Brookwood Investment Group LLC Q1 2025 Filing

Filed May 6, 2025

Portfolio Value

$582.1M

Holdings

423

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (423 positions)

StockValue
TILLLISTED FD TR
$585K
VIGVANGUARD SPECIALIZED FUNDS
$584K
IEMGISHARES INC
$582K
LQDHISHARES U S ETF TR
$581K
NEENEXTERA ENERGY INC
$574K
VNQVANGUARD INDEX FDS
$573K
MCDMCDONALDS CORP
$571K
CASYCASEYS GEN STORES INC
$570K
WPCWP CAREY INC
$558K
DFSDDIMENSIONAL ETF TRUST
$558K
XLISELECT SECTOR SPDR TR
$556K
TRGPTARGA RES CORP
$551K
VFHVANGUARD WORLD FD
$549K
CWCURTISS WRIGHT CORP
$541K
IBMINTERNATIONAL BUSINESS MACHS
$538K
CRMSALESFORCE INC
$537K
NXPINXP SEMICONDUCTORS N V
$534K
SECTNORTHERN LTS FD TR IV
$530K
AQLTISHARES TR
$526K
CSXCSX CORP
$524K
XTENBONDBLOXX ETF TRUST
$523K
PALPROFICIENT AUTO LOGISTICS IN
$519K
URAGLOBAL X FDS
$515K
VISVANGUARD WORLD FD
$507K
SBUXSTARBUCKS CORP
$507K
AXPAMERICAN EXPRESS CO
$501K
VOXVANGUARD WORLD FD
$500K
MCKMCKESSON CORP
$491K
BIVVANGUARD BD INDEX FDS
$486K
QYLDGLOBAL X FDS
$484K
VYMVANGUARD WHITEHALL FDS
$470K
ITWOPROSHARES TR II
$469K
RSPSINVESCO EXCHANGE TRADED FD T
$468K
VOOGVANGUARD ADMIRAL FDS INC
$466K
SGOVISHARES TR
$463K
ESGEISHARES INC
$453K
OEFISHARES TR
$453K
QTJLINNOVATOR ETFS TRUST
$452K
VTVVANGUARD INDEX FDS
$449K
8CWCROWN CASTLE INC
$442K
4I1PHILIP MORRIS INTL INC
$441K
RPVINVESCO EXCHANGE TRADED FD T
$440K
TLHISHARES TR
$435K
SHOPSHOPIFY INC
$433K
IDUISHARES TR
$430K
FDTFIRST TR EXCH TRD ALPHDX FD
$429K
FSKFS KKR CAP CORP
$428K
JXNJACKSON FINANCIAL INC
$426K
BLBDBLUE BIRD CORP
$424K
HYDVANECK ETF TRUST
$423K
MTUMISHARES TR
$419K
ACLSAXCELIS TECHNOLOGIES INC
$417K
BUCKSIMPLIFY EXCHANGE TRADED FUN
$417K
JMOMJ P MORGAN EXCHANGE TRADED F
$416K
ARESARES MANAGEMENT CORPORATION
$415K
ABTABBOTT LABS
$411K
AMGNAMGEN INC
$404K
OKEONEOK INC NEW
$404K
SPOTSPOTIFY TECHNOLOGY S A
$397K
LNGCHENIERE ENERGY INC
$394K
PDTHANCOCK JOHN PREM DIVID FD
$392K
CTASIMPLIFY EXCHANGE TRADED FUN
$392K
MRVLMARVELL TECHNOLOGY INC
$386K
EMTLSSGA ACTIVE TR
$384K
GHYGISHARES INC
$383K
TBILRBB FD INC
$383K
UNPUNION PAC CORP
$382K
COHRCOHERENT CORP
$381K
CGMSCAPITAL GRP FIXED INCM ETF T
$380K
NUSHARES ETF TR
$379K
EALTINNOVATOR ETFS TRUST
$377K
AMATAPPLIED MATLS INC
$375K
NNNNNN REIT INC
$375K
AREALEXANDRIA REAL ESTATE EQ IN
$375K
SILASILA REALTY TRUST INC
$370K
AAAUGOLDMAN SACHS PHYSICAL GOLD
$370K
KMIKINDER MORGAN INC DEL
$364K
PFFAETFIS SER TR I
$364K
PSXPHILLIPS 66
$359K
PSLV/USPROTT PHYSICAL SILVER TR
$359K
QTOCINNOVATOR ETFS TRUST
$358K
SPYINEOS ETF TRUST
$357K
PVALPUTNAM ETF TRUST
$354K
GVALCAMBRIA ETF TR
$354K
CGDGCAPITAL GROUP DIVIDEND VALUE
$349K
SPYTTIDAL TR II
$348K
MLPXGLOBAL X FDS
$348K
GAUGFIRST TR EXCHNG TRADED FD VI
$346K
PBDCPUTNAM ETF TRUST
$345K
HIGHSIMPLIFY EXCHANGE TRADED FUN
$345K
AIGAMERICAN INTL GROUP INC
$344K
LYFTLYFT INC
$344K
PNCPNC FINL SVCS GROUP INC
$343K
IYHISHARES TR
$343K
RDVYFIRST TR EXCHANGE TRADED FD
$343K
PAAAPGIM ETF TR
$341K
HWMHOWMET AEROSPACE INC
$340K
XMMOINVESCO EXCHANGE TRADED FD T
$332K
XLYSELECT SECTOR SPDR TR
$331K
HYGISHARES TR
$330K
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