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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
PANWPalo Alto Networks Inc
Recent Activity
Increased 103.67%
0.13%
$232,391
1,277 shares@ $181.99 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -16%
0.13%
$230,379
787 shares@ $292.74 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.26%
0.13%
$226,921
783 shares@ $289.81 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.12%
$224,597
2,032 shares@ $110.54 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -13.54%
0.12%
$224,216
3,964 shares@ $56.57 avg price
XGDVXGabelli Divid & Income Tr
Recent Activity
Decreased -0.03%
0.12%
$221,421
9,169 shares@ $24.15 avg price
DASHDoordash Inc
Recent Activity
New Position
0.12%
$220,626
1,315 shares@ $167.78 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.12%
$219,245
3,121 shares@ $70.25 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 0.44%
0.12%
$215,863
2,746 shares@ $78.61 avg price
ADIAnalog Devices Inc
Recent Activity
0.12%
$214,442
1,009 shares@ $212.53 avg price