Meadowbrook Wealth Management, LLC Top Holdings and 13F Report (2026) About Meadowbrook Wealth Management, LLCInvestment ActivityMeadowbrook Wealth Management, LLC has $75.47 million in total holdings as of March 31, 2026.Meadowbrook Wealth Management, LLC owns shares of 65 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 15.01% of the portfolio was purchased this quarter.About 17.86% of the portfolio was sold this quarter.This quarter, Meadowbrook Wealth Management, LLC has purchased 66 new stocks and bought additional shares in 17 stocks.Meadowbrook Wealth Management, LLC sold shares of 24 stocks and completely divested from 13 stocks this quarter.Largest Holdings Amazon.com $7,697,659SHOPIFY INC CL A $6,529,201AbbVie $4,524,662APPLOVIN CORP CL A $3,184,000NVIDIA $3,010,842 Largest New Holdings this Quarter 22160K105 - Costco Wholesale $1,584,324 Holding36828A101 - GE VERNOVA LLC $1,399,259 Holding64110L106 - Netflix $725,644 Holding595112103 - Micron Technology $498,990 Holding042068205 - ARM HOLDINGS PLC SPON ADR $425,853 Holding Largest Purchases this Quarter Costco Wholesale 1,590 shares (about $1.58M)GE VERNOVA LLC 1,603 shares (about $1.40M)Apple 4,790 shares (about $1.22M)Corning 6,118 shares (about $831.86K)Netflix 7,547 shares (about $725.64K) Largest Sales this Quarter Eli Lilly and Company 1,785 shares (about $1.64M)NVIDIA 5,615 shares (about $979.26K)Amazon.com 3,660 shares (about $762.27K)GE Aerospace 2,515 shares (about $713.68K)Robinhood Markets 7,709 shares (about $534.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeadowbrook Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$7,697,659$762,268 ▼-9.0%36,96010.2%Retail/WholesaleSHOPIFY INC CL A$6,529,201$330,119 ▼-4.8%55,0438.7%Large For EqABBVAbbVie$4,524,662$181,604 ▼-3.9%20,8046.0%MedicalAPPLOVIN CORP CL A$3,184,000$358,996 ▼-10.1%8,0004.2%Large US Gro EqNVDANVIDIA$3,010,842$979,256 ▼-24.5%17,2644.0%Computer and TechnologyMSFTMicrosoft$2,599,334$410,889 ▲18.8%7,0223.4%Computer and TechnologyGEGE Aerospace$2,521,296$713,681 ▼-22.1%8,8853.3%AerospaceAAPLApple$2,385,372$1,215,654 ▲103.9%9,3993.2%Computer and TechnologyVVisa$2,036,4930.0%6,7382.7%Business ServicesYNDXYandex$1,920,234$107,492 ▲5.9%18,5072.5%Computer and TechnologyJPMJPMorgan Chase & Co.$1,907,039$239,740 ▼-11.2%6,4832.5%FinanceGOOGLAlphabet$1,902,216$172,537 ▲10.0%6,6152.5%Computer and TechnologyCOSTCostco Wholesale$1,584,324$1,584,324 ▲New Holding1,5902.1%Retail/WholesaleAVGOBroadcom$1,567,668$27,856 ▼-1.7%5,0652.1%Computer and TechnologyLLYEli Lilly and Company$1,425,644$1,641,790 ▼-53.5%1,5501.9%MedicalGE VERNOVA LLC$1,399,259$1,399,259 ▲New Holding1,6031.9%Large US Gro EqGSThe Goldman Sachs Group$1,346,816$97,289 ▼-6.7%1,5921.8%FinanceGLWCorning$1,271,320$831,865 ▲189.3%9,3501.7%Computer and TechnologyGOLDMAN SACHS S&P 500 PREMIUM INCOME ETF$1,189,629$43,184 ▲3.8%23,7741.6%Derivative IncomeMETAMeta Platforms$1,121,947$260,319 ▲30.2%1,9611.5%Computer and TechnologyGOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF$1,056,779$85,669 ▲8.8%21,3531.4%Derivative IncomeHOODRobinhood Markets$1,052,667$534,234 ▼-33.7%15,1901.4%FinanceCOREWEAVE INC CL A$1,043,908$37,805 ▲3.8%13,4751.4%Mid Cap US Gro EqSPGSimon Property Group$997,9360.0%5,3501.3%FinanceCRWDCrowdStrike$985,395$186,226 ▼-15.9%2,5241.3%Computer and TechnologyTJXTJX Companies$978,6420.0%6,1281.3%Retail/WholesaleABTAbbott