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
QDPLPacer Fds Tr
Recent Activity
Increased 23.9%
1.02%
$1.334M
34,742 shares@ $38.39 avg price
ITOTIshares Tr
Recent Activity
Increased 0.05%
0.96%
$1.258M
9,777 shares@ $128.63 avg price
NICNicolet Bankshares Inc
Recent Activity
0.92%
$1.206M
11,494 shares@ $104.92 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -5.5%
0.89%
$1.166M
2,766 shares@ $421.51 avg price
JAVAJ P Morgan Exchange Traded F
Recent Activity
Increased 18.98%
0.89%
$1.164M
18,389 shares@ $63.3 avg price
NVDANvidia Corporation
Recent Activity
Increased 2.95%
0.88%
$1.147M
8,540 shares@ $134.3 avg price
CPSMCalamos Etf Tr
Recent Activity
0.8%
$1.041M
39,000 shares@ $26.7 avg price
XHLFBondbloxx Etf Trust
Recent Activity
New Position
0.71%
$930,963
18,552 shares@ $50.19 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 95.82%
0.65%
$850,481
4,674 shares@ $181.96 avg price
FWRDForward Air Corp
Recent Activity
Increased 24.41%
0.52%
$674,025
20,900 shares@ $32.25 avg price