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 |
---|---|---|---|
BSCRInvesco Exch Trd Slf Idx Fd
| 0.02% | $1.396M 71,646 shares@ $19.49 avg price | New Position |
HYBLSsga Active Tr
| 0.02% | $1.347M 47,479 shares@ $28.38 avg price | New Position |
MMDNyli Mackay Definedterm Muni
| 0.02% | $1.303M 87,242 shares@ $14.94 avg price | New Position |
AIRRFirst Tr Exchange-traded Fd
| 0.02% | $1.277M 16,573 shares@ $77.06 avg price | New Position |
BALIBlackrock Etf Trust
| 0.02% | $1.259M 41,623 shares@ $30.25 avg price | New Position |
BBMCJ P Morgan Exchange Traded F
| 0.02% | $1.244M 12,926 shares@ $96.25 avg price | New Position |
FXIIshares Tr
| 0.02% | $1.218M 40,011 shares@ $30.45 avg price | New Position |
BSCQInvesco Exch Trd Slf Idx Fd
| 0.02% | $1.175M 60,474 shares@ $19.43 avg price | New Position |
IGLBIshares Tr
| 0.02% | $1.134M 22,946 shares@ $49.43 avg price | New Position |
BSCSInvesco Exch Trd Slf Idx Fd
| 0.02% | $1.127M 55,964 shares@ $20.14 avg price | New Position |