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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
PGRProgressive Corp
Recent Activity
Increased 7%
0.31%
$578,797
2,416 shares@ $239.57 avg price
ABBVAbbvie Inc
Recent Activity
Increased 5.19%
0.3%
$559,238
3,147 shares@ $177.71 avg price
CATCaterpillar Inc
Recent Activity
Increased 2.07%
0.3%
$556,426
1,534 shares@ $362.73 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 6.16%
0.29%
$531,133
1,018 shares@ $521.75 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
TSLATesla Inc
Recent Activity
New Position
0.28%
$513,633
1,272 shares@ $403.8 avg price
MDLZMondelez Intl Inc
Recent Activity
Increased 40.29%
0.25%
$466,372
7,808 shares@ $59.74 avg price
NOWServicenow Inc
Recent Activity
New Position
0.25%
$465,511
439 shares@ $1060.39 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 1.5%
0.25%
$462,153
951 shares@ $485.97 avg price