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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
AAPLApple Inc
Recent Activity
Decreased -42.53%
0.51%
$658,707
2,630 shares@ $250.46 avg price
DXDProshares Tr
Recent Activity
New Position
0.5%
$647,280
24,000 shares@ $26.97 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -11.34%
0.39%
$512,495
2,336 shares@ $219.39 avg price
FLTRVaneck Etf Trust
Recent Activity
Increased 6.9%
0.39%
$506,423
19,899 shares@ $25.45 avg price
PMARInnovator Etfs Trust
Recent Activity
Decreased -8.22%
0.38%
$498,637
12,407 shares@ $40.19 avg price
IHAKIshares Tr
Recent Activity
Decreased -21.63%
0.36%
$465,603
9,543 shares@ $48.8 avg price
PAUGInnovator Etfs Trust
Recent Activity
0.35%
$459,998
11,948 shares@ $38.5 avg price
ZALTInnovator Etfs Trust
Recent Activity
New Position
0.34%
$435,984
14,650 shares@ $29.76 avg price
FLDRFidelity Merrimack Str Tr
Recent Activity
Decreased -14.1%
0.32%
$420,043
8,413 shares@ $49.93 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -6.65%
0.31%
$406,603
1,403 shares@ $289.81 avg price