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Richard W. Lowrie

@Park Edge Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$349.999MTotal holdings139
Assets growth rate6.96%Assets growth rate (2-Q avg)-0.87%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Park Edge Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Park Edge Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 349.999M in assets, with a quarterly growth rate of 6.96% and a 2-quarter average growth rate of -0.87%. The portfolio is managed by Richard W. Lowrie, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BILSpdr Ser Tr
Recent Activity
Decreased -24.69%
2.85%
$9.947M
108,345 shares@ $91.81 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -4.26%
1.07%
$3.722M
31,753 shares@ $117.23 avg price
AGGHSimplify Exchange Traded Fun
Recent Activity
Decreased -29.04%
1%
$3.497M
161,098 shares@ $21.72 avg price
DBAInvesco Db Multi-sector Comm
Recent Activity
Decreased -8.93%
0.87%
$3.02M
115,749 shares@ $26.09 avg price
INDAIshares Tr
Recent Activity
Decreased -3.08%
0.78%
$2.727M
46,587 shares@ $58.53 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -11.78%
0.76%
$2.651M
15,304 shares@ $173.21 avg price
AAPLApple Inc
Recent Activity
Decreased -4.15%
0.66%
$2.308M
9,907 shares@ $233.01 avg price
SHYIshares Tr
Recent Activity
Decreased -24.08%
0.63%
$2.182M
26,238 shares@ $83.15 avg price
DRLLEa Series Trust
Recent Activity
Decreased -18%
0.61%
$2.127M
75,714 shares@ $28.09 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -7.24%
0.58%
$2.018M
2,278 shares@ $886.02 avg price