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Tim Monaco

Mra Advisory Group

Assets Managed
$245.271M
Holdings
140
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
2.98%(2Q avg: 3.43%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mra Advisory Group's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 140 positions.

Assets under management

The assets under management (AUM) of Mra Advisory Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 245.271M in assets, with a quarterly growth rate of 2.98% and a 2-quarter average growth rate of 3.43%. The portfolio is managed by Tim Monaco, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGK
Vanguard Ftse Europe Etf
Recent Activity
Increased 1.63%
6.48%
$15.892M
192,789 shares@ $82.44 avg price
DJD
Invesco Dow Jones Industrial
Recent Activity
Increased 0.7%
6.07%
$14.871M
248,929 shares@ $59.74 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 6.78%
4.98%
$12.212M
242,446 shares@ $50.38 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 7.76%
4.39%
$10.747M
116,458 shares@ $92.29 avg price
SRLN
Spdr Blackstone Senior Loan
Recent Activity
Increased 5.56%
4.14%
$10.147M
252,778 shares@ $40.15 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 4.07%
4%
$9.808M
51,136 shares@ $191.81 avg price
ITA
Ishares U.s. Aerospace & Def
Recent Activity
Decreased -0.1%
3.36%
$8.223M
37,593 shares@ $218.75 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -41.68%
3.11%
$7.627M
11,677 shares@ $653.19 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Decreased -37.44%
2.96%
$7.255M
145,652 shares@ $49.82 avg price
QQQE
Direxion Nasdaq-100 Eq Weigh
Recent Activity
Decreased -42%
2.9%
$7.091M
71,972 shares@ $98.54 avg price

1-10 of 140