Sponsored

The Analysis of Meadowbrook Wealth Management, LLC's Holdings & P&L

Currently, Meadowbrook Wealth Management, LLC holds 65 types of securities in its portfolio with a total value $75.5M. In the most recent quarter, they have increased their positions in COST (+1.6K shares, valued at $1.6M), GEV (+1.6K shares, valued at $1.4M), AAPL (+4.8K shares, valued at $1.2M); decreased their positions in LLY (-1.8K shares, valued at $1.6M), NVDA (-5.6K shares, valued at $979.3K), AMZN (-3.7K shares, valued at $762.3K); initiated new positions in COST (+1.6K shares, valued at $1.6M), GEV (+1.6K shares, valued at $1.4M), NFLX (+7.5K shares, valued at $725.6K).

1M P&L

+3.2M+4.24%

3M P&L

+7.4M+10.40%

HY P&L

+3.6M+4.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application10.7M

15.7%

2Internet Retail7.7M

11.3%

3N/A6.4M

9.3%

Top Industries by Stock Count

1N/A13 stocks

22.0%

2Software - Application4 stocks

6.8%

3Semiconductors3 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON.COM INC37.0K shares-9.01%2026-03-312026-04-14

SHOP SHOPIFY INC CL A55.0K shares-4.81%2026-03-312026-04-14

ABBV ABBVIE INC20.8K shares-3.86%2026-03-312026-04-14

APP APPLOVIN CORP CL A8.0K shares-10.13%2026-03-312026-04-14

NVDA NVIDIA CORP17.3K shares-24.54%2026-03-312026-04-14

MSFT MICROSOFT CORP7.0K shares18.78%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE8.9K shares-22.06%2026-03-312026-04-14

AAPL APPLE INC9.4K shares103.93%2026-03-312026-04-14

Sponsored

V VISA INC CL A6.7K shares0.00%2026-03-312026-04-14

NBIS NEBIUS GROUP N V CL A18.5K shares5.93%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO6.5K shares-11.17%2026-03-312026-04-14

ALPHABET INC CL A ALPHABET INC CL A6.6K shares9.98%2026-03-312026-04-14

COST COSTCO WHOLESALE CORP1.6K sharesnew addition2026-03-312026-04-14

BROADCOM INC BROADCOM INC5.1K shares-1.75%2026-03-312026-04-14

LLY ELI LILLY & CO1.6K shares-53.52%2026-03-312026-04-14

GEV GE VERNOVA LLC1.6K sharesnew addition2026-03-312026-04-14

Sponsored

GS GOLDMAN SACHS GROUP INC1.6K shares-6.74%2026-03-312026-04-14

GLW CORNING INC9.3K shares189.29%2026-03-312026-04-14

GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF23.8K shares3.77%2026-03-312026-04-14

META META PLATFORMS INC CL A2.0K shares30.21%2026-03-312026-04-14

GPIQ GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF21.4K shares8.82%2026-03-312026-04-14

HOOD ROBINHOOD MARKETS INC CL A15.2K shares-33.67%2026-03-312026-04-14

CRWV COREWEAVE INC CL A13.5K shares3.76%2026-03-312026-04-14

SPG SIMON PROPERTY GROUP INC5.3K shares0.00%2026-03-312026-04-14

Sponsored

CRWD CROWDSTRIKE HOLDINGS INC CL A2.5K shares-15.89%2026-03-312026-04-14

TJX TJX COS INC6.1K shares0.00%2026-03-312026-04-14

ABT ABBOTT LABORATORIES9.1K shares-2.16%2026-03-312026-04-14

FIVE FIVE BELOW INC4.1K shares0.32%2026-03-312026-04-14

CAT CATERPILLAR INC1.3K shares-2.60%2026-03-312026-04-14

RDDT REDDIT INC CL A6.9K shares96.96%2026-03-312026-04-14

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF12.4K shares33.34%2026-03-312026-04-14

NFLX NETFLIX INC7.5K sharesnew addition2026-03-312026-04-14

Sponsored

BA BOEING COMPANY3.4K shares163.18%2026-03-312026-04-14

UBER UBER TECHNOLOGIES INC9.0K shares-6.79%2026-03-312026-04-14

ALERIAN MLP ETF ALERIAN MLP ETF11.6K shares44.82%2026-03-312026-04-14

SPY STATE STREET SPDR S&P 500 ETF937 shares0.00%2026-03-312026-04-14

BKNG BOOKING HOLDINGS INC140 shares0.00%2026-03-312026-04-14

MA MASTERCARD INC CL A1.2K shares0.00%2026-03-312026-04-14

ED CONSOLIDATED EDISON INC4.9K shares4.27%2026-03-312026-04-14

TMUS T-MOBILE US INC2.5K shares-1.94%2026-03-312026-04-14

Sponsored

MU MICRON TECHNOLOGY INC1.5K sharesnew addition2026-03-312026-04-14

DUKE ENERGY CORP DUKE ENERGY CORP3.4K shares24.81%2026-03-312026-04-14

ARM ARM HOLDINGS PLC SPON ADR2.8K sharesnew addition2026-03-312026-04-14

WMT WALMART INC3.4K shares-8.67%2026-03-312026-04-14

CMI CUMMINS INC765 shares0.00%2026-03-312026-04-14

O REALTY INCOME CORP6.7K shares-2.20%2026-03-312026-04-14

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF5.3K sharesnew addition2026-03-312026-04-14

QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF22.1K shares0.00%2026-03-312026-04-14

Sponsored

SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF15.0K sharesnew addition2026-03-312026-04-14

NOW SERVICENOW INC3.5K shares98.58%2026-03-312026-04-14

QSR RESTAURANT BRANDS INTL INC4.6K shares-2.11%2026-03-312026-04-14

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF6.1K shares0.00%2026-03-312026-04-14

SPMO INVESCO S&P 500 MOMENTUM ETF2.9K shares0.00%2026-03-312026-04-14

CVS CVS HEALTH CORP4.4K shares-27.98%2026-03-312026-04-14

XOM EXXON MOBIL CORP1.8K shares0.00%2026-03-312026-04-14

MCD MCDONALDS CORP981 shares-2.97%2026-03-312026-04-14

Sponsored

APLD APPLIED DIGITAL CORP12.5K sharesnew addition2026-03-312026-04-14

D DOMINION ENERGY INC4.7K shares-9.27%2026-03-312026-04-14

IEI ISHARES 3-7 YEAR TREASURY BOND ETF2.4K sharesnew addition2026-03-312026-04-14

NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF18.3K shares-14.97%2026-03-312026-04-14

HNDL STRATEGY NASDAQ 7 HANDL INDEX ETF10.1K shares0.00%2026-03-312026-04-14

NEE NEXTERA ENERGY INC2.4K sharesnew addition2026-03-312026-04-14

TSLA TESLA INC560 shares-40.55%2026-03-312026-04-14

FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF JUNE FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF JUNE8.0K sharesnew addition2026-03-312026-04-14

Sponsored

IEF ISHARES 7-10 YEAR TREASURY BOND ETF2.1K sharesnew addition2026-03-312026-04-14

AMZN

AMAZON.COM INC

-9.01%

Shares37.0K

Event2026-03-31

Filed2026-04-14

SHOP

SHOPIFY INC CL A

-4.81%

Shares55.0K