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 VTI, NVDA, VUG, AAPL, AMZN, and represent 20.44% of Brookwood Investment Group's stock portfolio.
Added to shares of these 10 stocks: AGGH (+$8.8M), OVB (+$8.4M), DRKY (+$7.5M), ACKY (+$7.0M), Wisdomtree Tr (+$6.9M), BBBI (+$5.8M), TILL, VEGI, CCNR, CTA.
Started 90 new stock positions in EWG, SNDK, QQQJ, NDAA, SCHV, VCIT, FBCG, DTCR, KOID, TFC.
Reduced shares in these 10 stocks: LQD (-$17M), DRSK (-$11M), SPMO (-$8.6M), CNEQ (-$6.8M), NVDA (-$6.5M), EVMO (-$6.0M), SLV (-$5.4M), META (-$5.1M), GFLW, FTWO.
Sold out of its positions in AES, ADBE, CNEQ, FTWO, AVEM, ADI, APPN, VXX, BSX, CCEF.
Brookwood Investment Group was a net seller of stock by $-19M.
Brookwood Investment Group has $810M in assets under management (AUM), dropping by -2.56%.
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 495 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt Put Option (VTI)	6.2	$50M	+8%	156k	320.81	View chart
NVIDIA Corporation (NVDA)	4.8	$39M	-14%	225k	174.40	View chart
Vanguard Index Fds Growth Etf (VUG)	3.8	$31M	+5%	71k	436.79	View chart
Apple Put Option (AAPL)	3.4	$27M	-7%	107k	253.79	View chart
Amazon Call Option (AMZN)	2.2	$18M	-16%	87k	208.27	View chart
Broadcom (AVGO)	2.1	$17M	-11%	54k	309.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$12M	-3%	42k	287.56	View chart
Microsoft Corporation (MSFT)	1.5	$12M	-25%	32k	370.17	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	1.2	$9.5M	+1179%	469k	20.35	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$9.5M		22k	430.28	View chart
Meta Platforms Cl A Call Option (META)	1.0	$8.4M	-37%	15k	572.13	View chart
Listed Fds Tr Shares Core Bd (OVB)	1.0	$8.4M	NEW	410k	20.55	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	1.0	$8.3M	+28%	164k	50.84	View chart
Tidal Trust Iii Vistashares Targ (DRKY)	0.9	$7.5M	NEW	390k	19.30	View chart
Tidal Trust I Unlimited Hfeq E (HFEQ)	0.9	$7.3M	-17%	347k	21.08	View chart
Kraneshares Trust Hedgeye Hedged E (KSPY)	0.9	$7.1M		259k	27.42	View chart
Tidal Trust I Unlimited Hfgm (HFGM)	0.9	$7.1M	+24%	221k	32.06	View chart
Tidal Trust Iii Vistashares Targ (ACKY)	0.9	$7.0M	NEW	404k	17.40	View chart
Wisdomtree Tr Efficient Long	0.9	$6.9M	NEW	140k	49.24	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.8	$6.8M	-21%	283k	23.87	View chart
Ishares Tr Russell 2000 Etf Put Option (IWM)	0.8	$6.6M	+30%	27k	248.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$6.6M	-13%	23k	286.85	View chart
Devon Energy Corporation (DVN)	0.8	$6.3M	-15%	126k	50.32	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.7	$5.9M	+5%	301k	19.48	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.7	$5.8M	-28%	116k	50.63	View chart
Morgan Stanley Etf Trust Eaton Vance Mort (EVMO)	0.7	$5.8M	-50%	115k	50.32	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$5.8M	-32%	221k	26.20	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.7	$5.8M	-34%	148k	39.27	View chart
Bondbloxx Etf Trust Bbb Rated 5 10 Y (BBBI)	0.7	$5.8M	NEW	113k	51.43	View chart
Ishares Gold Tr Ishares New Call Option (IAU)	0.7	$5.7M	+36%	65k	88.16	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.7	$5.6M	+7%	42k	133.19	View chart
Uscf Etf Tr Midstream Energy (UMI)	0.7	$5.5M	+76%	95k	58.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$5.4M		8.3k	653.19	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.6	$5.2M	+769%	173k	30.22	View chart
Global X Fds Global X Uranium (URA)	0.6	$5.0M	+7%	104k	48.43	View chart
Listed Fds Tr Teucrium Agri St (TILL)	0.6	$4.7M	NEW	254k	18.52	View chart
Ishares Msci Agriculture (VEGI)	0.6	$4.7M	NEW	104k	45.24	View chart
Financial Invs Tr Corecommodity Na (CCNR)	0.6	$4.7M	NEW	116k	40.10	View chart
Tidal Trust Ii Return Stckd Us (RSST)	0.6	$4.5M	NEW	158k	28.28	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.6	$4.5M	NEW	159k	28.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$4.4M	-6%	6.8k	650.35	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.5	$4.2M	NEW	224k	18.71	View chart
Touchstone Etf Trust Securitized Inco (TSEC)	0.5	$4.2M	NEW	161k	25.79	View chart
Touchstone Etf Trust Strategic Income (SIO)	0.5	$4.2M	NEW	162k	25.63	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.5	$4.2M	NEW	81k	51.55	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.5	$4.1M	+65%	23k	178.23	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	0.5	$3.7M	-7%	124k	29.72	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$3.7M	+6%	64k	58.18	View chart
