Park Edge Advisors

Park Edge Advisors as of Dec. 31, 2025

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