Brookwood Investment Group LLC Incresed Positions in Q3 2025

Brookwood Investment Group LLC

  • $775 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
133
+ 2.19%
$218.96 - $328.33 $29.1K - $43.7K
6.21K $1.75B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.53K
+ 10.51%
$68.24 - $73.73 $241K - $260K
37.1K $2.73B
NEE
Nextera Energy Inc

Utilities
4.95K
+ 163.66%
$69.77 - $77.54 $346K - $384K
7.98K $603M
Innovator Etfs Trust
9.63K
+ 53.67%
N/A
27.6K $953M
UNH
Unitedhealth Group Inc

Healthcare
823
+ 33.01%
$237.77 - $353.61 $196K - $291K
3.32K $1.15B
T
At&T Inc.

Communication Services
13.6K
+ 38.99%
$26.94 - $29.62 $367K - $404K
48.6K $1.37B
AMZN
Amazon Com Inc

Consumer Cyclical
1.54K
+ 1.81%
$211.65 - $238.24 $326K - $367K
86.5K $19B
CAT
Caterpillar Inc

Industrials
171
+ 5.64%
$390.92 - $477.15 $66.8K - $81.6K
3.21K $1.53B
Ge Vernova Inc
354
+ 22.71%
N/A
1.91K $1.18B
XLC
Select Sector Spdr Tr Communic

ETFs
1.98K
+ 17.1%
$105.99 - $119.41 $210K - $236K
13.6K $1.6B
JPM
Jpmorgan Chase & CO

Financial Services
198
+ 2.07%
$282.78 - $316.06 $56K - $62.6K
9.75K $3.08B
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
17.5K
+ 76.23%
$17.53 - $17.95 $308K - $315K
40.6K $717M
Ubs Ag
2.41K
+ 35.21%
N/A
9.24K $852M
Peakstone Realty Trust
23K
+ 57.49%
N/A
63K $826M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.87K
+ 25.25%
$45.26 - $46.63 $266K - $274K
29.1K $1.35B
XLV
Select Sector Spdr Fund Health

ETFs
1.71K
+ 24.5%
$129.01 - $139.72 $221K - $239K
8.7K $1.21B
OZ
Belpointe Prep, LLC

Real Estate
4.12K
+ 15.97%
$60.0 - $66.99 $247K - $276K
29.9K $1.91B
PHYS
Sprott Physical Gold Trust

Financial Services
3.43K
+ 9.25%
$25.02 - $29.62 $85.9K - $102K
40.6K $1.2B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.27K
+ 19.35%
$134.94 - $145.86 $172K - $185K
7.84K $1.14B
VDE
Vanguard Energy ETF

ETFs
1.87K
+ 80.49%
$118.37 - $129.65 $221K - $242K
4.19K $527M
BALT
Innovator Etfs Tr
6.63K
+ 18.44%
$32.11 - $32.82 $213K - $218K
42.6K $1.4B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.35K
+ 104.04%
$67.48 - $71.55 $226K - $239K
6.56K $465M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.13K
+ 29.55%
$98.52 - $103.93 $210K - $221K
9.34K $962M
VAW
Vanguard Materials ETF

ETFs
1.04K
+ 74.91%
$193.21 - $210.15 $201K - $218K
2.43K $497M
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
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
EFV
Msci Eafe Value ETF

ETFs
70
+ 0.15%
$62.79 - $68.42 $4.4K - $4.79K
47.6K $3.23B
Neos ETF Trust
4.06K
+ 31.45%
N/A
17K $860M
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
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
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
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