Park Edge Advisors

Park Edge Advisors as of June 30, 2025

Portfolio Holdings for Park Edge Advisors

Park Edge Advisors holds 143 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lincoln Electric Holdings (LECO) 35.7 $139M 671k 207.32
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 5.8 $23M 247k 91.73
Simplify Exchange Traded Fun High Yield Etf (CDX) 3.7 $14M 613k 23.32
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.5 $9.6M 94k 102.91
Spdr Gold Tr Gold Shs (GLD) 2.3 $8.8M 29k 304.82
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 2.2 $8.5M 360k 23.64
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.0 $8.0M 96k 82.86
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 1.9 $7.4M 152k 48.65
Simplify Exchange Traded Fun Short Term Trea (TUA) 1.4 $5.3M 239k 22.03
Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.2 $4.8M 96k 50.09
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.1 $4.5M 62k 72.82
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.0 $4.1M 61k 67.22
Wisdomtree Tr Bianco Totl Retu (WTBN) 1.0 $4.0M 157k 25.45
Microsoft Corporation (MSFT) 1.0 $3.9M 7.9k 497.40
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 1.0 $3.8M 186k 20.64
JPMorgan Chase & Co. (JPM) 1.0 $3.8M 13k 289.91
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.0 $3.8M 62k 61.21
Ishares Gold Tr Ishares New (IAU) 0.9 $3.5M 56k 62.36
Exxon Mobil Corporation (XOM) 0.9 $3.5M 32k 107.80
Ishares Tr Msci Acwi Ex Us (ACWX) 0.9 $3.4M 55k 60.94
Ea Series Trust Strive Enhanced (BUXX) 0.8 $3.3M 160k 20.32
Meta Platforms Cl A (META) 0.8 $3.2M 4.3k 738.11
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.8 $3.2M 45k 71.26
Broadcom (AVGO) 0.8 $3.0M 11k 275.65
Wal-Mart Stores (WMT) 0.8 $2.9M 30k 97.78
Amazon (AMZN) 0.7 $2.9M 13k 219.39
International Business Machines (IBM) 0.7 $2.7M 9.3k 294.78
Netflix (NFLX) 0.7 $2.7M 2.0k 1339.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $2.6M 4.2k 617.88
Apple (AAPL) 0.7 $2.5M 12k 205.17
Costco Wholesale Corporation (COST) 0.6 $2.4M 2.4k 989.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.2M 4.5k 485.77
NVIDIA Corporation (NVDA) 0.6 $2.2M 14k 157.99
Select Sector Spdr Tr Communication (XLC) 0.5 $2.1M 19k 108.53
Procter & Gamble Company (PG) 0.5 $2.1M 13k 159.32
Select Sector Spdr Tr Financial (XLF) 0.5 $2.1M 39k 52.37
Oracle Corporation (ORCL) 0.5 $2.0M 9.3k 218.62
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.5 $2.0M 16k 123.60
Emerson Electric (EMR) 0.5 $2.0M 15k 133.33
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.5 $2.0M 61k 32.98
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.5 $2.0M 45k 43.21
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.9M 6.3k 303.95
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.4 $1.7M 64k 26.88
Ge Aerospace Com New (GE) 0.4 $1.7M 6.6k 257.39
Johnson & Johnson (JNJ) 0.4 $1.6M 11k 152.75
Visa Com Cl A (V) 0.4 $1.6M 4.5k 355.01
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $1.6M 46k 34.51
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.4 $1.6M 85k 18.39
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $1.5M 27k 56.85
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.5M 8.6k 177.38
Eli Lilly & Co. (LLY) 0.4 $1.5M 1.9k 779.55
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $1.5M 57k 26.50
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $1.5M 18k 81.66
Metropcs Communications (TMUS) 0.4 $1.4M 5.9k 238.25
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.4 $1.4M 29k 47.56
At&t (T) 0.3 $1.3M 46k 28.94
Ge Vernova (GEV) 0.3 $1.3M 2.5k 529.15
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $1.3M 30k 43.22
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD) 0.3 $1.3M 38k 34.36
Steris Shs Usd (STE) 0.3 $1.3M 5.2k 240.22
Simplify Exchange Traded Fun Commodities Stra (HARD) 0.3 $1.3M 45k 28.11
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $1.2M 53k 23.24
TJX Companies (TJX) 0.3 $1.2M 10k 123.49
Intuitive Surgical Com New (ISRG) 0.3 $1.2M 2.2k 543.41
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) 0.3 $1.2M 32k 38.02
Alps Etf Tr Oshares Us Qualt (OUSA) 0.3 $1.2M 22k 53.97
