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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
MUBIshares Tr
Recent Activity
Decreased -1.5%
0.86%
$2.002M
18,786 shares@ $106.55 avg price
TRGPTarga Res Corp
Recent Activity
0.81%
$1.877M
10,518 shares@ $178.5 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 11.42%
0.72%
$1.669M
3,300 shares@ $505.86 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -1.7%
0.71%
$1.652M
32,947 shares@ $50.13 avg price
ROSTRoss Stores Inc
Recent Activity
0.7%
$1.636M
10,814 shares@ $151.28 avg price
LMATLemaitre Vascular Inc
Recent Activity
Decreased -1.52%
0.7%
$1.634M
17,733 shares@ $92.15 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
OSWOnespaworld Holdings Limited
Recent Activity
0.66%
$1.535M
77,145 shares@ $19.91 avg price
MUNIPimco Etf Tr
Recent Activity
Decreased -2.43%
0.65%
$1.514M
29,258 shares@ $51.73 avg price