Park Edge Advisors

Park Edge Advisors as of March 31, 2025

Portfolio Holdings for Park Edge Advisors

Park Edge Advisors holds 137 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lincoln Electric Holdings (LECO) 35.3 $127M 671k 189.16
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 11.8 $42M 462k 91.73
Simplify Exchange Traded Fun High Yield Etf (CDX) 2.7 $9.8M 428k 22.94
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 2.5 $8.8M 358k 24.68
Spdr Gold Tr Gold Shs (GLD) 2.4 $8.5M 29k 288.14
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.3 $8.2M 79k 103.47
Paragon 28 (FNA) 2.2 $7.8M 599k 13.06
Simplify Exchange Traded Fun Short Term Trea (TUA) 1.5 $5.4M 244k 21.97
Ishares Gold Tr Ishares New (IAU) 1.1 $3.9M 65k 58.96
Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.1 $3.8M 77k 50.14
Exxon Mobil Corporation (XOM) 1.1 $3.8M 32k 118.93
Wisdomtree Tr Bianco Totl Retu (WTBN) 1.0 $3.5M 139k 25.25
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 1.0 $3.5M 69k 50.23
Ea Series Trust Strive Enhanced (BUXX) 1.0 $3.4M 169k 20.31
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.9 $3.4M 51k 66.34
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.9 $3.2M 40k 78.85
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.9 $3.1M 41k 74.72
JPMorgan Chase & Co. (JPM) 0.8 $3.0M 12k 245.31
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 0.8 $3.0M 140k 21.15
Microsoft Corporation (MSFT) 0.8 $2.8M 7.5k 375.41
Meta Platforms Cl A (META) 0.7 $2.6M 4.5k 576.39
Apple (AAPL) 0.7 $2.6M 12k 222.13
Wal-Mart Stores (WMT) 0.7 $2.4M 27k 87.79
Amazon (AMZN) 0.6 $2.3M 12k 190.26
Procter & Gamble Company (PG) 0.6 $2.3M 13k 170.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.2M 4.2k 532.58
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $2.2M 27k 81.67
Costco Wholesale Corporation (COST) 0.6 $2.1M 2.2k 945.78
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $2.0M 14k 146.01
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.6 $2.0M 49k 42.02
Johnson & Johnson (JNJ) 0.5 $1.8M 11k 165.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.7M 6.4k 274.86
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $1.7M 21k 82.73
Emerson Electric (EMR) 0.5 $1.7M 15k 109.64
Netflix (NFLX) 0.5 $1.7M 1.8k 932.53
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.5 $1.7M 58k 28.54
TJX Companies (TJX) 0.5 $1.6M 14k 121.80
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $1.6M 35k 46.81
NVIDIA Corporation (NVDA) 0.5 $1.6M 15k 108.38
International Business Machines (IBM) 0.5 $1.6M 6.6k 248.66
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $1.5M 50k 31.02
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) 0.4 $1.5M 50k 30.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $1.5M 54k 27.96
Select Sector Spdr Tr Communication (XLC) 0.4 $1.5M 16k 96.45
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $1.5M 26k 57.14
Eli Lilly & Co. (LLY) 0.4 $1.5M 1.8k 825.93
Simplify Exchange Traded Fun Commodities Stra (HARD) 0.4 $1.4M 44k 31.07
Metropcs Communications (TMUS) 0.4 $1.3M 4.8k 266.70
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.4 $1.3M 70k 18.18
Broadcom (AVGO) 0.3 $1.2M 7.4k 167.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.2M 2.2k 559.27
Intuitive Surgical Com New (ISRG) 0.3 $1.2M 2.3k 495.27
Northrop Grumman Corporation (NOC) 0.3 $1.2M 2.3k 512.01
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD) 0.3 $1.1M 39k 29.00
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.1M 7.1k 156.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.1M 3.1k 361.09
Progressive Corporation (PGR) 0.3 $1.1M 3.9k 283.01
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $1.1M 48k 23.16
Pepsi (PEP) 0.3 $1.1M 7.3k 149.94
Steris Shs Usd (STE) 0.3 $1.1M 4.7k 226.65
Alps Etf Tr Oshares Us Qualt (OUSA) 0.3 $1.1M 20k 53.22
Oracle Corporation (ORCL) 0.3 $1.1M 7.5k 139.81
At&t (T) 0.3 $1000k 35k 28.28
Ge Aerospace Com New (GE) 0.3 $997k 5.0k 200.15
