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 |
---|---|---|---|
EFAIshares Tr
| 0.07% | $6.252M 82,691 shares@ $75.61 avg price | Decreased -60.41% |
VEUVanguard Intl Equity Index F
| 0.07% | $6.046M 105,307 shares@ $57.42 avg price | Decreased -9.25% |
PEPPepsico Inc
| 0.06% | $5.393M 35,466 shares@ $152.07 avg price | Decreased -31.81% |
AMATApplied Matls Inc
| 0.06% | $5.301M 32,595 shares@ $162.64 avg price | Decreased -21.5% |
DFAXDimensional Etf Trust
| 0.06% | $5.266M 211,821 shares@ $24.87 avg price | Decreased -0.16% |
AMDAdvanced Micro Devices Inc
| 0.06% | $5.244M 43,413 shares@ $120.8 avg price | Decreased -15.76% |
EBNDSpdr Ser Tr
| 0.06% | $5.045M 258,313 shares@ $19.54 avg price | Decreased -15.85% |
PFXFVaneck Etf Trust
| 0.05% | $4.5M 260,879 shares@ $17.25 avg price | Decreased -37.45% |
IBTMIshares Tr
| 0.05% | $4.44M 200,014 shares@ $22.2 avg price | Decreased -9.84% |
QCOMQualcomm Inc
| 0.05% | $4.315M 28,091 shares@ $153.61 avg price | Decreased -6.95% |