Meadow Brook Investment Advisors LLC Incresed Positions in Q2 2025

Meadow Brook Investment Advisors LLC

  • $112 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
26K
+ 4349.0%
$14.83 - $16.07 $386K - $418K
26.6K $4.2B
ETN
Eaton Corp PLC

Industrials
1.64K
+ 321.57%
$246.52 - $356.99 $404K - $585K
2.15K $768M
AVGO
Broadcom Inc.

Technology
290
+ 8.32%
$146.29 - $275.65 $42.4K - $79.9K
3.78K $1.04B
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.72K
+ 1.71%
$19.6 - $24.44 $53.3K - $66.4K
162K $3.95B
OHI
Omega Healthcare Investors Inc

Real Estate
5.59K
+ 559.0%
$35.55 - $39.05 $199K - $218K
6.59K $474M
AMZN
Amazon Com Inc

Consumer Cyclical
141
+ 2.01%
$167.32 - $223.3 $23.6K - $31.5K
7.16K $1.57B
LLY
Eli Lilly & CO

Healthcare
289
+ 92.93%
$713.71 - $898.95 $206K - $260K
600 $468M
WFC
Wells Fargo & Company

Financial Services
450
+ 3.66%
$60.98 - $80.12 $27.4K - $36.1K
12.7K $1.02B
PANW
Palo Alto Networks Inc

Technology
296
+ 14.38%
$152.44 - $204.64 $45.1K - $60.6K
2.35K $482M
ON
On Semiconductor Corp

Technology
3.4K
+ 850.0%
$31.95 - $54.21 $109K - $184K
3.8K $123M
CSL
Carlisle Companies Inc

Industrials
90
+ 6.9%
$317.1 - $408.5 $28.5K - $36.8K
1.39K $521M
NDSN
Nordson Corp

Industrials
218
+ 27.42%
$167.51 - $223.5 $36.5K - $48.7K
1.01K $217M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
635
+ 4.58%
$22.92 - $28.05 $14.6K - $17.8K
14.5K $406M
UPS
United Parcel Service Inc

Industrials
725
+ 21.36%
$91.92 - $110.2 $66.6K - $79.9K
4.12K $416M
VERX
Vertex, Inc.

Technology
1.11K
+ 17.1%
$33.45 - $41.87 $37.1K - $46.5K
7.6K $269M
WTFC
Wintrust Financial Corp

Financial Services
67
+ 2.36%
$95.17 - $124.21 $6.38K - $8.32K
2.91K $361M
O
Realty Income Corp

Real Estate
600
+ 10.88%
$52.27 - $58.52 $31.4K - $35.1K
6.12K $352M
AGNC
Agnc Investment Corp.

Real Estate
1.13K
+ 109.71%
$8.12 - $9.49 $9.18K - $10.7K
2.16K $54.2M
FDUS
Fidus Investment Corp

Financial Services
1.35K
+ 90.0%
$17.32 - $20.65 $23.4K - $27.9K
2.85K $57.6M
OXY
Occidental Petroleum Corp

Energy
788
+ 371.7%
$36.11 - $49.33 $28.5K - $38.9K
1K $36.7M
Alerian Mlp Index Etn
1.12K
+ 23.14%
N/A
5.96K $180M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
1.45K
+ 55.03%
$11.02 - $12.48 $16K - $18.1K
4.09K $51M
CMA
Comerica Inc

Financial Services
220
+ 5.03%
$50.42 - $59.65 $11.1K - $13.1K
4.6K $274M
STWD
Starwood Property Trust, Inc.

Real Estate
35
+ 0.2%
$17.28 - $20.41 $605 - $714
17.4K $349M
LNTH
Lantheus Holdings, Inc.

Healthcare
460
+ 19.96%
$73.86 - $108.74 $34K - $50K
2.77K $226M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
875
+ 9.26%
$22.73 - $29.21 $19.9K - $25.6K
10.3K $277M
Bank Of Amer 7.25 C
12
+ 1.52%
N/A
801 $972M
CVX
Chevron Corp

Energy
785
+ 15.15%
$133.73 - $168.51 $105K - $132K
5.97K $854M
TMO
Thermo Fisher Scientific Inc.

Healthcare
12
+ 0.4%
$390.26 - $489.06 $4.68K - $5.87K
3K $1.22B
Activity Summary
Buys All Purchases 54 New Holdings 24 Increased Positions 30 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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