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Timothy Monaco

@Kings Path Partners Llc

Latest period2024 - Q4ReportedManaged Assets$234.177MTotal holdings288
Assets growth rate-1.73%Assets growth rate (2-Q avg)5.3%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kings Path Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 288 positions.

Assets under management

The assets under management (AUM) of Kings Path Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 234.177M in assets, with a quarterly growth rate of -1.73% and a 2-quarter average growth rate of 5.3%. The portfolio is managed by Timothy Monaco, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BNDVanguard Bd Index Fds
Recent Activity
Increased 3.59%
2.02%
$4.728M
65,751 shares@ $71.91 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 14.82%
1.52%
$3.546M
54,488 shares@ $65.09 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 10.77%
1.42%
$3.309M
56,286 shares@ $58.8 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 102.61%
1.39%
$3.233M
125,176 shares@ $25.83 avg price
ITOTIshares Tr
Recent Activity
Increased 64.04%
1.26%
$2.942M
22,872 shares@ $128.63 avg price
IEFAIshares Tr
Recent Activity
Increased 5.17%
1.04%
$2.416M
34,373 shares@ $70.28 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 198.71%
0.87%
$2.021M
85,364 shares@ $23.68 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 11.42%
0.72%
$1.669M
3,300 shares@ $505.86 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Increased 9.61%
0.69%
$1.612M
29,122 shares@ $55.35 avg price
IVVIshares Tr
Recent Activity
Increased 101.12%
0.69%
$1.595M
2,709 shares@ $588.68 avg price