Park Edge Advisors
Latest statistics and disclosures from Park Edge Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LECO, CDX, STIP, IPKW, GLD, and represent 48.37% of Park Edge Advisors's stock portfolio.
- Added to shares of these 10 stocks: AGGH, IPKW, TUA, STIP, CDX, FOXY, IAU, MTBA, PM, T.
- Started 8 new stock positions in BABA, FOXY, GOOGL, SHW, DUK, SCHF, UVIX, KO.
- Reduced shares in these 10 stocks: BIL (-$15M), BUCK, UUP, AVGO, AXP, SYK, BUXX, LECO, OUSA, COST.
- Sold out of its positions in CL, UUP, PLD, SYK, VOO.
- Park Edge Advisors was a net buyer of stock by $13M.
- Park Edge Advisors has $433M in assets under management (AUM), dropping by 11.04%.
- Central Index Key (CIK): 0001965659
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Portfolio Holdings for Park Edge Advisors
Park Edge Advisors holds 146 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Lincoln Electric Holdings (LECO) | 36.4 | $158M | 669k | 235.83 |
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| Simplify Exchange Traded Fun High Yield Etf (CDX) | 3.8 | $17M | +17% | 719k | 22.91 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.9 | $13M | +31% | 123k | 103.36 |
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| Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) | 2.6 | $12M | +43% | 218k | 52.69 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.6 | $11M | +8% | 31k | 355.46 |
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| Simplify Exchange Traded Fun Short Term Trea (TUA) | 1.9 | $8.4M | +61% | 386k | 21.87 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 1.9 | $8.1M | -64% | 88k | 91.75 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.8 | $8.0M | 96k | 82.96 |
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| Simplify Exchange Traded Fun Aggregate Bond E (AGGH) | 1.7 | $7.5M | +95% | 363k | 20.71 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 1.5 | $6.7M | +38% | 133k | 50.35 |
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| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 1.5 | $6.5M | -24% | 274k | 23.85 |
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| Ishares Gold Tr Ishares New (IAU) | 1.4 | $6.0M | +48% | 83k | 72.77 |
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| Microsoft Corporation (MSFT) | 1.0 | $4.5M | +11% | 8.8k | 517.96 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.0 | $4.4M | +9% | 68k | 65.00 |
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| Wisdomtree Tr Bianco Totl Retu (WTBN) | 1.0 | $4.4M | +8% | 170k | 25.66 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $4.4M | +5% | 14k | 315.43 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.0 | $4.3M | -5% | 59k | 73.48 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.0 | $4.3M | 60k | 71.37 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $4.3M | +18% | 38k | 112.75 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.9 | $4.1M | +24% | 56k | 73.29 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.8 | $3.6M | 55k | 65.01 |
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| Wal-Mart Stores (WMT) | 0.8 | $3.4M | +9% | 33k | 103.06 |
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| Apple (AAPL) | 0.7 | $3.2M | 13k | 254.64 |
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| Amazon (AMZN) | 0.7 | $3.0M | +6% | 14k | 219.57 |
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| International Business Machines (IBM) | 0.7 | $2.9M | +12% | 10k | 282.16 |
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| Oracle Corporation (ORCL) | 0.7 | $2.9M | +12% | 11k | 281.24 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $2.9M | +4% | 4.4k | 666.21 |
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| Meta Platforms Cl A (META) | 0.6 | $2.8M | -12% | 3.8k | 734.37 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.8M | +21% | 5.5k | 502.74 |
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| Ea Series Trust Strive Enhanced (BUXX) | 0.6 | $2.6M | -20% | 128k | 20.28 |
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| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.6 | $2.6M | +27% | 58k | 44.80 |
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| At&t (T) | 0.6 | $2.5M | +94% | 89k | 28.24 |
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| Broadcom (AVGO) | 0.6 | $2.5M | -30% | 7.5k | 329.91 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.6 | $2.4M | +51% | 28k | 87.21 |
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| NVIDIA Corporation (NVDA) | 0.5 | $2.4M | -7% | 13k | 186.58 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.3M | +11% | 9.5k | 243.55 |
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| Select Sector Spdr Tr Communication (XLC) | 0.5 | $2.3M | 19k | 118.37 |
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| Simplify Exchange Traded Fun Currency Strateg (FOXY) | 0.5 | $2.2M | NEW | 80k | 27.57 |
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| Netflix (NFLX) | 0.5 | $2.2M | -7% | 1.8k | 1198.92 |
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| TJX Companies (TJX) | 0.5 | $2.2M | +52% | 15k | 144.54 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.5 | $2.1M | 16k | 132.48 |
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| Select Sector Spdr Tr Financial (XLF) | 0.5 | $2.1M | 40k | 53.87 |
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| Ge Aerospace Com New (GE) | 0.5 | $2.1M | +4% | 6.9k | 300.82 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.1M | 6.3k | 328.18 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 0.5 | $2.0M | 60k | 33.65 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.0M | 11k | 185.43 |
