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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
ORCLOracle Corp
Recent Activity
Exited
0%
$213,412
1,252 shares@ $170.46 avg price
ICEIntercontinental Exchange In
Recent Activity
Exited
0%
$213,330
1,328 shares@ $160.65 avg price
MOAltria Group Inc
Recent Activity
Exited
0%
$213,264
4,178 shares@ $51.05 avg price
RTXRtx Corporation
Recent Activity
Exited
0%
$209,644
1,730 shares@ $121.19 avg price
VONVVanguard Scottsdale Fds
Recent Activity
Exited
0%
$209,430
2,513 shares@ $83.34 avg price
SNPSSynopsys Inc
Recent Activity
Exited
0%
$206,045
407 shares@ $506.26 avg price
ALLAllstate Corp
Recent Activity
Exited
0%
$200,081
1,055 shares@ $189.66 avg price