Brookwood Investment Group LLC

données du 30/09/2025

Capitalisation

$ 774.640 M 24.86 %

Période de détention moyenne

2 ans

Performance

$ 116.335 M 19.45 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Brookwood Investment Group LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 5.89% 45.648 M $ 244656 2025/03/31 7.689 M $ 18.10 %
2025/09/30 VTI VANGUARD INDEX FDS 5.85% 45.317 M $ 138091 2025/03/31 3.137 M $ 7.98 %
2025/09/30 VUG VANGUARD INDEX FDS 4.01% 31.063 M $ 64767 2025/03/31 2.514 M $ 9.40 %
2025/09/30 AAPL APPLE INC 3.63% 28.115 M $ 110416 2025/03/31 5.255 M $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 2.45% 18.995 M $ 86510 2025/03/31 15.294 K $ 0.08 %
2025/09/30 MSFT MICROSOFT CORP 2.25% 17.399 M $ 33592 2025/03/31 725.267 K $ 4.13 %
2025/09/30 FLXR TCW ETF TRUST 2.23% 17.284 M $ 434273 2025/06/30 52.890 K $ 0.89 %
2025/09/30 AVGO BROADCOM INC 2.17% 16.831 M $ 51016 2025/03/31 3.148 M $ 19.68 %
2025/09/30 META META PLATFORMS INC 1.98% 15.363 M $ 20920 2025/03/31 -64.657 K $ -0.50 %
2025/09/30 PYLD PIMCO ETF TR 1.86% 14.414 M $ 537051 2025/09/30 0.000 $ 0.00 %
2025/09/30 MORGAN STANLEY ETF TRUST 1.49% 11.532 M $ 228128 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOGL ALPHABET INC 1.41% 10.953 M $ 45054 2025/03/31 2.437 M $ 37.94 %
2025/09/30 TIDAL TRUST I 1.32% 10.250 M $ 456860 2025/09/30 0.000 $ 0.00 %
2025/09/30 KRANESHARES TRUST 1.29% 9.968 M $ 351871 2025/09/30 0.000 $ 0.00 %
2025/09/30 TFLO ISHARES TR 1.22% 9.474 M $ 187270 2025/03/31 -13.232 K $ -0.12 %
2025/09/30 TRUST FOR PROFESSIONAL MANAG 1.12% 8.639 M $ 339110 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPMO INVESCO EXCH TRADED FD TR II 1.09% 8.423 M $ 69573 2025/03/31 1.044 M $ 7.64 %
2025/09/30 NFLX NETFLIX INC 1.01% 7.858 M $ 6554 2025/03/31 -630.664 K $ -10.47 %
2025/09/30 GLD SPDR GOLD TR 1.00% 7.763 M $ 21839 2025/03/31 1.273 M $ 16.61 %
2025/09/30 SEIQ SEI EXCHANGE TRADED FUNDS 0.97% 7.500 M $ 193889 2025/06/30 199.576 K $ 4.03 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.92% 7.154 M $ 39218 2025/03/31 1.357 M $ 33.82 %
2025/09/30 NEAR ISHARES U S ETF TR 0.86% 6.664 M $ 129955 2025/03/31 24.454 K $ 0.35 %
2025/09/30 XLI SELECT SECTOR SPDR TR 0.85% 6.548 M $ 42456 2025/03/31 70.065 K $ 4.55 %
2025/09/30 THE ALGER ETF TRUST 0.82% 6.333 M $ 282927 2025/03/31 604.480 K $ 16.50 %
2025/09/30 SLV ISHARES SILVER TR 0.80% 6.173 M $ 145694 2025/03/31 364.283 K $ 29.14 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.78% 6.043 M $ 69296 2025/03/31 78.532 K $ 6.80 %
2025/09/30 GOOG ALPHABET INC 0.78% 6.023 M $ 24731 2025/03/31 1.577 M $ 37.30 %
2025/09/30 IVOL KRANESHARES TRUST 0.75% 5.797 M $ 300673 2025/06/30 -44.012 K $ -1.43 %
2025/09/30 IVV ISHARES TR 0.67% 5.197 M $ 7765 2025/03/31 353.319 K $ 7.80 %
2025/09/30 NLR VANECK ETF TRUST 0.66% 5.099 M $ 37588 2025/03/31 307.881 K $ 22.01 %
2025/09/30 DVOL FIRST TR EXCHANGE-TRADED FD 0.64% 4.969 M $ 140142 2025/06/30 24.054 K $ 1.00 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.56% 4.370 M $ 6559 2025/03/31 496.542 K $ 7.82 %
