Park Edge Advisors

Park Edge Advisors as of March 31, 2026

Portfolio Holdings for Park Edge Advisors

Park Edge Advisors holds 141 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lincoln Electric Holdings (LECO) 36.2 $157M 631k 249.08
Spdr Series Trust State Street Spd (BIL) 8.6 $37M 405k 91.64
Simplify Exchange Traded Fun High Yield Etf (CDX) 3.7 $16M 756k 21.34
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.1 $14M 131k 103.43
Spdr Gold Tr Gold Shs (GLD) 2.6 $11M 26k 430.28
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 1.9 $8.3M 410k 20.35
Simplify Exchange Traded Fun Short Term Trea (TUA) 1.8 $8.0M 380k 21.10
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 1.3 $5.8M 103k 56.26
Wisdomtree Tr Bianco Totl Retu (WTBN) 1.3 $5.8M 228k 25.30
Ishares Tr Jpmorgan Usd Emg (EMB) 1.3 $5.7M 61k 93.93
Exxon Mobil Corporation (XOM) 1.3 $5.7M 33k 169.66
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.2 $5.0M 67k 75.19
Ishares Gold Tr Ishares New (IAU) 1.1 $4.9M 56k 88.16
Ea Series Trust Ea Astoria Dynmc (AGGA) 1.0 $4.3M 173k 25.13
JPMorgan Chase & Co. (JPM) 0.9 $4.0M 14k 294.17
Wal-Mart Stores (WMT) 0.9 $3.9M 31k 124.28
Simplify Exchange Traded Fun Currency Strateg (FOXY) 0.9 $3.8M 128k 29.24
Apple (AAPL) 0.8 $3.6M 14k 253.78
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.8 $3.3M 140k 23.50
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $3.1M 38k 82.57
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.7 $3.0M 61k 49.46
Microsoft Corporation (MSFT) 0.7 $3.0M 8.1k 370.17
Amazon (AMZN) 0.7 $2.9M 14k 208.27
NVIDIA Corporation (NVDA) 0.6 $2.8M 16k 174.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.7M 5.6k 479.20
TJX Companies (TJX) 0.6 $2.6M 16k 159.70
Johnson & Johnson (JNJ) 0.6 $2.6M 11k 244.44
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.6 $2.6M 59k 43.74
Broadcom (AVGO) 0.6 $2.4M 7.9k 309.51
Ishares Tr Msci Acwi Ex Us (ACWX) 0.6 $2.4M 35k 68.47
Meta Platforms Cl A (META) 0.5 $2.4M 4.2k 572.17
Coherent Corp (COHR) 0.5 $2.4M 9.9k 238.21
Ishares Tr Intl Sel Div Etf (IDV) 0.5 $2.3M 54k 42.56
Select Sector Spdr Tr State Street Uti (XLU) 0.5 $2.3M 49k 45.89
Ishares Tr S&p 100 Etf (OEF) 0.5 $2.1M 6.7k 318.07
Abbvie (ABBV) 0.5 $2.1M 9.6k 217.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $2.0M 66k 30.68
Morgan Stanley Com New (MS) 0.5 $2.0M 12k 164.57
Simplify Exchange Traded Fun Barrier Income (SBAR) 0.5 $2.0M 82k 24.54
Emerson Electric (EMR) 0.5 $2.0M 15k 131.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.9M 6.0k 320.79
Simplify Exchange Traded Fun Commodities Stra (HARD) 0.4 $1.9M 54k 35.37
International Business Machines (IBM) 0.4 $1.8M 7.5k 242.39
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.4 $1.8M 36k 49.61
Ge Aerospace Com New (GE) 0.4 $1.7M 6.2k 283.77
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $1.7M 2.7k 650.32
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.7M 6.0k 286.87
Procter & Gamble Company (PG) 0.4 $1.7M 12k 144.44
Select Sector Spdr Tr State Street Ene (XLE) 0.4 $1.7M 27k 61.26
Ge Vernova (GEV) 0.4 $1.6M 1.9k 872.90
Netflix (NFLX) 0.4 $1.6M 17k 96.15
Raytheon Technologies Corp (RTX) 0.4 $1.6M 8.3k 192.91
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $1.6M 69k 23.22
Northrop Grumman Corporation (NOC) 0.4 $1.5M 2.3k 682.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.5M 28k 54.05
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.3 $1.5M 98k 15.34
Goldman Sachs (GS) 0.3 $1.5M 1.8k 846.00
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD) 0.3 $1.5M 37k 39.93
Visa Com Cl A (V) 0.3 $1.4M 4.7k 302.23
Oracle Corporation (ORCL) 0.3 $1.3M 8.9k 147.11
Wells Fargo & Company (WFC) 0.3 $1.3M 16k 79.61
Spdr Series Trust Bloomberg Short (BWZ) 0.3 $1.3M 47k 26.92
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.3 $1.2M 33k 37.34
Steris Shs Usd (STE) 0.3 $1.2M 5.3k 221.13
Capital One Financial (COF) 0.3 $1.1M 6.3k 182.44
Newmont Mining Corporation (NEM) 0.3 $1.1M 10k 108.25
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) 0.2 $1.1M 30k 36.37