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| Emerson Electric (EMR) | 0.5 | $2.0M | 15k | 131.18 |
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| Visa Com Cl A (V) | 0.4 | $1.9M | +23% | 5.6k | 341.38 |
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| Procter & Gamble Company (PG) | 0.4 | $1.9M | -4% | 12k | 153.65 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.8M | -20% | 1.9k | 925.63 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $1.8M | +4% | 48k | 36.55 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $1.7M | +7% | 61k | 27.30 |
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| Simplify Exchange Traded Fun Gold Strategy Pl (YGLD) | 0.4 | $1.6M | +6% | 41k | 40.42 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $1.6M | +6% | 28k | 57.10 |
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| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 0.4 | $1.6M | +5% | 90k | 18.00 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.4 | $1.6M | +11% | 32k | 49.45 |
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| Philip Morris International (PM) | 0.4 | $1.6M | +416% | 9.6k | 162.20 |
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| Simplify Exchange Traded Fun Commodities Stra (HARD) | 0.4 | $1.6M | +15% | 51k | 30.20 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $1.5M | +23% | 65k | 23.47 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $1.4M | 2.3k | 609.32 |
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| Ge Vernova (GEV) | 0.3 | $1.4M | -11% | 2.2k | 614.90 |
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| Abbvie (ABBV) | 0.3 | $1.4M | +55% | 5.9k | 231.54 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.3M | -9% | 1.8k | 763.02 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $1.3M | 30k | 44.19 |
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| Progressive Corporation (PGR) | 0.3 | $1.3M | +33% | 5.3k | 246.95 |
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| Steris Shs Usd (STE) | 0.3 | $1.3M | 5.2k | 247.44 |
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| Coherent Corp (COHR) | 0.3 | $1.2M | +16% | 12k | 107.72 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.2M | 2.6k | 468.41 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.2M | +28% | 2.0k | 600.23 |
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| Goldman Sachs (GS) | 0.3 | $1.2M | 1.5k | 796.35 |
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| Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) | 0.3 | $1.2M | -5% | 30k | 39.51 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $1.2M | +15% | 2.6k | 447.23 |
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| Metropcs Communications (TMUS) | 0.2 | $1.1M | -24% | 4.5k | 239.37 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.0M | 39k | 26.34 |
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| Pepsi (PEP) | 0.2 | $998k | 7.1k | 140.44 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $984k | +8% | 18k | 54.18 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $968k | +169% | 8.1k | 119.51 |
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| Home Depot (HD) | 0.2 | $953k | 2.4k | 405.24 |
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| Automatic Data Processing (ADP) | 0.2 | $950k | 3.2k | 293.50 |
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| Coca-Cola Company (KO) | 0.2 | $914k | NEW | 14k | 66.32 |
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| Tesla Motors (TSLA) | 0.2 | $905k | +29% | 2.0k | 444.72 |
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| Principal Financial (PFG) | 0.2 | $849k | 10k | 82.91 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $788k | +5% | 8.4k | 93.37 |
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| Alps Etf Tr Oshares Us Qualt (OUSA) | 0.2 | $730k | -39% | 13k | 56.54 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $685k | -4% | 2.3k | 293.79 |
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| Bristol Myers Squibb (BMY) | 0.1 | $649k | -2% | 14k | 45.10 |
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| Morgan Stanley Com New (MS) | 0.1 | $616k | -6% | 3.9k | 158.97 |
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| Pfizer (PFE) | 0.1 | $610k | 24k | 25.48 |
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| Abbott Laboratories (ABT) | 0.1 | $601k | 4.5k | 133.93 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $530k | 9.9k | 53.40 |
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| Moody's Corporation (MCO) | 0.1 | $527k | -7% | 1.1k | 476.50 |
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| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.1 | $516k | +66% | 19k | 26.76 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $514k | NEW | 4.2k | 123.75 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $488k | +20% | 2.9k | 167.35 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $487k | +5% | 2.0k | 241.96 |
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| Tema Etf Trust American Resh (RSHO) | 0.1 | $470k | 11k | 43.00 |
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| Linde SHS (LIN) | 0.1 | $465k | +18% | 978.00 | 475.00 |