Automatic Data Processing (ADP) 0.3 $989k 3.2k 305.53
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $982k 45k 22.08
American Express Company (AXP) 0.3 $962k 3.6k 269.08
Goldman Sachs (GS) 0.3 $951k 1.7k 546.29
Select Sector Spdr Tr Financial (XLF) 0.3 $929k 19k 49.81
Visa Com Cl A (V) 0.3 $929k 2.7k 350.48
Bristol Myers Squibb (BMY) 0.3 $901k 15k 60.99
Principal Financial (PFG) 0.2 $864k 10k 84.37
Home Depot (HD) 0.2 $862k 2.4k 366.53
RBB Us Treas 3 Mnth (TBIL) 0.2 $825k 17k 50.01
Abbvie (ABBV) 0.2 $790k 3.8k 209.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $783k 17k 45.26
Eaton Corp SHS (ETN) 0.2 $698k 2.6k 271.83
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.2 $683k 6.1k 112.67
Ge Vernova (GEV) 0.2 $655k 2.1k 305.28
Pfizer (PFE) 0.2 $637k 25k 25.34
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $632k 21k 30.73
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $622k 2.4k 258.67
Abbott Laboratories (ABT) 0.2 $595k 4.5k 132.65
Coherent Corp (COHR) 0.2 $582k 9.0k 64.94
Moody's Corporation (MCO) 0.2 $554k 1.2k 465.70
UnitedHealth (UNH) 0.1 $532k 1.0k 523.87
Ishares Tr Msci Eafe Etf (EFA) 0.1 $485k 5.9k 81.73
Morgan Stanley Com New (MS) 0.1 $480k 4.1k 116.66
Global X Fds Gb Msci Ar Etf (ARGT) 0.1 $457k 5.7k 80.77
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $453k 4.9k 92.79
Thomson Reuters Corp. (TRI) 0.1 $426k 2.5k 172.78
Alps Etf Tr Active Reit Etf (REIT) 0.1 $404k 15k 27.30
Tesla Motors (TSLA) 0.1 $399k 1.5k 259.16
Ishares Tr Core S&p500 Etf (IVV) 0.1 $382k 680.00 562.06
Merck & Co (MRK) 0.1 $380k 4.2k 89.76
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $377k 2.9k 128.96
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $371k 2.0k 188.16
Chubb (CB) 0.1 $370k 1.2k 301.99
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $367k 21k 17.59
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $367k 14k 26.34
Global X Fds Emerging Mkt Grt (EMC) 0.1 $365k 14k 26.17
Vulcan Materials Company (VMC) 0.1 $361k 1.5k 233.30
Zimmer Holdings (ZBH) 0.1 $359k 3.2k 113.18
Linde SHS (LIN) 0.1 $355k 762.00 465.64
Paychex (PAYX) 0.1 $341k 2.2k 154.28
Mastercard Incorporated Cl A (MA) 0.1 $331k 604.00 548.12
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.1 $331k 3.0k 108.98
Ishares Tr Tips Bd Etf (TIP) 0.1 $328k 3.0k 111.07
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $324k 2.6k 124.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $323k 688.00 469.19
PNC Financial Services (PNC) 0.1 $319k 1.8k 175.77
Tema Etf Trust American Resh (RSHO) 0.1 $303k 8.9k 33.93
Vanguard World Health Car Etf (VHT) 0.1 $302k 1.1k 264.73
Medtronic SHS (MDT) 0.1 $300k 3.3k 89.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $298k 1.6k 186.24
Philip Morris International (PM) 0.1 $296k 1.9k 158.73
CSX Corporation (CSX) 0.1 $292k 9.9k 29.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $282k 548.00 513.81
Chevron Corporation (CVX) 0.1 $280k 1.7k 167.28
Carpenter Technology Corporation (CRS) 0.1 $269k 1.5k 181.18
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $265k 6.1k 43.70
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $244k 3.4k 71.97
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 0.1 $231k 4.6k 50.63
Blackstone Group Inc Com Cl A (BX) 0.1 $229k 1.6k 139.76
Union Pacific Corporation (UNP) 0.1 $227k 961.00 236.24
S&p Global (SPGI) 0.1 $227k 446.00 508.10
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $226k 1.2k 193.97
Norfolk Southern (NSC) 0.1 $213k 900.00 236.85
Colgate-Palmolive Company (CL) 0.1 $207k 2.2k 93.70
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $206k 1.6k 132.23
Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $192k 13k 15.22
Flux Pwr Hldgs Com New (FLUX) 0.1 $191k 111k 1.72
Key (KEY) 0.0 $166k 10k 15.99
Virco Mfg. Corporation (VIRC) 0.0 $153k 16k 9.46
Axt (AXTI) 0.0 $88k 63k 1.41
Realreal (REAL) 0.0 $65k 12k 5.39
Cronos Group (CRON) 0.0 $21k 12k 1.81