2025/09/30 TIDAL TRUST I 0.53% 4.074 M $ 128892 2025/06/30 122.819 K $ 16.86 %
2025/09/30 EA SERIES TRUST 0.52% 4.062 M $ 103105 2025/03/31 150.466 K $ 10.27 %
2025/09/30 QUAL ISHARES TR 0.51% 3.973 M $ 20426 2025/03/31 247.417 K $ 6.39 %
2025/09/30 GDXJ VANECK ETF TRUST 0.50% 3.849 M $ 38870 2025/03/31 540.673 K $ 46.51 %
2025/09/30 SILJ AMPLIFY ETF TR 0.49% 3.815 M $ 165205 2025/03/31 604.374 K $ 56.01 %
2025/09/30 URA GLOBAL X FDS 0.49% 3.805 M $ 79828 2025/03/31 213.251 K $ 22.83 %
2025/09/30 ALLW SSGA ACTIVE TR 0.48% 3.733 M $ 133883 2025/03/31 101.157 K $ 6.94 %
2025/09/30 SPLG SPDR SERIES TRUST 0.47% 3.606 M $ 46029 2025/03/31 370.702 K $ 7.77 %
2025/09/30 COPX GLOBAL X FDS 0.46% 3.571 M $ 59711 2025/03/31 372.190 K $ 32.91 %
2025/09/30 TSLA TESLA INC 0.42% 3.278 M $ 7371 2025/03/31 1.838 M $ 40.00 %
2025/09/30 EFV ISHARES TR 0.42% 3.229 M $ 47610 2025/03/31 206.799 K $ 6.85 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.40% 3.076 M $ 9752 2025/03/31 243.818 K $ 8.80 %
2025/09/30 VGT VANGUARD WORLD FD 0.39% 3.041 M $ 4073 2025/03/31 398.579 K $ 12.57 %
2025/09/30 CPER UNITED STS COMMODITY INDEX F 0.39% 3.039 M $ 101307 2025/06/30 -58.756 K $ -5.18 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.39% 2.987 M $ 5942 2025/03/31 62.449 K $ 3.49 %
2025/09/30 WMT WALMART INC 0.39% 2.984 M $ 28950 2025/03/31 194.710 K $ 5.40 %
2025/09/30 VB VANGUARD INDEX FDS 0.37% 2.895 M $ 11384 2025/03/31 204.313 K $ 7.30 %
2025/09/30 DYNF BLACKROCK ETF TRUST 0.37% 2.873 M $ 48523 2025/03/31 231.354 K $ 8.70 %
2025/09/30 VXUS VANGUARD STAR FDS 0.35% 2.725 M $ 37100 2025/03/31 146.714 K $ 6.33 %
2025/09/30 XMMO INVESCO EXCHANGE TRADED FD T 0.35% 2.683 M $ 19837 2025/03/31 84.077 K $ 5.13 %
2025/09/30 QQQ INVESCO QQQ TR 0.34% 2.633 M $ 4386 2025/03/31 222.939 K $ 8.83 %
2025/09/30 SPROTT FDS TR 0.32% 2.446 M $ 65305 2025/09/30 0.000 $ 0.00 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.31% 2.439 M $ 2635 2025/03/31 -236.660 K $ -6.50 %
2025/09/30 SPYG SPDR SERIES TRUST 0.31% 2.371 M $ 22686 2025/03/31 241.724 K $ 9.64 %
2025/09/30 AFMC FIRST TR EXCHNG TRADED FD VI 0.30% 2.291 M $ 66786 2025/03/31 87.459 K $ 6.78 %
2025/09/30 FANG DIAMONDBACK ENERGY INC 0.29% 2.276 M $ 15902 2025/09/30 0.000 $ 0.00 %
2025/09/30 JANUS DETROIT STR TR 0.29% 2.267 M $ 75145 2025/06/30 53.806 K $ 4.32 %
2025/09/30 QMOM EA SERIES TRUST 0.29% 2.263 M $ 35119 2025/09/30 0.000 $ 0.00 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.28% 2.179 M $ 25921 2025/03/31 34.003 K $ 8.62 %
2025/09/30 LLY ELI LILLY & CO 0.28% 2.148 M $ 2815 2025/03/31 -70.434 K $ -2.12 %
2025/09/30 IAUM ISHARES GOLD TR 0.28% 2.132 M $ 55387 2025/03/31 237.712 K $ 16.70 %
2025/09/30 LQD ISHARES TR 0.27% 2.125 M $ 19065 2025/03/31 35.308 K $ 1.70 %
2025/09/30 TIP ISHARES TR 0.27% 2.111 M $ 18976 2025/03/31 22.740 K $ 1.07 %
2025/09/30 IVE ISHARES TR 0.27% 2.108 M $ 10208 2025/03/31 124.596 K $ 5.68 %
2025/09/30 SHY ISHARES TR 0.27% 2.103 M $ 25347 2025/03/31 2.310 K $ 0.12 %
