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PARK AVENUE SECURITIES LLC

10 HUDSON YARDS, NEW YORK, NY 10001 • 2674619800

Q4 2025 · Filed 2026-01-05
Market Value
$11.7B
-8.0%
Holdings
1,690
+24
New Purchases
89
Added To
761
Closed
228
Reduced
590
Top 10 Concentration
32.1%
Turnover
18.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVE 4.46% 2.84% +1.61% $523M
IEMG 3.62% 2.64% +0.98% $425M
IVV 5.22% 4.58% +0.65% $613M
MTUM 1.52% 1.05% +0.46% $178M
IVW 3.81% 3.38% +0.43% $448M
OEF 2.94% 2.59% +0.35% $345M
GOOGL 0.78% 0.53% +0.24% $91M
BAI 1.63% 1.40% +0.22% $191M
SCHG 1.01% 0.81% +0.20% $119M
DFAC 1.21% 1.01% +0.19% $142M
AAPL 1.28% 1.10% +0.18% $151M
EFV 3.59% 3.41% +0.18% $422M
IAU 1.07% 0.91% +0.17% $126M
SPY 1.11% 0.96% +0.15% $130M
IUSB 3.41% 3.27% +0.14% $400M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DYNF 0.00% 4.03% -4.03% $0
NVDA 0.00% 1.49% -1.49% $0
THRO 0.00% 1.39% -1.39% $0
QUAL 1.83% 3.02% -1.19% $216M
MUB 0.00% 0.84% -0.84% $0
VBR 0.00% 0.77% -0.77% $0
XLK 0.00% 0.34% -0.34% $0
SPAB 0.00% 0.33% -0.33% $0
V 0.00% 0.29% -0.29% $0
BIL 0.00% 0.25% -0.25% $0
SCHD 0.00% 0.16% -0.16% $0
EFG 0.23% 0.37% -0.15% $26M
STIP 0.02% 0.13% -0.11% $2M
ESGE 0.00% 0.10% -0.10% $0
BAC 0.00% 0.08% -0.08% $0

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 80 $2.4B 20.4%
Large Cap 856 $7.5B 64.2%
Mid Cap 445 $1.2B 10.2%
Small Cap 245 $509M 4.3%
Micro Cap 64 $99M 0.8%

Portfolio Analytics

Avg Market Cap
$62.4B
Median Market Cap
$12.4B
Avg P/E
32.8
Median P/E
22.5
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
985
# ETFs / Funds
705

