bristol Myers Squibb (BMY)	0.2	$1.9M	-3%	35k	53.94	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$1.9M	+11%	21k	91.38	View chart
Ge Vernova (GEV)	0.2	$1.8M	+47%	2.8k	653.60	View chart
AES Corporation (AES)	0.2	$1.8M	NEW	129k	14.34	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.2	$1.8M	+28%	70k	26.16	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$1.8M	+83%	5.3k	342.97	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$1.8M	+42%	103k	17.67	View chart
Caterpillar (CAT)	0.2	$1.8M		3.2k	572.87	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$1.8M	-73%	11k	155.12	View chart
Microchip Technology (MCHP)	0.2	$1.7M		27k	63.72	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.7M	+13%	37k	46.81	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$1.7M	-2%	20k	85.77	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	0.2	$1.7M	+133%	35k	48.68	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.2	$1.7M		44k	38.67	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.2	$1.7M		44k	38.26	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.2	$1.7M		52k	31.97	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.7M	+11%	3.6k	468.76	View chart
Simplify Exchange Traded Fun Propel Opportuni (SURI)	0.2	$1.7M	+23%	99k	16.68	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.7M	-47%	5.1k	322.21	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.2	$1.6M	+2%	48k	33.55	View chart
Howmet Aerospace (HWM)	0.2	$1.6M	+43%	7.9k	205.02	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$1.6M	+50%	31k	52.53	View chart
Ubs Etracs Silver Sh (SLVO)	0.2	$1.6M	+73%	16k	99.87	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.2	$1.6M	NEW	35k	45.85	View chart
Ecolab (ECL)	0.2	$1.6M		6.0k	262.54	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.2	$1.6M	NEW	21k	73.56	View chart
Etf Opportunities Trust Rex Fang & Innov (FEPI)	0.2	$1.5M	+48%	33k	45.55	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.5M	+99%	11k	143.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.5M		46k	32.62	View chart
Servicenow (NOW)	0.2	$1.5M	+1180%	9.7k	153.19	View chart
Home Depot (HD)	0.2	$1.5M	-3%	4.3k	344.14	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.5M	+29%	12k	120.34	View chart
Palo Alto Networks (PANW)	0.2	$1.5M	-8%	8.0k	184.20	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.5M		56k	26.23	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.4M	+23%	29k	49.65	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.2	$1.4M	NEW	29k	49.85	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$1.4M	-10%	12k	117.72	View chart
Goldman Sachs (GS)	0.2	$1.4M	-11%	1.6k	878.73	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$1.4M		42k	33.51	View chart
Abbvie (ABBV)	0.2	$1.4M	+10%	6.2k	228.47	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$1.4M	+4%	9.1k	154.79	View chart
Centene Corporation (CNC)	0.2	$1.4M	NEW	34k	41.15	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.2	$1.4M		43k	32.80	View chart
Series Portfolios Tr Eldridge Aaa Clo (CLOX)	0.2	$1.4M	NEW	54k	25.51	View chart
Capital One Financial (COF)	0.2	$1.4M	+86%	5.6k	242.36	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.2	$1.3M	NEW	53k	25.34	View chart
Paypal Holdings (PYPL)	0.2	$1.3M	NEW	23k	58.38	View chart
Oracle Corporation (ORCL)	0.2	$1.3M	+8%	6.7k	194.91	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$1.3M	-2%	27k	48.00	View chart
Citizens Financial (CFG)	0.2	$1.3M	-41%	22k	58.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.3M		10k	123.26	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$1.3M	+7%	5.9k	214.69	View chart
Talos Energy (TALO)	0.2	$1.3M	NEW	115k	11.02	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.2	$1.3M	NEW	17k	72.01	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.2M	+6%	8.4k	148.97	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.2M	+192%	12k	99.91	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.2M	+18%	11k	107.11	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.1	$1.2M	+22%	34k	35.29	View chart
