13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001965659
Total reported value
$474.9M
$474.9M
139 檔
36.2%
During the Q3 2024 filing period, Park Edge Advisors, LLC (CIK: 0001965659) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $474.9M across 139 reported positions.
In Q3 2024, Park Edge Advisors, LLC displayed an active expansion posture, initiating 11 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LECO | Lincoln Electric Holdings | Stock-Industrials | 36.81% | -0.94% | — | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.33% | -0.23% | +8.79% | |
| 3 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 3.14% | -0.06% | +6.18% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 3.00% | -1.15% | +10.54% | |
| 5 | MTBA | Simplify Mbs ETF | ETF-Other | 2.89% | -0.04% | +15.65% | |
| 6 | CDX | Simplify High Yield ETF | ETF-High Yield | 2.87% | -0.29% | +7.88% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.84% | -6.37% | -24.70% | |
| 8 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.14% | +1.49% | +31.09% | |
| 9 | FNAUSD | Paragon 28 Inc | Stock-Other | 1.14% | — | +2.70% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.09% | — | — | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.06% | -0.34% | -4.27% | |
| 12 | BUXX | Strive Enhanced Income Short | ETF-Other | 1.04% | — | +2.15% | |
| 13 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.00% | -0.14% | -29.05% | |
| 14 | IPKW | Invesco International Buybac | ETF-Other | 0.99% | +0.99% | +88.91% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | +0.01% | +3.21% | |
| 16 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.86% | — | +26.85% | |
| 17 | DBA | Invesco Db Agriculture Fund | ETF-Other | 0.86% | — | -8.94% | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.80% | -0.03% | +318.67% | |
| 19 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.79% | +0.68% | +113.78% | |
| 20 | INDA | Ishares Msci India ETF | ETF-Other | 0.78% | — | -3.09% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.06% | -11.78% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.72% | +0.01% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.07% | +3.25% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.69% | — | +298.87% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.66% | -0.02% | +48.63% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.66% | — | -4.15% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.62% | -0.07% | -24.09% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.08% | +1.42% | |
| 29 | DRLL | Strive US Energy ETF | ETF-Other | 0.61% | — | -18.01% | |
| 30 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.60% | +0.67% | NEW | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.06% | -7.25% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.13% | +2.57% | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.55% | — | — | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.54% | — | -8.81% | |
| 35 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.53% | — | +214.78% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.05% | +0.36% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | +0.29% | -3.59% | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.48% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.30% | +5.30% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.20% | +119.48% | |
| 41 | WTBN | Wisdomtree Bianco Tr Fund | ETF-Other | 0.46% | -0.09% | — | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.06% | -12.44% | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.46% | — | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | — | +31.16% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.43% | -0.07% | — | |
| 46 | GE | General Electric | Stock-Industrials | 0.42% | +0.10% | +1.69% | |
| 47 | WELD | Tema U.s. Manufacturing & Re | ETF-Other | 0.42% | — | — | |
| 48 | IOPP | Simplify Tara India Opportun | ETF-Other | 0.42% | — | — | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | -0.02% | +818.69% | |
