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Richard W. Lowrie

Park Edge Advisors, Llc

Assets Managed
$474.91M
Holdings
149
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.46%(2Q avg: 3.84%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Park Edge Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 149 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 2026 - Q2, they manage 474.91M in assets, with a quarterly growth rate of 9.46% and a 2-quarter average growth rate of 3.84%. The portfolio is managed by Richard W. Lowrie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LECO
Lincoln Electric Holdings
Recent Activity
35.29%
$167.575M
631,144 shares@ $265.51 avg price
CDX
Simplify High Yield Pl Cr Hd
Recent Activity
Increased 2.17%
3.44%
$16.311M
772,287 shares@ $21.12 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
New Position
3.1%
$14.699M
93,653 shares@ $156.96 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 2.73%
2.89%
$13.714M
134,243 shares@ $102.17 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 108.14%
2.65%
$12.573M
139,544 shares@ $90.1 avg price
IPKW
Invesco International Buybac
Recent Activity
Increased 90.64%
2.32%
$11.013M
195,510 shares@ $56.33 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -72.08%
2.19%
$10.359M
113,036 shares@ $91.64 avg price
AGGH
Simplify Aggregate Bond Etf
Recent Activity
Increased 1.98%
1.78%
$8.434M
418,122 shares@ $20.18 avg price
TUA
Sim St Treas Fut Strat Etf
Recent Activity
Decreased -6.63%
1.53%
$7.25M
354,937 shares@ $20.43 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -28.05%
1.48%
$7.001M
19,006 shares@ $368.38 avg price

1-10 of 149