Holdings of Meadowbrook Wealth Management, LLC
60 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 48 % of the equity sleeve
Sector breakdown
- Technology 23.9 %
- Consumer discretionary 14.8 %
- Health care 10.9 %
- Financials 10.4 %
- Industrials 9.9 %
- Communication 6.5 %
- Consumer staples 3.0 %
- Utilities 2.3 %
- Real estate 2.1 %
- Energy 0.5 %
- Unattributed 15.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 59 | 65.8M $ | 99.36 % |
| 2 | GB | 1 | 425.9K $ | 0.64 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Amazon.com Inc | 36,960 | 7.7M $ | |
| 2 | AbbVie Inc | 20,804 | 4.5M $ | |
| 3 | AppLovin Corp | 8,000 | 3.2M $ | |
| 4 | NVIDIA Corp | 17,264 | 3M $ | |
| 5 | Microsoft Corp | 7,022 | 2.6M $ | |
| 6 | General Electric Co | 8,885 | 2.5M $ | |
| 7 | Apple Inc | 9,399 | 2.4M $ | |
| 8 | Visa Inc | 6,738 | 2M $ | |
| 9 | JPMorgan Chase & Co | 6,483 | 1.9M $ | |
| 10 | Alphabet Inc | 6,615 | 1.9M $ | |
| 11 | Costco Wholesale Corp | 1,590 | 1.6M $ | |
| 12 | Broadcom Inc | 5,065 | 1.6M $ | |
| 13 | Eli Lilly & Co | 1,550 | 1.4M $ | |
| 14 | GE Vernova Inc | 1,603 | 1.4M $ | |
| 15 | Goldman Sachs Group Inc/The | 1,592 | 1.3M $ | |
| 16 | Corning Inc | 9,350 | 1.3M $ | |
| 17 | Goldman Sachs ETF Trust | 23,774 | 1.2M $ | |
| 18 | Meta Platforms Inc | 1,961 | 1.1M $ | |
| 19 | Goldman Sachs Nasdaq-100 Premium Income ETF | 21,353 | 1.1M $ | |
| 20 | Robinhood Markets Inc | 15,190 | 1.1M $ | |
| 21 | CoreWeave Inc | 13,475 | 1M $ | |
| 22 | Simon Property Group Inc | 5,350 | 997.9K $ | |
| 23 | Crowdstrike Holdings Inc | 2,524 | 985.4K $ | |
| 24 | TJX Cos Inc/The | 6,128 | 978.6K $ | |
| 25 | Abbott Laboratories | 9,070 | 931.2K $ | |
| 26 | Five Below Inc | 4,067 | 929.2K $ | |
| 27 | Caterpillar Inc | 1,310 | 928.1K $ | |
| 28 | Reddit Inc | 6,876 | 925.9K $ | |
| 29 | Select Sector Spdr Trust | 12,441 | 762.1K $ | |
| 30 | Netflix Inc | 7,547 | 725.6K $ | |
| 31 | Boeing Co/The | 3,395 | 675.7K $ | |
| 32 | Uber Technologies Inc | 9,004 | 647.7K $ | |
| 33 | ALPS ETF Trust | 11,633 | 612.4K $ | |
| 34 | State Street SPDR S&P 500 ETF Trust | 937 | 609.4K $ | |
| 35 | Booking Holdings Inc | 140 | 589.4K $ | |
| 36 | Mastercard Inc | 1,160 | 579.6K $ | |
| 37 | Consolidated Edison Inc | 4,887 | 553.1K $ | |
| 38 | T-Mobile US Inc | 2,532 | 531.8K $ | |
| 39 | Micron Technology Inc | 1,477 | 499K $ | |
| 40 | Duke Energy Corp | 3,446 | 451.2K $ | |
| 41 | ARM Holdings PLC | 2,815 | 425.9K $ | |
| 42 | Walmart Inc | 3,424 | 425.5K $ | |
| 43 | Cummins Inc | 765 | 411.6K $ | |
| 44 | Realty Income Corp | 6,683 | 408.9K $ | |
| 45 | Vanguard 0-3 Month Treasury Bi | 5,300 | 400.9K $ | |
| 46 | Global X Funds | 22,100 | 379K $ | |
| 47 | Schwab Short-Term U.S. Treasury ETF | 15,013 | 364.4K $ | |
| 48 | ServiceNow Inc | 3,485 | 364.4K $ | |
| 49 | J P Morgan Exchange Traded Fund Trust | 6,114 | 339.4K $ | |
| 50 | Invesco S&P 500 Momentum ETF | 2,939 | 329.5K $ | |
| 51 | CVS Health Corp | 4,375 | 314.2K $ | |
| 52 | Exxon Mobil Corp | 1,805 | 306.2K $ | |
| 53 | McDonald's Corp. | 981 | 304.9K $ | |
| 54 | Applied Digital Corp | 12,533 | 297.5K $ | |
| 55 | Dominion Energy Inc | 4,650 | 287.5K $ | |
| 56 | iShares Trust | 2,387 | 283.1K $ | |
| 57 | YieldMax NVDA Option Income Strategy ETF | 18,285 | 237.3K $ | |
| 58 | NextEra Energy Inc | 2,365 | 219.7K $ | |
| 59 | Tesla Inc | 560 | 208.2K $ | |
| 60 | iShares Trust | 2,125 | 202.8K $ | |