Meadow Brook Investment Advisors LLC Portfolio Holdings

Meadow Brook Investment Advisors LLC

  • $113 Billion
  • Q4 2024

Meadow Brook Investment Advisors LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $113 Billion distributed in 310 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.37B, First Tr Fd Dow Jones with a value of $5.23B, Vanguard Ftse All World Ex Us with a value of $5.08B, Microsoft Corp with a value of $4.76B, and Jpmorgan Chase & CO with a value of $4.27B.

Examining the 13F form we can see an increase of $1.98B in the current position value, from $111B to 113B.

Meadow Brook Investment Advisors LLC is based out at Livonia, MI

Below you can find more details about Meadow Brook Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $113 Billion
ETFs: $25.4 Billion
Technology: $23.2 Billion
Financial Services: $15.4 Billion
Industrials: $11.5 Billion
Healthcare: $9.91 Billion
Consumer Cyclical: $6.5 Billion
Consumer Defensive: $6.45 Billion
Communication Services: $3.89 Billion
Other: $5.73 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$88.7 Million 0.08% of portfolio
10,183
Q4 2024 Reduced 6.17%
$0
$53.9 Million 0.05% of portfolio
2,565
Q4 2024 Reduced 15.63%
$0
$59.5 Million 0.05% of portfolio
5,055
Q3 2024 Added 5.25%
$0
$45.4 Million 0.04% of portfolio
2,720
Q4 2024 Added 67.9%
$0
$39.6 Million 0.04% of portfolio
2,320
Q4 2024 Reduced 7.94%
$0
$44.3 Million 0.04% of portfolio
3,450
Q4 2024 Reduced 34.29%
$0
$8.83 Million 0.01% of portfolio
548
Q4 2023 New
$0
$11.3 Million 0.01% of portfolio
539
Q4 2024 Reduced 15.65%
$0
$8.96 Million 0.01% of portfolio
598
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 310
  • Current Value $113 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
Track This Portfolio

Track Meadow Brook Investment Advisors LLC Portfolio

Follow Meadow Brook Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meadow Brook Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meadow Brook Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email