Meadowbrook Wealth Management, LLC
66 holdingsFiling period: 2026-03-31Current AUM: $86.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | 37.0K | $7.7M | $10.0M | 11.62% | -3,660 | 2026-03-31 |
| 2 | SHOP | SHOPIFY INC CL A | 55.0K | $6.5M | $6.4M | 7.47% | -2,783 | 2026-03-31 |
| 3 | ABBV | ABBVIE INC | 20.8K | $4.5M | $5.2M | 6.04% | -835 | 2026-03-31 |
| 4 | APP | APPLOVIN CORP CL A | 8.0K | $3.2M | $3.2M | 3.67% | -902 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORP | 17.3K | $3.0M | $3.5M | 4.01% | -5,615 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 7.0K | $2.6M | $3.3M | 3.78% | +1.1K | 2026-03-31 |
| 7 | GE | GE AEROSPACE | 8.9K | $2.5M | $3.2M | 3.70% | -2,515 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 9.4K | $2.4M | $2.9M | 3.36% | +4.8K | 2026-03-31 |
| 9 | V | VISA INC CL A | 6.7K | $2.0M | $2.5M | 2.86% | -- | 2026-03-31 |
| 10 | — | NEBIUS GROUP N V CL A | 18.5K | $1.9M | $1.9M | 2.22% | +1.0K | 2026-03-31 |
| 11 | JPM | JPMORGAN CHASE & CO | 6.5K | $1.9M | $2.3M | 2.64% | -815 | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC CL A | 6.6K | $1.9M | $2.4M | 2.73% | +600 | 2026-03-31 |
| 13 | COST | COSTCO WHOLESALE CORP | 1.6K | $1.6M | $1.5M | 1.75% | -- | 2026-03-31 |
| 14 | AVGO | BROADCOM INC | 5.1K | $1.6M | $2.0M | 2.28% | -90 | 2026-03-31 |
| 15 | LLY | ELI LILLY & CO | 1.6K | $1.4M | $1.8M | 2.06% | -1,785 | 2026-03-31 |
| 16 | GEV | GE VERNOVA LLC | 1.6K | $1.4M | $1.6M | 1.84% | -- | 2026-03-31 |
| 17 | GS | GOLDMAN SACHS GROUP INC | 1.6K | $1.3M | $1.6M | 1.88% | -115 | 2026-03-31 |
| 18 | GLW | CORNING INC | 9.3K | $1.3M | $1.3M | 1.50% | +6.1K | 2026-03-31 |
| 19 | GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | 23.8K | $1.2M | $1.3M | 1.52% | +863 | 2026-03-31 |
| 20 | META | META PLATFORMS INC CL A | 2.0K | $1.1M | $1.1M | 1.26% | +455 | 2026-03-31 |
| 21 | GPIQ | GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF | 21.4K | $1.1M | $1.2M | 1.37% | +1.7K | 2026-03-31 |
| 22 | HOOD | ROBINHOOD MARKETS INC CL A | 15.2K | $1.1M | $1.3M | 1.52% | -7,709 | 2026-03-31 |
| 23 | CRWV | COREWEAVE INC CL A | 13.5K | $1.0M | $966K | 1.12% | +488 | 2026-03-31 |
| 24 | SPG | SIMON PROPERTY GROUP INC | 5.3K | $997K | $1.2M | 1.42% | -- | 2026-03-31 |
| 25 | CRWD | CROWDSTRIKE HOLDINGS INC CL A | 2.5K | $985K | $1.9M | 2.23% | -477 | 2026-03-31 |
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