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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
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -2.82%
0.19%
$635,005
6,579 shares@ $96.52 avg price
TBTProshares Tr
Recent Activity
Decreased -90.4%
0.18%
$600,722
20,172 shares@ $29.78 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -31.79%
0.16%
$552,008
944 shares@ $584.76 avg price
XLISelect Sector Spdr Tr
Recent Activity
Decreased -13%
0.16%
$544,740
4,022 shares@ $135.45 avg price
PFIXSimplify Exchange Traded Fun
Recent Activity
Decreased -79.66%
0.16%
$543,648
13,221 shares@ $41.13 avg price
EFAIshares Tr
Recent Activity
Decreased -10.8%
0.16%
$535,220
6,400 shares@ $83.63 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -1.3%
0.14%
$487,854
4,296 shares@ $113.57 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -2.15%
0.14%
$474,008
1,859 shares@ $254.99 avg price
FNXFirst Tr Mid Cap Core Alphad
Recent Activity
Decreased -16.53%
0.11%
$360,844
3,080 shares@ $117.16 avg price
SCHZSchwab Strategic Tr
Recent Activity
Decreased -0.56%
0.11%
$360,202
7,580 shares@ $47.53 avg price