Brookwood Investment Group LLC Purchases in Q3 2025

Brookwood Investment Group LLC

  • $775 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.35K
+ 104.04%
$67.48 - $71.55 $226K - $239K
6.56K $465M
HEAR
Turtle Beach Corp

Technology
15.1K
New
N/A
15.1K $241M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.32K
New
$102.4 - $103.88 $238K - $241K
2.32K $240M
Bitwise Funds Trust
6.98K
New
N/A
6.98K $233M
FEMB
First Tr ETF Emerging Markets

ETFs
7.91K
New
$28.3 - $29.79 $224K - $236K
7.91K $232M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.13K
+ 29.55%
$98.52 - $103.93 $210K - $221K
9.34K $962M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
3.1K
New
$48.39 - $77.69 $150K - $241K
3.1K $227M
VAW
Vanguard Materials ETF

ETFs
1.04K
+ 74.91%
$193.21 - $210.15 $201K - $218K
2.43K $497M
FNY
First Trust Mid Cap Growth Alp
2.46K
New
N/A
2.46K $226M
Ishares Bitcoin Trust ETF
2.18K
+ 10.22%
N/A
23.6K $1.53B
SRLN
Ssga Active Trust

ETFs
5.34K
+ 63.57%
$41.28 - $41.65 $221K - $223K
13.8K $572M
PEP
Pepsico Inc

Consumer Defensive
1.58K
New
$133.81 - $152.16 $211K - $240K
1.58K $222M
BROS
Dutch Bros Inc.

Consumer Cyclical
4.21K
New
$52.34 - $74.24 $220K - $312K
4.21K $220M
Horizon Fds
4.28K
New
N/A
4.28K $220M
SIL
Global X Silver Miners ETF

ETFs
3.05K
New
$47.34 - $71.63 $144K - $218K
3.05K $218M
WMB
Williams Companies, Inc.

Energy
3.42K
New
$56.52 - $64.01 $193K - $219K
3.42K $217M
RYN
Rayonier Inc

Real Estate
8.15K
New
$22.68 - $27.11 $185K - $221K
8.15K $216M
V
Visa Inc.

Financial Services
821
+ 17.05%
$332.09 - $358.86 $273K - $295K
5.64K $1.92B
TRFK
Pacer Fds Tr
2.76K
+ 72.43%
N/A
6.57K $439M
Pacer Fds Tr
5.89K
New
N/A
5.89K $214M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
2.75K
New
$70.51 - $77.82 $194K - $214K
2.75K $213M
EFV
Msci Eafe Value ETF

ETFs
70
+ 0.15%
$62.79 - $68.42 $4.4K - $4.79K
47.6K $3.23B
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.1K
New
$89.29 - $100.17 $187K - $210K
2.1K $210M
Neos ETF Trust
4.06K
+ 31.45%
N/A
17K $860M
CME
Cme Group Inc.

Financial Services
762
New
$258.83 - $287.1 $197K - $219K
762 $206M
DVN
Devon Energy Corp

Energy
5.84K
New
$31.75 - $36.99 $185K - $216K
5.84K $205M
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 2.01%
$357.4 - $423.42 $31.5K - $37.3K
4.46K $1.81B
PFFA
Etfis Ser Tr I

ETFs
8.46K
+ 36.82%
$20.94 - $22.43 $177K - $190K
31.4K $682M
CEG
Constellation Energy Corp

Utilities
590
+ 60.27%
$298.82 - $354.89 $176K - $209K
1.57K $516M
CTA
Simplify Exch Traded Fds Simpl

ETFs
6.48K
+ 43.26%
$26.46 - $28.43 $171K - $184K
21.4K $600M
PAAS
Pan American Silver Corp

Basic Materials
3.13K
+ 42.71%
$27.02 - $38.81 $84.5K - $121K
10.5K $405M
PH
Parker Hannifin Corp

Industrials
221
+ 50.23%
$697.13 - $769.67 $154K - $170K
661 $501M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.37K
+ 4.44%
$42.67 - $46.91 $58.3K - $64.1K
32.2K $1.51B
MELI
Mercadolibre Inc

Consumer Cyclical
97
+ 71.32%
$2292.04 - $2514.05 $222K - $244K
233 $545M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.24K
+ 9.71%
$82.38 - $83.0 $185K - $186K
25.3K $2.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
192
+ 12.46%
$567.77 - $614.76 $109K - $118K
1.73K $1.06B
CRM
Salesforce, Inc.

Technology
1.24K
+ 40.4%
$231.66 - $273.65 $288K - $340K
4.32K $1.02B
TMUS
T Mobile Us, Inc.

Communication Services
755
+ 24.88%
$226.02 - $259.01 $171K - $196K
3.79K $907M
IAU
Ishares Gold Trust

ETFs
262
+ 1.77%
$61.62 - $72.77 $16.1K - $19.1K
15.1K $1.1B
CGGR
Capital Group Growth ETF Shs C

ETFs
2.85K
+ 28.56%
$40.2 - $44.58 $114K - $127K
12.8K $563M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.24K
+ 14.4%
$22.9 - $23.58 $143K - $147K
49.6K $1.16B
NMG
Nouveau Monde Graphite Inc.

Basic Materials
53.5K
New
$1.61 - $2.73 $86.2K - $146K
53.5K $152M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
4.21K
+ 63.93%
$31.79 - $33.42 $134K - $141K
10.8K $361M
ITA
Ishares Tr

ETFs
192
+ 3.58%
$184.73 - $209.26 $35.5K - $40.2K
5.55K $1.16B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.91K
+ 10.39%
$50.82 - $51.09 $148K - $149K
30.9K $1.58B
Blackrock ETF Trust Ii
2.82K
+ 8.61%
N/A
35.6K $1.85B
NOW
Service Now, Inc.

Technology
223
+ 41.76%
$850.86 - $1044.69 $190K - $233K
757 $697M
ICE
Intercontinental Exchange, Inc.

Financial Services
940
+ 75.62%
$167.28 - $188.45 $157K - $177K
2.18K $368M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.22K
+ 9.91%
$65.78 - $69.95 $80K - $85.1K
13.5K $943M
Activity Summary
Buys All Purchases 305 New Holdings 104 Increased Positions 201 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 2 Puts 0
Track This Portfolio

Track Brookwood Investment Group LLC Portfolio

Follow Brookwood Investment Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brookwood Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brookwood Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email