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Meadowbrook Wealth Management, Llc

Portfolio Manager
Meadowbrook Wealth Management, LLC
Performance
-16.63% (2026 Q1)
AUM (13F)
$75.47M
# of Holdings
65
Performance Rank
Allocation (Top 20)
67.74%

Meadowbrook Wealth Management, Llc Holdings Map

Top 50 Meadowbrook Wealth Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AMZN
AMAZON.COM INC
10.2%37.0K$7.7M
-9.01%(-3.66K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 40.1K shares2025-Q4: 40.6K shares2026-Q1: 37.0K shares
$219.55(+23.04%)
2026-03-31
SHOP
SHOPIFY INC CL A
8.65%55.0K$6.5M
-4.81%(-2.78K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 58.0K shares2025-Q4: 57.8K shares2026-Q1: 55.0K shares
$131.98(-27.72%)
2026-03-31
ABBV
ABBVIE INC
6%20.8K$4.5M
-3.86%(-835)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 16.6K shares2025-Q4: 21.6K shares2026-Q1: 20.8K shares
$213.58(-2.38%)
2026-03-31
APP
APPLOVIN CORP CL A
4.22%8.0K$3.2M
-10.13%(-902)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 9.6K shares2025-Q4: 8.9K shares2026-Q1: 8.0K shares
$534.31(-15.12%)
2026-03-31
NVDA
NVIDIA CORP
3.99%17.3K$3.0M
-24.54%(-5.62K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 29.8K shares2025-Q4: 22.9K shares2026-Q1: 17.3K shares
$172.29(+31.08%)
2026-03-31
MSFT
MICROSOFT CORP
3.44%7.0K$2.6M
+18.78%(+1.11K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 6.1K shares2025-Q4: 5.9K shares2026-Q1: 7.0K shares
$494.91(-18.12%)
2026-03-31
GE
GE AEROSPACE
3.34%8.9K$2.5M
-22.06%(-2.52K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 11.0K shares2025-Q4: 11.4K shares2026-Q1: 8.9K shares
$279.90(+5.29%)
2026-03-31
AAPL
APPLE INC
3.16%9.4K$2.4M
+103.93%(+4.79K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 4.5K shares2025-Q4: 4.6K shares2026-Q1: 9.4K shares
$249.18(+19.94%)
2026-03-31
V
VISA INC CL A
2.7%6.7K$2.0M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 6.9K shares2025-Q4: 6.7K shares2026-Q1: 6.7K shares
$348.21(-8.01%)
2026-03-31
NBIS
NEBIUS GROUP N V CL A
2.54%18.5K$1.9M
+5.93%(+1.04K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 22.1K shares2025-Q4: 17.5K shares2026-Q1: 18.5K shares
$84.36(+145.71%)
2026-03-31

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