Laboratories$931,217$20,534 ▼-2.2%9,0701.2%MedicalFIVEFive Below$929,228$2,970 ▲0.3%4,0671.2%Retail/WholesaleCATCaterpillar$928,083$24,796 ▼-2.6%1,3101.2%IndustrialsREDDIT INC CL A$925,853$455,790 ▲97.0%6,8761.2%Mid Cap US Gro EqXLEEnergy Select Sector SPDR Fund$762,136$190,580 ▲33.3%12,4411.0%ETFNFLXNetflix$725,644$725,644 ▲New Holding7,5471.0%Consumer DiscretionaryBABoeing$675,707$418,958 ▲163.2%3,3950.9%AerospaceUBERUber Technologies$647,658$47,186 ▼-6.8%9,0040.9%Computer and TechnologyAMLPAlerian MLP ETF$612,361$189,504 ▲44.8%11,6330.8%ETFSPYSPDR S&P 500 ETF Trust$609,3690.0%9370.8%FinanceBKNGBooking$589,4450.0%1400.8%Retail/WholesaleMAMastercard$579,6060.0%1,1600.8%Business ServicesEDConsolidated Edison$553,111$22,636 ▲4.3%4,8870.7%UtilitiesTMUST-Mobile US$531,796$10,502 ▼-1.9%2,5320.7%Computer and TechnologyMUMicron Technology$498,990$498,990 ▲New Holding1,4770.7%Computer and TechnologyDUKDuke Energy$451,219$89,694 ▲24.8%3,4460.6%UtilitiesARM HOLDINGS PLC SPON ADR$425,853$425,853 ▲New Holding2,8150.6%Large For EqWALMART INC$425,535$40,391 ▼-8.7%3,4240.6%Large US Bl EqCMICummins$411,5850.0%7650.5%Auto/Tires/TrucksORealty Income$408,866$9,177 ▼-2.2%6,6830.5%FinanceVANGUARD 0-3 MONTH TREASURY BILL ETF$400,945$400,945 ▲New Holding5,3000.5%US TreasuryQYLDGlobal X Nasdaq 100 Covered Call ETF$379,0150.0%22,1000.5%ManufacturingSCHOSchwab Short-Term U.S. Treasury ETF$364,366$364,366 ▲New Holding15,0130.5%ETFNOWServiceNow$364,357$180,872 ▲98.6%3,4850.5%Computer and TechnologyQSRRestaurant Brands International$342,896$7,390 ▼-2.1%4,6400.5%Retail/WholesaleJEPQJPMorgan Nasdaq Equity Premium Income ETF$339,4490.0%6,1140.4%ETFSPMOInvesco S&P 500 Momentum ETF$329,5140.0%2,9390.4%ETFCVSCVS Health$314,213$122,094 ▼-28.0%4,3750.4%MedicalXOMExxonMobil$306,2360.0%1,8050.4%EnergyMCDMcDonald's$304,885$9,324 ▼-3.0%9810.4%Retail/WholesaleAPLDApplied Digital$297,533$297,533 ▲New Holding12,5330.4%FinanceDDominion Energy$287,463$29,365 ▼-9.3%4,6500.4%UtilitiesIEIiShares 3-7 Year Treasury Bond ETF$283,098$283,098 ▲New Holding2,3870.4%ETFNVDYYieldMax NVDA Option Income Strategy ETF$237,339$41,796 ▼-15.0%18,2850.3%ETFHNDLStrategy Shares Nasdaq 7HANDL Index ETF$220,5840.0%10,1000.3%ManufacturingNEENextEra Energy$219,661$219,661 ▲New Holding2,3650.3%UtilitiesTSLATesla$208,180$142,009 ▼-40.6%5600.3%Auto/Tires/TrucksFT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF JUNE$206,258$206,258 ▲New Holding8,0100.3%0IEFiShares 7-10 Year Treasury Bond ETF$202,810$202,810 ▲New Holding2,1250.3%ETFVKTXViking Therapeutics$0$1,308,872 ▼-100.0%00.0%MedicalDIREXION DAILY NVDA BULL 2X ETF$0$1,048,532 ▼-100.0%00.0%Long LeveragedCCitigroup$0$739,581 ▼-100.0%00.0%Financial ServicesPDIPIMCO Dynamic Income Fund$0$689,897 ▼-100.0%00.0%Financial ServicesRLJ.PARLJ Lodging Trust$0$564,234 ▼-100.0%00.0%PDOPimco Dynamic Income Opportunities Fund$0$456,305 ▼-100.0%00.0%Basic MaterialsGILDGilead Sciences$0$438,796 ▼-100.0%00.0%MedicalETEnergy Transfer$0$395,760 ▼-100.0%00.0%EnergyFNGGDirexion Daily NYSE FANG+ Bull 2X Shares$0$309,426 ▼-100.0%00.0%ETFEVNEaton Vance Municipal Income Trust$0$304,355 ▼-100.0%00.0%FinanceVOOVanguard S&P 500 ETF$0$249,598 ▼-100.0%00.0%ETFYIELDMAX AMZN OPTION INCOME STRATEGY ETF$0$215,707 ▼-100.0%00.0%Derivative IncomeSSOProShares Ultra S&P500$0$200,403 ▼-100.0%00.0%ETFShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.