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PARK AVENUE SECURITIES LLC

10 HUDSON YARDS, NEW YORK, NY 10001 • 2674619800

Q3 2025 · Filed 2025-10-23
Market Value
$12.8B
+17.6%
Holdings
1,666
+102
New Purchases
221
Added To
813
Closed
65
Reduced
556
Top 10 Concentration
31.3%
Turnover
17.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BAI 1.40% 0.00% +1.40% $179M
THRO 1.39% 0.00% +1.39% $178M
OEF 2.59% 1.58% +1.02% $331M
ITA 0.79% 0.04% +0.76% $101M
BDYN 0.69% 0.00% +0.69% $88M
DYNF 4.03% 3.52% +0.50% $514M
BDVL 0.39% 0.00% +0.39% $50M
IAU 0.91% 0.58% +0.32% $116M
AVLC 0.21% 0.00% +0.21% $27M
IEMG 2.64% 2.44% +0.20% $337M
TLH 1.53% 1.33% +0.20% $196M
GE 0.16% 0.00% +0.16% $21M
GOOGL 0.53% 0.40% +0.14% $68M
XLY 0.14% 0.00% +0.14% $17M
AVUV 0.13% 0.00% +0.13% $17M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EFG 0.37% 1.65% -1.28% $48M
IUSB 3.27% 4.44% -1.18% $417M
QUAL 3.02% 4.15% -1.13% $386M
IYW 0.34% 1.38% -1.04% $44M
EFV 3.41% 4.23% -0.81% $436M
IVW 3.38% 3.68% -0.30% $432M
IVV 4.58% 4.87% -0.29% $584M
MUB 0.84% 1.07% -0.23% $108M
USMV 0.25% 0.41% -0.16% $32M
MBB 1.01% 1.15% -0.14% $129M
IVE 2.84% 2.98% -0.14% $363M
VIG 0.55% 0.68% -0.13% $70M
DGRO 0.09% 0.21% -0.11% $12M
IAGG 0.71% 0.81% -0.10% $91M
MSFT 1.11% 1.21% -0.10% $142M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 80.4%
Technology 7.1%
Industrials 2.6%
Healthcare 2.3%
Consumer Cyclical 2.2%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $2.5B 19.8%
Large Cap 847 $8.2B 64.4%
Mid Cap 438 $1.4B 10.8%
Small Cap 238 $551M 4.3%
Micro Cap 64 $89M 0.7%

Portfolio Analytics

Avg Market Cap
$62.9B
Median Market Cap
$12.5B
Avg P/E
32.9
Median P/E
22.2
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
980
# ETFs / Funds
686

