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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
PXEInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$2.916M
98,356 shares@ $29.66 avg price
LOWLowes Cos Inc
Recent Activity
Exited
0%
$416,670
1,538 shares@ $270.92 avg price
DVYIshares Tr
Recent Activity
Exited
0%
$335,379
2,483 shares@ $135.08 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$287,805
1,754 shares@ $164.09 avg price
HLTHilton Worldwide Hldgs Inc
Recent Activity
Exited
0%
$275,331
1,194 shares@ $230.6 avg price
BACBank America Corp
Recent Activity
Exited
0%
$254,592
6,416 shares@ $39.69 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Exited
0%
$247,656
400 shares@ $619.14 avg price
BABoeing Co
Recent Activity
Exited
0%
$239,919
1,578 shares@ $152.04 avg price
EOGEog Res Inc
Recent Activity
Exited
0%
$234,487
1,907 shares@ $122.97 avg price
BXBlackstone Inc
Recent Activity
Exited
0%
$229,112
1,496 shares@ $153.15 avg price