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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
CSCOCisco Sys Inc
Recent Activity
Increased 5.05%
0.19%
$353,747
5,975 shares@ $59.21 avg price
CBChubb Limited
Recent Activity
Decreased -9.25%
0.19%
$352,209
1,275 shares@ $276.25 avg price
VVXV2x Inc
Recent Activity
New Position
0.18%
$322,545
6,744 shares@ $47.83 avg price
KOCoca Cola Co
Recent Activity
Increased 2.19%
0.17%
$314,156
5,046 shares@ $62.26 avg price
PHTPioneer High Income Fund Inc
Recent Activity
Increased 0.59%
0.16%
$298,086
38,463 shares@ $7.75 avg price
DSIIshares Tr
Recent Activity
Increased 5.4%
0.16%
$295,250
2,678 shares@ $110.26 avg price
INTUIntuit
Recent Activity
Decreased -13.01%
0.16%
$289,643
461 shares@ $628.3 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
0.15%
$281,373
494 shares@ $569.59 avg price
IVWIshares Tr
Recent Activity
Increased 0.08%
0.15%
$278,600
2,744 shares@ $101.54 avg price
AMGNAmgen Inc
Recent Activity
Increased 12.04%
0.15%
$269,249
1,033 shares@ $260.65 avg price