Top Holdings (1,666 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 4.58% 872,931 $584M $669.30 $56M +21,888 +2.6%
2 DYNF 4.03% 8,682,084 $514M $59.20 $132M +1,659,435 +23.6%
3 EFV 3.41% 6,423,874 $436M $67.83 -$23M -799,317 -11.1%
4 IVW 3.38% 3,575,069 $432M $120.72 $32M -53,204 -1.5%
5 IUSB 3.27% 8,927,097 $417M $46.71 -$65M -1,499,878 -14.4%
6 QUAL 3.02% 1,983,749 $386M $194.50 -$65M -481,182 -19.5%
7 IVE 2.84% 1,757,032 $363M $206.51 $39M +101,228 +6.1%
8 IEMG 2.64% 5,111,634 $337M $65.92 $72M +703,716 +16.0%
9 OEF 2.59% 994,293 $331M $332.84 $160M +432,564 +77.0%
10 TLH 1.53% 1,901,799 $196M $102.99 $51M +476,349 +33.4%
11 NVDA 1.49% 1,020,567 $190M $186.58 $36M +42,096 +4.3%
12 BAI 1.40% 5,241,802 $179M $34.16 +5,241,802 NEW
13 THRO 1.39% 4,693,229 $178M $37.86 +4,693,229 NEW
14 MSFT 1.11% 274,007 $142M $517.95 $10M +9,616 +3.6%
15 AAPL 1.10% 552,156 $141M $254.63 $32M +22,261 +4.2%
16 MTUM 1.05% 523,868 $134M $256.44 $24M +66,465 +14.5%
17 DFAC 1.01% 3,354,038 $129M $38.57 $18M +260,156 +8.4%
18 MBB 1.01% 1,353,322 $129M $95.15 $4M +25,480 +1.9%
19 SPY 0.96% 184,554 $123M $666.18 $15M +9,599 +5.5%
20 IAU 0.91% 1,590,982 $116M $72.77 $53M +577,647 +57.0%
21 MUB 0.84% 1,011,015 $108M $106.49 -$9M -102,030 -9.2%
22 SCHG 0.81% 3,233,030 $103M $31.91 $22M +439,909 +15.8%
23 ITA 0.79% 483,301 $101M $209.26 $97M +462,031 +2172.2%
24 VBR 0.77% 471,888 $98M $208.71 $20M +69,685 +17.3%
25 BINC 0.73% 1,748,170 $93M $53.24 $13M +232,829 +15.4%
26 IAGG 0.71% 1,766,685 $91M $51.23 $2M +44,076 +2.6%
27 BDYN 0.69% 3,479,907 $88M $25.31 +3,479,907 NEW
28 AMZN 0.68% 396,432 $87M $219.57 $5M +24,336 +6.5%
29 DUHP 0.64% 2,148,265 $81M $37.77 $11M +175,534 +8.9%
30 DFIC 0.63% 2,453,225 $80M $32.79 $10M +190,179 +8.4%
31 SPLG 0.57% 934,705 $73M $78.34 $6M +14,485 +1.6%
32 AVUS 0.57% 665,412 $72M $108.70 $12M +67,731 +11.3%
33 META 0.57% 98,390 $72M $734.37 $11M +14,858 +17.8%
34 VB 0.55% 277,748 $71M $254.28 $7M +10,119 +3.8%
35 VIG 0.55% 322,811 $70M $215.79 -$4M -36,504 -10.2%
36 GOOGL 0.53% 279,300 $68M $243.10 $25M +35,503 +14.6%
37 VTI 0.52% 204,186 $67M $328.17 $5M -477 -0.2%
38 SPDW 0.52% 1,554,582 $67M $42.79 $3M -3,903 -0.2%
39 AGG 0.48% 610,516 $61M $100.25 $6M +56,543 +10.2%
40 AVGO 0.44% 170,716 $56M $329.91 $11M +6,494 +4.0%
41 AVLV 0.41% 726,655 $53M $72.26 $2M -16,803 -2.3%
42 DFIS 0.40% 1,603,456 $51M $31.63 $4M +51,822 +3.3%
43 LQD 0.39% 450,042 $50M $111.47 $7M +59,874 +15.3%
44 BDVL 0.39% 1,991,343 $50M $25.00 +1,991,343 NEW
45 TSLA 0.39% 111,789 $50M $444.72 $18M +12,094 +12.1%
46 JPM 0.39% 155,891 $49M $315.43 $3M -1,698 -1.1%
47 VEA 0.38% 811,537 $49M $59.92 $350K -35,287 -4.2%
48 EFG 0.37% 417,288 $48M $113.88 -$131M -1,180,901 -73.9%
49 XLF 0.37% 876,543 $47M $53.87 $5M +66,266 +8.2%
50 IWF 0.35% 94,419 $44M $468.41 $4M +132 +0.1%
51 IYW 0.34% 224,653 $44M $195.86 -$106M -642,442 -74.1%
52 XLK 0.34% 155,896 $44M $281.86 $18M +52,340 +50.5%
53 AVDV 0.33% 473,562 $42M $89.03 $5M +444 +0.1%
