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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ESGUIshares Tr
Recent Activity
Increased 6.15%
0.38%
$36.754M
285,316 shares@ $128.82 avg price
TSLATesla Inc
Recent Activity
Increased 23.4%
0.36%
$34.988M
86,637 shares@ $403.85 avg price
AVGOBroadcom Inc
Recent Activity
Increased 14.98%
0.36%
$34.847M
150,308 shares@ $231.84 avg price
DFISDimensional Etf Trust
Recent Activity
Increased 9.4%
0.35%
$33.92M
1.381M shares@ $24.56 avg price
IAUIshares Gold Tr
Recent Activity
Increased 6538.68%
0.35%
$33.808M
682,854 shares@ $49.51 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 19.01%
0.35%
$33.537M
139,906 shares@ $239.72 avg price
IFRAIshares Tr
Recent Activity
Increased 4.44%
0.35%
$33.346M
720,366 shares@ $46.3 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 0.45%
0.34%
$32.138M
449,921 shares@ $71.44 avg price
SPTSSpdr Ser Tr
Recent Activity
Increased 1.4%
0.3%
$28.921M
996,942 shares@ $29.01 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 37.57%
0.3%
$28.466M
122,424 shares@ $232.52 avg price