Micron Technology (MU)	0.4	$3.6M	+35%	11k	337.83	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$3.6M	+92%	40k	91.64	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$3.6M	+5%	49k	74.35	View chart
Global X Fds Global X Copper (COPX)	0.4	$3.5M	-26%	45k	76.35	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$3.3M	+16%	43k	77.11	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.4	$3.3M	NEW	38k	88.00	View chart
Tidal Trust Ii Defiance S&p 500 (SPYT)	0.4	$3.3M	+71%	203k	16.30	View chart
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)	0.4	$3.3M	+14%	5.7k	577.18	View chart
Sprott Fds Tr Active Gold & Si (GBUG)	0.4	$3.3M	+3%	72k	45.44	View chart
Applied Materials (AMAT)	0.4	$3.2M	+283%	9.3k	341.79	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$3.0M	-7%	16k	191.81	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.4	$3.0M	+30%	85k	35.51	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.4	$3.0M	-30%	87k	34.43	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.4	$3.0M	+30%	44k	68.31	View chart
Abrdn Palladium Etf Trust Physical Palladm (PALL)	0.4	$3.0M	+13%	22k	134.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$3.0M		11k	261.92	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$2.9M	-11%	57k	50.95	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$2.9M	+808%	28k	103.43	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.4	$2.8M	NEW	78k	36.21	View chart
Eli Lilly & Co. (LLY)	0.3	$2.8M	-17%	3.0k	919.65	View chart
Costco Wholesale Corporation (COST)	0.3	$2.8M	-6%	2.8k	996.32	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.3	$2.7M	+57%	111k	24.54	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$2.5M	-16%	33k	76.54	View chart
Visa Com Cl A (V)	0.3	$2.5M	+8%	8.3k	302.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.5M		12k	211.15	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$2.4M	+137%	26k	94.95	View chart
Ge Vernova (GEV)	0.3	$2.4M		2.8k	872.96	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$2.4M		25k	97.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$2.4M		3.4k	697.74	View chart
Etf Opportunities Trust Rex Fang & Innov (FEPI)	0.3	$2.4M	+80%	60k	39.67	View chart
Simplify Exchange Traded Fun Propel Opportuni (SURI)	0.3	$2.4M	+53%	152k	15.55	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$2.3M	-87%	22k	108.99	View chart
Tesla Motors (TSLA)	0.3	$2.3M	-30%	6.1k	371.75	View chart
Alps Etf Tr Electrification (ELFY)	0.3	$2.2M	-32%	55k	39.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$2.1M	+7%	29k	73.64	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$2.1M	+105%	43k	49.95	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$2.1M	+74%	88k	23.22	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.0M		12k	169.66	View chart
Caterpillar (CAT)	0.3	$2.0M	-9%	2.9k	708.46	View chart
Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT)	0.2	$2.0M	+97%	23k	86.69	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.2	$2.0M	+26%	38k	53.20	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.9M	-7%	24k	82.57	View chart
Goldman Sachs (GS)	0.2	$1.9M	+41%	2.3k	846.10	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$1.9M	+279%	84k	22.91	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$1.9M	+88%	41k	46.19	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.9M	-41%	13k	146.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.9M	-17%	3.9k	479.20	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.9M	-74%	28k	68.14	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$1.9M	-22%	5.5k	337.95	View chart
Netflix (NFLX)	0.2	$1.8M	-50%	19k	96.15	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$1.8M	+6%	39k	46.91	View chart
Howmet Aerospace (HWM)	0.2	$1.8M		7.9k	230.47	View chart
Talos Energy (TALO)	0.2	$1.8M		115k	15.76	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$1.8M	+26%	54k	33.47	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$1.8M	+5%	5.6k	318.07	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.2	$1.8M	-7%	32k	55.16	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.2	$1.8M	+3%	45k	39.14	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.2	$1.7M	+3%	45k	38.02	View chart
Tidal Trust Iii Vistashares Trgt (OMAH)	0.2	$1.7M	NEW	95k	18.02	View chart
Neos Etf Trust Enhanced Income (HYBI)	0.2	$1.7M	+53%	34k	49.48	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.2	$1.7M	+3%	54k	31.28	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$1.7M	-18%	15k	110.36	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.2	$1.7M	+3%	50k	32.89	View chart
Simplify Exchange Traded Fun Target 15 Distri (XV)	0.2	$1.6M	+57%	68k	23.56	View chart
