Meadowbrook Wealth Management

Meadowbrook Wealth Management as of March 31, 2026

Portfolio Holdings for Meadowbrook Wealth Management

Meadowbrook Wealth Management holds 65 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.com Large US Bl Eq (AMZN) 10.2 $7.7M 37k 208.27
Shopify Inc Cl A Large For Eq (SHOP) 8.7 $6.5M 55k 118.62
Abbvie Large US Val Eq (ABBV) 6.0 $4.5M 21k 217.49
Applovin Corp Cl A Large US Gro Eq (APP) 4.2 $3.2M 8.0k 398.00
Nvidia Corp Large US Gro Eq (NVDA) 4.0 $3.0M 17k 174.40
Microsoft Corp Large US Bl Eq (MSFT) 3.4 $2.6M 7.0k 370.17
Ge Aerospace Large US Gro Eq (GE) 3.3 $2.5M 8.9k 283.77
Apple Large US Bl Eq (AAPL) 3.2 $2.4M 9.4k 253.79
Visa Inc Cl A Large US Bl Eq (V) 2.7 $2.0M 6.7k 302.24
Nebius Group N V Cl A Large For Eq (NBIS) 2.5 $1.9M 19k 103.76
Jpmorgan Chase & Co Large US Val Eq (JPM) 2.5 $1.9M 6.5k 294.16
Alphabet Inc Cl A Large US Bl Eq (GOOGL) 2.5 $1.9M 6.6k 287.56
Costco Wholesale Corp Large US Bl Eq (COST) 2.1 $1.6M 1.6k 996.43
Broadcom Large US Gro Eq (AVGO) 2.1 $1.6M 5.1k 309.51
Eli Lilly & Co Large US Gro Eq (LLY) 1.9 $1.4M 1.6k 919.77
Ge Vernova Large US Gro Eq (GEV) 1.9 $1.4M 1.6k 872.90
Goldman Sachs Group Large US Val Eq (GS) 1.8 $1.3M 1.6k 845.99
Corning Large US Gro Eq (GLW) 1.7 $1.3M 9.4k 135.97
Goldman Sachs S&p 500 Premium Income Etf Derivative Income (GPIX) 1.6 $1.2M 24k 50.04
Meta Platforms Inc Cl A Large US Bl Eq (META) 1.5 $1.1M 2.0k 572.13
Goldman Sachs Nasdaq 100 Premium Income Etf Derivative Income (GPIQ) 1.4 $1.1M 21k 49.49
Robinhood Markets Inc Cl A Mid Cap US Gro Eq (HOOD) 1.4 $1.1M 15k 69.30
Coreweave Inc Cl A Mid Cap US Gro Eq (CRWV) 1.4 $1.0M 14k 77.47
Simon Property Group Mid Cap US Bl Eq (SPG) 1.3 $998k 5.4k 186.53
Crowdstrike Holdings Inc Cl A Large US Gro Eq (CRWD) 1.3 $985k 2.5k 390.41
Tjx Cos Large US Bl Eq (TJX) 1.3 $979k 6.1k 159.70
Abbott Laboratories Large US Val Eq (ABT) 1.2 $931k 9.1k 102.67
Five Below Small US Gro Eq (FIVE) 1.2 $929k 4.1k 228.48
Caterpillar Large US Bl Eq (CAT) 1.2 $928k 1.3k 708.46
Reddit Inc Cl A Mid Cap US Gro Eq (RDDT) 1.2 $926k 6.9k 134.65
State Street Energy Select Sector Spdr Etf Large US Val Eq (XLE) 1.0 $762k 12k 61.26
Netflix Large US Gro Eq (NFLX) 1.0 $726k 7.5k 96.15
Boeing Company Large US Gro Eq (BA) 0.9 $676k 3.4k 199.03
Uber Technologies Large US Bl Eq (UBER) 0.9 $648k 9.0k 71.93
Alerian Mlp Etf LP - Oil and Gas (AMLP) 0.8 $612k 12k 52.64
State Street Spdr S&p 500 Etf Large US Bl Eq (SPY) 0.8 $609k 937.00 650.34
Booking Holdings Large US Val Eq (BKNG) 0.8 $589k 140.00 4210.32
Mastercard Inc Cl A Large US Bl Eq (MA) 0.8 $580k 1.2k 499.66
Consolidated Edison Mid Cap US Val Eq (ED) 0.7 $553k 4.9k 113.18
T-mobile Us Large US Val Eq (TMUS) 0.7 $532k 2.5k 210.03
Micron Technology Large US Bl Eq (MU) 0.7 $499k 1.5k 337.84
Duke Energy Corp Large US Val Eq (DUK) 0.6 $451k 3.4k 130.94
Arm Holdings Large For Eq (ARM) 0.6 $426k 2.8k 151.28
Walmart Large US Bl Eq (WMT) 0.6 $426k 3.4k 124.28
Cummins Mid Cap US Gro Eq (CMI) 0.5 $412k 765.00 538.02
Realty Income Corp Mid Cap US Bl Eq (O) 0.5 $409k 6.7k 61.18
Vanguard 0-3 Month Treasury Bill Etf US Treasury (VBIL) 0.5 $401k 5.3k 75.65
Global X Nasdaq 100 Covered Call Etf Derivative Income (QYLD) 0.5 $379k 22k 17.15
Schwab Short-term U.s. Treasury Etf US Treasury (SCHO) 0.5 $364k 15k 24.27
Servicenow Large US Gro Eq (NOW) 0.5 $364k 3.5k 104.55
Restaurant Brands Intl Mid-Cap Foreign Equity (QSR) 0.5 $343k 4.6k 73.90
Jpmorgan Nasdaq Equity Premium Income Etf Derivative Income (JEPQ) 0.4 $339k 6.1k 55.52
Invesco S&p 500 Momentum Etf Large US Bl Eq (SPMO) 0.4 $330k 2.9k 112.12
Cvs Health Corp Large US Val Eq (CVS) 0.4 $314k 4.4k 71.82
Exxon Mobil Corp Large US Val Eq (XOM) 0.4 $306k 1.8k 169.66
Mcdonalds Corp Large US Bl Eq (MCD) 0.4 $305k 981.00 310.79
Applied Digital Corp Small US Gro Eq (APLD) 0.4 $298k 13k 23.74
Dominion Energy Mid Cap US Val Eq (D) 0.4 $288k 4.7k 61.82
Ishares 3-7 Year Treasury Bond Etf US Treasury (IEI) 0.4 $283k 2.4k 118.60
Yieldmax Nvda Option Income Strategy Etf Derivative Income (NVDY) 0.3 $237k 18k 12.98
Strategy Nasdaq 7 Handl Index Etf US Bal / Asset Alloc (HNDL) 0.3 $221k 10k 21.84
Nextera Energy Large US Val Eq (NEE) 0.3 $220k 2.4k 92.88
Tesla Large US Gro Eq (TSLA) 0.3 $208k 560.00 371.75
Ft Vest International Equity Moderate Buffer Etf June 0 0.3 $206k 8.0k 25.75
Ishares 7-10 Year Treasury Bond Etf US Treasury (IEF) 0.3 $203k 2.1k 95.44