Brookwood Investment Group LLC

CIK
2066812
City
PHOENIX
State / Country
AZ

Top Portfolio Positions

203 positions · $296,281,928 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
224,637 $39,176,692 13.22%
AAPL
Apple Inc.
Technology
107,081 $27,176,086 9.17%
AMZN
Amazon Com Inc
Consumer Cyclical
87,264 $18,174,473 6.13%
AVGO
Broadcom Inc.
Technology
54,409 $16,840,129 5.68%
GOOGL
Alphabet Inc.
Communication Services
42,388 $12,189,093 4.11%
MSFT
Microsoft Corp
Technology
31,831 $11,782,881 3.98%
GLD
Spdr Gold Trust
22,156 $9,533,505 3.22%
META
Meta Platforms, Inc.
Communication Services
14,750 $8,438,917 2.85%
DVN
Devon Energy Corp/De
Energy
125,461 $6,313,197 2.13%
IAU
Ishares Gold Trust
64,926 $5,723,876 1.93%

Holdings in UUUU

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Report Date Value (USD) Shares
2026-03-31 $347,206 19,025