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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
AVGOBroadcom Inc
Recent Activity
Decreased -17.92%
0.96%
$1.799M
7,760 shares@ $231.84 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -10.36%
0.93%
$1.749M
3,458 shares@ $505.8 avg price
WMTWalmart Inc
Recent Activity
Decreased -2.16%
0.72%
$1.35M
14,946 shares@ $90.36 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -8.83%
0.57%
$1.063M
4,435 shares@ $239.74 avg price
NFLXNetflix Inc
Recent Activity
Decreased -5.39%
0.44%
$812,804
912 shares@ $891.24 avg price
HDHome Depot Inc
Recent Activity
Decreased -8.36%
0.36%
$661,069
1,699 shares@ $389.1 avg price
HTDHancock John Tax-advantaged
Recent Activity
Decreased -1.92%
0.35%
$642,760
29,190 shares@ $22.02 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -2.44%
0.28%
$523,573
13,093 shares@ $39.99 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -3.6%
0.28%
$523,235
4,331 shares@ $120.82 avg price
IBMInternational Business Machs
Recent Activity
Decreased -5.15%
0.25%
$461,316
2,099 shares@ $219.78 avg price