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 48.13% of Park Edge Advisors's stock portfolio.
- Added to shares of these 10 stocks: BWZ (+$5.9M), QQQ, GDX, EWC, EWU, XLY, IWF, XLU, XLF, NFLX.
- Started 16 new stock positions in FTOH, PLTR, WELL, EWC, NN, TLT, SBAR, COF, REIT, MO. DFAE, BWZ, GDX, EMB, XLY, EWU.
- Reduced shares in these 10 stocks: SHY, VEU, MTBA, SPLV, BUXX, PKW, IDHQ, IBIT, JEPI, IQLT.
- Sold out of its positions in BUXX, KO, PKW, IDHQ, IQLT, JEPI, PGR, SCHF, TRI, VEU. UVIX.
- Park Edge Advisors was a net buyer of stock by $5.6M.
- Park Edge Advisors has $442M in assets under management (AUM), dropping by 2.02%.
- Central Index Key (CIK): 0001965659
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Portfolio Holdings for Park Edge Advisors
Park Edge Advisors holds 151 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Lincoln Electric Holdings (LECO) | 36.3 | $160M | 669k | 239.64 |
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| Simplify Exchange Traded Fun High Yield Etf (CDX) | 3.8 | $17M | +4% | 753k | 22.27 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.9 | $13M | +2% | 126k | 102.39 |
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| Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) | 2.6 | $12M | -4% | 208k | 55.57 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.5 | $11M | -9% | 28k | 396.30 |
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| Simplify Exchange Traded Fun Short Term Trea (TUA) | 1.9 | $8.3M | 381k | 21.90 |
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| Simplify Exchange Traded Fun Aggregate Bond E (AGGH) | 1.7 | $7.5M | 364k | 20.70 |
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| Spdr Series Trust State Street Spd (BIL) | 1.6 | $7.0M | -13% | 76k | 91.38 |
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| Spdr Series Trust Bloomberg Short (BWZ) | 1.3 | $5.9M | NEW | 216k | 27.41 |
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| Ishares Gold Tr Ishares New (IAU) | 1.2 | $5.5M | -18% | 67k | 81.17 |
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| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 1.2 | $5.3M | -17% | 225k | 23.70 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $5.0M | +296% | 8.1k | 614.28 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 1.0 | $4.6M | +110% | 83k | 54.77 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $4.5M | 38k | 120.34 |
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| Wisdomtree Tr Bianco Totl Retu (WTBN) | 1.0 | $4.4M | 173k | 25.45 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $4.4M | 14k | 322.22 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $4.3M | +248% | 9.2k | 473.30 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.0 | $4.3M | 57k | 75.05 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.9 | $4.2M | +251% | 97k | 42.69 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.9 | $4.0M | +77% | 34k | 117.72 |
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| Microsoft Corporation (MSFT) | 0.9 | $3.8M | -9% | 7.9k | 483.59 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.8 | $3.4M | -7% | 50k | 67.13 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.8 | $3.3M | NEW | 39k | 85.77 |
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| Ishares Msci Cda Etf (EWC) | 0.8 | $3.3M | NEW | 62k | 53.93 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.7 | $3.3M | NEW | 75k | 43.98 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.7 | $3.3M | NEW | 27k | 119.41 |
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| Amazon (AMZN) | 0.7 | $3.2M | 14k | 230.82 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.7 | $3.2M | -59% | 39k | 82.82 |
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| Apple (AAPL) | 0.7 | $3.2M | -7% | 12k | 271.86 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $3.2M | +5% | 4.6k | 681.89 |
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| Broadcom (AVGO) | 0.6 | $2.7M | +5% | 7.9k | 346.10 |
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| Wal-Mart Stores (WMT) | 0.6 | $2.7M | -25% | 25k | 111.41 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.6 | $2.6M | -60% | 52k | 50.41 |
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| Meta Platforms Cl A (META) | 0.6 | $2.6M | 3.9k | 660.07 |
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| NVIDIA Corporation (NVDA) | 0.6 | $2.6M | +8% | 14k | 186.50 |
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| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.6 | $2.6M | 58k | 43.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.5M | -17% | 7.9k | 313.80 |
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| At&t (T) | 0.5 | $2.3M | +6% | 94k | 24.84 |
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| TJX Companies (TJX) | 0.5 | $2.3M | -3% | 15k | 153.61 |
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| International Business Machines (IBM) | 0.5 | $2.2M | -27% | 7.6k | 296.21 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.2M | 11k | 206.96 |
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| Coherent Corp (COHR) | 0.5 | $2.1M | 12k | 184.57 |
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| Simplify Exchange Traded Fun Currency Strateg (FOXY) | 0.5 | $2.1M | -3% | 78k | 27.21 |
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| Abbvie (ABBV) | 0.5 | $2.1M | +57% | 9.3k | 228.49 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.0M | -26% | 4.1k | 502.65 |
