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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
74
26
35
2
5
2
44
8
17
BROOKSTONE CAPITAL MANAGEMENT

Time Period2018-09-30

Total Holdings403

Total Value ($x1000)1,314,745
Activities
New73

Increased181

Unchanged18

Decreased131

Sold Out42

Top 10 Stock Holdingstotal 33.4%
SPY6.56

IVV6.2

NEAR4.56

USMV3.43

LQD2.9

 
MTUM2.27

CIU2.19

IEFA2.06

EMB1.69

IJH1.54

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
6.56%
TR UNIT
IVV
6.2%
CORE S&P500 ETF
NEAR
4.56%
SHT MAT BD ETF
USMV
3.43%
USA MIN VOL ETF
LQD
2.9%
IBOXX INV CP ETF
MTUM
2.27%
MSCI USAMOMFCT
CIU
2.19%
INTERM CR BD ETF
IEFA
2.06%
CORE MSCI EAFE
EMB
1.69%
JP MOR EM MK ETF
IJH
1.54%
CORE S&P MCP ETF
ITOT
1.46%
CORE S&P TTL STK
IXN
1.41%
GLOBAL TECH ETF
IEMG
1.41%
CORE MSCI EMKT
ITA
1.11%
U.S. AER&DEF ETF
GOVT
0.99%
U.S. TRS BD ETF
SPLV
0.98%
S&P500 LOW VOL
IJT
0.94%
SP SMCP600GR ETF
IEF
0.93%
7-10 Y TR BD ETF
IWF
0.87%
RUS 1000 GRW ETF
ZIV
0.78%
INVRS VIX MDTERM
IJR
0.74%
CORE S&P SCP ETF
XHE
0.72%
HLTH CR EQUIP
HYG
0.72%
IBOXX HI YD ETF
IHI
0.71%
U.S. MED DVC ETF
IVE
0.71%
S&P 500 VAL ETF
XOM
0.68%
COM
IVW
0.67%
S&P 500 GRWT ETF
USDU
0.64%
BLMBG US BULL
AAPL
0.64%
COM
GLD
0.63%
GOLD SHS
T
0.63%
COM
QQQ
0.62%
UNIT SER 1
XLK
0.61%
TECHNOLOGY
VGT
0.6%
INF TECH ETF
XLY
0.59%
SBI CONS DISCR
MOAT
0.59%
MORNINGSTAR WIDE
PFE
0.57%
COM
TBX
0.56%
SHT 7-10 YR TR
XMLV
0.55%
S&P MIDCP LOW
VZ
0.53%
COM
IWP
0.53%
RUS MD CP GR ETF
UPS
0.5%
CL B
XTL
0.49%
S&P TELECOM
SO
0.49%
COM
XTN
0.48%
S&P TRANSN ETF
PFF
0.47%
U.S. PFD STK ETF
RWR
0.47%
DJ REIT ETF
EUM
0.46%
PSHS SH MSCI EMR
LLY
0.45%
COM
BSCK
0.44%
BULSHS 2020 CB
BSCL
0.44%
BULSHS 2021 CB
KO
0.44%
COM
GIS
0.44%
COM
PM
0.44%
COM
IBM
0.43%
COM
MO
0.43%
COM
LLSP
0.43%
DLY SP500 BULL
BSCM
0.43%
BULSHS 2022 CB
BSCN
0.43%
BULSHS 2023 CB
OXY
0.41%
COM
MRK
0.4%
COM
PPL
0.4%
COM
EMR
0.4%
COM
VYM
0.4%
HIGH DIV YLD
IWO
0.39%
RUS 2000 GRW ETF
FE
0.38%
COM
EFAV
0.38%
EAFE MIN VOL ETF
GILD
0.37%
COM
TGT
0.37%
COM
SSO
0.37%
PSHS ULT S&P 500
SCG
0.37%
COM
GE
0.37%
COM
WFC
0.37%
COM
AES
0.37%
COM
CF
0.37%
COM
ETN
0.36%
SHS
HP
0.36%
COM
ADM
0.36%
COM
AOM
0.36%
MODERT ALLOC ETF
F
0.36%
COM PAR $0.01
CAH
0.35%
