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
SPYXSpdr Ser Tr
Recent Activity
0.14%
$262,369
5,449 shares@ $48.15 avg price
SYFSynchrony Financial
Recent Activity
Decreased -13.39%
0.14%
$259,675
3,995 shares@ $65.0 avg price
PAYXPaychex Inc
Recent Activity
Increased 3.45%
0.14%
$256,739
1,831 shares@ $140.22 avg price
CRMSalesforce Inc
Recent Activity
Decreased -24.1%
0.14%
$254,759
762 shares@ $334.33 avg price
PEPPepsico Inc
Recent Activity
Increased 1.58%
0.13%
$244,712
1,609 shares@ $152.09 avg price
VYMVanguard Whitehall Fds
Recent Activity
0.13%
$239,869
1,880 shares@ $127.59 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
New Position
0.13%
$238,106
1,206 shares@ $197.44 avg price
MCDMcdonalds Corp
Recent Activity
New Position
0.13%
$236,245
815 shares@ $289.88 avg price
CEGConstellation Energy Corp
Recent Activity
Increased 24.98%
0.13%
$235,129
1,051 shares@ $223.72 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -0.03%
0.13%
$232,895
2,719 shares@ $85.66 avg price