| 50 | HARD | Simplify Commodities Str K-1 | ETF-Other | 0.41% | -0.11% | +2.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +1.1% | NEW | New buy |
| 2 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.7% | NEW | New buy |
| 3 | IBIT | Ishares Bitcoin Trust ETF | +0.6% | +318.67% | Add |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | +0.6% | NEW | New buy |
| 5 | XLC | Ss Comm Select Sector Spdr | +0.6% | NEW | New buy |
| 6 | SPLV | Invesco S&p 500 Low Volatili | +0.5% | +298.87% | Add |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | +0.5% | +31.09% | Add |
| 8 | IPKW | Invesco International Buybac | +0.5% | +88.91% | Add |
| 9 | WTBN | Wisdomtree Bianco Tr Fund | +0.5% | NEW | New buy |
| 10 | XLF | Ss Financial Select Sector | +0.5% | NEW | New buy |
| 11 | GLD | Spdr Gold Shares | +0.4% | +10.54% | Add |
| 12 | OUSM | Alps Oshares US Small-cap Qu | +0.4% | +113.78% | Add |
| 13 | GDX | Vaneck Gold Miners ETF | +0.4% | NEW | New buy |
| 14 | WELD | Tema U.s. Manufacturing & Re | +0.4% | NEW | New buy |
| 15 | IOPP | Simplify Tara India Opportun | +0.4% | NEW | New buy |
| 16 | ITB | Ishares U.s. Home Constructi | +0.4% | +214.78% | Add |
| 17 | WMT | Walmart Inc | +0.3% | +119.48% | Add |
| 18 | MTBA | Simplify Mbs ETF | +0.3% | +15.65% | Add |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | +0.2% | +48.63% | Add |
| 20 | PKW | Invesco Buyback Achievers Et | +0.2% | +26.85% | Add |
| 21 | ORCL | Oracle CORP | +0.2% | +155.30% | Add |
| 22 | MA | Mastercard Inc - A | +0.2% | NEW | New buy |
| 23 | TJX | Tjx Companies Inc | +0.2% | +65.63% | Add |
| 24 | PGR | Progressive CORP | +0.1% | +47.09% | Add |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +8.79% | Add |
| 26 | CDX | Simplify High Yield ETF | +0.1% | +7.88% | Add |
| 27 | ETN | Eaton Corporation plc | +0.1% | +42.58% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +31.16% | Add |
| 29 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 30 | SPHD | Invesco S&p 500 High Dividen | +0.1% | +15.12% | Add |
| 31 | LIN | Linde plc | +0.1% | +17.30% | Add |
| 32 | BUCK | Simplify Treasury Option Inc | 0% | +6.18% | Add |
| 33 | GBTC | Grayscale Bitcoin Trust ETF | -0.2% | EXIT | Sold out |
| 34 | XLY | Ss Consumer Disc Select Sect | -0.2% | EXIT | Sold out |
| 35 | CRM | Salesforce Inc | -0.2% | EXIT | Sold out |
| 36 | INTU | Intuit Inc | -0.2% | EXIT | Sold out |
| 37 | NOW | Servicenow Inc | -0.2% | EXIT | Sold out |
| 38 | DRLL | Strive US Energy ETF | -0.2% | -18.01% | Trim |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -24.09% | Trim |
| 40 | YCS | Proshares Ultrashort Yen | -0.3% | EXIT | Sold out |
| 41 | QIS | Simplify Multi-qis Alt ETF | -0.3% | EXIT | Sold out |
| 42 | BITO | Proshares Bitcoin Etf-usd | -0.4% | EXIT | Sold out |
| 43 | SPXS1EUR | Direxion Dly S&p 500 Bear 3x | -0.4% | EXIT | Sold out |
| 44 | ✓ | -0.4% | EXIT | Sold out | |
| 45 | AGGH | Simplify Aggregate Bond ETF | -0.4% | -29.05% | Trim |
| 46 | URA | Global X Uranium ETF | -0.6% | EXIT | Sold out |
| 47 | PFIX | Simplify Interest Rate Hedge | -0.8% | -79.66% | Trim |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -1.2% | -24.70% | Trim |
| 49 | LECO | Lincoln Electric Holdings | -1.9% | — | Unchanged |
| 50 | TBT | Proshares Ultrashort 20+y Tr | -2% | -90.41% | Trim |
According to official SEC Form 13F filings, Park Edge Advisors, LLC reported a total U.S. public equity portfolio value of $474.9M across 139 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LECO, STIP, BUCK) accounted for 36.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
IWF
市值: $3.8M
Top Position Liquidated / Trimmed
URA
前期市值: $2.0M
During Q3 2024, Park Edge Advisors, LLC's top holdings by market value included LECO (36.8%)、STIP (3.3%)、BUCK (3.1%). The largest single position, LECO, represented 36.8% of total portfolio value.
In Q3 2024, Park Edge Advisors, LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 21 positions, trimming 6 holdings, and fully liquidating 11 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.