Simplify Exchange Traded Fun Ancorato Target (XXV)	0.2	$1.6M	NEW	70k	22.66	View chart
Ecolab (ECL)	0.2	$1.6M	-2%	5.9k	266.00	View chart
Microchip Technology (MCHP)	0.2	$1.6M	-10%	24k	64.61	View chart
Bristol Myers Squibb (BMY)	0.2	$1.6M	-26%	26k	60.65	View chart
RadNet (RDNT)	0.2	$1.5M		27k	55.89	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.2	$1.5M	+6%	30k	49.75	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$1.5M	-17%	16k	91.77	View chart
Simplify Exchange Traded Fun Vettafi Private (PCR)	0.2	$1.5M	+66%	76k	19.72	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.5M	+97%	16k	92.74	View chart
Chevron Corporation (CVX)	0.2	$1.5M	-62%	7.1k	206.89	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$1.5M	-30%	41k	35.44	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$1.5M	+13%	1.1k	1320.98	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.4M	+6%	49k	29.13	View chart
Wal-Mart Stores (WMT)	0.2	$1.4M	-44%	12k	124.28	View chart
Spdr Series Trust State Street Spd Put Option (KRE)	0.2	$1.4M	NEW	22k	65.15	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	0.2	$1.4M	-13%	30k	47.40	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$1.4M	+9%	6.5k	218.75	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$1.4M	+34%	15k	95.44	View chart
Amphenol Corp Cl A (APH)	0.2	$1.4M	+322%	11k	126.36	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.4M		55k	25.10	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.2	$1.4M	+40%	24k	57.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.4M	+61%	2.3k	597.54	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$1.4M		28k	49.61	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.4M	-2%	10k	132.91	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$1.3M	+41%	14k	96.98	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$1.3M	+43%	27k	50.04	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.3M	NEW	44k	30.50	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq Ft Gen200 (QQQS)	0.2	$1.3M	NEW	39k	33.71	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$1.3M	-86%	12k	112.11	View chart
Curtiss-Wright (CW)	0.2	$1.3M		1.9k	681.12	View chart
First Tr Exchng Traded Fd Vi Multi Mgr Sml Cp (MMSC)	0.2	$1.3M	+37%	55k	23.71	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.2	$1.2M	+9%	37k	33.59	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.2	$1.2M	+44%	61k	20.36	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.2M	+2%	12k	106.15	View chart
Verizon Communications (VZ)	0.1	$1.2M		24k	50.20	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.2M	-15%	3.0k	390.41	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.1	$1.2M	+45%	50k	23.50	View chart
Home Depot (HD)	0.1	$1.2M	-17%	3.5k	328.89	View chart
Bank of America Corporation (BAC)	0.1	$1.1M	+92%	24k	48.75	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.1M	+13%	22k	52.64	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$1.1M	+6%	33k	34.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.1M	-4%	9.9k	113.11	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.1M		29k	38.42	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.1	$1.1M	+42%	39k	28.85	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$1.1M	+3%	34k	32.95	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.1	$1.1M	NEW	45k	24.76	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.1M	-28%	3.7k	294.12	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$1.1M	-44%	21k	51.83	View chart
Palo Alto Networks (PANW)	0.1	$1.1M	-17%	6.6k	160.32	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$1.1M	-43%	6.5k	161.74	View chart
Global X Fds Global X Silver (SIL)	0.1	$1.0M	+333%	12k	90.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.0M	+30%	16k	64.08	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.0M	-7%	5.4k	192.91	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$1.0M	+57%	23k	45.86	View chart
Ark Etf Tr Innovation Etf Put Option (ARKK)	0.1	$1.0M	NEW	15k	67.59	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.0M	-14%	7.1k	141.41	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$986k	-2%	14k	70.36	View chart
Cisco Systems (CSCO)	0.1	$956k	+11%	12k	77.59	View chart
Tidal Trust Iii Vistashares Arti (AIS)	0.1	$941k	+303%	23k	41.91	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$941k	-5%	46k	20.41	View chart
Lam Research Corp Com New (LRCX)	0.1	$941k	+24%	4.4k	213.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$937k	+26%	31k	30.68	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$917k		18k	49.99	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$907k	+2%	18k	50.34	View chart
