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Ronald L. Doyle

@Meadowbrook Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$110.84MTotal holdings336
Assets growth rate4.95%Assets growth rate (2-Q avg)1.65%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Meadowbrook Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 336 positions.

Assets under management

The assets under management (AUM) of Meadowbrook Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 110.84M in assets, with a quarterly growth rate of 4.95% and a 2-quarter average growth rate of 1.65%. The portfolio is managed by Ronald L. Doyle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Computer Inc
Recent Activity
Decreased -0.87%
5.45%
$6.041M
25,925 shares@ $233.0 avg price
VEUVanguard Intl Eqty I
Recent Activity
Increased 19243.52%
5.01%
$5.545M
88,013 shares@ $63.0 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.33%
4.46%
$4.943M
11,488 shares@ $430.3 avg price
FDNFirst Tr Dj Internet
Recent Activity
Decreased -1.01%
4.2%
$4.653M
21,967 shares@ $211.84 avg price
JPMJ P Morgan Chase
Recent Activity
Decreased -0.08%
3.45%
$3.815M
18,094 shares@ $210.87 avg price
NVDANvidia Corp
Recent Activity
Increased 1.17%
3.42%
$3.783M
31,150 shares@ $121.44 avg price
SCHXSchwab Us Large Cap
Recent Activity
Decreased -1.42%
3.38%
$3.742M
55,146 shares@ $67.85 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.51%
2.8%
$3.099M
3,496 shares@ $886.53 avg price
MAMastercard Inc
Recent Activity
Decreased -0.75%
2.36%
$2.613M
5,291 shares@ $493.81 avg price
UNHUnitedhealth Group I
Recent Activity
Decreased -9.51%
2.35%
$2.596M
4,440 shares@ $584.68 avg price