Park Avenue Securities LLC
Park Avenue Securities LLC is a registered broker-dealer and investment adviser headquartered in New York, NY. It is a wholly owned subsidiary of The Guardian Life Insurance Company of America and serves as a wealth management platform for financial professionals, offering solutions in investments, retirement planning, and insurance products. Park Avenue Securities caters to a broad range of retail clients including individuals, high net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm was founded in 1999 and has a workforce of nearly 2,000 employees.
Investment Strategy
Park Avenue Securities LLC provides access to a wide range of investment products from both affiliated and third-party sponsors, focusing on long-term wealth creation, retirement planning, and risk management for retail investors. The firm's approach emphasizes objective solutions tailored to meet the unique financial goals and risk profiles of its clients, leveraging both strategic and tactical asset allocation models. As a broker-dealer and investment advisor, it offers mutual funds, annuities, and other investment vehicles primarily through a network of financial professionals.
Latest 13F Filing Activity
Park Avenue Securities LLC filed their most recent 13F report on Sep 30, 2025 disclosing 1,607 equity positions with a total 13F market value of $13B. The fund increased holdings in Blackrock Etf Trust, Blackrock Etf Trust, Ishares TR among other positions. Park Avenue Securities LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (1,607)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 4.56% | $584.3M | 872,931 | $406.11 | $669.30 | +$55.8M |
D DYNF | BLACKROCK ETF TRUST | 4.01% | $514.0M | 8,682,084 | $51.33 | $59.20 | +$131.5M |
E EFV | ISHARES TR | 3.40% | $435.7M | 6,423,874 | $56.44 | $67.83 | -$22.8M |
I IVW | ISHARES TR | 3.37% | $431.6M | 3,575,069 | $84.10 | $120.72 | +$32.1M |
I IUSB | ISHARES TR | 3.25% | $417.0M | 8,927,097 | $48.29 | $46.71 | -$65.1M |