test

Timothy Monaco

@Sugar Maple Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$131.442MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PSFFPacer Fds Tr
Recent Activity
Increased 50.57%
2.93%
$3.851M
131,469 shares@ $29.29 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -1.92%
2.77%
$3.636M
27,522 shares@ $132.1 avg price
CLOIVaneck Etf Trust
Recent Activity
Increased 546.63%
2.52%
$3.3M
62,529 shares@ $52.78 avg price
FDRRFidelity Covington Trust
Recent Activity
Decreased -2.57%
2.48%
$3.253M
63,315 shares@ $51.38 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 16.57%
2.44%
$3.205M
16,366 shares@ $195.84 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Increased 0.37%
1.56%
$2.042M
20,434 shares@ $99.92 avg price
DOGProshares Tr
Recent Activity
New Position
1.24%
$1.619M
61,000 shares@ $26.54 avg price
SLVIshares Silver Tr
Recent Activity
Increased 60.91%
1.24%
$1.618M
61,464 shares@ $26.33 avg price
SLQDIshares Tr
Recent Activity
Decreased -2.4%
1.19%
$1.552M
31,206 shares@ $49.75 avg price
POCTInnovator Etfs Trust
Recent Activity
Decreased -2.31%
1.04%
$1.367M
34,543 shares@ $39.57 avg price