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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
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
QQQInvesco Qqq Tr
Recent Activity
Increased 34.45%
0.16%
$14.843M
29,034 shares@ $511.23 avg price
VOOVanguard Index Fds
Recent Activity
Increased 29.84%
0.15%
$14.564M
27,035 shares@ $538.71 avg price
PGProcter And Gamble Co
Recent Activity
Increased 15%
0.15%
$14.444M
86,154 shares@ $167.66 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 24.71%
0.15%
$14.273M
290,982 shares@ $49.06 avg price
PSKSpdr Ser Tr
Recent Activity
Increased 13.33%
0.15%
$13.761M
417,139 shares@ $32.99 avg price
DMXFIshares Tr
Recent Activity
Increased 12.37%
0.14%
$13.562M
209,870 shares@ $64.63 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 31.21%
0.14%
$12.723M
168,232 shares@ $75.63 avg price