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
SBUXSTARBUCKS CORP
$351K
BAIBLACKROCK ETF TRUST
$350K
SRLNSSGA ACTIVE ETF TR
$350K
REXRREXFORD INDL RLTY INC
$349K
FSKFS KKR CAP CORP
$348K
FLRTPACER FDS TR
$346K
PAXPATRIA INVESTMENTS LIMITED
$346K
BKRBAKER HUGHES COMPANY
$346K
VNQVANGUARD INDEX FDS
$345K
RDVYFIRST TR EXCHANGE TRADED FD
$343K
FIWFIRST TR EXCHANGE-TRADED FD
$337K
OKEONEOK INC NEW
$333K
DEAEASTERLY GOVT PPTYS INC
$332K
SCHWSCHWAB CHARLES CORP
$329K
EMBISHARES TR
$329K
MMSCFIRST TR EXCHNG TRADED FD VI
$329K
ROADCONSTRUCTION PARTNERS INC
$327K
CVSCVS HEALTH CORP
$326K
AAAUGOLDMAN SACHS PHYSICAL GOLD
$325K
JAAAJANUS DETROIT STR TR
$325K
GLDMWORLD GOLD TR
$324K
CAHCARDINAL HEALTH INC
$321K
IYHISHARES TR
$318K
CEGCONSTELLATION ENERGY CORP
$316K
HLALLISTED FDS TR
$310K
SDIVGLOBAL X FDS
$310K
XFLTXAI OCTAGN FLT RAT & ALT INM
$309K
CDNSCADENCE DESIGN SYSTEM INC
$308K
ABTABBOTT LABS
$308K
PHPARKER-HANNIFIN CORP
$307K
DFCFDIMENSIONAL ETF TRUST
$306K
CITCINTAS CORP
$306K
IMOMEA SERIES TRUST
$302K
PSXPHILLIPS 66
$301K
VHTVANGUARD WORLD FD
$301K
FISVFISERV INC
$301K
PAAPLAINS ALL AMERN PIPELINE L
$300K
FFTYINNOVATOR ETFS TRUST
$300K
ANETARISTA NETWORKS INC
$297K
LGLVSPDR SERIES TRUST
$297K
PRUPRUDENTIAL FINL INC
$289K
SOSOUTHERN CO
$287K
HONHONEYWELL INTL INC
$285K
TRVCCITIGROUP INC
$283K
DGRWWISDOMTREE TR
$282K
DVDNETF OPPORTUNITIES TRUST
$282K
URTHISHARES INC
$281K
AMGNAMGEN INC
$280K
VDEVANGUARD WORLD FD
$277K
IWMINEOS ETF TRUST
$276K
CLPRCLIPPER RLTY INC
$274K
CSCOCISCO SYS INC
$274K
CITHE CIGNA GROUP
$273K
ADBEADOBE INC
$272K
VAWVANGUARD WORLD FD
$270K
DFSDDIMENSIONAL ETF TRUST
$270K
FPIFARMLAND PARTNERS INC
$267K
VLOVALERO ENERGY CORP
$267K
CMCSACOMCAST CORP NEW
$265K
NMTNUVEEN MASSACHUSETS QLT MUN
$264K
DFATDIMENSIONAL ETF TRUST
$263K
ADMEETF SER SOLUTIONS
$263K
SPOTSPOTIFY TECHNOLOGY S A
$261K
KRKROGER CO
$259K
FCXFREEPORT-MCMORAN INC
$258K
FDXFEDEX CORP
$256K
DIHPDIMENSIONAL ETF TRUST
$254K
PNCPNC FINL SVCS GROUP INC
$253K
NXRTNEXPOINT RESIDENTIAL TR INC
$251K
IJRISHARES TR
$247K
HYMBSPDR SERIES TRUST
$247K
IGVISHARES TR
$245K
TJXTJX COS INC NEW
$244K
FLTRVANECK ETF TRUST
$243K
IRMIRON MTN INC DEL
$242K
PEYINVESCO EXCHANGE TRADED FD T
$235K
CMGCHIPOTLE MEXICAN GRILL INC
$235K
LRCXLAM RESEARCH CORP
$234K
KNGZFIRST TR EXCHANGE TRADED FD
$233K
TOLTOLL BROTHERS INC
$233K
TBPHTHERAVANCE BIOPHARMA INC
$232K
SHLDGLOBAL X FDS
$232K
ARKFARK ETF TR
$231K
BRTBRT APARTMENTS CORP
$229K
ICEINTERCONTINENTAL EXCHANGE IN
$228K
TRFKPACER FDS TR
$225K
CVSBMORGAN STANLEY ETF TRUST
$225K
BLVVANGUARD BD INDEX FDS
$224K
MAGSLISTED FDS TR
$224K
SBACSBA COMMUNICATIONS CORP NEW
$222K
CPTCAMDEN PPTY TR
$222K
TXNTEXAS INSTRS INC
$222K
8CWCROWN CASTLE INC
$221K
EWJISHARES INC
$220K
FPAFIRST TR EXCH TRD ALPHDX FD
$219K
XLBSELECT SECTOR SPDR TR
$219K
RDVIFIRST TR EXCHANGE-TRADED FD
$218K
GATXGATX CORP
$217K
NYFISHARES TR
$216K
COFCAPITAL ONE FINL CORP
$215K
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