Meadowbrook Wealth Management, LLC Top Holdings and 13F Report (2025) About Meadowbrook Wealth Management, LLCInvestment ActivityMeadowbrook Wealth Management, LLC has $96.20 million in total holdings as of September 30, 2025.Meadowbrook Wealth Management, LLC owns shares of 84 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Largest Holdings Amazon.com $8,815,077SHOPIFY INC CL A $8,618,340APPLOVIN CORP CL A $6,890,080NVIDIA $5,552,061AbbVie $3,841,017 Sector AllocationMap of 500 Largest Holdings ofMeadowbrook Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAMZNAmazon.com$8,815,07740,1479.2%Retail/WholesaleSHOPIFY INC CL A$8,618,34057,9939.0%Large For EqAPPLOVIN CORP CL A$6,890,0809,5897.2%Large US Gro EqNVDANVIDIA$5,552,06129,7575.8%Computer and TechnologyABBVAbbVie$3,841,01716,5894.0%MedicalGEGE Aerospace$3,321,05311,0403.5%AerospaceMSFTMicrosoft$3,178,1416,1363.3%Computer and TechnologyHOODRobinhood Markets$2,571,51317,9602.7%FinanceYNDXYandex$2,480,49322,0942.6%Computer and TechnologyCOREWEAVE INC CL A$2,388,03317,4502.5%Large US Gro EqVVisa$2,344,5986,8682.4%Business ServicesJPMJPMorgan Chase & Co.$2,254,0637,1462.3%FinanceAVGOBroadcom$1,771,6175,3701.8%Computer and TechnologyGSThe Goldman Sachs Group$1,498,7311,8821.6%FinanceCRWDCrowdStrike$1,477,5153,0131.5%Computer and TechnologyMETAMeta Platforms$1,476,8382,0111.5%Computer and TechnologyGOOGLAlphabet$1,313,9585,4051.4%Computer and TechnologyDIREXION DAILY NVDA BULL 2X ETF$1,255,8329,5771.3%Large US Gro EqABTAbbott Laboratories$1,241,6249,2701.3%MedicalTSLATesla$1,230,5402,7671.3%Auto/Tires/TrucksAAPLApple$1,148,1274,5091.2%Computer and TechnologyGOLDMAN SACHS S&P 500 PREMIUM INCOME ETF$1,141,07121,8471.2%Derivative IncomeBXBlackstone$1,099,4206,4351.1%FinanceUBERUber Technologies$1,056,21510,7811.1%Computer and TechnologySPGSimon Property Group$1,045,3225,5701.1%FinanceBABoeing$1,009,0054,6751.0%AerospacePALANTIR TECHNOLOGIES INC CL A$1,001,4865,4901.0%Large US Gro EqLLYEli Lilly and Company$941,5421,2341.0%MedicalREDDIT INC CL A$917,8903,9911.0%Large US Gro EqORCLOracle$854,1263,0370.9%Computer and TechnologyGOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF$832,67715,8730.9%Derivative IncomePDIPIMCO Dynamic Income Fund$828,91941,8650.9%Financial ServicesTJXTJX Companies$824,3125,7030.9%Retail/WholesaleBKNGBooking$809,8911500.8%Retail/WholesaleMAMastercard$747,9851,3150.8%Business ServicesGOLDMAN SACHS INCOME BUILDER INSTL CL$708,03125,6910.7%US Bal / Asset AllocGLWCorning$626,8737,6420.7%Computer and TechnologyFRANKLIN INCOME ADVISOR CL$598,316244,2110.6%US Bal / Asset AllocSPYSPDR S&P 500 ETF Trust$569,5848550.6%FinanceCATCaterpillar$558,2661,1700.6%IndustrialsTMUST-Mobile US$547,4622,2870.6%Computer and TechnologyGOLDMAN SACHS HIGH YIELD MUN INSTL CL$532,57558,8480.6%Tax-Free HY BondRLJ.PARLJ Lodging Trust$496,02219,6600.5%GOLDMAN SACHS GQG PARTNERS INTL OPPTYS INSTL CL$493,59421,7060.5%Large For EqAPLDApplied Digital$466,82920,3500.5%FinancePDOPimco Dynamic Income Opportunities Fund$464,12432,8700.5%Basic MaterialsDDominion Energy$463,3637,5750.5%UtilitiesEDConsolidated Edison$461,0854,5870.5%UtilitiesDAVIS NY VENTURE CL A$460,83616,6310.5%Large US Val EqXLEEnergy Select Sector SPDR Fund$446,2534,9950.5%ETFORealty Income$415,3786,8330.4%FinanceETEnergy Transfer$411,84024,0000.4%EnergyGOLDMAN SACHS HIGH YIELD MUN INVESTOR CL$407,65644,9950.4%Tax-Free HY BondWMTWalmart$401,8313,8990.4%Retail/WholesaleHDHome Depot$393,0349700.4%Retail/WholesaleNVDYYieldMax NVDA Option Income Strategy ETF$374,55622,2950.4%ETFCVSCVS Health$371,2964,9250.4%MedicalSPMOInvesco S&P 500 Momentum ETF$369,9653,0560.4%ETFFNGGDirexion Daily NYSE FANG+ Bull 2X Shares$363,9401,5000.4%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$351,6776,1140.4%ETFNOWServiceNow$346,0253760.4%Computer and TechnologyDUKDuke Energy$341,6742,7610.4%UtilitiesAMLPAlerian MLP ETF$337,0987,1830.4%ETFCMICummins$333,6727900.3%Auto/Tires/TrucksALLAllstate$332,7081,5500.3%FinanceQSRRestaurant Brands International$325,5115,0750.3%Retail/WholesaleMCDMcDonald's$318,4771,0480.3%Retail/WholesaleISHARES BITCOIN TRUST ETF$315,2504,8500.3%Digital AssetsFIFiserv$306,4672,3770.3%Business ServicesEVNEaton Vance Municipal Income Trust$300,62027,1560.3%FinanceQYLDGlobal X Nasdaq 100 Covered Call ETF$286,61916,8500.3%ManufacturingXFLTXAI Octagon Floating Rate & Alternative Income Trust$279,31052,7000.3%MiscellaneousGOLDMAN SACHS GQG PARTNERS INTL OPPTYS INVESTOR CL$278,80012,3200.3%Large For EqSOFISoFi Technologies$266,18210,0750.3%FinanceGOLDMAN SACHS HIGH YIELD FLOATING RATE INSTL CL$251,21928,9420.3%Bank LoanFIVEFive Below$250,7691,6210.3%Retail/WholesaleYIELDMAX AMZN OPTION INCOME STRATEGY ETF$245,65217,2630.3%Derivative IncomeVOOVanguard S&P 500 ETF$243,7273980.3%ETFMSMorgan Stanley$237,1681,4920.2%FinanceHNDLStrategy Shares Nasdaq 7HANDL Index ETF$225,02810,1000.2%ManufacturingCOFCapital One Financial$221,0831,0400.2%FinanceCOLUMBIA LARGE CAP GROWTH OPPTY CL A$213,51111,5540.2%Large US Gro EqXOMExxon Mobil$203,5141,8050.2%EnergyURIUnited Rentals$203,3432130.2%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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