COM
QCOM
0.35%
COM
NLSN
0.35%
SHS EUR
MET
0.35%
COM
PFG
0.35%
COM
WU
0.35%
COM
WMB
0.35%
COM
LB
0.34%
COM
LYB
0.34%
SHS - A -
XSLV
0.34%
S&P SMLCP LOW
NUE
0.33%
COM
STX
0.33%
SHS
XRX
0.33%
COM NEW
KSS
0.33%
COM
M
0.33%
COM
CTL
0.33%
COM
OKE
0.33%
COM
BSCJ
0.33%
BULSHS 2019 CB
IVZ
0.32%
SHS
WRK
0.32%
COM
PBCT
0.32%
COM
IP
0.31%
COM
VHT
0.3%
HEALTH CAR ETF
TLT
0.29%
20+ YR TR BD ETF
FVD
0.28%
SHS
MINT
0.27%
ENHAN SHRT MAT
ARKW
0.25%
WEB X.O ETF
AOR
0.25%
GRWT ALLOCAT ETF
JNJ
0.25%
COM
VNQ
0.25%
REIT ETF
ANGL
0.25%
FALLEN ANGEL HG
AOK
0.24%
CONSER ALLOC ETF
FLOT
0.23%
FLTG RATE BD ETF
CAT
0.22%
COM
BKLN
0.21%
SR LN ETF
XLU
0.21%
SBI INT-UTILS
HYS
0.21%
0-5 HIGH YIELD
VOO
0.2%
SHS
XPH
0.2%
S&P PHARMAC
INDY
0.2%
INDIA 50 ETF
VUG
0.19%
GROWTH ETF
VEA
0.19%
FTSE DEV MKT ETF
BRK.B
0.19%
CL B NEW
PG
0.19%
COM
BSJJ
0.18%
BULSHS 2019 HY
XWEB
0.18%
S&P INTERNET ETF
EEMV
0.18%
EM MK MINVOL ETF
IWN
0.18%
RUS 2000 VAL ETF
VTI
0.17%
TOTAL STK MKT
VTV
0.17%
VALUE ETF
SHY
0.17%
1-3 YR TR BD ETF
MBB
0.17%
MBS ETF
HD
0.16%
COM
AMZN
0.16%
COM
ABBV
0.16%
COM
BSJK
0.15%
BULSHS 2020 HY
BSJL
0.14%
BULSHS 2021 HY
PEP
0.14%
COM
AGG
0.14%
CORE TOTUSBD ETF
BSJM
0.13%
BULSHS 2022 HY
AMGN
0.13%
COM
BA
0.13%
COM
ARKK
0.12%
INNOVATION ETF
GAA
0.12%
GLB ASSET ALLO
MSFT
0.12%
COM
TVIX
0.12%
VELOCITY SHS DAI
BSJI
0.12%
BULSHS 2018 HY
DUK
0.11%
COM NEW
PSCH
0.11%
S&P SMLCP HELT
BAC
0.11%
COM
IBDL
0.11%
DEC 2020 CORP
VFC
0.11%
COM
IXC
0.11%
GLOBAL ENERG ETF
RXI
0.11%
GLB CNS DISC ETF
JXI
0.11%
GLOB UTILITS ETF
IEI
0.1%
3-7 YR TR BD ETF
IBDM
0.1%
IBND DEC21 ETF
FB
0.1%
CL A
BSV
0.1%
SHORT TRM BOND
BNDX
0.1%
INTL BD IDX ETF
JNK
0.1%
BRC HGH YLD BD
REM
0.1%
MTG REL ETF NEW
IBDH
0.1%
DEC 18 CP TERM
IBDK
0.1%
IBND DEC19 ETF
PBP
0.09%
S&P500 BUY WRT
IBDN
0.09%
IBND DEC22 ETF
AOA
0.09%
AGGRES ALLOC ETF
IXJ
0.08%
GLOB HLTHCRE ETF
MA
0.08%
CL A
SPGI
0.08%
COM
ABT
0.08%
COM
CSCO
0.08%
COM
VTR
0.08%
COM
VWO
0.08%
FTSE EMR MKT ETF
UNH
0.08%
COM
IWS
0.08%
RUS MDCP VAL ETF
CMCSA
0.08%
CL A
HEFA
0.08%
HDG MSCI EAFE
V
0.07%
COM CL A
MCD
0.07%
COM
GMOM
0.07%
GLB MOMENT ETF
EEM
0.07%
MSCI EMG MKT ETF
CSJ
0.07%
1-3 YR CR BD ETF
ARKG
0.07%
GEN REV MLTSCT
XRT
0.07%
S&P RETAIL ETF
ORCL
0.07%
COM
SYLD
0.07%
SHSHLD YIELD ETF
