Meadowbrook Wealth Management, LLC New Holdings in Q3 2025

Meadowbrook Wealth Management, LLC

  • $96.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
6.83K
New
$56.13 - $60.79 $384K - $415K
6.83K $415M
ET
Energy Transfer LP

Energy
24K
New
$17.11 - $18.16 $411K - $436K
24K $412M
Goldman Sachs High Yield Mun Investor Cl
45K
New
N/A
45K $408M
WMT
Walmart Inc.

Consumer Defensive
3.9K
New
$94.4 - $104.27 $368K - $407K
3.9K $402M
HD
Home Depot, Inc.

Consumer Cyclical
970
New
$357.4 - $423.42 $347K - $411K
970 $393M
Yieldmax Nvda Option Income Strategy ETF
22.3K
New
N/A
22.3K $375M
CVS
Cvs Health Corp

Healthcare
4.93K
New
$58.75 - $76.5 $289K - $377K
4.93K $371M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.06K
New
$110.74 - $122.12 $338K - $373K
3.06K $370M
Direxion Daily Nyse Fang Bull 2 X ETF
1.5K
New
N/A
1.5K $364M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.11K
New
$53.81 - $57.52 $329K - $352K
6.11K $352M
DUK
Duke Energy Corp

Utilities
2.76K
New
$116.31 - $125.93 $321K - $348K
2.76K $342M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.18K
New
$46.51 - $50.07 $334K - $360K
7.18K $337M
CMI
Cummins Inc

Industrials
790
New
$327.85 - $426.39 $259K - $337K
790 $334M
ALL
Allstate Corp

Financial Services
1.55K
New
$192.0 - $214.65 $298K - $333K
1.55K $333M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
5.08K
New
$61.86 - $71.34 $314K - $362K
5.08K $326M
MCD
Mcdonalds Corp

Consumer Cyclical
1.05K
New
$291.67 - $316.99 $306K - $332K
1.05K $318M
Ishares Bitcoin Trust ETF
4.85K
New
N/A
4.85K $315M
FISV
Fiserv Inc

Technology
2.38K
New
N/A
2.38K $306M
EVN
Eaton Vance Municipal Income Trust

Financial Services
27.2K
New
$10.23 - $11.23 $278K - $305K
27.2K $301M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
16.9K
New
$16.46 - $17.1 $277K - $288K
16.9K $287M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
52.7K
New
$5.25 - $5.71 $277K - $301K
52.7K $279M
Goldman Sachs Gqg Partners Intl Opptys Investor Cl
12.3K
New
N/A
12.3K $279M
SOFI
So Fi Technologies, Inc.

Financial Services
10.1K
New
$17.64 - $29.81 $178K - $300K
10.1K $266M
Goldman Sachs High Yield Floating Rate Instl Cl
28.9K
New
N/A
28.9K $251M
FIVE
Five Below, Inc

Consumer Cyclical
1.62K
New
$128.78 - $155.44 $209K - $252K
1.62K $251M
Yieldmax Amzn Option Income Strategy ETF
17.3K
New
N/A
17.3K $246M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
398
New
$567.77 - $614.76 $226K - $245K
398 $244M
MS
Morgan Stanley

Financial Services
1.49K
New
$139.09 - $161.16 $208K - $240K
1.49K $237M
HNDL
Strategy Shs

ETFs
10.1K
New
$21.41 - $22.28 $216K - $225K
10.1K $225M
COF
Capital One Financial Corp

Financial Services
1.04K
New
$207.29 - $229.74 $216K - $239K
1.04K $221M
Columbia Large Cap Growth Oppty Cl A
11.6K
New
N/A
11.6K $214M
XOM
Exxon Mobil Corp

Energy
1.81K
New
$105.83 - $117.22 $191K - $212K
1.81K $204M
URI
United Rentals, Inc.

Industrials
213
New
$774.14 - $975.23 $165K - $208K
213 $203M
Activity Summary
Buys All Purchases 84 New Holdings 84 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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