Timothy Monaco

@Mra Advisory Group

Latest period2024 - Q4

Reported4d ago

Managed Assets$188.749M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VPUVanguard World Fd Recent Activity New Position	1.67%	$3.138M 19,205 shares@ $163.42 avg price	New Position
PAVEGlobal X Fds Recent Activity New Position	1.66%	$3.128M 77,411 shares@ $40.41 avg price	New Position
PLTRPalantir Technologies Inc Recent Activity New Position	0.41%	$763,507 10,095 shares@ $75.64 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.28%	$513,633 1,272 shares@ $403.8 avg price	New Position
NOWServicenow Inc Recent Activity New Position	0.25%	$465,511 439 shares@ $1060.39 avg price	New Position
KTOSKratos Defense & Sec Solutio Recent Activity New Position	0.24%	$447,906 16,979 shares@ $26.38 avg price	New Position
TMUST-mobile Us Inc Recent Activity New Position	0.2%	$373,177 1,691 shares@ $220.69 avg price	New Position
SMRNuscale Pwr Corp Recent Activity New Position	0.2%	$372,932 20,799 shares@ $17.94 avg price	New Position
VVXV2x Inc Recent Activity New Position	0.18%	$322,545 6,744 shares@ $47.83 avg price	New Position
TSMTaiwan Semiconductor Mfg Ltd Recent Activity New Position	0.13%	$238,106 1,206 shares@ $197.44 avg price	New Position