Meadow Brook Investment Advisors LLC Purchases 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
Blackrock
1.24K
New
N/A
1.24K $1.3B
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
CAG
Conagra Brands Inc.

Consumer Defensive
8.55K
New
$20.4 - $26.78 $174K - $229K
8.55K $175M
ORI
Old Republic International Corp

Financial Services
4.23K
New
$35.25 - $39.79 $149K - $168K
4.23K $163M
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
ESGU
Ishares Trust Ishares Esg Awar

ETFs
746
New
$108.06 - $135.3 $80.6K - $101K
746 $101M
EFG
Msci Eafe Growth ETF

ETFs
891
New
$89.8 - $112.0 $80K - $99.8K
891 $99.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.27K
New
$32.66 - $40.75 $74.1K - $92.5K
2.27K $91.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.12K
New
$34.72 - $42.74 $73.7K - $90.8K
2.12K $90.8M
NVS
Novartis Ag

Healthcare
700
New
$101.96 - $121.01 $71.4K - $84.7K
700 $84.9M
PEAK
Healthpeak Properties, Inc.

Real Estate
5.54K
+ 95.43%
N/A
11.3K $198M
IYW
Ishares Dj Us Tech ETF

ETFs
465
New
$122.57 - $173.27 $57K - $80.6K
465 $80.6M
CSL
Carlisle Companies Inc

Industrials
90
+ 6.9%
$317.1 - $408.5 $28.5K - $36.8K
1.39K $521M
IEMG
Ishares Inc

ETFs
1.03K
New
N/A
1.03K $61.5M
NDSN
Nordson Corp

Industrials
218
+ 27.42%
$167.51 - $223.5 $36.5K - $48.7K
1.01K $217M
PSIX
Power Solutions International, Inc.

Industrials
820
New
$18.7 - $68.01 $15.3K - $55.8K
820 $53M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.15K
New
$35.35 - $42.68 $40.7K - $49.1K
1.15K $49M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
474
New
$91.43 - $91.74 $43.3K - $43.5K
474 $43.5M
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
GS
Goldman Sachs Group Inc

Financial Services
55
New
$462.22 - $707.75 $25.4K - $38.9K
55 $38.9M
VB
Vanguard Small Cap ETF

ETFs
164
New
$193.73 - $237.37 $31.8K - $38.9K
164 $38.9M
SRLN
Ssga Active Trust

ETFs
795
New
$39.47 - $41.59 $31.4K - $33.1K
795 $33.1M
ASC
Ardmore Shipping Corp

Industrials
3.42K
New
$8.51 - $10.54 $29.1K - $36K
3.42K $32.8M
O
Realty Income Corp

Real Estate
600
+ 10.88%
$52.27 - $58.52 $31.4K - $35.1K
6.12K $352M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
506
New
$50.08 - $63.14 $25.3K - $31.9K
506 $31.9M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
2.26K
New
$12.24 - $13.88 $27.6K - $31.3K
2.26K $30.4M
AGNC
Agnc Investment Corp.

Real Estate
1.13K
+ 109.71%
$8.12 - $9.49 $9.18K - $10.7K
2.16K $54.2M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
850
New
$30.93 - $34.56 $26.3K - $29.4K
850 $28.2M
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
EBND
Spdr Bloomberg Emerging Market

ETFs
1.18K
New
$19.57 - $21.4 $23K - $25.2K
1.18K $25.2M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
900
New
$22.98 - $27.84 $20.7K - $25.1K
900 $25.1M
SPMD
Spdr Portfolio

ETFs
444
New
$44.89 - $54.38 $19.9K - $24.1K
444 $24.1M
Alerian Mlp Index Etn
1.12K
+ 23.14%
N/A
5.96K $180M
IFRA
Ishares Tr

ETFs
461
New
$40.97 - $49.19 $18.9K - $22.7K
461 $22.7M
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
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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