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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
DGROIshares Tr
Recent Activity
Decreased -3.85%
0.18%
$16.768M
273,365 shares@ $61.34 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 9.74%
0.18%
$16.601M
654,372 shares@ $25.37 avg price
BBUSJ P Morgan Exchange Traded F
Recent Activity
Increased 11.31%
0.17%
$16.411M
154,938 shares@ $105.92 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 7.84%
0.17%
$16.316M
118,598 shares@ $137.58 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 4.62%
0.17%
$16.205M
32,034 shares@ $505.87 avg price
ABBVAbbvie Inc
Recent Activity
Increased 26.53%
0.17%
$15.578M
87,664 shares@ $177.71 avg price
IWDIshares Tr
Recent Activity
Increased 702.35%
0.16%
$15.55M
83,998 shares@ $185.13 avg price
AVIGAmerican Centy Etf Tr
Recent Activity
Increased 18.16%
0.16%
$15.452M
380,867 shares@ $40.58 avg price
JNKSpdr Ser Tr
Recent Activity
Increased 55.97%
0.16%
$14.998M
157,098 shares@ $95.47 avg price
LLYEli Lilly & Co
Recent Activity
Increased 14.1%
0.16%
$14.88M
19,274 shares@ $772.03 avg price