Top 50 Brookwood Investment Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 6.33% | 154.8K | $49.7M | +7.54%(+10.86K) | $289.36(+26.04%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.99% | 224.6K | $39.2M | -14.14%(-36.99K) | $125.56(+79.85%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.95% | 71.0K | $31.0M | +5.95%(+3.98K) | $66.93(+30.75%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.42% | 105.6K | $26.8M | -9.26%(-10.78K) | $233.92(+27.77%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.15% | 54.4K | $16.8M | -11.79%(-7.28K) | $226.08(+84.36%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.87% | 70.4K | $14.7M | -19.32%(-16.85K) | $205.29(+31.59%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.55% | 42.4K | $12.2M | -3.91%(-1.73K) | $179.18(+124.70%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.5% | 31.8K | $11.8M | -25.45%(-10.87K) | $420.27(-3.58%) | 2026-03-31 | |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 1.22% | 468.8K | $9.5M | +1179.60%(+432.16K) | $20.55(-1.26%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 1.2% | 22.0K | $9.4M | +0.46%(+101) | $265.90(+61.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.80% | +71.92% |
| Top 20 Holdings Unweighted | +17.38% | +61.74% |
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