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Katie Brown

@Ade, Llc

Latest period2024 - Q4ReportedManaged Assets$162.893MTotal holdings81
Assets growth rate0.13%Assets growth rate (2-Q avg)4.96%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Ade, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Ade, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 162.893M in assets, with a quarterly growth rate of 0.13% and a 2-quarter average growth rate of 4.96%. The portfolio is managed by Katie Brown, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MRVLMarvell Technology Inc
Recent Activity
New Position
0.14%
$225,097
2,038 shares@ $110.45 avg price
AVGOBroadcom Inc
Recent Activity
New Position
0.14%
$224,885
970 shares@ $231.85 avg price
NVDANvidia Corporation
Recent Activity
New Position
0.14%
$213,555
1,590 shares@ $134.32 avg price