Top Holdings (1,690 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 5.22% 895,413 $613M $684.94 $29M +22,482 +2.6%
2 IVE 4.46% 2,467,550 $523M $212.07 $160M +710,518 +40.4%
3 IVW 3.81% 3,631,582 $448M $123.26 $16M +56,513 +1.6%
4 IEMG 3.62% 6,317,046 $425M $67.22 $88M +1,205,412 +23.6%
5 EFV 3.59% 5,908,212 $422M $71.41 -$14M -515,662 -8.0%
6 IUSB 3.41% 8,603,823 $400M $46.54 -$17M -323,274 -3.6%
7 OEF 2.94% 1,007,306 $345M $342.97 $15M +13,013 +1.3%
8 QUAL 1.83% 1,085,153 $216M $198.62 -$170M -898,596 -45.3%
9 BAI 1.63% 5,733,012 $191M $33.30 $12M +491,210 +9.4%
10 TLH 1.58% 1,827,475 $186M $101.67 -$10M -74,324 -3.9%
11 MTUM 1.52% 711,023 $178M $250.31 $44M +187,155 +35.7%
12 AAPL 1.28% 554,177 $151M $271.86 $10M +2,021 +0.4%
13 DFAC 1.21% 3,575,791 $142M $39.59 $12M +221,753 +6.6%
14 MSFT 1.15% 279,092 $135M $483.62 -$7M +5,085 +1.9%
15 SPY 1.11% 191,335 $130M $681.92 $8M +6,781 +3.7%
16 IAU 1.07% 1,552,909 $126M $81.17 $10M -38,073 -2.4%
17 MBB 1.07% 1,323,631 $126M $95.22 -$3M -29,691 -2.2%
18 SCHG 1.01% 3,646,617 $119M $32.62 $16M +413,587 +12.8%
19 ITA 0.90% 492,214 $106M $214.69 $5M +8,913 +1.8%
20 BINC 0.80% 1,785,539 $94M $52.77 $1M +37,369 +2.1%
21 AMZN 0.80% 406,691 $94M $230.82 $7M +10,259 +2.6%
22 GOOGL 0.78% 291,205 $91M $313.00 $23M +11,905 +4.3%
23 IAGG 0.77% 1,808,188 $90M $50.01 -$80K +41,503 +2.4%
24 DFIC 0.77% 2,610,843 $90M $34.46 $10M +157,618 +6.4%
25 BDYN 0.76% 3,493,640 $89M $25.61 $1M +13,733 +0.4%
26 DUHP 0.74% 2,285,721 $87M $38.03 $6M +137,456 +6.4%
27 SPLG 0.70% 1,018,422 $82M $80.22 $8M +83,717 +9.0%
28 AVUS 0.69% 727,765 $81M $111.78 $9M +62,353 +9.4%
29 SPDW 0.65% 1,731,970 $77M $44.41 $10M +177,388 +11.4%
30 VIG 0.63% 336,436 $74M $219.78 $4M +13,625 +4.2%
31 VB 0.61% 278,965 $72M $257.95 $1M +1,217 +0.4%
32 VTI 0.60% 210,575 $71M $335.27 $4M +6,389 +3.1%
33 AGG 0.54% 638,232 $64M $99.88 $3M +27,716 +4.5%
34 AVGO 0.52% 177,576 $61M $346.10 $5M +6,860 +4.0%
35 META 0.50% 88,300 $58M $660.09 -$14M -10,090 -10.3%
36 DFIS 0.47% 1,687,512 $56M $32.94 $5M +84,056 +5.2%
37 AVLV 0.46% 716,455 $54M $75.77 $2M -10,200 -1.4%
38 BDVL 0.45% 2,122,293 $53M $24.81 $3M +130,950 +6.6%
39 VEA 0.44% 831,843 $52M $62.47 $3M +20,306 +2.5%
40 JPM 0.44% 158,702 $51M $322.22 $2M +2,811 +1.8%
41 TSLA 0.42% 110,731 $50M $449.72 $83K -1,058 -0.9%
42 XLF 0.41% 882,294 $48M $54.77 $1M +5,751 +0.7%
43 LQD 0.40% 426,328 $47M $110.19 -$3M -23,714 -5.3%
44 AVDV 0.39% 492,822 $46M $93.97 $4M +19,260 +4.1%
45 IWF 0.39% 97,704 $46M $473.30 $2M +3,285 +3.5%
46 AVEM 0.38% 572,169 $44M $77.02 $5M +54,879 +10.6%
47 DIHP 0.32% 1,201,556 $38M $31.66 $4M +72,813 +6.5%
48 DFSD 0.32% 775,052 $37M $47.95 $2M +37,780 +5.1%
49 XLI 0.32% 238,835 $37M $155.12 $247K +226 +0.1%
50 GOOG 0.31% 116,216 $36M $313.80 $9M +2,169 +1.9%
51 BRK-B 0.31% 71,946 $36M $502.64 $751K +1,509 +2.1%
52 PLTR 0.30% 197,888 $35M $177.75 -$1M -446 -0.2%
53 LCTU 0.30% 471,671 $35M $74.09 $1M +5,807 +1.2%