Valero Energy Corporation (VLO)	0.1	$902k	+83%	3.6k	247.08	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$896k	-33%	8.1k	110.86	View chart
Casey's General Stores (CASY)	0.1	$884k		1.2k	727.86	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$870k	+2%	24k	36.22	View chart
Vanguard World Utilities Etf (VPU)	0.1	$854k	-3%	4.3k	198.14	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$845k	NEW	29k	29.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$836k		2.9k	287.20	View chart
Ge Aerospace Com New (GE)	0.1	$835k	-8%	2.9k	283.76	View chart
Mastercard Incorporated Cl A (MA)	0.1	$816k	-15%	1.6k	499.56	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$814k	+8%	18k	45.62	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$810k	-23%	13k	61.26	View chart
Johnson & Johnson (JNJ)	0.1	$804k	-13%	3.3k	244.43	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$803k	+42%	16k	51.93	View chart
Cardinal Health (CAH)	0.1	$799k	-22%	3.8k	211.31	View chart
Coherent Corp (COHR)	0.1	$798k	-5%	3.4k	238.21	View chart
American Express Company (AXP)	0.1	$795k		2.6k	302.53	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$794k	+42%	16k	49.97	View chart
Ciena Corp Com New (CIEN)	0.1	$786k	-33%	2.0k	388.23	View chart
Oruka Therapeutics (ORKA)	0.1	$785k	-3%	16k	49.05	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$782k	+2%	25k	30.96	View chart
Chiron Real Estate Com New (XRN)	0.1	$777k	+146%	24k	33.08	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$772k	+13%	18k	42.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$770k	+26%	3.6k	215.06	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$765k	+5%	16k	46.95	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$757k	NEW	15k	49.78	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.1	$755k	-43%	30k	25.32	View chart
Lockheed Martin Corporation (LMT)	0.1	$755k	-27%	1.2k	604.51	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$746k	-20%	6.7k	111.36	View chart
Advanced Micro Devices (AMD)	0.1	$743k	-26%	3.7k	203.45	View chart
Anaptysbio Inc Common (ANAB)	0.1	$741k	NEW	13k	55.46	View chart
Nextera Energy (NEE)	0.1	$734k		7.9k	92.89	View chart
Dolby Laboratories Com Cl A (DLB)	0.1	$725k	NEW	12k	60.06	View chart
Western Digital (WDC)	0.1	$724k	NEW	2.7k	270.49	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$722k	+56%	11k	68.28	View chart
McDonald's Corporation (MCD)	0.1	$721k	-21%	2.3k	310.81	View chart
Bowman Consulting Group (BWMN)	0.1	$715k	+21%	25k	28.44	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$712k	+60%	6.6k	107.30	View chart
Innovator Etfs Trust Grwt Aclrtd Plus (QTJL)	0.1	$710k	+5%	19k	38.46	View chart
Orrstown Financial Services (ORRF)	0.1	$708k		20k	36.08	View chart
Armada Hoffler Pptys (AHRT)	0.1	$697k	+30%	127k	5.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$690k		4.8k	142.43	View chart
Deere & Company (DE)	0.1	$689k		1.2k	563.30	View chart
Walt Disney Company (DIS)	0.1	$688k		7.1k	96.38	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$687k	-12%	9.4k	73.14	View chart
Hasbro (HAS)	0.1	$680k	+16%	7.3k	93.61	View chart
Hormel Foods Corporation (HRL)	0.1	$680k		30k	22.65	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$679k	-76%	4.7k	145.04	View chart
Ascendis Pharma A/s Sponsored Adr (ASND)	0.1	$678k	NEW	3.0k	228.73	View chart
Johnson Controls Internation SHS (JCI)	0.1	$676k	+44%	5.2k	130.95	View chart
Targa Res Corp (TRGP)	0.1	$674k	-2%	2.7k	250.73	View chart
Vanguard World Energy Etf (VDE)	0.1	$669k	-5%	3.9k	173.04	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$664k	+6%	14k	46.84	View chart
Cme (CME)	0.1	$663k	NEW	2.2k	295.32	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$661k		2.9k	224.58	View chart
Procter & Gamble Company (PG)	0.1	$653k	-15%	4.5k	144.43	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$639k	+4%	11k	60.39	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$637k	-2%	36k	17.75	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$636k	-37%	31k	20.24	View chart
Alexandria Real Estate Equities (ARE)	0.1	$632k		14k	46.42	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$626k	-24%	9.0k	69.75	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.1	$618k	+199%	19k	33.04	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$617k	-65%	13k	49.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$615k		4.2k	148.10	View chart
Medtronic SHS (MDT)	0.1	$614k	NEW	7.1k	86.65	View chart
Mueller Industries (MLI)	0.1	$612k	NEW	5.5k	110.80	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$609k	NEW	9.9k	61.85	View chart
Axcelis Technologies Com New (ACLS)	0.1	$607k	-22%	6.5k	93.08	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$606k	+5%	8.9k	67.92	View chart
Sandisk Corp (SNDK)	0.1	$603k	NEW	949.00	635.34	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$600k	-16%	14k	41.96	View chart
Annaly Capital Management In Com New (NLY)	0.1	$598k	-6%	28k	21.15	View chart
Abbvie (ABBV)	0.1	$597k	-55%	2.7k	217.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.1	$595k	+41%	20k	29.50	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$588k	+3%	3.6k	165.71	View chart
Wp Carey (WPC)	0.1	$588k	-3%	8.7k	67.96	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.1	$583k	+190%	10k	58.06	View chart
McKesson Corporation (MCK)	0.1	$580k		670.00	865.96	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$579k	+109%	12k	46.67	View chart
Innovator Etfs Trust Growth Accelrtd (QTOC)	0.1	$575k	+6%	17k	33.15	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$574k	NEW	1.5k	391.84	View chart
Kraneshares Trust Artificial Intel (AGIX)	0.1	$574k	NEW	18k	32.77	View chart
Invesco Db Multi-sector Comm Agriculture Fd Call Option (DBA)	0.1	$572k	NEW	21k	27.32	View chart
Mcewen Com New (MUX)	0.1	$569k	-7%	28k	20.42	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.1	$567k	-43%	11k	50.55	View chart
Vanguard World Health Car Etf (VHT)	0.1	$563k	-3%	2.1k	272.27	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$562k	-31%	9.0k	62.56	View chart
Philip Morris International (PM)	0.1	$557k	-3%	3.4k	165.35	View chart
Enterprise Products Partners (EPD)	0.1	$552k	-6%	15k	37.84	View chart
InterDigital (IDCC)	0.1	$547k	NEW	1.8k	302.00	View chart
Innovator Etfs Trust Growth Accele (QTAP)	0.1	$546k	+7%	12k	45.35	View chart
At&t (T)	0.1	$542k	-58%	19k	28.99	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$541k	+41%	20k	27.23	View chart
Direxion Shares Etf Trust Auspce Cmd Stg (COM)	0.1	$537k	NEW	16k	33.57	View chart
Innovator Etfs Trust Grwt Accltd Plus (QTJA)	0.1	$537k	+8%	19k	28.43	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$533k	NEW	5.3k	100.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$532k	+78%	10k	51.78	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$523k	-10%	11k	46.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$519k	+4%	7.7k	67.53	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$518k	-27%	13k	40.14	View chart
Collaborative Investmnt Ser Goose Hollow Tac (GHTA)	0.1	$515k	+122%	17k	29.70	View chart
Vanguard World Materials Etf (VAW)	0.1	$511k	-4%	2.3k	225.34	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$507k		13k	40.14	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$501k	+99%	5.6k	89.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$499k	+5%	2.5k	196.21	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.1	$497k	+74%	11k	46.31	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.1	$492k	NEW	21k	23.96	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$490k	+7%	7.9k	61.64	View chart
Neuberger Berman Etf Trust Commodity Strate (NBCM)	0.1	$488k	NEW	17k	28.03	View chart
Tidal Trust I The Free Markets (FMKT)	0.1	$483k	+7%	23k	20.60	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$481k	+9%	9.6k	50.14	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$478k	+5%	4.1k	116.11	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.1	$472k	NEW	17k	27.24	View chart
International Business Machines (IBM)	0.1	$472k	-9%	1.9k	242.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$472k	+50%	5.3k	88.70	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$469k	-13%	6.0k	78.66	View chart
Easterly Govt Pptys Com Shs (DEA)	0.1	$464k	+13%	22k	21.43	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$463k	+2%	1.1k	407.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$458k	+59%	4.6k	99.27	View chart
Ishares Msci Germany Etf Put Option (EWG)	0.1	$456k	NEW	12k	39.67	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$452k	-12%	11k	40.19	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$451k		12k	37.44	View chart
RBB Motley Fol Etf (TMFC)	0.1	$446k	+3%	6.8k	65.97	View chart
Vanguard World Industrial Etf (VIS)	0.1	$445k	-5%	1.4k	312.22	View chart
Boeing Company (BA)	0.1	$444k	+38%	2.2k	199.01	View chart
Ea Series Trust Whitewolf Public (LBO)	0.1	$441k	NEW	19k	23.64	View chart
Sprott Fds Tr Sprott Critical (SETM)	0.1	$441k	+33%	13k	33.08	View chart