WBA
0.07%
COM
DIS
0.07%
COM DISNEY
JPM
0.07%
COM
TIP
0.07%
TIPS BD ETF
PEG
0.06%
COM
FTEC
0.06%
MSCI INFO TECH I
ACN
0.06%
SHS CLASS A
SABR
0.06%
COM
GOOGL
0.06%
CAP STK CL A
BMY
0.06%
COM
D
0.06%
COM
INTC
0.06%
COM
LOW
0.06%
COM
EXI
0.06%
GLOB INDSTRL ETF
MXI
0.06%
GLOBAL MATER ETF
BIV
0.06%
INTERMED TERM
QYLD
0.05%
HORIZONS NASDAQ
BAH
0.05%
CL A
IPKW
0.05%
INTL BUYBACK
GVAL
0.05%
GLOBAL VALUE ETF
LDOS
0.05%
COM
CVX
0.05%
COM
KAR
0.05%
COM
VMBS
0.05%
MORTG-BACK SEC
VB
0.05%
SMALL CP ETF
ENB
0.05%
COM
COST
0.05%
COM
PPG
0.05%
COM
WM
0.05%
COM
SON
0.05%
COM
CWB
0.05%
BRC CNV SECS ETF
TECH
0.05%
COM
UTX
0.05%
COM
SAIC
0.05%
COM
GOOG
0.05%
CAP STK CL C
SHW
0.05%
COM
CNK
0.05%
COM
PCY
0.04%
EMRNG MKT SVRG
PDBC
0.04%
OPTIMUM YIELD
TDS
0.04%
COM NEW
BMS
0.04%
COM
WST
0.04%
COM
STE
0.04%
SHS USD
NATI
0.04%
COM
EHC
0.04%
COM
CVI
0.04%
COM
NWE
0.04%
COM NEW
HRC
0.04%
COM
PCI
0.04%
COM SHS
HSY
0.04%
COM
HUBB
0.04%
COM
AFL
0.04%
COM
WSM
0.04%
COM
MIC
0.04%
MEMBERSHIP INT
ORI
0.04%
COM
NVDA
0.04%
COM
VRSK
0.04%
CL A
IWD
0.04%
RUS 1000 VAL ETF
MUR
0.04%
COM
IYC
0.04%
U.S. CNSM SV ETF
AVT
0.04%
COM
CY
0.04%
COM
IGT
0.04%
SHS USD
BLV
0.04%
LONG TERM BOND
TRCO
0.04%
CL A
BGCP
0.04%
CL A
TKR
0.04%
COM
SIX
0.04%
COM
CLNY
0.04%
CL A COM
CWEN
0.04%
CL C
PF
0.04%
COM
WSO
0.04%
COM
JCOM
0.04%
COM
MSM
0.04%
CL A
R
0.04%
COM
FULT
0.04%
COM
CBRL
0.04%
COM
UBSI
0.04%
COM
TWO
0.04%
COM NEW
BKNG
0.04%
COM
VSH
0.04%
COM
NYCB
0.04%
COM
GEF
0.04%
CL A
CLX
0.04%
COM
FNB
0.04%
COM
TFSL
0.04%
COM
CEF
0.04%
UNIT
VLY
0.04%
COM
FLO
0.04%
COM
TRTN
0.04%
CL A
PACW
0.04%
COM
TXN
0.04%
COM
FUN
0.04%
DEPOSITRY UNIT
NSC
0.04%
COM
ED
0.04%
COM
ITW
0.04%
COM
IWM
0.04%
RUSSELL 2000 ETF
SNX
0.04%
COM
O
0.04%
COM
EW
0.03%
COM
CL
0.03%
COM
SPY
0.03%
PUT
COMT
0.03%
COMMOD SEL STG
LMT
0.03%
COM
WMT
0.03%
COM
DWDP
0.03%
COM
MMM
0.03%
COM
BMO
0.03%
COM
IWB
0.03%
RUS 1000 ETF
MDLZ
0.03%
CL A
ADP
0.03%
COM
UNP
0.03%
COM
VLO
0.03%
COM
IQV
0.03%
COM
ORLY
0.03%
COM
ABC
0.03%
COM
DSI
0.03%
MSCI KLD400 SOC
NKE
0.03%
CL B
LARE
0.03%
TIERRA XP LATIN
NLY
0.03%
COM
SLV
0.03%
ISHARES
PSX
0.03%
COM
AMJ
0.03%
ALERIAN ML ETN
HON
0.03%
COM
EFA
0.03%
MSCI EAFE ETF
EXC
0.03%
COM
PDI
0.03%
SHS
PNC
0.03%
COM
LNC
0.03%
COM
ABMD
0.03%
COM
BSJN
0.03%
BULSHS 2023 HY
FOXF
0.03%
COM
OMAB
0.02%
SPON ADR
NEE
0.02%
COM
QTEC
0.02%
SHS
BRK.A
0.02%
CL A
RTN
0.02%
COM NEW
PGR
0.02%
COM
WP
0.02%
CL A
CBB/PB
0.02%
PFD CV DEP1/20
DTE
0.02%
COM
NVO
0.02%
ADR
WEC
0.02%
COM
DNKN
0.02%
COM
EL
0.02%
CL A
INTU
0.02%
COM
ANTM
0.02%
COM
VVC
0.02%
COM
CHRW
0.02%
COM NEW
CHKP
0.02%
ORD
IIVI
0.02%
COM
EFSC
0.02%
COM
AWK
0.02%
COM
SYK
0.02%
COM
IWR
0.02%
RUS MID-CAP ETF
USB
0.02%
COM NEW
KMG
0.02%
COM
FSB
0.02%
COM
CVS
0.02%
COM
GLOB
0.02%
COM
IJJ
0.02%
S&P MC 400VL ETF
GD
0.02%
COM
BURL
0.02%
COM
COR
0.02%
COM
BLKB
0.02%
COM
SBUX
0.02%
COM
FDX
0.02%
COM
CBOE
0.02%
COM
SLYV
0.02%
S&P 600 SMCP VAL
HCN
0.02%
COM
AEP
0.02%
COM
ILMN
0.02%
COM
GPC
0.02%
COM
HLI
0.02%
CL A
CMA
0.02%
COM
BAX
0.02%
COM
GPOR
0.02%
COM NEW
WTFC
0.02%
COM
EPD
0.02%
COM
NHI
0.02%
COM
IBDO
0.02%
IBND DEC23 ETF
LGIH
0.02%
COM
ADBE
0.02%
COM
CGC
0.02%
COM
SYY
0.02%
COM
HBI
0.02%
COM
MUAH
0.02%
19 AMT-FREE MN
COP
0.02%
COM
RCL
0.02%
COM
ROK
0.02%
COM
EGN
0.02%
COM
ESRX
0.02%
COM
EBAY
0.02%
COM
TAL
0.02%
ADS REPSTG COM
STLD
0.02%
COM
DNP
0.02%
COM
CLNC
0.02%
CL A
KHC
0.02%
COM
TMO
0.02%
COM
HBAN
0.02%
COM
FCX
0.01%
COM
CSQ
0.01%
COM SH BEN INT
RPAI
0.01%
CL A
IAU
0.01%
ISHARES
NATR
0.01%
COM
ENZ
0.01%
COM
LLSP
0.01%
PUT
CHK
0.01%
COM
SIRI
< 0.01%
COM
RAD
< 0.01%
COM
UEC
< 0.01%
COM
NVAX
< 0.01%
COM
GSS
< 0.01%
COM
AMPE
< 0.01%
COM
PM
< 0.01%
PUT
MDLZ
< 0.01%
PUT
FXY
0.77%
JAPANESE YEN
CUT
0.64%
MSCI GBL TIMBR
IAI
0.56%
U.S. BR-DEAL ETF
UPRO
0.25%
ULTRPRO S&P500
DON
0.16%
MIDCAP DIVI FD
FDT
0.11%
DEV MRK EX US
OBNK
0.1%
COM
VPU
0.06%
UTILITIES ETF
NYLD
0.04%
CL C
MUB
0.04%
NAT AMT FREE BD
MU
0.03%
COM
ULTA
0.03%
COM
LEMB
0.03%
EM MKTS CURR ETF
GBIL
0.03%
TREASURYACCESS
TROW
0.03%
COM
BIDU
0.03%
SPON ADR REP A
BAB
0.03%
TAXABLE MUN BD
CMP
0.03%
COM
BABA
0.03%
SPONSORED ADS
MAR
0.02%
CL A
BIL
0.02%
SPDR BLOOMBERG
APLE
0.02%
COM NEW
UAA
0.02%
CL A
BOFI
0.02%
COM
SDY
0.02%
S&P DIVID ETF
KSU
0.02%
COM NEW
EA
0.02%
COM
PX
0.02%
COM
CATO
0.02%
CL A
SJW
0.02%
COM
PSA
0.02%
COM
MRO
0.02%
COM
NI
0.02%
COM
CI
0.02%
COM
EGOV
0.02%
COM
WTR
0.02%
COM
HCSG
0.02%
COM
TAHO
0.01%
COM
FGP
0.01%
UNIT LTD PART
EVC
< 0.01%
CL A
HDSN
< 0.01%
COM
RGLS
< 0.01%
COM