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CIK: 0001965659
Total reported value
$474.9M
$474.9M
140 檔
34.4%
According to the latest 13F quarterly dataset, Park Edge Advisors, LLC managed an equity portfolio of $474.9M at the end of Q4 2024, spanning 140 distinct U.S. exchange-listed positions.
Park Edge Advisors, LLC executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 9 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LECO | Lincoln Electric Holdings | Stock-Industrials | 36.58% | -0.94% | — | |
| 2 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 3.14% | -0.06% | -1.51% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.72% | +1.49% | +25.46% | |
| 4 | CDX | Simplify High Yield ETF | ETF-High Yield | 2.59% | -0.29% | -3.25% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.44% | -6.37% | -15.24% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 2.31% | -1.15% | -24.07% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.21% | -0.23% | -34.18% | |
| 8 | MTBA | Simplify Mbs ETF | ETF-Other | 2.00% | -0.04% | -29.78% | |
| 9 | FNAUSD | Paragon 28 Inc | Stock-Other | 1.80% | — | — | |
| 10 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.49% | -0.14% | +54.10% | |
| 11 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.22% | -0.03% | +2.65% | |
| 12 | BUXX | Strive Enhanced Income Short | ETF-Other | 1.01% | — | -3.93% | |
| 13 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.99% | — | +44.54% | |
| 14 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.98% | -0.01% | +167.78% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -0.34% | -2.78% | |
| 16 | DRLL | Strive US Energy ETF | ETF-Other | 0.97% | — | +60.77% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | +0.01% | +4.31% | |
| 18 | WTBN | Wisdomtree Bianco Tr Fund | ETF-Other | 0.92% | -0.09% | +101.66% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | -0.06% | +20.82% | |
| 20 | DBA | Invesco Db Agriculture Fund | ETF-Other | 0.90% | — | +0.57% | |
| 21 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.85% | +0.68% | +8.96% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.07% | +2.98% | |
| 23 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.83% | — | -5.96% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.82% | — | +13.93% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | — | -32.20% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.77% | +0.01% | +13.03% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.08% | +3.21% | |
| 28 | GNR | State Street Spdr S&p Global | ETF-Other | 0.75% | — | — | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.75% | — | +25.49% | |
| 30 | WELD | Tema U.s. Manufacturing & Re | ETF-Other | 0.75% | — | +75.86% | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 0.71% | — | +81.25% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.69% | — | +550.63% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.20% | +27.67% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.13% | +11.03% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.66% | -0.02% | +3.70% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.61% | -0.07% | -1.99% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | -0.02% | +6.32% | |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.59% | — | +12.02% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.30% | +21.78% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | +0.06% | +10.86% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.55% | — | -0.97% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.01% | +46.44% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.05% | +0.82% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.37% | EXIT | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.06% | -6.76% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | +0.29% | — | |
| 47 | HARD | Simplify Commodities Str K-1 | ETF-Other | 0.44% | -0.11% | -0.98% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.42% | -0.09% | +3.19% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.21% | +10.63% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.39% | — | +13.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GNR | State Street Spdr S&p Global | +0.8% | NEW | New buy |
