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
137 檔
41.4%
As reported in its official Q1 2025 Form 13F filing, Park Edge Advisors, LLC's tracked investment portfolio stood at $474.9M with 137 total positions.
Park Edge Advisors, LLC executed strategic sector rebalancing during Q1 2025, establishing 11 new positions while fully exiting 9 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LECO | Lincoln Electric Holdings | Stock-Industrials | 35.34% | -0.94% | — | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 11.79% | -6.37% | +402.63% | |
| 3 | CDX | Simplify High Yield ETF | ETF-High Yield | 2.73% | -0.29% | +4.61% | |
| 4 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 2.46% | -0.06% | -18.63% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 2.36% | -1.15% | -10.37% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.27% | -0.23% | +4.32% | |
| 7 | FNAUSD | Paragon 28 Inc | Stock-Other | 2.18% | — | — | |
| 8 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 1.49% | -0.32% | — | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 1.07% | -0.26% | — | |
| 10 | MTBA | Simplify Mbs ETF | ETF-Other | 1.07% | -0.04% | -44.54% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.06% | -0.34% | +3.47% | |
| 12 | WTBN | Wisdomtree Bianco Tr Fund | ETF-Other | 0.98% | -0.09% | +9.64% | |
| 13 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.97% | -0.01% | -0.89% | |
| 14 | BUXX | Strive Enhanced Income Short | ETF-Other | 0.96% | — | -1.35% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.94% | +1.49% | -63.62% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.88% | +0.01% | +14.38% | |
| 17 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.85% | — | -15.38% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.07% | +1.49% | |
| 19 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 0.82% | -0.14% | -43.76% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | +0.01% | -3.67% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.13% | +16.10% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.72% | — | +3.29% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.20% | +5.84% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.08% | -0.31% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.06% | -28.44% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.30% | -5.09% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.61% | — | — | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.01% | +6.48% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-Other | 0.57% | — | — | |
| 30 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.57% | +0.68% | -27.50% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | +0.29% | -0.20% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.05% | +1.81% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.47% | -0.07% | -19.88% | |
| 34 | EMR | Emerson Electric Co | Stock-Industrials | 0.46% | — | -0.91% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | -0.37% | EXIT | |
| 36 | UUP | Invesco Db US Dollar Index B | ETF-Large Cap & Growth | 0.46% | — | — | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.46% | -0.09% | +12.72% | |
| 38 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.46% | -0.03% | -55.75% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.06% | +2.56% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | -0.28% | +35.19% | |
| 41 | IDV | Ishares International Select | ETF-Other | 0.43% | -0.04% | +6.84% | |
| 42 | SPD | Simplify US Eqty Plus Down | ETF-Other | 0.43% | +0.02% | — | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.42% | -0.01% | — | |
| 44 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.42% | — | -42.15% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.41% | — | +10.35% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.06% | -17.28% | |
| 47 | HARD | Simplify Commodities Str K-1 | ETF-Other | 0.38% | -0.11% | -21.03% | |
| 48 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.36% | — | +51.47% | |
