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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
GOOGAlphabet Inc
Recent Activity
Increased 0.45%
0.31%
$1.054M
6,303 shares@ $167.19 avg price
CATCaterpillar Inc
Recent Activity
Increased 19.92%
0.28%
$946,929
2,421 shares@ $391.14 avg price
VVisa Inc
Recent Activity
Increased 12.5%
0.27%
$937,721
3,411 shares@ $274.92 avg price
ORCLOracle Corp
Recent Activity
Increased 155.3%
0.25%
$849,609
4,986 shares@ $170.4 avg price
COHRCoherent Corp
Recent Activity
Increased 0.15%
0.23%
$795,567
8,948 shares@ $88.92 avg price
PFEPfizer Inc
Recent Activity
Increased 0.01%
0.22%
$759,325
26,238 shares@ $28.94 avg price
AMATApplied Matls Inc
Recent Activity
Increased 3.04%
0.2%
$679,710
3,364 shares@ $202.06 avg price
UBERUber Technologies Inc
Recent Activity
Increased 12.93%
0.19%
$640,363
8,520 shares@ $75.16 avg price
PFFIshares Tr
Recent Activity
Increased 13.75%
0.14%
$463,048
13,935 shares@ $33.23 avg price
LRCXLam Research Corp
Recent Activity
Increased 2.16%
0.12%
$386,822
474 shares@ $816.09 avg price