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Home > Institutional Investor > Meadowbrook Advisors Group, Llc > Profile

Instuitional Investor - Meadowbrook Advisors Group, Llc

Fund Profile
Filing Period:
Fund Name: Meadowbrook Advisors Group, Llc
Portfolio Value $187,132,229
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 52,103 $15,076,528 8.06%
2.
Vanguard Tax-Managed Fds
 109,075 $7,771,594 4.15%
3.
Alphabet Inc.
 GOOGL 14,271 $5,100,032 2.73%
4.
Microsoft Corp
 MSFT 13,276 $4,952,223 2.65%
5.
Visa Inc.
 V 14,404 $4,941,868 2.64%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.