| 2 | FNAUSD | Paragon 28 Inc | +0.7% | — | Unchanged |
| 3 | SPHD | Invesco S&p 500 High Dividen | +0.6% | +167.78% | Add |
| 4 | IWD | Ishares Russell 1000 Value E | +0.6% | +550.63% | Add |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | +0.6% | +25.46% | Add |
| 6 | AGGH | Simplify Aggregate Bond ETF | +0.5% | +54.10% | Add |
| 7 | WTBN | Wisdomtree Bianco Tr Fund | +0.5% | +101.66% | Add |
| 8 | IBIT | Ishares Bitcoin Trust ETF | +0.4% | +2.65% | Add |
| 9 | DRLL | Strive US Energy ETF | +0.4% | +60.77% | Add |
| 10 | WELD | Tema U.s. Manufacturing & Re | +0.3% | +75.86% | Add |
| 11 | SPLV | Invesco S&p 500 Low Volatili | +0.3% | +44.54% | Add |
| 12 | XLF | Ss Financial Select Sector | +0.3% | +81.25% | Add |
| 13 | WMT | Walmart Inc | +0.2% | +27.67% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.2% | NEW | New buy |
| 15 | TMUS | T-mobile US Inc | +0.2% | NEW | New buy |
| 16 | XLC | Ss Comm Select Sector Spdr | +0.2% | +25.49% | Add |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | +0.2% | +480.00% | Add |
| 18 | COST | Costco Wholesale CORP | +0.2% | +46.44% | Add |
| 19 | AVGO | Broadcom Inc | +0.2% | +6.32% | Add |
| 20 | ISRG | Intuitive Surgical Inc | +0.2% | NEW | New buy |
| 21 | IBM | Intl Business Machines CORP | +0.2% | +106.76% | Add |
| 22 | SPGI | S&p Global Inc | +0.2% | NEW | New buy |
| 23 | AAPL | Apple Inc | +0.2% | +13.93% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +3.21% | Add |
| 25 | PG | Procter & Gamble Co/the | +0.1% | +20.82% | Add |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +2.98% | Add |
| 27 | XOM | Exxon Mobil CORP | -0.1% | -2.78% | Trim |
| 28 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 29 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -39.45% | Trim |
| 30 | ETN | Eaton Corporation plc | -0.2% | -40.70% | Trim |
| 31 | TBT | Proshares Ultrashort 20+y Tr | -0.2% | EXIT | Sold out |
| 32 | UBER | Uber Technologies Inc | -0.2% | EXIT | Sold out |
| 33 | AMAT | Applied Materials Inc | -0.2% | EXIT | Sold out |
| 34 | LIN | Linde plc | -0.2% | -40.92% | Trim |
| 35 | LECO | Lincoln Electric Holdings | -0.2% | — | Unchanged |
| 36 | CAT | Caterpillar Inc | -0.3% | EXIT | Sold out |
| 37 | CDX | Simplify High Yield ETF | -0.3% | -3.25% | Trim |
| 38 | IWF | Ishares Russell 1000 Growth | -0.3% | -32.20% | Trim |
| 39 | UUP | Invesco Db US Dollar Index B | -0.4% | EXIT | Sold out |
| 40 | BKNG | Booking Holdings Inc | -0.4% | EXIT | Sold out |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.4% | -15.24% | Trim |
| 42 | SPMO | Invesco S&p 500 Momentum ETF | -0.4% | -72.12% | Trim |
| 43 | IOPP | Simplify Tara India Opportun | -0.4% | EXIT | Sold out |
| 44 | GDX | Vaneck Gold Miners ETF | -0.4% | EXIT | Sold out |
| 45 | ITB | Ishares U.s. Home Constructi | -0.5% | -84.23% | Trim |
| 46 | INDA | Ishares Msci India ETF | -0.7% | -82.52% | Trim |
| 47 | GLD | Spdr Gold Shares | -0.7% | -24.07% | Trim |
| 48 | IPKW | Invesco International Buybac | -0.8% | -83.90% | Trim |
| 49 | MTBA | Simplify Mbs ETF | -0.9% | -29.78% | Trim |
| 50 | STIP | Ishares 0-5 Year Tips Bond E | -1.1% | -34.18% | 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 140 disclosed positions in Q4 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, BUCK, SPHQ) accounted for 34.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
GNR
市值: $2.6M
Top Position Liquidated / Trimmed
GDX
前期市值: $1.5M
During Q4 2024, Park Edge Advisors, LLC's top holdings by market value included LECO (36.6%)、BUCK (3.1%)、SPHQ (2.7%). The largest single position, LECO, represented 36.6% of total portfolio value.
In Q4 2024, Park Edge Advisors, LLC made 48 total portfolio adjustments, initiating 5 new buys, adding to 20 positions, trimming 14 holdings, and fully liquidating 9 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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