Etf Opportunities Trust Smi 3fourteen Fu (FCTE)	0.1	$1.2M	+2%	48k	24.90	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.2M	+2%	51k	23.37	View chart
Micron Technology Call Option (MU)	0.1	$1.2M	+100%	7.9k	149.07	View chart
Coca-Cola Company (KO)	0.1	$1.2M	-20%	17k	69.91	View chart
Neos Etf Trust Enhanced Income (HYBI)	0.1	$1.1M	+32%	23k	50.33	View chart
At&t (T)	0.1	$1.1M	-7%	45k	24.84	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$1.1M	+52%	31k	35.33	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.1M	+99%	1.9k	570.76	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.1M		7.7k	141.07	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$1.1M	+161%	33k	33.30	View chart
Simplify Exchange Traded Fun Target 15 Distri (XV)	0.1	$1.1M	+32%	43k	25.37	View chart
Global X Fds S&p 500 Risk (XRMI)	0.1	$1.1M	+49%	61k	17.87	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M	-2%	5.9k	183.40	View chart
Advanced Micro Devices (AMD)	0.1	$1.1M	-25%	5.0k	214.17	View chart
Curtiss-Wright (CW)	0.1	$1.1M	+8%	1.9k	551.27	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.1M		11k	96.16	View chart
Simplify Exchange Traded Fun Vettafi Private	0.1	$1.0M	+31%	45k	23.05	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.0M	+11%	969.00	1069.99	View chart
Morgan Stanley Com New (MS)	0.1	$1.0M	-3%	5.8k	177.54	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.0M	+2%	11k	95.22	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$1.0M	-4%	49k	21.00	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.0M	+4%	12k	87.16	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.0M	+51%	21k	49.46	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$1.0M	+10%	22k	46.54	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$1.0M	NEW	50k	20.24	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$1.0M	+6%	14k	70.99	View chart
Nushares Etf Tr Nuveen Ultra Sht (NUSB)	0.1	$1.0M	NEW	40k	25.23	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.1	$1.0M	NEW	20k	50.47	View chart
Cardinal Health (CAH)	0.1	$997k	+128%	4.9k	205.50	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.1	$992k	NEW	17k	57.73	View chart
Ge Aerospace Com New (GE)	0.1	$988k		3.2k	308.07	View chart
American Express Company (AXP)	0.1	$988k	+7%	2.7k	370.00	View chart
Roundhill Etf Trust Bitcoin Covered (YBTC)	0.1	$987k	NEW	35k	28.45	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.1	$983k	+7%	30k	33.34	View chart
Verizon Communications (VZ)	0.1	$979k	-2%	24k	40.73	View chart
First Tr Exchng Traded Fd Vi Multi Mgr Sml Cp (MMSC)	0.1	$957k	NEW	40k	23.94	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$955k	-13%	8.4k	113.91	View chart
Lyft Cl A Com (LYFT)	0.1	$946k	+161%	49k	19.37	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.1	$941k	NEW	9.8k	96.12	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$938k	+31%	19k	50.50	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$930k	+2%	65k	14.35	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$925k	+7%	19k	50.01	View chart
Applovin Corp Com Cl A (APP)	0.1	$913k	+8%	1.4k	673.82	View chart
McDonald's Corporation (MCD)	0.1	$909k	+16%	3.0k	305.66	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$908k	+34%	42k	21.55	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$900k	-11%	23k	38.56	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$896k	+45%	19k	47.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$892k	-17%	1.4k	627.00	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$881k	+32%	18k	50.32	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$855k		2.9k	290.25	View chart
Cisco Systems (CSCO)	0.1	$853k	-45%	11k	77.03	View chart
Genworth Finl Com Shs (GNW)	0.1	$850k	NEW	94k	9.03	View chart
Lockheed Martin Corporation (LMT)	0.1	$831k		1.7k	483.72	View chart
Vanguard World Utilities Etf (VPU)	0.1	$825k	-3%	4.5k	185.04	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.1	$817k	+29%	35k	23.70	View chart
Walt Disney Company (DIS)	0.1	$812k	+7%	7.1k	113.78	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$800k	-3%	12k	67.22	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$791k	+8%	13k	60.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$785k		13k	62.47	View chart
