Brookwood Investment Group LLC Q2 2025 Filing

Filed August 1, 2025

Portfolio Value

$620.4M

Holdings

449

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (449 positions)

StockValue
GDXJVANECK ETF TRUST
$1.2M
XLUSELECT SECTOR SPDR TR
$1.2M
DDTOINNOVATOR ETFS TRUST
$1.2M
CPERUNITED STS COMMODITY INDEX F
$1.1M
COPXGLOBAL X FDS
$1.1M
AXSAXIS CAP HLDGS LTD
$1.1M
HTDCORCEPT THERAPEUTICS INC
$1.1M
IBMINTERNATIONAL BUSINESS MACHS
$1.1M
ROBOEXCHANGE TRADED CONCEPTS TRU
$1.1M
RTXRTX CORPORATION
$1.1M
EFGISHARES TR
$1.1M
GAUGFIRST TR EXCHNG TRADED FD VI
$1.1M
ABALLIANCEBERNSTEIN HLDG L P
$1.1M
GIISPDR INDEX SHS FDS
$1.1M
CVXCHEVRON CORP NEW
$1.1M
MUBISHARES TR
$1.1M
GNRSPDR INDEX SHS FDS
$1.1M
SILJAMPLIFY ETF TR
$1.1M
LDOSLEIDOS HOLDINGS INC
$1.1M
BACVERIZON COMMUNICATIONS INC
$1.1M
QDPLPACER FDS TR
$1.1M
FBNDFIDELITY MERRIMACK STR TR
$1.1M
IEFISHARES TR
$1.0M
DOCSDOXIMITY INC
$1.0M
BKLNINVESCO EXCH TRADED FD TR II
$1.0M
AMDADVANCED MICRO DEVICES INC
$1.0M
XLESELECT SECTOR SPDR TR
$1.0M
TAT&T INC
$1.0M
BWMNBOWMAN CONSULTING GROUP LTD
$1.0M
ITA*ISHARES TR
$1.0M
BSVVANGUARD BD INDEX FDS
$1.0M
SCHZSCHWAB STRATEGIC TR
$1.0M
BACBANK AMERICA CORP
$1.0M
MAMASTERCARD INCORPORATED
$968K
SPLVINVESCO EXCH TRADED FD TR II
$968K
JMUBJ P MORGAN EXCHANGE TRADED F
$967K
VOVANGUARD INDEX FDS
$955K
XLVSELECT SECTOR SPDR TR
$942K
PHYS/USPROTT PHYSICAL GOLD TR
$941K
DISDISNEY WALT CO
$938K
HRLHORMEL FOODS CORP
$935K
URAGLOBAL X FDS
$934K
IAU*ISHARES GOLD TR
$923K
MBBISHARES TR
$912K
VIGIVANGUARD WHITEHALL FDS
$905K
PGPROCTER AND GAMBLE CO
$903K
VEUVANGUARD INTL EQUITY INDEX F
$901K
RUNNSTRATEGIC TRUST
$891K
THROBLACKROCK ETF TRUST
$889K
ESGUISHARES TR
$889K
VOOVANGUARD INDEX FDS
$875K
CWCURTISS WRIGHT CORP
$872K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$859K
BUCKSIMPLIFY EXCHANGE TRADED FUN
$857K
USDPROSHARES TR
$849K
IUSBISHARES TR
$842K
CRMSALESFORCE INC
$839K
VPUVANGUARD WORLD FD
$839K
HCAHCA HEALTHCARE INC
$834K
AXPAMERICAN EXPRESS CO
$828K
GEVGE VERNOVA INC
$825K
EOGEOG RES INC
$817K
FTLSFIRST TR EXCH TRADED FD III
$813K
LMTLOCKHEED MARTIN CORP
$802K
AGGHSIMPLIFY EXCHANGE TRADED FUN
$797K
MCDMCDONALDS CORP
$796K
VTIPVANGUARD MALVERN FDS
$796K
VRTXVERTEX PHARMACEUTICALS INC
$792K
FXEINVESCO CURRENCYSHARES EURO
$781K
GBTCGRAYSCALE BITCOIN TRUST ETF
$780K
UNHUNITEDHEALTH GROUP INC
$778K
BABOEING CO
$768K
IAGGISHARES TR
$766K
SPSMSPDR SERIES TRUST
$763K
IEMGISHARES INC
$759K
USMVISHARES TR
$741K
TLHISHARES TR
$732K
HFGMTIDAL TRUST I
$729K
GDXVANECK ETF TRUST
$727K
TMUST-MOBILE US INC
$723K
MRKMERCK & CO INC
$722K
PGRPROGRESSIVE CORP
$717K
VEAVANGUARD TAX-MANAGED FDS
$716K
ITOTISHARES TR
$713K
QYLDGLOBAL X FDS
$704K
XFEBFIRST TR EXCH TRADED FD III
$694K
ACIOETF SER SOLUTIONS
$691K
COWZPACER FDS TR
$688K
VMBSVANGUARD SCOTTSDALE FDS
$688K
XTENBONDBLOXX ETF TRUST
$682K
CGBLCAPITAL GROUP CORE BALANCED
$681K
CASYCASEYS GEN STORES INC
$670K
ISRGINTUITIVE SURGICAL INC
$666K
IYWISHARES TR
$652K
HYBINEOS ETF TRUST
$651K
BSXBOSTON SCIENTIFIC CORP
$640K
VIGVANGUARD SPECIALIZED FUNDS
$639K
DEDEERE & CO
$632K
BIVVANGUARD BD INDEX FDS
$625K
ORRFORRSTOWN FINL SVCS INC
$624K
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