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| Oracle Corporation (ORCL) | 0.5 | $2.0M | 11k | 194.92 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.0M | -4% | 6.0k | 335.26 |
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| Emerson Electric (EMR) | 0.4 | $2.0M | 15k | 132.72 |
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| Netflix (NFLX) | 0.4 | $2.0M | +1033% | 21k | 93.76 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.9M | -9% | 6.2k | 308.03 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $1.9M | 48k | 39.45 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $1.8M | +7% | 66k | 27.43 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.8M | +292% | 3.1k | 570.88 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.4 | $1.8M | +429% | 36k | 49.88 |
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| Procter & Gamble Company (PG) | 0.4 | $1.8M | 12k | 143.31 |
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| Philip Morris International (PM) | 0.4 | $1.7M | +11% | 11k | 160.40 |
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| Simplify Exchange Traded Fun Barrier Income (SBAR) | 0.4 | $1.7M | NEW | 65k | 26.16 |
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| Visa Com Cl A (V) | 0.4 | $1.7M | -13% | 4.8k | 350.74 |
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| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 0.4 | $1.7M | +5% | 95k | 17.56 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.4 | $1.6M | +7% | 34k | 48.00 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $1.6M | +6% | 70k | 23.37 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.6M | -3% | 1.9k | 862.34 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $1.6M | -53% | 32k | 49.65 |
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| Simplify Exchange Traded Fun Gold Strategy Pl (YGLD) | 0.4 | $1.6M | -7% | 37k | 41.66 |
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| Capital One Financial (COF) | 0.3 | $1.5M | NEW | 6.3k | 242.38 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.5M | +174% | 8.0k | 183.41 |
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| Simplify Exchange Traded Fun Commodities Stra (HARD) | 0.3 | $1.5M | -3% | 50k | 29.64 |
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| Steris Shs Usd (STE) | 0.3 | $1.3M | 5.3k | 253.52 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.3M | +62% | 14k | 96.03 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.3M | -30% | 1.2k | 1074.72 |
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| Ge Vernova (GEV) | 0.3 | $1.3M | -10% | 2.0k | 653.57 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $1.3M | 2.3k | 570.21 |
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| Goldman Sachs (GS) | 0.3 | $1.3M | -3% | 1.4k | 879.01 |
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| Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) | 0.3 | $1.1M | -2% | 29k | 39.26 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.1M | +9% | 20k | 53.76 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.0M | 39k | 26.91 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $1.0M | -75% | 15k | 71.42 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $1.0M | +7% | 8.7k | 119.35 |
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| Pepsi (PEP) | 0.2 | $1.0M | 7.1k | 143.51 |
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| Welltower Inc Com reit (WELL) | 0.2 | $974k | NEW | 5.2k | 185.61 |
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| Altria (MO) | 0.2 | $936k | NEW | 16k | 57.66 |
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| Principal Financial (PFG) | 0.2 | $903k | 10k | 88.21 |
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| Automatic Data Processing (ADP) | 0.2 | $832k | 3.2k | 257.23 |
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| Axt (AXTI) | 0.2 | $798k | -21% | 49k | 16.35 |
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| Bristol Myers Squibb (BMY) | 0.2 | $777k | 14k | 53.94 |
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| Alps Etf Tr Oshares Us Qualt (OUSA) | 0.2 | $745k | 13k | 57.70 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $721k | -51% | 1.3k | 566.36 |
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| Tesla Motors (TSLA) | 0.2 | $716k | -21% | 1.6k | 449.72 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $715k | +44% | 2.9k | 246.16 |
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| Morgan Stanley Com New (MS) | 0.2 | $680k | 3.8k | 177.51 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $658k | +21% | 12k | 54.71 |
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| Home Depot (HD) | 0.1 | $658k | -18% | 1.9k | 344.16 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $651k | -3% | 2.2k | 290.26 |
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| Pfizer (PFE) | 0.1 | $596k | 24k | 24.90 |
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| UnitedHealth (UNH) | 0.1 | $565k | +28% | 1.7k | 330.16 |
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| Moody's Corporation (MCO) | 0.1 | $565k | 1.1k | 510.87 |
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| Abbott Laboratories (ABT) | 0.1 | $562k | 4.5k | 125.29 |
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| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.1 | $549k | +11% | 22k | 25.52 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $515k | NEW | 2.9k | 177.75 |
