test

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
MCDMcdonalds Corp
Recent Activity
New Position
0.13%
$236,245
815 shares@ $289.88 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.12%
$224,597
2,032 shares@ $110.54 avg price
DASHDoordash Inc
Recent Activity
New Position
0.12%
$220,626
1,315 shares@ $167.78 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.12%
$219,245
3,121 shares@ $70.25 avg price
TKOTko Group Holdings Inc
Recent Activity
New Position
0.12%
$211,257
1,487 shares@ $142.07 avg price
JETSEtf Ser Solutions
Recent Activity
New Position
0.12%
$209,366
8,259 shares@ $25.36 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
New Position
0.11%
$207,213
3,436 shares@ $60.31 avg price
USFRWisdomtree Tr
Recent Activity
New Position
0.11%
$205,205
4,078 shares@ $50.33 avg price
ELFE L F Beauty Inc
Recent Activity
New Position
0.11%
$203,642
1,622 shares@ $125.55 avg price
PWRQuanta Svcs Inc
Recent Activity
New Position
0.11%
$202,491
641 shares@ $315.9 avg price