Johnson & Johnson (JNJ)	0.1	$783k	+65%	3.8k	206.93	View chart
Innovative Industria A (IIPR)	0.1	$776k	NEW	16k	47.36	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$774k	+61%	17k	44.71	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$769k	-4%	11k	71.42	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$765k	-52%	4.8k	160.97	View chart
Procter & Gamble Company (PG)	0.1	$765k	-10%	5.3k	143.32	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.1	$758k	+31%	37k	20.70	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$757k	+5%	18k	42.48	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$756k	-43%	16k	46.04	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$754k		8.0k	94.16	View chart
Ssga Active Tr Spdr Bridgewater (ALLW)	0.1	$748k	-79%	27k	27.49	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$744k		17k	43.70	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$744k		25k	30.07	View chart
Wells Fargo & Company (WFC)	0.1	$743k	NEW	8.0k	93.20	View chart
Newmont Mining Corporation (NEM)	0.1	$737k	-7%	7.4k	99.85	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$730k	-7%	16k	47.08	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$728k	-75%	17k	42.69	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$719k	+7%	13k	54.05	View chart
Hormel Foods Corporation (HRL)	0.1	$717k		30k	23.70	View chart
Ciena Corp Com New (CIEN)	0.1	$715k	-22%	3.1k	233.87	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$712k		4.8k	148.69	View chart
Axis Cap Hldgs SHS (AXS)	0.1	$698k	-34%	6.5k	107.09	View chart
Orrstown Financial Services (ORRF)	0.1	$695k		20k	35.42	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$693k	+70%	16k	42.55	View chart
Innovator Etfs Trust Grwt Aclrtd Plus (QTJL)	0.1	$686k		18k	39.33	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$683k	NEW	14k	50.59	View chart
Bowman Consulting Group (BWMN)	0.1	$683k		21k	33.02	View chart
Casey's General Stores (CASY)	0.1	$677k	-6%	1.2k	552.71	View chart
Alexandria Real Estate Equities (ARE)	0.1	$675k	+78%	14k	48.94	View chart
Axcelis Technologies Com New (ACLS)	0.1	$675k		8.4k	80.34	View chart
Annaly Capital Management In Com New (NLY)	0.1	$674k	-3%	30k	22.36	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$674k		37k	18.22	View chart
Bank of America Corporation (BAC)	0.1	$671k	-4%	12k	55.00	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$667k	-14%	14k	46.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$663k		24k	27.43	View chart
Coherent Corp (COHR)	0.1	$655k	-7%	3.5k	184.57	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$653k		10k	64.53	View chart
Gilead Sciences (GILD)	0.1	$646k	-14%	5.3k	122.73	View chart
Armada Hoffler Pptys (AHH)	0.1	$644k	+14%	97k	6.62	View chart
Nextera Energy (NEE)	0.1	$642k		8.0k	80.28	View chart
International Business Machines (IBM)	0.1	$639k	-43%	2.2k	296.18	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$633k	+22%	3.9k	162.01	View chart
Toast Cl A (TOST)	0.1	$626k	NEW	18k	35.51	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$624k	+58%	6.5k	96.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$623k	-5%	2.8k	219.78	View chart
Applied Materials (AMAT)	0.1	$622k		2.4k	256.99	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$618k	+42%	16k	38.68	View chart
Boston Scientific Corporation (BSX)	0.1	$615k	-50%	6.5k	95.35	View chart
Vanguard World Health Car Etf (VHT)	0.1	$615k	+46%	2.1k	287.86	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$614k		2.9k	211.23	View chart
Fs Kkr Capital Corp (FSK)	0.1	$609k	-11%	41k	14.81	View chart
UnitedHealth (UNH)	0.1	$608k	-44%	1.8k	330.08	View chart
Theravance Biopharma (TBPH)	0.1	$606k	+53%	32k	18.71	View chart

Past Filings by Brookwood Investment Group

SEC 13F filings are viewable for Brookwood Investment Group going back to 2025

Brookwood Investment Group 2025 Q4 filed Jan. 22, 2026
Brookwood Investment Group 2025 Q3 filed Oct. 21, 2025
Brookwood Investment Group 2025 Q2 filed Aug. 1, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z