| 49 | SVOL | Simplify Volatility Premium | ETF-Other | 0.35% | +0.05% | +14.44% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | -0.02% | -16.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +9.4% | +402.63% | Add |
| 2 | TUA | Sim St Treas Fut Strat ETF | +1.5% | NEW | New buy |
| 3 | IAU | Ishares Gold Trust | +1.1% | NEW | New buy |
| 4 | XLP | Ss Consumer Staples Sel Sect | +0.6% | NEW | New buy |
| 5 | XLV | Ss Health Care Select Sector | +0.6% | NEW | New buy |
| 6 | UUP | Invesco Db US Dollar Index B | +0.5% | NEW | New buy |
| 7 | SPD | Simplify US Eqty Plus Down | +0.4% | NEW | New buy |
| 8 | SCHD | Schwab US Dvd Equity ETF | +0.4% | NEW | New buy |
| 9 | FNAUSD | Paragon 28 Inc | +0.4% | — | Unchanged |
| 10 | YGLD | Simplify Gold Strategy ETF | +0.3% | NEW | New buy |
| 11 | T | At&t Inc | +0.3% | NEW | New buy |
| 12 | TBIL | F/m US Treasury 3 Month Bill | +0.2% | NEW | New buy |
| 13 | AXP | American Express Co | +0.2% | +224.32% | Add |
| 14 | TMUS | T-mobile US Inc | +0.2% | +51.47% | Add |
| 15 | ISRG | Intuitive Surgical Inc | +0.2% | +110.39% | Add |
| 16 | IBM | Intl Business Machines CORP | +0.2% | +35.19% | Add |
| 17 | CDX | Simplify High Yield ETF | +0.1% | +4.61% | Add |
| 18 | ARGT | Global X Msci Argentina ETF | +0.1% | NEW | New buy |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +14.38% | Add |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +3.47% | Add |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +4.32% | Add |
| 22 | GLD | Spdr Gold Shares | +0.1% | -10.37% | Trim |
| 23 | INDA | Ishares Msci India ETF | -0.1% | EXIT | Sold out |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -19.88% | Trim |
| 25 | IPKW | Invesco International Buybac | -0.2% | EXIT | Sold out |
| 26 | XLI | Ss Industrial Select Sector | -0.2% | EXIT | Sold out |
| 27 | MSFT | Microsoft CORP | -0.2% | -3.67% | Trim |
| 28 | SPMO | Invesco S&p 500 Momentum ETF | -0.2% | EXIT | Sold out |
| 29 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -63.17% | Trim |
| 30 | PFIX | Simplify Interest Rate Hedge | -0.3% | EXIT | Sold out |
| 31 | AVGO | Broadcom Inc | -0.3% | -16.35% | Trim |
| 32 | PG | Procter & Gamble Co/the | -0.3% | -28.44% | Trim |
| 33 | OUSM | Alps Oshares US Small-cap Qu | -0.3% | -27.50% | Trim |
| 34 | XLC | Ss Comm Select Sector Spdr | -0.3% | -42.15% | Trim |
| 35 | XLF | Ss Financial Select Sector | -0.5% | -70.71% | Trim |
| 36 | IWF | Ishares Russell 1000 Growth | -0.5% | -55.53% | Trim |
| 37 | IEI | Ishares 3-7 Year Treasury Bo | -0.6% | EXIT | Sold out |
| 38 | IWD | Ishares Russell 1000 Value E | -0.6% | -84.63% | Trim |
| 39 | PKW | Invesco Buyback Achievers Et | -0.6% | -75.63% | Trim |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | -0.7% | EXIT | Sold out |
| 41 | WELD | Tema U.s. Manufacturing & Re | -0.7% | -87.01% | Trim |
| 42 | AGGH | Simplify Aggregate Bond ETF | -0.7% | -43.76% | Trim |
| 43 | BUCK | Simplify Treasury Option Inc | -0.7% | -18.63% | Trim |
| 44 | GNR | State Street Spdr S&p Global | -0.8% | EXIT | Sold out |
| 45 | IBIT | Ishares Bitcoin Trust ETF | -0.8% | -55.75% | Trim |
| 46 | DBA | Invesco Db Agriculture Fund | -0.8% | -88.03% | Trim |
| 47 | MTBA | Simplify Mbs ETF | -0.9% | -44.54% | Trim |
| 48 | DRLL | Strive US Energy ETF | -1% | EXIT | Sold out |
| 49 | LECO | Lincoln Electric Holdings | -1.2% | — | Unchanged |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | -1.8% | -63.62% | 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 137 disclosed positions in Q1 2025.
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, BIL, CDX) accounted for 41.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
TUA
市值: $5.4M
Top Position Liquidated / Trimmed
DRLL
前期市值: $3.3M
During Q1 2025, Park Edge Advisors, LLC's top holdings by market value included LECO (35.3%)、BIL (11.8%)、CDX (2.7%). The largest single position, LECO, represented 35.3% of total portfolio value.
In Q1 2025, Park Edge Advisors, LLC made 48 total portfolio adjustments, initiating 11 new buys, adding to 9 positions, trimming 19 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.
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.