Timothy Monaco

@Sugar Maple Asset Management, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$131.442M

Total holdings474

Assets growth rate14.2%

Assets growth rate (2-Q avg)12.76%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sugar Maple Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 474 positions.

Assets under management

The assets under management (AUM) of Sugar Maple Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 131.442M in assets, with a quarterly growth rate of 14.2% and a 2-quarter average growth rate of 12.76%. The portfolio is managed by Timothy Monaco, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPDNDirexion Shs Etf Tr Recent Activity Exited	0%	$901,600 80,500 shares@ $11.2 avg price	Exited
7434⤦Proshares Tr Recent Activity Exited	0%	$898,152 82,779 shares@ $10.85 avg price	Exited
TLTIshares Tr Recent Activity Exited	0%	$784,800 8,000 shares@ $98.1 avg price	Exited
PSQProshares Tr Recent Activity Exited	0%	$638,928 16,200 shares@ $39.44 avg price	Exited
FLTBFidelity Merrimack Str Tr Recent Activity Exited	0%	$352,150 6,992 shares@ $50.37 avg price	Exited
AAPDDirexion Shs Etf Tr Recent Activity Exited	0%	$164,400 10,000 shares@ $16.44 avg price	Exited