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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
APRWAim Etf Products Trust
Recent Activity
New Position
0.15%
$187,426
5,709 shares@ $32.83 avg price
NOCTInnovator Etfs Trust
Recent Activity
New Position
0.15%
$184,931
3,602 shares@ $51.35 avg price
SHProshares Tr
Recent Activity
New Position
0.14%
$182,997
4,318 shares@ $42.39 avg price
BSEPInnovator Etfs Trust
Recent Activity
New Position
0.14%
$182,246
4,248 shares@ $42.91 avg price
FTECFidelity Covington Trust
Recent Activity
New Position
0.14%
$179,703
972 shares@ $184.88 avg price
LNGCheniere Energy Inc
Recent Activity
New Position
0.14%
$172,970
805 shares@ $214.87 avg price
BUFFInnovator Etfs Trust
Recent Activity
New Position
0.13%
$166,706
3,712 shares@ $44.92 avg price
IJHIshares Tr
Recent Activity
New Position
0.13%
$165,433
2,655 shares@ $62.31 avg price
QBUFInnovator Etfs Trust
Recent Activity
New Position
0.13%
$158,340
6,000 shares@ $26.39 avg price
SPLGSpdr Ser Tr
Recent Activity
New Position
0.13%
$157,873
2,290 shares@ $68.95 avg price