The Analysis of Meadowbrook Wealth Management, LLC's Holdings
Currently, Meadowbrook Wealth Management, LLC holds 66 types of securities in its portfolio with a total value $87.6M. In the most recent quarter, they have increased their positions in LLY (+2.1K shares, valued at $2.3M), VKTX (+37.2K shares, valued at $1.3M), ABBV (+5.0K shares, valued at $1.2M); decreased their positions in NVDA (-6.9K shares, valued at $1.3M), TSLA (-1.8K shares, valued at $820.7K), BA (-3.4K shares, valued at $735.0K); initiated new positions in VKTX (+37.2K shares, valued at $1.3M), N/A (+6.3K shares, valued at $739.6K), GILD (+3.6K shares, valued at $438.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON.COM INC40.6K shares1.18%2025-12-312026-01-12
SHOP SHOPIFY INC CL A57.8K shares-0.29%2025-12-312026-01-12 APP APPLOVIN CORP CL A8.9K shares-7.16%2025-12-312026-01-12 ABBV ABBVIE INC21.6K shares30.44%2025-12-312026-01-12 NVDA NVIDIA CORP22.9K shares-23.11%2025-12-312026-01-12 LLY ELI LILLY & CO3.3K shares170.26%2025-12-312026-01-12 GE AEROSPACE GE AEROSPACE11.4K shares3.26%2025-12-312026-01-12 MSFT MICROSOFT CORP5.9K shares-3.65%2025-12-312026-01-12 HOOD ROBINHOOD MARKETS INC CL A22.9K shares27.50%2025-12-312026-01-12 V VISA INC CL A6.7K shares-1.89%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO7.3K shares2.13%2025-12-312026-01-12 BROADCOM INC BROADCOM INC5.2K shares-4.00%2025-12-312026-01-12 GS GOLDMAN SACHS GROUP INC1.7K shares-9.30%2025-12-312026-01-12 NBIS NEBIUS GROUP N V CL A17.5K shares-20.92%2025-12-312026-01-12 CRWD CROWDSTRIKE HOLDINGS INC CL A3.0K shares-0.40%2025-12-312026-01-12 VKTX VIKING THERAPEUTICS INC37.2K sharesnew addition2025-12-312026-01-12 AAPL APPLE INC4.6K shares2.22%2025-12-312026-01-12 GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF22.9K shares4.87%2025-12-312026-01-12 ABT ABBOTT LABORATORIES9.3K shares0.00%2025-12-312026-01-12 NVDU DIREXION DAILY NVDA BULL 2X ETF8.9K shares-7.00%2025-12-312026-01-12 GPIQ GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF19.6K shares23.62%2025-12-312026-01-12 META META PLATFORMS INC CL A1.5K shares-25.11%2025-12-312026-01-12 SPG SIMON PROPERTY GROUP INC5.3K shares-3.95%2025-12-312026-01-12 TJX TJX COS INC6.1K shares7.45%2025-12-312026-01-12 CRWV COREWEAVE INC CL A13.0K shares-25.58%2025-12-312026-01-12 RDDT REDDIT INC CL A3.5K shares-12.53%2025-12-312026-01-12 UBER UBER TECHNOLOGIES INC9.7K shares-10.40%2025-12-312026-01-12 CAT CATERPILLAR INC1.3K shares14.96%2025-12-312026-01-12 FIVE FIVE BELOW INC4.1K shares150.09%2025-12-312026-01-12 BKNG BOOKING HOLDINGS INC140 shares-6.67%2025-12-312026-01-12 CITIGROUP INC CITIGROUP INC6.3K sharesnew addition2025-12-312026-01-12 PDI PIMCO DYNAMIC INCOME FUND39.0K shares-6.95%2025-12-312026-01-12 MA MASTERCARD INC CL A1.2K shares-11.79%2025-12-312026-01-12 SPY SPDR S&P 500 ETF937 shares9.59%2025-12-312026-01-12 RLJ-PA RLJ LODGING TR CUML CONV PFD SER A22.7K shares15.26%2025-12-312026-01-12 TMUS T-MOBILE US INC2.6K shares12.90%2025-12-312026-01-12 CVS CVS HEALTH CORP6.1K shares23.35%2025-12-312026-01-12 ED CONSOLIDATED EDISON INC4.7K shares2.18%2025-12-312026-01-12 PDO PIMCO DYNAMIC INCOME OPPORTUNITIES FUND33.0K shares0.30%2025-12-312026-01-12 GILD GILEAD SCIENCES INC3.6K sharesnew addition2025-12-312026-01-12 TSLA TESLA INC942 shares-65.96%2025-12-312026-01-12 WMT WALMART INC3.7K shares-3.85%2025-12-312026-01-12 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF9.3K shares86.79%2025-12-312026-01-12 ET ENERGY TRANSFER LTD PARTNERSHIP24.0K shares0.00%2025-12-312026-01-12 QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF22.1K shares31.16%2025-12-312026-01-12 CMI CUMMINS INC765 shares-3.16%2025-12-312026-01-12 O REALTY INCOME CORP6.8K shares0.00%2025-12-312026-01-12 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF6.1K shares0.00%2025-12-312026-01-12 SPMO INVESCO S&P 500 MOMENTUM ETF2.9K shares-3.83%2025-12-312026-01-12 QSR RESTAURANT BRANDS INTL INC4.7K shares-6.60%2025-12-312026-01-12 NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF21.5K shares-3.54%2025-12-312026-01-12 FNGG DIREXION DAILY NYSE FANG BULL 2X ETF1.5K shares0.00%2025-12-312026-01-12 MCD MCDONALDS CORP1.0K shares-3.53%2025-12-312026-01-12 EVN EATON VANCE MUNICIPAL INCOME TRUST28.3K shares4.16%2025-12-312026-01-12 D DOMINION ENERGY INC5.1K shares-32.34%2025-12-312026-01-12 GLW CORNING INC3.2K shares-57.71%2025-12-312026-01-12 BA BOEING COMPANY1.3K shares-72.41%2025-12-312026-01-12 NOW SERVICENOW INC1.8K shares366.76%2025-12-312026-01-12 HNDL STRATEGY NASDAQ 7 HANDL INDEX ETF10.1K shares0.00%2025-12-312026-01-12 XOM EXXON MOBIL CORP1.8K shares0.00%2025-12-312026-01-12 AMZY YIELDMAX AMZN OPTION INCOME STRATEGY ETF16.2K shares-5.91%2025-12-312026-01-12 SSO PROSHARES ULTRA S&P 500 2X ETF3.5K sharesnew addition2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available