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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 5.31%
0.48%
$1.655M
3,595 shares@ $460.27 avg price
WMTWalmart Inc
Recent Activity
Increased 119.49%
0.47%
$1.63M
20,190 shares@ $80.76 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 31.17%
0.44%
$1.506M
3,085 shares@ $488.11 avg price
GEGe Aerospace
Recent Activity
Increased 1.69%
0.43%
$1.479M
7,842 shares@ $188.58 avg price
AVGOBroadcom Inc
Recent Activity
Increased 818.7%
0.41%
$1.433M
8,305 shares@ $172.51 avg price
HARDSimplify Exchange Traded Fun
Recent Activity
Increased 2.84%
0.41%
$1.43M
56,771 shares@ $25.19 avg price
LINLinde Plc
Recent Activity
Increased 17.3%
0.41%
$1.423M
2,984 shares@ $476.86 avg price
NFLXNetflix Inc
Recent Activity
Increased 2.16%
0.41%
$1.41M
1,988 shares@ $709.28 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 65.63%
0.4%
$1.368M
11,637 shares@ $117.55 avg price
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 15.12%
0.38%
$1.32M
26,111 shares@ $50.57 avg price