Park Edge Advisors as of Dec. 31, 2022
Portfolio Holdings for Park Edge Advisors
Park Edge Advisors holds 97 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Lincoln Electric Holdings (LECO) | 42.6 | $97M | 672k | 144.49 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 9.5 | $22M | 237k | 91.47 | |
Ishares Tr 0-3 Mnth Treasry (SGOV) | 9.5 | $22M | 216k | 100.14 | |
Paragon 28 (FNA) | 5.0 | $11M | 591k | 19.11 | |
Proshares Tr Shrt Hgh Yield (SJB) | 3.2 | $7.3M | 382k | 19.00 | |
Proshares Tr Ii Vix Sh Trm Futrs | 1.3 | $2.9M | 252k | 11.38 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.3 | $2.9M | 35k | 81.17 | |
Proshares Tr Short Qqq New | 1.2 | $2.8M | 187k | 14.72 | |
Exxon Mobil Corporation (XOM) | 1.1 | $2.6M | 23k | 110.30 | |
Microsoft Corporation (MSFT) | 1.1 | $2.5M | 11k | 239.82 | |
Johnson & Johnson (JNJ) | 1.0 | $2.3M | 13k | 176.65 | |
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 1.0 | $2.3M | 84k | 27.81 | |
Pepsi (PEP) | 0.9 | $2.0M | 11k | 180.66 | |
Apple (AAPL) | 0.9 | $2.0M | 15k | 129.93 | |
Procter & Gamble Company (PG) | 0.9 | $1.9M | 13k | 151.56 | |
Emerson Electric (EMR) | 0.7 | $1.5M | 16k | 96.06 | |
Pfizer (PFE) | 0.6 | $1.4M | 28k | 51.24 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $1.4M | 10k | 134.10 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $1.3M | 30k | 45.15 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $1.3M | 9.6k | 135.85 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.3M | 6.8k | 191.19 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.6 | $1.3M | 17k | 74.55 | |
Bristol Myers Squibb (BMY) | 0.6 | $1.3M | 18k | 71.95 | |
CVS Caremark Corporation (CVS) | 0.5 | $1.2M | 13k | 93.19 | |
Northrop Grumman Corporation (NOC) | 0.5 | $1.2M | 2.3k | 545.61 | |
International Business Machines (IBM) | 0.5 | $1.1M | 7.8k | 140.89 | |
Home Depot (HD) | 0.5 | $1.1M | 3.5k | 315.86 | |
Principal Financial (PFG) | 0.4 | $914k | 11k | 83.92 | |
Abbvie (ABBV) | 0.4 | $855k | 5.3k | 161.61 | |
Cigna Corp (CI) | 0.4 | $814k | 2.5k | 331.34 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $791k | 2.1k | 382.43 | |
Boston Scientific Corporation (BSX) | 0.3 | $762k | 17k | 46.27 | |
Automatic Data Processing (ADP) | 0.3 | $753k | 3.2k | 238.86 | |
Amazon (AMZN) | 0.3 | $749k | 8.9k | 84.00 | |
First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.3 | $735k | 25k | 29.01 | |
McDonald's Corporation (MCD) | 0.3 | $733k | 2.8k | 263.53 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $698k | 7.9k | 88.09 | |
Morgan Stanley Com New (MS) | 0.3 | $645k | 7.6k | 85.02 | |
Union Pacific Corporation (UNP) | 0.3 | $644k | 3.1k | 207.07 | |
Duke Energy Corp Com New (DUK) | 0.3 | $611k | 5.9k | 102.99 | |
Lockheed Martin Corporation (LMT) | 0.3 | $596k | 1.2k | 486.49 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $585k | 3.9k | 151.65 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $562k | 1.7k | 336.53 | |
Merck & Co (MRK) | 0.2 | $525k | 4.7k | 110.95 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $516k | 11k | 45.65 | |
Simplify Exchange Traded Fun Hedged Equity (HEQT) | 0.2 | $508k | 23k | 22.57 | |
