Richard W. Lowrie

@Park Edge Advisors, Llc

Latest period2024 - Q3

Reported2mo 26d ago

Managed Assets$349.999M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ETNEaton Corp Plc Recent Activity Increased 42.59%	0.38%	$1.318M 3,978 shares@ $331.44 avg price	Increased 42.59%
BKNGBooking Holdings Inc Recent Activity Increased 3.65%	0.38%	$1.318M 313 shares@ $4212.13 avg price	Increased 3.65%
OUSAAlps Etf Tr Recent Activity Increased 4.17%	0.38%	$1.296M 24,003 shares@ $54.0 avg price	Increased 4.17%
IDVIshares Tr Recent Activity Increased 16.21%	0.36%	$1.248M 41,294 shares@ $30.24 avg price	Increased 16.21%
PEPPepsico Inc Recent Activity Increased 0.02%	0.36%	$1.246M 7,328 shares@ $170.05 avg price	Increased 0.02%
UUPInvesco Db Us Dlr Index Tr Recent Activity Increased 3.57%	0.36%	$1.23M 43,663 shares@ $28.18 avg price	Increased 3.57%
PGRProgressive Corp Recent Activity Increased 47.09%	0.35%	$1.225M 4,826 shares@ $253.77 avg price	Increased 47.09%
SPYSpdr S&p 500 Etf Tr Recent Activity Increased 7.58%	0.35%	$1.222M 2,129 shares@ $573.78 avg price	Increased 7.58%
JEPIJ P Morgan Exchange Traded F Recent Activity Increased 18.94%	0.35%	$1.215M 20,416 shares@ $59.51 avg price	Increased 18.94%
SVOLSimplify Exchange Traded Fun Recent Activity Increased 17.86%	0.32%	$1.115M 50,769 shares@ $21.96 avg price	Increased 17.86%