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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
DJDInvesco Exchange Traded Fd T
Recent Activity
Decreased -3%
6.06%
$11.435M
225,487 shares@ $50.72 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
ITAIshares Tr
Recent Activity
Decreased -4.89%
2.49%
$4.692M
32,281 shares@ $145.36 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -9.76%
2.26%
$4.249M
19,367 shares@ $219.39 avg price
NVDANvidia Corporation
Recent Activity
Decreased -10.94%
2.13%
$4.011M
29,865 shares@ $134.29 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Decreased -0.86%
2.07%
$3.892M
73,368 shares@ $53.05 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.99%
1.83%
$3.436M
5,868 shares@ $585.55 avg price
AIRRFirst Tr Exchange-traded Fd
Recent Activity
Decreased -54.98%
1.52%
$2.86M
37,128 shares@ $77.05 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -8.82%
1.08%
$2.029M
10,655 shares@ $190.44 avg price