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Richard W. Lowrie

Park Edge Advisors, Llc

Assets Managed
$433.872M
Holdings
141
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-1.78%(2Q avg: 0.13%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Park Edge Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 141 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 433.872M in assets, with a quarterly growth rate of -1.78% and a 2-quarter average growth rate of 0.13%. The portfolio is managed by Richard W. Lowrie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LECO
Lincoln Electric Holdings
Recent Activity
Decreased -5.58%
36.24%
$157.205M
631,144 shares@ $249.09 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 432.19%
8.56%
$37.111M
404,961 shares@ $91.64 avg price
CDX
Simplify High Yield Pl Cr Hd
Recent Activity
Increased 0.38%
3.72%
$16.132M
755,936 shares@ $21.34 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 3.81%
3.12%
$13.517M
130,686 shares@ $103.44 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -6.83%
2.62%
$11.367M
26,418 shares@ $430.29 avg price
AGGH
Simplify Aggregate Bond Etf
Recent Activity
Increased 12.57%
1.93%
$8.344M
410,019 shares@ $20.36 avg price
TUA
Sim St Treas Fut Strat Etf
Recent Activity
Decreased -0.18%
1.85%
$8.022M
380,176 shares@ $21.11 avg price
IPKW
Invesco International Buybac
Recent Activity
Decreased -50.61%
1.33%
$5.77M
102,556 shares@ $56.27 avg price
WTBN
Wisdomtree Bianco Tr Fund
Recent Activity
Increased 31.62%
1.33%
$5.756M
227,549 shares@ $25.3 avg price
EMB
Ishares Jp Morgan Usd Emergi
Recent Activity
Increased 2801.92%
1.32%
$5.702M
60,708 shares@ $93.93 avg price

1-10 of 141