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CIK: 0001965659
Total reported value
$474.9M
$474.9M
134 檔
35.7%
According to the latest 13F quarterly dataset, Park Edge Advisors, LLC managed an equity portfolio of $474.9M at the end of Q2 2024, spanning 134 distinct U.S. exchange-listed positions.
During Q2 2024, Park Edge Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LECO | Lincoln Electric Holdings | Stock-Industrials | 38.67% | -0.94% | — | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.04% | -6.37% | +2.35% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.21% | -0.23% | +4.37% | |
| 4 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 3.17% | -0.06% | +5.52% | |
| 5 | CDX | Simplify High Yield ETF | ETF-High Yield | 2.75% | -0.29% | +17.32% | |
| 6 | MTBA | Simplify Mbs ETF | ETF-Other | 2.62% | -0.04% | +14.75% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 2.57% | -1.15% | -44.71% | |
| 8 | TBT | Proshares Ultrashort 20+y Tr | ETF-Other | 2.21% | — | +40.32% | |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.65% | +1.49% | +29.92% | |
| 10 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.44% | -0.14% | +41.91% | |
| 11 | FNAUSD | Paragon 28 Inc | Stock-Other | 1.22% | — | — | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -0.34% | +26.46% | |
| 13 | BUXX | Strive Enhanced Income Short | ETF-Other | 1.08% | — | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | +0.01% | -6.61% | |
| 15 | PFIX | Simplify Interest Rate Hedge | ETF-Other | 0.95% | — | +69.75% | |
| 16 | DBA | Invesco Db Agriculture Fund | ETF-Other | 0.92% | — | -1.34% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.06% | -21.25% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.86% | -0.07% | -23.37% | |
| 19 | DRLL | Strive US Energy ETF | ETF-Other | 0.84% | — | — | |
| 20 | INDA | Ishares Msci India ETF | ETF-Other | 0.82% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.07% | +2.25% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.06% | -4.17% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.08% | +5.94% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.67% | — | +5.67% | |
| 25 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.66% | — | +2.33% | |
| 26 | URA | Global X Uranium ETF | ETF-Other | 0.62% | — | -1.15% | |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.61% | — | +81.07% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | +0.06% | +588.67% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.13% | -25.09% | |
| 30 | IPKW | Invesco International Buybac | ETF-Other | 0.52% | +0.99% | +16.10% | |
| 31 | EMR | Emerson Electric Co | Stock-Industrials | 0.52% | — | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.05% | — | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | +0.29% | -1.39% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.45% | -0.02% | — | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | -0.02% | +7.36% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.30% | +1.13% | |
| 37 | ✓ | Stock-Other | 0.41% | — | -1.64% | ||
| 38 | HARD | Simplify Commodities Str K-1 | ETF-Other | 0.41% | -0.11% | -1.45% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.37% | EXIT | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.01% | -0.07% | |
| 41 | UUP | Invesco Db US Dollar Index B | ETF-Large Cap & Growth | 0.38% | — | +16.17% | |
| 42 | GE | General Electric | Stock-Industrials | 0.37% | +0.10% | -9.93% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.37% | -0.05% | — | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.37% | — | +21.77% | |
| 45 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.36% | +0.68% | -18.97% | |
| 46 | SPXS1EUR | Direxion Dly S&p 500 Bear 3x | ETF-Large Cap & Growth | 0.36% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.21% | +2.18% | |
| 48 | OUSA | Alps Oshares US Quality Divi | ETF-Other | 0.35% | — | -6.93% | |
| 49 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 0.35% | — | +46.96% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | — | +210.29% |
According to official SEC Form 13F filings, Park Edge Advisors, LLC reported a total U.S. public equity portfolio value of $474.9M across 134 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including LECO, BIL, STIP) accounted for 35.7% of total reported equity market value during Q2 2024.
During Q2 2024, Park Edge Advisors, LLC's top holdings by market value included LECO (38.7%)、BIL (4.0%)、STIP (3.2%). The largest single position, LECO, represented 38.7% of total portfolio value.
In Q2 2024, Park Edge Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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