Rexford Industrial Realty Inc reit (REXR)	0.1	$437k	+25%	13k	32.73	View chart
UnitedHealth (UNH)	0.1	$434k	-12%	1.6k	270.60	View chart
Freeport Mcmoran CL B (FCX)	0.1	$429k	+22%	7.3k	58.78	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.1	$428k	NEW	18k	23.94	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$425k		8.3k	50.98	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$425k	-5%	2.4k	179.84	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.1	$423k	NEW	16k	26.33	View chart
Calamos Etf Tr Nasdaq Equity (CANQ)	0.1	$422k		15k	27.86	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$421k	+24%	7.0k	59.78	View chart
Servicenow (NOW)	0.1	$420k	-58%	4.0k	104.55	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$419k	+6%	1.9k	215.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$418k	-3%	16k	26.27	View chart
Amgen (AMGN)	0.1	$417k	-14%	1.2k	351.75	View chart
National Retail Properties (NNN)	0.1	$417k		9.9k	42.03	View chart
FirstEnergy (FE)	0.1	$411k	NEW	8.1k	50.66	View chart
Oracle Corporation (ORCL)	0.1	$411k	-58%	2.8k	147.13	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$407k	-13%	5.3k	77.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$401k	+6%	2.1k	191.89	View chart
Construction Partners Com Cl A (ROAD)	0.0	$398k		3.6k	111.12	View chart
Phillips 66 (PSX)	0.0	$391k	+30%	2.1k	182.18	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$391k	-17%	2.2k	181.39	View chart
Sila Realty Trust Common Stock (SILA)	0.0	$390k		17k	23.68	View chart
AFLAC Incorporated (AFL)	0.0	$389k		3.5k	109.71	View chart
Hershey Company (HSY)	0.0	$386k	-16%	1.9k	207.89	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$384k	+25%	9.1k	42.22	View chart
Merck & Co (MRK)	0.0	$383k	-2%	3.2k	120.31	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$381k	-7%	9.0k	42.54	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.0	$376k	NEW	7.4k	51.03	View chart
Camden Ppty Tr Sh Ben Int (CPT)	0.0	$374k	+55%	3.8k	97.65	View chart
Intel Corporation (INTC)	0.0	$372k	+26%	8.4k	44.13	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$365k		6.9k	52.56	View chart
Marvell Technology (MRVL)	0.0	$365k	-7%	3.7k	99.05	View chart
Capital One Financial (COF)	0.0	$363k	-64%	2.0k	182.44	View chart
Pan American Silver Corp Can (PAAS)	0.0	$363k		6.6k	54.63	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$359k	-63%	1.4k	250.58	View chart
Horizon Fds Expedition Plus (HBTA)	0.0	$356k	+22%	13k	26.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$355k	-6%	11k	33.77	View chart
Intuitive Surgical Com New (ISRG)	0.0	$351k	+23%	762.00	460.99	View chart
Qualcomm (QCOM)	0.0	$351k		2.7k	128.76	View chart
Etf Opportunities Trust Hedgeye Capital (HECA)	0.0	$350k	NEW	12k	28.87	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.0	$350k	+5%	16k	22.02	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.0	$350k		27k	13.10	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.0	$349k	-53%	7.6k	46.19	View chart
Crown Castle Intl (CCI)	0.0	$348k	+74%	4.3k	81.32	View chart
RBB F/m Us Treasury (TBIL)	0.0	$348k		7.0k	49.86	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.0	$348k		11k	31.50	View chart
Energy Fuels Com New (UUUU)	0.0	$347k	+6%	19k	18.25	View chart
Ssga Active Tr State Street Dou (STOT)	0.0	$347k	-14%	7.4k	47.13	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.0	$347k	-18%	5.6k	62.25	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$346k	-7%	3.9k	88.46	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.0	$342k	NEW	12k	28.95	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$342k	-28%	6.0k	56.68	View chart
Peakstone Realty Trust Common Shares (PKST)	0.0	$341k	-74%	16k	20.89	View chart
Nexpoint Residential Tr (NXRT)	0.0	$340k	+21%	14k	25.00	View chart
Clipper Realty Inc Reit equities - reit (CLPR)	0.0	$339k	+27%	112k	3.02	View chart
Tema Etf Trust Electrification (VOLT)	0.0	$337k	-90%	9.8k	34.24	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$333k	-5%	3.7k	90.53	View chart
Kinder Morgan (KMI)	0.0	$332k		9.9k	33.53	View chart
Newmont Mining Corporation (NEM)	0.0	$332k	-58%	3.1k	108.25	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$331k	-20%	4.8k	68.78	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$328k		6.6k	49.89	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$328k	-2%	15k	22.33	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$328k	-19%	3.5k	92.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$328k	+10%	2.6k	124.31	View chart
Coca-Cola Company (KO)	0.0	$327k	-74%	4.3k	76.04	View chart
