Meadow Brook Investment Advisors LLC Purchases in Q4 2024

Meadow Brook Investment Advisors LLC

  • $113 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.37K
New
$570.51 - $610.59 $784K - $839K
1.37K $809M
PSEP
Innovator U.S. Equity Power Bu
15.3K
New
N/A
15.3K $597M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.8K
New
$77.02 - $78.58 $447K - $456K
5.8K $448M
AVUS
American Centy ETF Tr Avantis

ETFs
3.53K
New
$94.36 - $102.06 $333K - $360K
3.53K $342M
LDOS
Leidos Holdings, Inc.

Technology
2.31K
New
$143.17 - $201.39 $331K - $465K
2.31K $333M
WTFC
Wintrust Financial Corp

Financial Services
60
+ 2.14%
$104.15 - $138.5 $6.25K - $8.31K
2.86K $357M
Sila Rlty Tr Inc
11.5K
New
N/A
11.5K $278M
TILE
Interface Inc

Consumer Cyclical
10.6K
New
$17.47 - $26.82 $184K - $283K
10.6K $257M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.02K
New
$176.42 - $186.91 $179K - $190K
1.02K $181M
BA
Boeing CO

Industrials
15
+ 0.21%
$138.14 - $180.72 $2.07K - $2.71K
7K $1.24B
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.44K
+ 158.18%
$72.97 - $96.75 $178K - $236K
3.98K $295M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.83K
New
$74.5 - $78.37 $136K - $143K
1.83K $136M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
2.51K
New
$51.31 - $55.61 $129K - $140K
2.51K $134M
EFV
Msci Eafe Value ETF

ETFs
2.5K
New
$51.78 - $57.15 $129K - $143K
2.5K $131M
CLMB
Climb Global Solutions Inc Com
950
New
N/A
950 $120M
AVDE
American Centy ETF Tr Avantis

ETFs
1.7K
New
$60.9 - $66.69 $103K - $113K
1.7K $104M
CTRA
Coterra Energy Inc.

Energy
1.93K
+ 18.62%
$22.71 - $27.63 $43.7K - $53.2K
12.3K $313M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
3.54K
+ 64.13%
$26.39 - $35.74 $93.5K - $127K
9.07K $243M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
228
+ 34.39%
$60.13 - $67.31 $13.7K - $15.3K
891 $86.3M
THRM
Gentherm Inc

Consumer Cyclical
1.27K
+ 37.8%
$38.32 - $45.21 $48.7K - $57.4K
4.63K $185M
COP
Conocophillips

Energy
279
+ 186.0%
$95.12 - $114.72 $26.5K - $32K
429 $42.5M
LNTH
Lantheus Holdings, Inc.

Healthcare
660
+ 40.12%
$76.22 - $116.71 $50.3K - $77K
2.31K $206M
PANW
Palo Alto Networks Inc

Technology
1.16K
+ 98.81%
$181.96 - $405.9 $211K - $472K
2.34K $425M
VUG
Vanguard Growth ETF

ETFs
11
+ 2.08%
$378.79 - $428.11 $4.17K - $4.71K
540 $222M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
1.1K
+ 67.9%
$16.5 - $17.41 $18.2K - $19.2K
2.72K $45.4M
SNPS
Synopsys Inc

Technology
66
+ 8.71%
$485.36 - $588.0 $32K - $38.8K
824 $400M
UPS
United Parcel Service Inc

Industrials
337
+ 12.92%
$122.65 - $138.35 $41.3K - $46.6K
2.95K $371M
CVX
Chevron Corp

Energy
155
+ 4.34%
$141.15 - $162.53 $21.9K - $25.2K
3.73K $540M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
254
+ 230.91%
$51.33 - $53.74 $13K - $13.6K
364 $18.8M
EWY
Ishares Inc Msci South Korea E

ETFs
240
+ 218.18%
$50.89 - $63.57 $12.2K - $15.3K
350 $17.8M
EWL
Ishares Inc Msci Switzerlnd

ETFs
235
+ 213.64%
$45.73 - $51.84 $10.7K - $12.2K
345 $15.9M
Flaherty Crumrine Dy
550
+ 45.08%
N/A
1.77K $35.3M
XLF
Financial Sector Spdr

ETFs
58
+ 3.4%
$44.89 - $51.34 $2.6K - $2.98K
1.76K $85.2M
F
Ford Motor CO

Consumer Cyclical
1.54K
+ 11.24%
$9.69 - $11.4 $15K - $17.6K
15.3K $151M
TTGT
Tech Target Inc

Communication Services
1.78K
+ 26.45%
$18.46 - $33.19 $32.9K - $59.1K
8.51K $169M
O
Realty Income Corp

Real Estate
995
+ 20.24%
$51.76 - $64.71 $51.5K - $64.4K
5.91K $316M
VTV
Vanguard Value ETF

ETFs
50
+ 5.74%
$168.32 - $181.87 $8.42K - $9.09K
921 $156M
SLV
I Shares Silver Trust

ETFs
150
+ 54.55%
$26.33 - $31.74 $3.95K - $4.76K
425 $11.2M
EWG
Ishares Msci Germany ETF

ETFs
275
+ 8.87%
$31.27 - $33.44 $8.6K - $9.2K
3.38K $107M
QS
Quantum Scape Corp

Consumer Cyclical
650
+ 33.33%
$4.73 - $6.5 $3.07K - $4.23K
2.6K $13.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
933
+ 300.0%
$25.93 - $105.3 $24.2K - $98.2K
1.24K $34.7M
EWA
Ishares Msci Australia ETF

ETFs
150
+ 21.13%
$23.77 - $26.95 $3.57K - $4.04K
860 $20.5M
IXUS
Ishares Tr

ETFs
300
+ 41.38%
$65.95 - $72.56 $19.8K - $21.8K
1.03K $53.5M
Bank Of Amer 7.25 C
34
+ 4.46%
N/A
796 $970M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.38K
+ 200.0%
$25.79 - $80.4 $87.2K - $272K
5.07K $132M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.94K
+ 200.0%
$26.93 - $84.95 $133K - $419K
7.41K $202M
SCHX
Schwab Strategic Tr Us Large C

ETFs
106K
+ 192.09%
$22.4 - $68.28 $2.37M - $7.23M
161K $3.73B
FANG
Diamondback Energy, Inc.

Energy
30
+ 1.89%
$153.06 - $199.5 $4.59K - $5.99K
1.62K $265M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.03K
+ 95.14%
$25.33 - $51.16 $203K - $411K
16.5K $426M
Activity Summary
Buys All Purchases 63 New Holdings 14 Increased Positions 49 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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