Top 50 Brookstone Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 2.4% | 1.07M | $209.9M | +3.13%(+32.44K) | $148.44(+39.13%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.13% | 426.9K | $186.5M | +4.28%(+17.54K) | $48.53(+73.73%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.13% | 286.1K | $186.0M | -21.91%(-80.25K) | $320.73(+125.66%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.8% | 902.0K | $157.3M | -3.33%(-31.11K) | $39.48(+397.74%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.75% | 265.2K | $153.1M | -46.51%(-230.61K) | $377.50(+80.56%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.61% | 555.2K | $140.9M | -1.64%(-9.24K) | $129.70(+119.10%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.44% | 192.5K | $125.8M | +8.97%(+15.85K) | $317.51(+128.97%) | 2026-03-31 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 1.2% | 2.11M | $104.9M | +1677.29%(+1.99M) | $48.61(+2.60%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.19% | 498.8K | $103.9M | -2.63%(-13.50K) | $153.68(+78.00%) | 2026-03-31 | |
| BAMG | NORTHERN LTS FD TR IV | 1.16% | 2.77M | $101.2M | -12.24%(-386.26K) | $28.69(+43.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.60% | +39.00% |
| Top 20 Holdings Unweighted | +10.74% | +35.80% |
Sign up free to track Brookstone Capital Management, compare funds side by side, and get alerts the moment positions change.