2025/09/30 RDNT RADNET INC 0.27% 2.078 M $ 27265 2025/03/31 526.214 K $ 33.91 %
2025/09/30 VXX BARCLAYS BANK PLC 0.26% 2.030 M $ 61216 2025/09/30 0.000 $ 0.00 %
2025/09/30 CFG CITIZENS FINL GROUP INC 0.26% 2.008 M $ 37774 2025/09/30 0.000 $ 0.00 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.26% 1.986 M $ 26700 2025/03/31 13.997 K $ 1.01 %
2025/09/30 ROBO EXCHANGE TRADED CONCEPTS TRU 0.25% 1.942 M $ 29624 2025/03/31 108.953 K $ 9.67 %
2025/09/30 V VISA INC 0.25% 1.924 M $ 5636 2025/03/31 -65.821 K $ -3.85 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.25% 1.921 M $ 35660 2025/03/31 52.563 K $ 2.86 %
2025/09/30 OZ BELPOINTE PREP LLC 0.25% 1.912 M $ 29876 2025/03/31 -27.564 K $ -1.67 %
2025/09/30 CLOA BLACKROCK ETF TRUST II 0.24% 1.850 M $ 35599 2025/03/31 1.638 K $ 0.10 %
2025/09/30 HD HOME DEPOT INC 0.23% 1.807 M $ 4460 2025/03/31 168.540 K $ 10.51 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.23% 1.779 M $ 8739 2025/03/31 -8.693 K $ -0.50 %
2025/09/30 MCHP MICROCHIP TECHNOLOGY INC. 0.23% 1.757 M $ 27360 2025/03/31 -168.264 K $ -8.74 %
2025/09/30 ORCL ORACLE CORP 0.23% 1.746 M $ 6208 2025/03/31 380.355 K $ 28.64 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.22% 1.701 M $ 6089 2025/03/31 200.323 K $ 23.31 %
2025/09/30 BIL SPDR SERIES TRUST 0.22% 1.694 M $ 18461 2025/03/31 537.000 $ 0.02 %
2025/09/30 ECL ECOLAB INC 0.22% 1.667 M $ 6085 2025/03/31 27.218 K $ 1.64 %
2025/09/30 XBAP INNOVATOR ETFS TRUST 0.21% 1.643 M $ 43397 2025/03/31 47.653 K $ 3.05 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.21% 1.635 M $ 36242 2025/03/31 -41.600 K $ -2.57 %
2025/09/30 XBJL INNOVATOR ETFS TRUST 0.21% 1.633 M $ 43611 2025/03/31 62.730 K $ 4.09 %
2025/09/30 XBJA INNOVATOR ETFS TRUST 0.21% 1.625 M $ 51931 2025/03/31 58.399 K $ 3.82 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.21% 1.605 M $ 13556 2025/03/31 113.907 K $ 9.07 %
2025/09/30 FLOT ISHARES TR 0.20% 1.578 M $ 30890 2025/03/31 1.958 K $ 0.14 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.20% 1.572 M $ 3206 2025/03/31 -58.304 K $ -3.72 %
2025/09/30 GDX VANECK ETF TRUST 0.20% 1.562 M $ 20445 2025/03/31 340.102 K $ 46.75 %
2025/09/30 XBOC INNOVATOR ETFS TRUST 0.20% 1.550 M $ 47241 2025/03/31 43.821 K $ 2.98 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.20% 1.531 M $ 23551 2025/03/31 80.984 K $ 6.19 %
2025/09/30 CAT CATERPILLAR INC 0.20% 1.529 M $ 3205 2025/03/31 269.843 K $ 22.91 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.20% 1.513 M $ 4953 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPEM SPDR INDEX SHS FDS 0.19% 1.505 M $ 32155 2025/03/31 125.307 K $ 9.52 %
2025/09/30 SHOP SHOPIFY INC 0.19% 1.497 M $ 10071 2025/03/31 130.911 K $ 28.83 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.19% 1.492 M $ 46744 2025/03/31 154.615 K $ 9.24 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.19% 1.490 M $ 5288 2025/03/31 162.103 K $ 11.31 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.19% 1.459 M $ 1832 2025/03/31 166.833 K $ 12.52 %