54 SPTM 0.29% 418,638 $35M $82.50 $235K -6,688 -1.6%
55 VOO 0.29% 54,891 $34M $627.08 $6M +8,587 +18.5%
56 IYW 0.29% 168,610 $34M $199.68 -$10M -56,043 -24.9%
57 EMB 0.27% 333,022 $32M $96.28 $6M +61,749 +22.8%
58 SPEM 0.27% 680,408 $32M $46.81 $2M +38,295 +6.0%
59 IEFA 0.27% 352,147 $32M $89.46 $6M +55,295 +18.6%
60 WMT 0.27% 279,956 $31M $111.41 $3M +7,853 +2.9%
61 ESGU 0.26% 205,942 $31M $148.98 -$2M -16,992 -7.6%
62 XLSR 0.26% 486,505 $30M $62.31 $3M +24,584 +5.3%
63 LLY 0.26% 28,113 $30M $1,074.66 $11M +2,711 +10.7%
64 AVLC 0.26% 381,331 $30M $78.62 $3M +32,783 +9.4%
65 IWB 0.25% 79,893 $30M $373.44 $6M +14,188 +21.6%
66 DFAE 0.25% 900,442 $29M $32.57 $3M +55,683 +6.6%
67 USMV 0.25% 309,667 $29M $94.16 -$2M -22,051 -6.7%
68 IEUR 0.25% 406,575 $29M $70.98 $6M +75,434 +22.8%
69 MA 0.25% 50,439 $29M $570.89 $300K +343 +0.7%
70 BSV 0.24% 363,838 $29M $78.81 $736K +9,786 +2.8%
71 SCHF 0.24% 1,181,085 $28M $24.04 -$277K -50,442 -4.1%
72 AVDE 0.24% 339,802 $28M $82.32 $4M +30,398 +9.8%
73 BBUS 0.23% 222,590 $27M $123.31 $2M +15,161 +7.3%
74 QQQ 0.23% 43,943 $27M $614.30 $2M +2,822 +6.9%
75 EMLC 0.23% 1,034,253 $27M $25.82 $3M +93,665 +10.0%
76 EFG 0.23% 232,614 $26M $113.92 -$21M -184,674 -44.3%
77 GOVT 0.22% 1,127,713 $26M $23.03 $4M +179,130 +18.9%
78 VGSH 0.22% 441,665 $26M $58.73 $1M +24,573 +5.9%
79 VTV 0.22% 135,077 $26M $190.99 -$156K -4,092 -2.9%
80 SPTS 0.22% 877,665 $26M $29.28 $756K +26,996 +3.2%
81 PDBC 0.21% 1,879,538 $25M $13.25 -$365K -1,973 -0.1%
82 ABBV 0.21% 108,435 $25M $228.49 -$660K -1,422 -1.3%
83 CSCO 0.21% 319,098 $25M $77.03 $7M +57,009 +21.8%
84 XLV 0.20% 151,218 $23M $154.80 $8M +41,439 +37.8%
85 SHYG 0.20% 545,412 $23M $42.87 -$584K -8,074 -1.5%
86 NFLX 0.20% 247,565 $23M $93.76 -$6M +223,177 +915.1%
87 CVX 0.20% 152,057 $23M $152.41 $2M +15,853 +11.6%
88 AVIG 0.20% 552,061 $23M $41.92 $2M +46,635 +9.2%
89 GE 0.20% 74,405 $23M $308.03 $2M +5,599 +8.1%
90 JNJ 0.19% 110,041 $23M $206.95 $7M +23,337 +26.9%
91 DSI 0.19% 176,189 $23M $128.83 $713K +1,634 +0.9%
92 VGIT 0.18% 347,634 $21M $59.93 $2M +29,941 +9.4%
93 IWM 0.18% 84,625 $21M $246.16 -$51K -1,678 -1.9%
94 IJR 0.18% 171,587 $21M $120.18 $4M +32,615 +23.5%
95 TSM 0.17% 67,604 $21M $303.89 $2M +2,291 +3.5%
96 IJH 0.17% 310,653 $21M $66.00 $876K +9,901 +3.3%
97 XLC 0.17% 171,550 $20M $117.72 -$595K -4,086 -2.3%
98 IWD 0.17% 95,748 $20M $210.34 $830K +901 +0.9%
99 AVUV 0.17% 194,456 $20M $101.98 $3M +24,665 +14.5%
100 COST 0.17% 22,949 $20M $862.35 -$7M -6,154 -21.1%

New Positions

SymbolValue% Port
FIBR $12M 0.10%
JBND $8M 0.07%
EWJ $7M 0.06%
YNDX $6M 0.05%
BE $4M 0.04%
EOSE $4M 0.04%
EZU $4M 0.04%
IWX $3M 0.03%
QQQI $2M 0.02%
TOTB.DE $2M 0.02%
MP $2M 0.02%
RTO $2M 0.02%
SPLB $1M 0.01%
JMST $1M 0.01%
BRW $1M 0.01%

Sold Out Positions

SymbolValue% Port
AME —%
EXR —%
ALB —%
HRB —%
ATR —%
OC —%
BBVA —%
AIG —%
MAIN —%
GBCI —%
ARE —%
TREX —%
AMH —%
BOOT —%
ABR —%
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