Meadow Brook Investment Advisors LLC Portfolio Holdings

Meadow Brook Investment Advisors LLC

  • $116 Billion
  • Q3 2025

Meadow Brook Investment Advisors LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.38B, Vanguard Ftse All World Ex Us with a value of $5.88B, Microsoft Corp with a value of $5.75B, First Tr Fd Dow Jones with a value of $5.74B, and Jpmorgan Chase & CO with a value of $5.42B.

Examining the 13F form we can see an increase of $4.47B in the current position value, from $112B to 116B.

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 $116 Billion
ETFs: $27.4 Billion
Technology: $24.8 Billion
Financial Services: $15.1 Billion
Industrials: $11.4 Billion
Healthcare: $8.99 Billion
Consumer Cyclical: $6.81 Billion
Consumer Defensive: $6.32 Billion
Communication Services: $3.97 Billion
Other: $5.41 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $116 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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