54 SPAB 0.33% 1,616,234 $42M $25.85 -$3M -125,265 -7.2%
55 AVEM 0.30% 517,290 $39M $75.11 $8M +73,096 +16.5%
56 XLI 0.29% 238,609 $37M $154.23 $2M +732 +0.3%
57 V 0.29% 107,027 $37M $341.38 -$1M +693 +0.7%
58 PLTR 0.28% 198,334 $36M $182.42 $12M +22,667 +12.9%
59 DFSD 0.28% 737,272 $36M $48.19 $2M +36,080 +5.2%
60 BRK-B 0.28% 70,437 $35M $502.75 $2M +2,209 +3.2%
61 DIHP 0.27% 1,128,743 $34M $30.39 $4M +101,180 +9.8%
62 SPTM 0.27% 425,326 $34M $80.65 $2M -6,267 -1.4%
63 LCTU 0.26% 465,864 $34M $72.58 $3M +10,845 +2.4%
64 ESGU 0.25% 222,934 $32M $145.60 $10M +56,802 +34.2%
65 BIL 0.25% 351,638 $32M $91.75 $6M +65,964 +23.1%
66 USMV 0.25% 331,718 $32M $95.14 -$13M -144,174 -30.3%
67 SPEM 0.24% 642,113 $30M $46.81 $4M +27,943 +4.5%
68 NFLX 0.23% 24,388 $29M $1,198.91 -$2M +956 +4.1%
69 SCHF 0.22% 1,231,527 $29M $23.28 $5M +177,838 +16.9%
70 MA 0.22% 50,096 $28M $568.81 $675K +589 +1.2%
71 VOO 0.22% 46,304 $28M $612.32 $5M +5,359 +13.1%
72 WMT 0.22% 272,103 $28M $103.06 $3M +16,011 +6.2%
73 BSV 0.22% 354,052 $28M $78.91 $2M +23,642 +7.2%
74 GOOG 0.22% 114,047 $28M $243.55 $8M +4,933 +4.5%
75 XLSR 0.22% 461,921 $28M $59.61 $3M +18,509 +4.2%
76 COST 0.21% 29,103 $27M $925.64 -$793K +1,089 +3.9%
77 AVLC 0.21% 348,548 $27M $76.51 +348,548 NEW
78 DFAE 0.21% 844,759 $27M $31.53 $4M +71,941 +9.3%
79 VTV 0.20% 139,169 $26M $186.49 $3M +8,534 +6.5%
80 IEFA 0.20% 296,852 $26M $87.31 -$7M -92,723 -23.8%
81 EMB 0.20% 271,273 $26M $95.19 $1M +4,722 +1.8%
82 ABBV 0.20% 109,857 $25M $231.54 $6M +6,068 +5.8%
83 PDBC 0.20% 1,881,511 $25M $13.43 $1M +52,428 +2.9%
84 BBUS 0.20% 207,429 $25M $120.66 $2M +1,018 +0.5%
85 SPTS 0.20% 850,669 $25M $29.32 -$2M -84,458 -9.0%
86 QQQ 0.19% 41,121 $25M $600.37 $3M +1,685 +4.3%
87 VGSH 0.19% 417,092 $25M $58.85 $2M +41,669 +11.1%
88 AVDE 0.19% 309,404 $24M $78.90 $4M +30,421 +10.9%
89 IWB 0.19% 65,705 $24M $365.48 $1M -1,328 -2.0%
90 EMLC 0.19% 940,588 $24M $25.51 $287K +5,384 +0.6%
91 SHYG 0.19% 553,486 $24M $43.30 $3M +68,148 +14.0%
92 IEUR 0.18% 331,141 $23M $68.12 $4M +49,010 +17.4%
93 DSI 0.17% 174,555 $22M $125.95 $2M +2,994 +1.8%
94 GOVT 0.17% 948,583 $22M $23.12 $2M +87,858 +10.2%
95 HD 0.17% 53,920 $22M $405.19 $3M +2,233 +4.3%
96 AVIG 0.17% 505,426 $21M $42.08 $2M +41,176 +8.9%
97 CVX 0.17% 136,204 $21M $155.29 $7M +37,173 +37.5%
98 SCHD 0.16% 765,930 $21M $27.30 -$2M -95,915 -11.1%
99 HOOD 0.16% 145,921 $21M $143.18 $9M +18,143 +14.2%
100 IWM 0.16% 86,303 $21M $241.96 $10M +36,732 +74.1%

New Positions

SymbolValue% Port
BAI $179M 1.40%
THRO $178M 1.39%
BDYN $88M 0.69%
BDVL $50M 0.39%
AVLC $27M 0.21%
GE $21M 0.16%
XLY $17M 0.14%
AVUV $17M 0.13%
SPIB $13M 0.10%
RTX $13M 0.10%
HYG $12M 0.10%
JEPI $11M 0.09%
GS $10M 0.08%
UNH $10M 0.07%
XTEN $9M 0.07%

Sold Out Positions

SymbolValue% Port
GDV —%
TMHC —%
ALSN —%
WY —%
AVTR —%
GGB —%
TWLO —%
EVN —%
DAR —%
IEX —%
BY —%
AGD —%
DOW —%
FMS —%
BBWI —%
View SEC EDGAR Filings for PARK AVENUE SECURITIES LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms