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J. Bradley Zellar

@Park National Corp Oh

Latest period2024 - Q4ReportedManaged Assets$2.729BTotal holdings287
Assets growth rate-4.43%Assets growth rate (2-Q avg)0.57%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Park National Corp Oh's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 287 positions.

Assets under management

The assets under management (AUM) of Park National Corp Oh 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 2.729B in assets, with a quarterly growth rate of -4.43% and a 2-quarter average growth rate of 0.57%. The portfolio is managed by J. Bradley Zellar, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPGIS&p Global Inc
Recent Activity
Increased 0.7%
1.05%
$28.545M
57,316 shares@ $498.03 avg price
ICEIntercontinental Exchange Inc
Recent Activity
Increased 2.64%
1.04%
$28.247M
189,564 shares@ $149.02 avg price
NEENextera Energy Inc
Recent Activity
Increased 7.93%
0.89%
$24.03M
335,194 shares@ $71.7 avg price
BRK.BBerkshire Hathaway Inc Class B
Recent Activity
Increased 5.99%
0.77%
$20.899M
46,107 shares@ $453.29 avg price
UCONFirst Trust Tcw Unconstrained
Recent Activity
Increased 18.21%
0.77%
$20.78M
843,002 shares@ $24.66 avg price
RDVYFirst Trust Rising Dividend Ac
Recent Activity
Increased 0.31%
0.62%
$16.863M
285,137 shares@ $59.15 avg price
RDVIFt Cboe Vest Rising Div Achiev
Recent Activity
Increased 4.53%
0.62%
$16.739M
690,543 shares@ $24.25 avg price
VTIVanguard Total Stock Market Et
Recent Activity
Increased 0.05%
0.51%
$13.67M
47,168 shares@ $289.81 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 1.41%
0.5%
$13.471M
22,884 shares@ $588.68 avg price
AZNAstrazeneca Plc Sponsored Adr
Recent Activity
Increased 0.6%
0.38%
$10.099M
154,132 shares@ $65.53 avg price