Welltower Inc Com reit (WELL) 0.2 $1.1M 5.5k 197.71
Boston Scientific Corporation (BSX) 0.2 $1.1M 17k 62.75
Pepsi (PEP) 0.2 $1.1M 6.8k 155.28
Tesla Motors (TSLA) 0.2 $1.0M 2.7k 371.75
Principal Financial (PFG) 0.2 $922k 10k 90.11
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $914k 36k 25.64
Eli Lilly & Co. (LLY) 0.2 $904k 983.00 919.82
Palantir Technologies Cl A (PLTR) 0.2 $898k 6.1k 146.28
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $890k 23k 38.42
Bristol Myers Squibb (BMY) 0.2 $872k 14k 60.65
Mastercard Incorporated Cl A (MA) 0.2 $854k 1.7k 499.66
Ishares Tr Msci Eafe Etf (EFA) 0.2 $838k 8.6k 97.14
Axt (AXTI) 0.2 $838k 15k 56.98
Invesco Db Multi-sector Comm Base Metals Fd (DBB) 0.2 $808k 34k 23.50
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $779k 8.5k 91.77
Alps Etf Tr Oshares Us Qualt (OUSA) 0.2 $708k 13k 55.67
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $645k 2.2k 287.22
Pfizer (PFE) 0.1 $629k 22k 28.08
Home Depot (HD) 0.1 $625k 1.9k 328.89
Carpenter Technology Corporation (CRS) 0.1 $586k 1.5k 394.15
Curtiss-Wright (CW) 0.1 $563k 827.00 681.12
Automatic Data Processing (ADP) 0.1 $546k 2.7k 203.18
Merck & Co (MRK) 0.1 $503k 4.2k 120.29
RBB F/m Us Treasury (TBIL) 0.1 $494k 9.9k 49.86
Moody's Corporation (MCO) 0.1 $480k 1.1k 436.25
Intuitive Surgical Com New (ISRG) 0.1 $446k 968.00 460.99
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $442k 7.8k 56.79
Duke Energy Corp Com New (DUK) 0.1 $427k 3.3k 130.94
Abbott Laboratories (ABT) 0.1 $415k 4.0k 102.66
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $405k 13k 30.32
Chubb (CB) 0.1 $399k 1.2k 325.93
Ishares Tr Core S&p500 Etf (IVV) 0.1 $396k 606.00 652.95
Putnam Etf Trust Franklin Ohio Mu (FTOH) 0.1 $393k 47k 8.32
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $388k 22k 17.75
CSX Corporation (CSX) 0.1 $383k 9.3k 41.05
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $376k 2.6k 144.71
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $375k 11k 33.86
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $374k 1.7k 213.67
First Tr Exchange-traded A Com Shs (FNX) 0.1 $370k 2.9k 128.25
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $368k 2.5k 148.10
PNC Financial Services (PNC) 0.1 $364k 1.7k 208.09
Nextnav Common Stock (NN) 0.1 $361k 23k 16.02
At&t (T) 0.1 $347k 12k 28.99
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $344k 3.1k 109.69
Chevron Corporation (CVX) 0.1 $332k 1.6k 206.90
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $323k 8.3k 38.96
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $311k 1.4k 217.25
Ishares Tr Tips Bd Etf (TIP) 0.1 $308k 2.8k 110.38
Philip Morris International (PM) 0.1 $308k 1.9k 165.34
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $300k 4.0k 75.10
Vanguard World Health Car Etf (VHT) 0.1 $297k 1.1k 272.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $295k 511.00 576.86
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $278k 5.8k 48.05
American Express Company (AXP) 0.1 $277k 917.00 302.43
Costco Wholesale Corporation (COST) 0.1 $269k 270.00 996.44
Ishares Tr Rusel 2500 Etf (SMMD) 0.1 $260k 3.4k 76.35
Medtronic SHS (MDT) 0.1 $259k 3.0k 86.65
Norfolk Southern (NSC) 0.1 $258k 900.00 287.00
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $245k 1.1k 214.98
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $232k 4.8k 48.86
Global X Fds Emerging Mkt Grt (EMC) 0.1 $230k 7.5k 30.89
BlackRock Credit All Inc Trust IV (BTZ) 0.1 $226k 22k 10.10
Zimmer Holdings (ZBH) 0.1 $224k 2.5k 90.42
Sherwin-Williams Company (SHW) 0.1 $222k 692.00 320.67
Alps Etf Tr Active Reit Etf (REIT) 0.1 $218k 8.0k 27.35
Grayscale Ethereum Staking E SHS (ETHE) 0.0 $216k 13k 17.07
Key (KEY) 0.0 $208k 10k 20.05
Paychex (PAYX) 0.0 $204k 2.2k 92.12
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $203k 1.6k 125.46
Virco Mfg. Corporation (VIRC) 0.0 $178k 29k 6.12
Flux Pwr Hldgs Com New (FLUX) 0.0 $107k 100k 1.07
Realreal (REAL) 0.0 $91k 10k 9.08
Lifestance Health Group (LFST) 0.0 $72k 11k 6.37
Cronos Group (CRON) 0.0 $27k 11k 2.51