Abbott Laboratories (ABT) | 0.2 | $506k | 4.6k | 109.79 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $498k | 6.7k | 74.19 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $493k | 1.6k | 308.90 | |
Chevron Corporation (CVX) | 0.2 | $491k | 2.7k | 179.49 | |
Meta Platforms Cl A (META) | 0.2 | $476k | 4.0k | 120.34 | |
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) | 0.2 | $459k | 19k | 24.25 | |
Wal-Mart Stores (WMT) | 0.2 | $456k | 3.2k | 141.79 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $452k | 5.1k | 88.73 | |
Equinix (EQIX) | 0.2 | $447k | 683.00 | 655.03 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $446k | 5.9k | 75.28 | |
Medtronic SHS (MDT) | 0.2 | $439k | 5.6k | 77.72 | |
Ishares Tr Tips Bd Etf (TIP) | 0.2 | $435k | 4.1k | 106.44 | |
Zimmer Holdings (ZBH) | 0.2 | $435k | 3.4k | 127.50 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $414k | 3.1k | 132.86 | |
Costco Wholesale Corporation (COST) | 0.2 | $404k | 885.00 | 456.50 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $390k | 2.6k | 151.85 | |
Vanguard World Fds Health Car Etf (VHT) | 0.2 | $372k | 1.5k | 248.05 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $368k | 957.00 | 384.21 | |
PNC Financial Services (PNC) | 0.2 | $365k | 2.3k | 157.94 | |
Moody's Corporation (MCO) | 0.2 | $358k | 1.3k | 278.62 | |
Flux Pwr Hldgs Com New (FLUX) | 0.1 | $331k | 83k | 3.97 | |
CSX Corporation (CSX) | 0.1 | $321k | 10k | 30.98 | |
Thomson Reuters Corp. Com New | 0.1 | $311k | 2.7k | 114.07 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $305k | 4.0k | 75.54 | |
Linde SHS | 0.1 | $299k | 916.00 | 326.18 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $298k | 6.0k | 50.13 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $295k | 1.4k | 203.81 | |
General Mills (GIS) | 0.1 | $289k | 3.4k | 83.85 | |
EQT Corporation (EQT) | 0.1 | $287k | 8.5k | 33.83 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $281k | 2.6k | 108.07 | |
Chubb (CB) | 0.1 | $270k | 1.2k | 220.60 | |
UnitedHealth (UNH) | 0.1 | $268k | 505.00 | 530.18 | |
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $268k | 9.9k | 27.02 | |
Paychex (PAYX) | 0.1 | $255k | 2.2k | 115.56 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $255k | 726.00 | 351.34 | |
Philip Morris International (PM) | 0.1 | $253k | 2.5k | 101.21 | |
Eli Lilly & Co. (LLY) | 0.1 | $250k | 684.00 | 365.84 | |
Us Bancorp Del Com New (USB) | 0.1 | $246k | 5.6k | 43.61 | |
At&t (T) | 0.1 | $245k | 13k | 18.41 | |
Nextera Energy (NEE) | 0.1 | $232k | 2.8k | 83.60 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $229k | 1.2k | 183.54 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $228k | 7.5k | 30.53 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $227k | 1.4k | 158.80 | |
Norfolk Southern (NSC) | 0.1 | $227k | 922.00 | 246.42 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $218k | 3.1k | 70.37 | |
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $216k | 2.3k | 95.78 | |
Axt (AXTI) | 0.1 | $210k | 48k | 4.38 | |
Bank of America Corporation (BAC) | 0.1 | $206k | 6.2k | 33.12 | |
Key (KEY) | 0.1 | $183k | 11k | 17.42 | |
Carrols Restaurant | 0.0 | $27k | 20k | 1.36 | |
Flora Growth Corp | 0.0 | $2.3k | 10k | 0.23 |