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