Meadow Brook Investment Advisors LLC Portfolio Holdings

Meadow Brook Investment Advisors LLC

  • $112 Billion
  • Q2 2025

Meadow Brook Investment Advisors LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 231 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse All World Ex Us with a value of $5.55B, First Tr Fd Dow Jones with a value of $5.53B, Microsoft Corp with a value of $5.52B, Apple Inc. with a value of $5.17B, and Jpmorgan Chase & CO with a value of $5.01B.

Examining the 13F form we can see an increase of $4.87B in the current position value, from $107B to 112B.

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 $112 Billion
ETFs: $26.3 Billion
Financial Services: $18.6 Billion
Technology: $18.4 Billion
Industrials: $11.3 Billion
Healthcare: $8.9 Billion
Consumer Cyclical: $6.62 Billion
Consumer Defensive: $6.61 Billion
Communication Services: $3.53 Billion
Other: $5.75 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.58B
$508 Million 0.45% of portfolio
9,620
Q2 2025 Reduced 4.28%
$9.44B
$474 Million 0.42% of portfolio
6,590
Q2 2025 Added 559.0%
$2.36B
$425 Million 0.38% of portfolio
2,713
Q2 2025 Reduced 1.09%
$8.25B
$381 Million 0.34% of portfolio
1,560
Q2 2025 Reduced 23.15%
$7.74B
$361 Million 0.32% of portfolio
2,912
Q2 2025 Added 2.36%
$3.21B
$353 Million 0.32% of portfolio
7,959
Q2 2025 Reduced 3.57%
$6.14B
$349 Million 0.31% of portfolio
17,410
Q2 2025 Added 0.2%
$7.83B
$324 Million 0.29% of portfolio
3,090
Q2 2025 Reduced 3.44%
$8.95B
$299 Million 0.27% of portfolio
2,745
Q2 2025 Reduced 3.0%
$9.4B
$293 Million 0.26% of portfolio
8,765
Q2 2025 Reduced 2.39%
$5.28B
$289 Million 0.26% of portfolio
3,635
Q2 2025 Reduced 2.81%
$4.82B
$279 Million 0.25% of portfolio
2,987
Q2 2025 Reduced 2.54%
$2.3B
$277 Million 0.25% of portfolio
10,325
Q2 2025 Added 9.26%
$8.91B
$274 Million 0.24% of portfolio
4,596
Q2 2025 Added 5.03%
$8.45B
$242 Million 0.22% of portfolio
3,780
Q2 2025 Reduced 3.08%
$4.67B
$230 Million 0.21% of portfolio
2,265
Q2 2025 Reduced 8.48%
$3.97B
$213 Million 0.19% of portfolio
670
Q2 2025 Reduced 3.18%
$6.13B
$212 Million 0.19% of portfolio
3,020
Q2 2025 Reduced 3.21%
$9.35B
$175 Million 0.16% of portfolio
8,550
Q2 2025 New
$9.51B
$146 Million 0.13% of portfolio
1,010
Q2 2025 Reduced 2.88%
$6.19B
$121 Million 0.11% of portfolio
997
Q2 2025 Reduced 3.11%
$5.22B
$54.2 Million 0.05% of portfolio
2,160
Q2 2025 Added 109.71%
$2.19B
$53 Million 0.05% of portfolio
820
Q2 2025 New
$8.31B
$44.1 Million 0.04% of portfolio
857
Q4 2023 New
$7.11B
$41.4 Million 0.04% of portfolio
800
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $112 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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