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Timothy Monaco

@Mra Advisory Group

Latest period2024 - Q4ReportedManaged Assets$188.749MTotal holdings123
Assets growth rate3.19%Assets growth rate (2-Q avg)3.9%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mra Advisory Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 123 positions.

Assets under management

The assets under management (AUM) of Mra Advisory Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 188.749M in assets, with a quarterly growth rate of 3.19% and a 2-quarter average growth rate of 3.9%. The portfolio is managed by Timothy Monaco, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 1.4%
14.6%
$27.548M
46,797 shares@ $588.68 avg price
IHYFInvesco Actively Managed Exc
Recent Activity
Increased 5.18%
6.34%
$11.963M
531,435 shares@ $22.52 avg price
DJDInvesco Exchange Traded Fd T
Recent Activity
Decreased -3%
6.06%
$11.435M
225,487 shares@ $50.72 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Increased 3.16%
5.19%
$9.791M
201,170 shares@ $48.67 avg price
BILSpdr Ser Tr
Recent Activity
Increased 3.24%
4.92%
$9.286M
101,562 shares@ $91.44 avg price
SRLNSsga Active Etf Tr
Recent Activity
Increased 7.33%
4.62%
$8.705M
208,597 shares@ $41.74 avg price
QQQEDirexion Shs Etf Tr
Recent Activity
Increased 3.78%
4.4%
$8.293M
92,375 shares@ $89.78 avg price
QUALIshares Tr
Recent Activity
Increased 1.74%
4.22%
$7.957M
44,683 shares@ $178.09 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -4.74%
3.47%
$6.541M
15,519 shares@ $421.49 avg price
AAPLApple Inc
Recent Activity
Decreased -3.21%
2.91%
$5.482M
21,892 shares@ $250.43 avg price