Brookwood Investment Group LLC Sells in Q3 2025

Brookwood Investment Group LLC

  • $775 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
-1.2K
- 36.06%
$152.77 - $188.68 $183K - $226K
2.13K $364M
XOM
Exxon Mobil Corp

Energy
-1.66K
- 14.99%
$105.83 - $117.22 $176K - $195K
9.44K $1.06B
VGT
Vanguard Information Technolog

ETFs
-709
- 14.83%
$656.44 - $753.15 $465K - $534K
4.07K $3.04B
HWM
Howmet Aerospace Inc.

Industrials
-974
- 15.08%
$171.0 - $196.23 $167K - $191K
5.48K $1.08B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.96K
- 34.71%
$25.21 - $25.99 $125K - $129K
9.33K $241M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.84K
- 20.03%
$82.96 - $95.7 $153K - $176K
7.36K $660M
RTX
Raytheon Technologies Corp

Industrials
-1.66K
- 21.54%
$144.19 - $167.33 $239K - $277K
6.04K $1.01B
Coherent Corp
-2K
- 34.39%
N/A
3.82K $411M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.15K
- 13.58%
$49.78 - $50.75 $107K - $109K
13.7K $692M
VO
Vanguard Mid Cap ETF

ETFs
-496
- 14.54%
$279.83 - $293.74 $139K - $146K
2.92K $856M
AB
Alliancebernstein Holding L.P.

Financial Services
-580
- 2.12%
$37.76 - $42.88 $21.9K - $24.9K
26.8K $1.02B
CDNS
Cadence Design Systems Inc

Technology
-389
- 38.86%
$309.46 - $373.37 $120K - $145K
612 $215M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.74K
- 31.8%
$62.38 - $67.29 $108K - $117K
3.73K $251M
JUCY
ETF Ser Solutions Aptus Enhanc
-4.15K
- 20.19%
N/A
16.4K $365M
SBUX
Starbucks Corp

Consumer Cyclical
-745
- 19.46%
$81.9 - $96.86 $61K - $72.2K
3.08K $261M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.03K
- 9.14%
$194.44 - $206.51 $200K - $212K
10.2K $2.11B
AMAT
Applied Materials Inc

Technology
-751
- 23.64%
$156.25 - $204.95 $117K - $154K
2.43K $497M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.15K
- 14.17%
$76.16 - $78.59 $87.3K - $90.1K
6.94K $542M
MUB
Ishares National Muni Bond ETF

ETFs
-936
- 9.03%
$103.24 - $106.68 $96.6K - $99.9K
9.43K $1B
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
-3.08K
- 33.41%
$31.45 - $38.55 $97K - $119K
6.15K $230M
DE
Deere & CO

Industrials
-14
- 1.13%
$457.26 - $524.37 $6.4K - $7.34K
1.23K $562M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.3K
- 20.28%
$50.53 - $50.82 $65.7K - $66.1K
5.11K $259M
DNN
Denison Mines Corp.

Energy
-48K
- 67.37%
$1.69 - $2.86 $81.1K - $137K
23.2K $63.9M
XLE
Energy Sector Spdr

ETFs
-1.22K
- 10.18%
$84.25 - $91.99 $103K - $112K
10.8K $961M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-5.12K
- 10.64%
$29.8 - $32.29 $153K - $165K
43K $1.38B
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-885
- 5.83%
N/A
14.3K $418M
FCX
Freeport Mcmoran Inc

Basic Materials
-300
- 5.05%
$35.34 - $47.21 $10.6K - $14.2K
5.64K $221M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-223
- 13.09%
$172.72 - $179.11 $38.5K - $39.9K
1.48K $264M
VNQ
Vanguard Specialized Funds Van

ETFs
-407
- 10.5%
$88.47 - $93.24 $36K - $37.9K
3.47K $317M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-874
- 11.13%
$62.54 - $68.42 $54.7K - $59.8K
6.98K $471M
MCD
Mcdonalds Corp

Consumer Cyclical
-183
- 6.71%
$291.67 - $316.99 $53.4K - $58K
2.54K $773M
EFG
Msci Eafe Growth ETF

ETFs
-344
- 3.43%
$106.99 - $114.46 $36.8K - $39.4K
9.68K $1.1B
JNJ
Johnson & Johnson

Healthcare
-618
- 21.32%
$155.17 - $185.42 $95.9K - $115K
2.28K $423M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-650
- 11.93%
$48.07 - $51.26 $31.2K - $33.3K
4.8K $245M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-800
- 9.3%
$28.69 - $30.59 $23K - $24.5K
7.8K $237M
IYW
Ishares Dj Us Tech ETF

ETFs
-513
- 13.64%
$171.38 - $197.01 $87.9K - $101K
3.25K $636M
NNN
National Retail Properties, Inc.

Real Estate
-221
- 2.31%
$40.68 - $44.1 $8.99K - $9.75K
9.34K $398M
XLB
Select Sector Spdr Fd Material

ETFs
-174
- 6.99%
$86.72 - $92.61 $15.1K - $16.1K
2.32K $208M
TIP
Ishares Tr Tips Bd ETF

ETFs
-296
- 1.54%
$109.11 - $111.88 $32.3K - $33.1K
19K $2.11B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.4K
- 3.59%
$17.81 - $18.39 $24.9K - $25.7K
37.6K $686M
ABT
Abbott Laboratories

Healthcare
-19
- 0.84%
$120.51 - $136.62 $2.29K - $2.6K
2.25K $301M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-111
- 1.53%
$47.36 - $47.65 $5.26K - $5.29K
7.17K $340M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-431
- 8.16%
$135.0 - $146.02 $58.2K - $62.9K
4.85K $707M
RNDV
First Tr Vi Us Equity Divid Se
-599
- 8.63%
N/A
6.34K $227M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-164
- 1.72%
$25.39 - $25.57 $4.16K - $4.19K
9.35K $239M
AXP
American Express CO

Financial Services
-113
- 4.35%
$294.27 - $342.31 $33.3K - $38.7K
2.48K $825M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-510
- 4.43%
$20.38 - $21.7 $10.4K - $11.1K
11K $232M
SO
Southern CO

Utilities
-122
- 3.91%
$90.83 - $96.0 $11.1K - $11.7K
3K $284M
IDU
Ishares Tr U S Utils ETF

ETFs
-257
- 6.21%
$103.7 - $111.17 $26.7K - $28.6K
3.88K $431M
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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