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| Tema Etf Trust American Resh (RSHO) | 0.1 | $470k | -3% | 11k | 44.34 |
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| Carpenter Technology Corporation (CRS) | 0.1 | $468k | 1.5k | 314.84 |
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| Merck & Co (MRK) | 0.1 | $440k | 4.2k | 105.26 |
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| Linde SHS (LIN) | 0.1 | $438k | +5% | 1.0k | 426.39 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $420k | 2.9k | 143.52 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $412k | 13k | 30.96 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $394k | 22k | 18.22 |
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| Putnam Etf Trust Franklin Ohio Mu (FTOH) | 0.1 | $393k | NEW | 47k | 8.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $388k | 567.00 | 684.50 |
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| Chubb (CB) | 0.1 | $382k | 1.2k | 312.12 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $377k | -12% | 3.1k | 121.75 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $370k | -24% | 3.2k | 117.21 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $368k | 1.7k | 210.34 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $367k | 2.6k | 141.16 |
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| PNC Financial Services (PNC) | 0.1 | $365k | 1.7k | 208.73 |
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| First Tr Exchange-traded A Com Shs (FNX) | 0.1 | $363k | 2.9k | 125.98 |
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| CSX Corporation (CSX) | 0.1 | $353k | -2% | 9.7k | 36.25 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $333k | 3.0k | 109.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $317k | 1.0k | 313.00 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $314k | 1.1k | 287.85 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.1 | $308k | 13k | 24.37 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $303k | 1.4k | 211.79 |
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| Global X Fds Gb Msci Ar Etf (ARGT) | 0.1 | $291k | -38% | 3.2k | 91.41 |
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| Medtronic SHS (MDT) | 0.1 | $287k | 3.0k | 96.06 |
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| Nextnav Common Stock (NN) | 0.1 | $282k | NEW | 17k | 16.64 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $269k | NEW | 8.3k | 32.57 |
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| Norfolk Southern (NSC) | 0.1 | $260k | 900.00 | 288.72 |
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| Global X Fds Emerging Mkt Grt (EMC) | 0.1 | $256k | 8.3k | 30.74 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $254k | 1.7k | 154.12 |
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| American Express Company (AXP) | 0.1 | $252k | -5% | 682.00 | 369.93 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $249k | -2% | 1.1k | 219.72 |
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| Paychex (PAYX) | 0.1 | $248k | 2.2k | 112.18 |
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| Chevron Corporation (CVX) | 0.1 | $248k | -2% | 1.6k | 152.43 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $247k | -11% | 3.2k | 76.23 |
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| Eaton Corp SHS (ETN) | 0.1 | $244k | -2% | 766.00 | 318.51 |
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| BlackRock Credit All Inc Trust IV (BTZ) | 0.1 | $235k | +93% | 22k | 10.83 |
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| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.1 | $233k | 4.8k | 49.08 |
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| Curtiss-Wright (CW) | 0.1 | $227k | 412.00 | 551.27 |
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| Sherwin-Williams Company (SHW) | 0.1 | $224k | 692.00 | 324.14 |
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| Zimmer Holdings (ZBH) | 0.1 | $223k | -21% | 2.5k | 89.92 |
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| Union Pacific Corporation (UNP) | 0.0 | $220k | 953.00 | 231.32 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $218k | -4% | 1.5k | 146.58 |
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| Key (KEY) | 0.0 | $214k | 10k | 20.64 |
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| Metropcs Communications (TMUS) | 0.0 | $207k | -77% | 1.0k | 203.06 |
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| Alps Etf Tr Active Reit Etf (REIT) | 0.0 | $201k | NEW | 7.7k | 26.27 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $201k | NEW | 2.1k | 96.28 |
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| Realreal (REAL) | 0.0 | $161k | -20% | 10k | 15.78 |
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| Flux Pwr Hldgs Com New (FLUX) | 0.0 | $126k | -6% | 99k | 1.27 |
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| Virco Mfg. Corporation (VIRC) | 0.0 | $116k | +12% | 18k | 6.39 |
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| Lifestance Health Group (LFST) | 0.0 | $84k | +14% | 12k | 7.04 |
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| Cronos Group (CRON) | 0.0 | $29k | -8% | 11k | 2.63 |
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| Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT) | 0.0 | $26k | NEW | 35k | 0.73 |
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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 Q4 filed Jan. 16, 2026
- 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