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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
LECOLincoln Elec Hldgs Inc
Recent Activity
36.81%
$128.824M
670,889 shares@ $192.03 avg price
STIPIshares Tr
Recent Activity
Increased 8.79%
3.33%
$11.643M
114,916 shares@ $101.32 avg price
BUCKSimplify Exchange Traded Fun
Recent Activity
Increased 6.19%
3.15%
$10.994M
447,266 shares@ $24.58 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 10.55%
3.01%
$10.514M
43,257 shares@ $243.06 avg price
MTBASimplify Exchange Traded Fun
Recent Activity
Increased 15.66%
2.9%
$10.131M
196,799 shares@ $51.48 avg price
CDXSimplify Exchange Traded Fun
Recent Activity
Increased 7.88%
2.87%
$10.032M
422,647 shares@ $23.74 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -24.69%
2.85%
$9.947M
108,345 shares@ $91.81 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Increased 31.1%
2.14%
$7.476M
111,135 shares@ $67.28 avg price
FNAParagon 28 Inc
Recent Activity
Increased 2.7%
1.15%
$4M
598,870 shares@ $6.69 avg price
IWFIshares Tr
Recent Activity
New Position
1.1%
$3.826M
10,193 shares@ $375.38 avg price