Pfizer Call Option (PFE)	0.0	$325k	-39%	12k	28.08	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$324k	NEW	13k	25.48	View chart
Eaton Corp SHS (ETN)	0.0	$322k	-36%	901.00	357.49	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$320k	-76%	2.2k	146.59	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$319k	NEW	4.7k	68.43	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.0	$315k		6.3k	50.19	View chart
Spotify Technology S A SHS (SPOT)	0.0	$314k	+6%	648.00	484.91	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$313k	-5%	5.0k	62.45	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$312k	-60%	6.8k	45.89	View chart
Applovin Corp Com Cl A (APP)	0.0	$312k	-42%	783.00	398.00	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$311k	NEW	4.4k	70.84	View chart
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)	0.0	$309k	NEW	13k	24.30	View chart
Patria Investments Com Cl A (PAX)	0.0	$308k	-6%	25k	12.60	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.0	$308k	-12%	14k	22.15	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.0	$308k		5.9k	51.81	View chart
Radiant Logistics (RLGT)	0.0	$308k	NEW	44k	7.05	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.0	$308k	NEW	6.1k	50.12	View chart
Southern Company (SO)	0.0	$307k	-9%	3.2k	96.52	View chart
3M Company (MMM)	0.0	$302k	-33%	2.1k	145.26	View chart
Innovative Industria A (IIPR)	0.0	$301k	-63%	6.0k	50.16	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$296k		3.4k	87.84	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$296k	-2%	5.6k	52.76	View chart
Horizon Fds Landmark Etf (BENJ)	0.0	$293k		5.6k	52.34	View chart
Rocket Lab Corp Call Option (RKLB)	0.0	$292k	+11%	4.6k	64.22	View chart
Kraneshares Trust Global Humanoid (KOID)	0.0	$292k	NEW	9.4k	31.20	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.0	$289k	-8%	22k	12.93	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$288k	-83%	17k	17.15	View chart
Cubesmart (CUBE)	0.0	$287k	NEW	7.8k	36.65	View chart
Mirum Pharmaceuticals (MIRM)	0.0	$286k		3.1k	92.38	View chart
ConocoPhillips (COP)	0.0	$285k	NEW	2.2k	132.01	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$285k	-2%	2.6k	109.10	View chart
Dell Technologies CL C (DELL)	0.0	$284k	-3%	1.7k	164.13	View chart
Generac Holdings (GNRC)	0.0	$284k	NEW	1.5k	195.33	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$284k	-6%	2.8k	101.78	View chart
Oneok (OKE)	0.0	$277k	-2%	3.1k	90.39	View chart
FedEx Corporation (FDX)	0.0	$277k	NEW	777.00	356.01	View chart
Nuveen Massachusetts Pre Income Mun (NMT)	0.0	$277k		23k	12.31	View chart
Agnico (AEM)	0.0	$276k		1.4k	202.98	View chart
salesforce (CRM)	0.0	$276k	-29%	1.5k	186.70	View chart
Sba Communications Corp Cl A (SBAC)	0.0	$273k	+38%	1.6k	172.16	View chart
BRT Realty Trust (BRT)	0.0	$273k	+6%	20k	13.34	View chart
Natera (NTRA)	0.0	$267k		1.3k	199.99	View chart
Baker Hughes Company Cl A (BKR)	0.0	$265k	NEW	4.3k	61.05	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$264k	NEW	3.2k	82.75	View chart
Cambria Etf Tr Glb Moment Etf (GMOM)	0.0	$263k	NEW	7.3k	35.77	View chart
Etf Ser Solutions Mcelhenny Shefld (MSMR)	0.0	$262k	NEW	7.6k	34.49	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$261k	+4%	10k	25.62	View chart
Citigroup Com New (C)	0.0	$261k	-27%	2.3k	113.41	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$261k	-7%	3.3k	78.41	View chart
Lowe's Companies (LOW)	0.0	$256k	-37%	1.1k	236.21	View chart
Morgan Stanley Com New (MS)	0.0	$255k	-73%	1.6k	164.60	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$255k	+4%	3.0k	84.44	View chart
Vanguard World Financials Etf (VFH)	0.0	$254k	-39%	2.1k	120.81	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$254k	NEW	3.2k	79.27	View chart
Teucrium Commodity Tr Corn Fd Shs (CORN)	0.0	$251k	NEW	14k	18.40	View chart
Truist Financial Corp equities (TFC)	0.0	$251k	NEW	5.5k	45.97	View chart
Starbucks Corporation (SBUX)	0.0	$250k	-5%	2.8k	89.58	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$250k		10k	24.79	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$250k		9.8k	25.55	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$247k	-14%	2.5k	100.72	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$246k	-77%	1.8k	138.35	View chart
Kinross Gold Corp (KGC)	0.0	$244k	NEW	8.0k	30.52	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$243k	NEW	9.8k	24.75	View chart
Spdr Series Trust State Street Spd (LGLV)	0.0	$242k		1.4k	178.10	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$242k	-40%	675.00	359.03	View chart