Northrop Grumman Corporation (NOC) 0.3 $1.1M 2.3k 499.98
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.1M 2.6k 424.58
Goldman Sachs (GS) 0.3 $1.1M 1.5k 707.75
Progressive Corporation (PGR) 0.3 $1.0M 3.9k 266.86
American Express Company (AXP) 0.3 $1.0M 3.2k 318.95
Automatic Data Processing (ADP) 0.3 $998k 3.2k 308.40
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $971k 40k 24.44
Pepsi (PEP) 0.2 $939k 7.1k 132.04
Coherent Corp (COHR) 0.2 $889k 10k 89.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $876k 1.6k 551.81
Home Depot (HD) 0.2 $862k 2.4k 366.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $826k 17k 49.46
Principal Financial (PFG) 0.2 $813k 10k 79.43
Ishares Tr Msci Eafe Etf (EFA) 0.2 $713k 8.0k 89.39
Abbvie (ABBV) 0.2 $700k 3.8k 185.62
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $686k 2.5k 279.88
Bristol Myers Squibb (BMY) 0.2 $684k 15k 46.29
Stryker Corporation (SYK) 0.2 $679k 1.7k 395.66
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $656k 21k 30.68
Abbott Laboratories (ABT) 0.2 $610k 4.5k 136.02
Moody's Corporation (MCO) 0.2 $597k 1.2k 501.61
Morgan Stanley Com New (MS) 0.1 $584k 4.1k 140.87
Pfizer (PFE) 0.1 $580k 24k 24.24
Global X Fds Gb Msci Ar Etf (ARGT) 0.1 $580k 6.8k 84.73
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $533k 4.9k 109.20
Tesla Motors (TSLA) 0.1 $499k 1.6k 317.66
Thomson Reuters Corp. (TRI) 0.1 $496k 2.5k 201.13
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $476k 9.9k 48.24
Tema Etf Trust American Resh (RSHO) 0.1 $422k 11k 39.27
Ishares Tr Russell 2000 Etf (IWM) 0.1 $412k 1.9k 215.79
Carpenter Technology Corporation (CRS) 0.1 $411k 1.5k 276.38
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $390k 2.9k 133.31
Linde SHS (LIN) 0.1 $388k 827.00 469.18
RBB Us Treas 3 Mnth (TBIL) 0.1 $384k 7.7k 50.00
Ishares Tr Core S&p500 Etf (IVV) 0.1 $384k 618.00 621.30
Mastercard Incorporated Cl A (MA) 0.1 $382k 679.00 561.94
Global X Fds Emerging Mkt Grt (EMC) 0.1 $378k 13k 29.32
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $376k 21k 17.80
UnitedHealth (UNH) 0.1 $358k 1.1k 312.04
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $357k 3.0k 119.09
Chubb (CB) 0.1 $355k 1.2k 289.72
Raytheon Technologies Corp (RTX) 0.1 $352k 2.4k 146.04
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $346k 2.6k 133.04
Eaton Corp SHS (ETN) 0.1 $343k 961.00 356.99
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $340k 1.7k 194.23
Philip Morris International (PM) 0.1 $339k 1.9k 182.13
Merck & Co (MRK) 0.1 $335k 4.2k 79.16
First Tr Exchange-traded A Com Shs (FNX) 0.1 $330k 2.9k 114.84
Ishares Tr Tips Bd Etf (TIP) 0.1 $328k 3.0k 110.03
PNC Financial Services (PNC) 0.1 $326k 1.7k 186.42
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $325k 3.5k 93.99
CSX Corporation (CSX) 0.1 $324k 9.9k 32.63
Paychex (PAYX) 0.1 $322k 2.2k 145.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $312k 1.6k 194.96
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $302k 12k 26.15
Prologis (PLD) 0.1 $302k 2.9k 105.12
Zimmer Holdings (ZBH) 0.1 $289k 3.2k 91.21
Vanguard World Health Car Etf (VHT) 0.1 $283k 1.1k 248.34
Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $264k 13k 20.86
Medtronic SHS (MDT) 0.1 $261k 3.0k 87.17
Blackstone Group Inc Com Cl A (BX) 0.1 $245k 1.6k 149.61
Chevron Corporation (CVX) 0.1 $240k 1.7k 143.21
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $238k 1.2k 204.65
Norfolk Southern (NSC) 0.1 $230k 900.00 255.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $223k 392.00 567.88
Union Pacific Corporation (UNP) 0.1 $221k 960.00 230.08
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $210k 4.8k 44.23
Curtiss-Wright (CW) 0.1 $201k 412.00 488.55
Colgate-Palmolive Company (CL) 0.1 $201k 2.2k 90.90
Key (KEY) 0.0 $181k 10k 17.42
Flux Pwr Hldgs Com New (FLUX) 0.0 $163k 108k 1.51
Axt (AXTI) 0.0 $131k 63k 2.09
Virco Mfg. Corporation (VIRC) 0.0 $129k 16k 7.98
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $120k 11k 10.92
Realreal (REAL) 0.0 $60k 13k 4.79
Lifestance Health Group (LFST) 0.0 $52k 10k 5.17
Cronos Group (CRON) 0.0 $23k 12k 1.91