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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
IEIIshares Tr
Recent Activity
Decreased -8.8%
0.54%
$1.879M
15,710 shares@ $119.61 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -3.58%
0.5%
$1.743M
10,756 shares@ $162.07 avg price
NVDANvidia Corporation
Recent Activity
Decreased -12.44%
0.47%
$1.616M
13,308 shares@ $121.45 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -4%
0.36%
$1.233M
1,391 shares@ $886.52 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -2.32%
0.31%
$1.084M
15,982 shares@ $67.86 avg price
HDHome Depot Inc
Recent Activity
Decreased -3.67%
0.29%
$1.008M
2,488 shares@ $405.23 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -1.85%
0.26%
$894,614
18,696 shares@ $47.86 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -3.9%
0.22%
$764,562
14,777 shares@ $51.75 avg price
EMCGlobal X Fds
Recent Activity
Decreased -9.83%
0.22%
$743,200
26,741 shares@ $27.8 avg price
VOVanguard Index Fds
Recent Activity
Decreased -1.71%
0.19%
$649,864
2,463 shares@ $263.86 avg price