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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
PKWInvesco Exchange Traded Fd T
Recent Activity
Increased 26.86%
0.87%
$3.027M
26,431 shares@ $114.52 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 318.68%
0.8%
$2.789M
77,182 shares@ $36.14 avg price
OUSMAlps Etf Tr
Recent Activity
Increased 113.79%
0.8%
$2.772M
61,505 shares@ $45.08 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 3.25%
0.71%
$2.465M
11,692 shares@ $210.87 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 298.87%
0.69%
$2.403M
33,497 shares@ $71.74 avg price
EMBIshares Tr
Recent Activity
Increased 48.63%
0.67%
$2.313M
24,715 shares@ $93.59 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.42%
0.62%
$2.156M
11,572 shares@ $186.34 avg price
METAMeta Platforms Inc
Recent Activity
Increased 2.57%
0.58%
$2.014M
3,518 shares@ $572.43 avg price
ITBIshares Tr
Recent Activity
Increased 214.79%
0.54%
$1.86M
14,631 shares@ $127.1 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.36%
0.51%
$1.755M
6,197 shares@ $283.18 avg price