Rayonier (RYN)	0.0	$242k	+24%	12k	20.62	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$239k	NEW	3.2k	74.35	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.0	$237k		4.8k	49.43	View chart
Cintas Corporation (CTAS)	0.0	$237k		1.4k	169.14	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$236k	-24%	4.2k	56.59	View chart
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)	0.0	$235k		4.6k	50.61	View chart
Northern Lts Fd Tr Ii Weitz Core Plus (WCPB)	0.0	$234k	NEW	9.3k	25.29	View chart
Corning Incorporated (GLW)	0.0	$234k	-31%	1.7k	135.97	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$234k	+2%	9.4k	24.80	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$233k	-5%	2.0k	114.99	View chart
Abbott Laboratories (ABT)	0.0	$231k		2.3k	102.67	View chart
First Tr Exchange Traded First Trust S&p (KNGZ)	0.0	$229k		6.3k	36.02	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$228k	+3%	966.00	236.35	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.0	$227k		27k	8.49	View chart
Hilton Worldwide Holdings (HLT)	0.0	$227k	-2%	746.00	304.22	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$226k		11k	21.42	View chart
Tidal Trust I Ned Davis Resh (NDAA)	0.0	$225k	NEW	10k	21.72	View chart
Altria (MO)	0.0	$225k	-21%	3.4k	65.99	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$225k	-54%	1.9k	120.01	View chart
Teucrium Commodity Tr Wheat Fd (WEAT)	0.0	$224k	NEW	9.5k	23.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$223k	NEW	8.7k	25.64	View chart
General Dynamics Corporation (GD)	0.0	$221k	-58%	643.00	343.35	View chart
Texas Instruments Incorporated (TXN)	0.0	$220k	NEW	1.1k	194.07	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$220k		4.1k	53.12	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.0	$220k	NEW	9.0k	24.29	View chart
Iron Mountain (IRM)	0.0	$217k	NEW	2.1k	102.14	View chart
Arista Networks Com Shs (ANET)	0.0	$217k	-36%	1.8k	122.78	View chart
Farmland Partners (FPI)	0.0	$217k	-28%	19k	11.23	View chart
Chubb (CB)	0.0	$216k	-62%	664.00	325.69	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$215k	NEW	4.0k	53.99	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$214k		2.1k	100.68	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$214k	-10%	841.00	253.98	View chart
Listed Fds Tr Horizon Kinetics (INFL)	0.0	$213k	-11%	4.1k	52.06	View chart
Duke Energy Corp Com New (DUK)	0.0	$211k	-32%	1.6k	130.97	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.0	$211k	NEW	5.8k	36.15	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.0	$210k	NEW	8.4k	25.04	View chart
Danaher Corporation (DHR)	0.0	$205k	NEW	1.1k	189.60	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$205k		3.1k	66.86	View chart
Vesta Real Estate Corp Ads (VTMX)	0.0	$204k	NEW	6.1k	33.34	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.0	$203k	NEW	5.2k	39.43	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.0	$203k		6.0k	33.74	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$202k	-66%	2.1k	93.94	View chart
Fs Kkr Capital Corp (FSK)	0.0	$201k	-52%	20k	10.18	View chart
EOG Resources (EOG)	0.0	$200k	NEW	1.4k	144.58	View chart
Cadence Design Systems (CDNS)	0.0	$200k	-42%	720.00	277.87	View chart
Invesco Actvely Mngd Etc Optimum Yield Call Option (PDBC)	0.0	$199k	+13%	12k	17.32	View chart
Tidal Trust I Upar Ultra Risk (UPAR)	0.0	$196k	NEW	12k	16.23	View chart
Ford Motor Company (F)	0.0	$182k	-41%	16k	11.54	View chart
Bitwise Funds Trust Bitcoin Standard (OWNB)	0.0	$170k	+9%	10k	16.38	View chart
Lyft Cl A Com (LYFT)	0.0	$160k	-75%	12k	13.30	View chart
Genworth Finl Com Shs (GNW)	0.0	$130k	-83%	16k	8.12	View chart
Pgim Global Short Duration H (GHY)	0.0	$128k		11k	11.65	View chart
Cadiz Com New (CDZI)	0.0	$103k		21k	4.91	View chart
Riskified Shs Cl A (RSKD)	0.0	$89k	-79%	23k	3.92	View chart
Asp Isotopes (ASPI)	0.0	$80k	NEW	18k	4.42	View chart
Credit Suisse High Yield Cre Sh Ben Int (DHY)	0.0	$76k		40k	1.90	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.0	$76k	-2%	11k	6.95	View chart
Poet Technologies Com New (POET)	0.0	$59k	NEW	10k	5.94	View chart
Medical Properties Trust (MPT)	0.0	$49k		11k	4.63	View chart
Pet Acquisition LLC -Class A (WOOF)	0.0	$28k		10k	2.78	View chart
Eightco Holdings Call Option (ORBS)	0.0	$19k	NEW	20k	0.93	View chart
Milestone Scientific Com New (MLSS)	0.0	$14k		49k	0.29	View chart
Cid Holdco *w Exp 12/31/202 (DAICW)	0.0	$1.6k		61k	0.03	View chart

Past Filings by Brookwood Investment Group

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

Brookwood Investment Group 2026 Q1 filed May 4, 2026
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