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| UnitedHealth (UNH) | 0.1 | $460k | +16% | 1.3k | 345.36 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $456k | +17% | 801.00 | 568.81 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.1 | $433k | 13k | 34.27 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $427k | -27% | 3.5k | 120.50 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $415k | -38% | 13k | 31.62 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $412k | 2.9k | 140.95 |
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| Flux Pwr Hldgs Com New (FLUX) | 0.1 | $395k | -2% | 106k | 3.74 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $390k | 21k | 18.24 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $386k | -6% | 576.00 | 669.85 |
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| Thomson Reuters Corp. (TRI) | 0.1 | $383k | 2.5k | 155.33 |
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| Vs Trust 2x Long Vix Futu (UVIX) | 0.1 | $372k | NEW | 38k | 9.93 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $368k | 2.6k | 141.50 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $367k | +6% | 3.7k | 99.81 |
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| Carpenter Technology Corporation (CRS) | 0.1 | $365k | 1.5k | 245.54 |
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| First Tr Exchange-traded A Com Shs (FNX) | 0.1 | $360k | 2.9k | 125.40 |
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| Global X Fds Gb Msci Ar Etf (ARGT) | 0.1 | $359k | -24% | 5.1k | 69.76 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $356k | 1.7k | 203.59 |
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| Merck & Co (MRK) | 0.1 | $355k | 4.2k | 83.93 |
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| CSX Corporation (CSX) | 0.1 | $353k | 9.9k | 35.51 |
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| PNC Financial Services (PNC) | 0.1 | $351k | 1.7k | 200.93 |
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| Chubb (CB) | 0.1 | $346k | 1.2k | 282.25 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $340k | -11% | 6.8k | 50.00 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $334k | 3.0k | 111.21 |
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| Zimmer Holdings (ZBH) | 0.1 | $312k | 3.2k | 98.50 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $299k | -10% | 1.4k | 208.71 |
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| Eaton Corp SHS (ETN) | 0.1 | $295k | -17% | 789.00 | 374.25 |
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| Medtronic SHS (MDT) | 0.1 | $285k | 3.0k | 95.24 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $283k | -4% | 1.1k | 259.60 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $281k | 1.6k | 170.80 |
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| Axt (AXTI) | 0.1 | $281k | 63k | 4.49 |
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| Paychex (PAYX) | 0.1 | $280k | 2.2k | 126.76 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $277k | NEW | 1.6k | 178.73 |
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| Norfolk Southern (NSC) | 0.1 | $270k | 900.00 | 300.41 |
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| Chevron Corporation (CVX) | 0.1 | $260k | 1.7k | 155.31 |
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| Global X Fds Emerging Mkt Grt (EMC) | 0.1 | $260k | -35% | 8.3k | 31.16 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $252k | 1.2k | 215.78 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $246k | NEW | 1.0k | 243.04 |
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| Sherwin-Williams Company (SHW) | 0.1 | $241k | NEW | 695.00 | 346.36 |
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| American Express Company (AXP) | 0.1 | $240k | -77% | 723.00 | 332.08 |
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| Union Pacific Corporation (UNP) | 0.1 | $227k | 960.00 | 236.37 |
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| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.1 | $226k | 4.8k | 47.50 |
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| Curtiss-Wright (CW) | 0.1 | $224k | 412.00 | 542.94 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $204k | NEW | 8.8k | 23.28 |
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| Key (KEY) | 0.0 | $194k | 10k | 18.69 |
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| Realreal (REAL) | 0.0 | $136k | 13k | 10.63 |
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| Virco Mfg. Corporation (VIRC) | 0.0 | $124k | 16k | 7.75 |
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| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $124k | +2% | 11k | 11.05 |
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| Lifestance Health Group (LFST) | 0.0 | $57k | +2% | 10k | 5.50 |
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| Cronos Group (CRON) | 0.0 | $33k | 12k | 2.78 |
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Past Filings by Park Edge Advisors
SEC 13F filings are viewable for Park Edge Advisors going back to 2022
- Park Edge Advisors 2025 Q3 filed Oct. 9, 2025
- Park Edge Advisors 2025 Q2 filed July 7, 2025
- Park Edge Advisors 2025 Q1 filed April 10, 2025
- Park Edge Advisors 2024 Q4 filed Jan. 21, 2025
- Park Edge Advisors 2024 Q3 filed Oct. 24, 2024
- Park Edge Advisors 2024 Q2 filed July 26, 2024
- Park Edge Advisors 2024 Q1 filed April 19, 2024
- Park Edge Advisors 2023 Q4 filed Jan. 12, 2024
- Park Edge Advisors 2023 Q3 filed Oct. 11, 2023
- Park Edge Advisors 2023 Q2 filed July 13, 2023
- Park Edge Advisors 2023 Q1 filed April 18, 2023
- Park Edge Advisors 2022 Q4 filed April 14, 2023