BROOKWOOD INVESTMENT GROUP LLC 13F Portfolio
BROOKWOOD INVESTMENT GROUP LLC runs BROOKWOOD INVESTMENT GROUP LLC and currently holds 538 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $887.62M. Their top holdings are VTI, NVDA, VUG, AAPL, AMZN. The top five represent 21.6% of reported portfolio weight. BROOKWOOD INVESTMENT GROUP LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BROOKWOOD INVESTMENT GROUP LLC initiated 2 new positions. They added to 54 existing positions. They trimmed 42 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
Portfolio Value
$887.62M
Alpha Score
28.0
#0 of 1000
Holdings
538
BROOKWOOD INVESTMENT GROUP LLC Current 13F Holdings
Reported holdings from BROOKWOOD INVESTMENT GROUP LLC's latest SEC 13F filing, ranked by portfolio weight.
538 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | 6.54% | $284.82 | $381.92 | +34.09% | Added +1.35% |
NVDA NVIDIA CORPORATION | 4.96% | $113.45 | $229.28 | +102.10% | Trimmed -2.13% |
VUG VANGUARD INDEX FDS | 4.34% | $65.35 | $91.99 | +40.77% | Added +530.61% |
AAPL APPLE INC | 3.68% | $229.88 | $336.68 | +46.46% | Added +6.80% |
AMZN AMAZON COM INC | 2.10% | $196.68 | $262.43 | +33.43% | Added +11.08% |
AVGO BROADCOM INC | 1.90% | $204.57 | $361.54 | +76.73% | Trimmed -17.87% |
GOOGL ALPHABET INC | 1.76% | $176.86 | $351.66 | +98.84% | Added +2.94% |
MSFT MICROSOFT CORP | 1.59% | $394.47 | $535.07 | +35.64% | Added +18.65% |
MU MICRON TECHNOLOGY INC | 1.27% | $241.89 | $1,029.00 | +325.40% | Trimmed -9.52% |
NEAR ISHARES U S ETF TR | 0.98% | $50.86 | $49.90 | -1.89% | Added +4.17% |
Showing 1-10 of 538