Thomas J Bellaro
@Park Avenue Securities Llc
Latest period2024 - Q4ReportedManaged Assets$9.722BTotal holdings1460
Assets growth rate9.23%Assets growth rate (2-Q avg)9.01%Continuous growth in asset value9 quarters
Portfolio positions
This chart displays the top 10 holdings in Park Avenue Securities Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1460 positions.
Assets under management
The assets under management (AUM) of Park Avenue Securities Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 9.722B in assets, with a quarterly growth rate of 9.23% and a 2-quarter average growth rate of 9.01%. The portfolio is managed by Thomas J Bellaro, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
IVVIshares Tr
| 9.4% | $913.711M 1.552M shares@ $588.69 avg price | Increased 1.66% |
QUALIshares Tr
| 4.02% | $390.017M 2.19M shares@ $178.09 avg price | Increased 7.51% |
IVWIshares Tr
| 3.99% | $387.595M 3.818M shares@ $101.53 avg price | Increased 0.42% |
DYNFBlackrock Etf Trust
| 3.38% | $327.913M 6.398M shares@ $51.26 avg price | Increased 0.44% |
EFVIshares Tr
| 3.34% | $324.048M 6.176M shares@ $52.48 avg price | Increased 8.16% |
EFGIshares Tr
| 2.92% | $283.416M 2.927M shares@ $96.83 avg price | Increased 22.43% |
IVEIshares Tr
| 1.87% | $180.895M 947,689 shares@ $190.89 avg price | Increased 5.78% |
EMXCIshares Inc
| 1.55% | $150.53M 2.715M shares@ $55.46 avg price | Increased 7.86% |
IYWIshares Tr
| 1.53% | $148.638M 931,780 shares@ $159.53 avg price | Increased 2.02% |
MBBIshares Tr
| 1.53% | $148.501M 1.62M shares@ $91.68 avg price | Increased 9.93% |