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CIK: 0001965659
Total reported value
$474.9M
$474.9M
143 檔
41.0%
In Q2 2025, Park Edge Advisors, LLC's U.S. equity holdings reached a combined market value of $474.9M, distributed across 143 disclosed stock positions.
In Q2 2025, Park Edge Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LECO | Lincoln Electric Holdings | Stock-Industrials | 35.67% | -0.94% | — | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.81% | -6.37% | -46.51% | |
| 3 | CDX | Simplify High Yield ETF | ETF-High Yield | 3.67% | -0.29% | +43.29% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.47% | -0.23% | +18.54% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 2.27% | -1.15% | -1.50% | |
| 6 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 2.18% | -0.06% | +0.54% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.05% | -0.07% | +367.38% | |
| 8 | IPKW | Invesco International Buybac | ETF-Other | 1.90% | +0.99% | — | |
| 9 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 1.35% | -0.32% | -1.97% | |
| 10 | MTBA | Simplify Mbs ETF | ETF-Other | 1.23% | -0.04% | +25.00% | |
| 11 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.15% | — | +50.29% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.05% | — | — | |
| 13 | WTBN | Wisdomtree Bianco Tr Fund | ETF-Other | 1.02% | -0.09% | +12.32% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | +0.01% | +5.71% | |
| 15 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 0.98% | -0.14% | +32.99% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | -0.07% | +7.30% | |
| 17 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.97% | -0.03% | +76.92% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 0.89% | -0.26% | -14.79% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.34% | +0.28% | |
| 20 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.87% | -0.27% | — | |
| 21 | BUXX | Strive Enhanced Income Short | ETF-Other | 0.83% | — | -5.46% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.13% | -4.17% | |
| 23 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.82% | +1.49% | -11.85% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | -0.02% | +46.34% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.20% | +9.78% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.08% | +9.25% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.70% | -0.28% | +41.65% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.69% | -0.37% | EXIT | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.43% | +93.59% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.65% | — | +6.18% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.01% | +11.30% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.30% | +9.27% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.06% | -9.43% | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.53% | — | +24.12% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.06% | -2.68% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.53% | — | +109.83% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.26% | +23.74% | |
| 38 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.52% | — | +171.44% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.52% | — | — | |
| 40 | IDHQ | Invesco S&p International De | ETF-Other | 0.51% | — | — | |
| 41 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.50% | +0.68% | -7.02% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.05% | -1.65% | |
| 43 | UUP | Invesco Db US Dollar Index B | ETF-Large Cap & Growth | 0.44% | — | +10.92% | |
| 44 | GE | General Electric | Stock-Industrials | 0.43% | +0.10% | +31.77% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | +0.29% | -0.02% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.33% | EXIT | |
| 47 | IDV | Ishares International Select | ETF-Other | 0.41% | -0.04% | -7.04% | |
| 48 | SVOL | Simplify Volatility Premium | ETF-Other | 0.40% | +0.05% | +22.50% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.39% | — | +5.18% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.21% | +20.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IPKW | Invesco International Buybac | +1.9% | NEW | New buy |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | +1.6% | +367.38% | Add |
| 3 | VEU | Vanguard Ftse All-world Ex-u | +1.1% | NEW | New buy |
| 4 | CDX | Simplify High Yield ETF | +0.9% | +43.29% | Add |
| 5 | ACWX | Ishares Msci Acwi Ex US ETF | +0.9% | NEW | New buy |
| 6 | IBIT | Ishares Bitcoin Trust ETF | +0.5% | +76.92% | Add |
| 7 | IDHQ | Invesco S&p International De | +0.5% | NEW | New buy |
| 8 | AVGO | Broadcom Inc | +0.4% | +46.34% | Add |
| 9 | IQLT | Ishares Msci International Q | +0.3% | NEW | New buy |
| 10 | LECO | Lincoln Electric Holdings | +0.3% | — | Unchanged |
| 11 | PKW | Invesco Buyback Achievers Et | +0.3% | +171.44% | Add |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +93.59% | Add |
| 13 | SPLV | Invesco S&p 500 Low Volatili | +0.3% | +50.29% | Add |
| 14 | XLF | Ss Financial Select Sector | +0.3% | +109.83% | Add |
| 15 | IBM | Intl Business Machines CORP | +0.2% | +41.65% | Add |
| 16 | MSFT | Microsoft CORP | +0.2% | +5.71% | Add |
| 17 | NFLX | Netflix Inc | +0.2% | +12.12% | Add |
| 18 | ORCL | Oracle CORP | +0.2% | +23.74% | Add |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +18.54% | Add |
| 20 | SYK | Stryker CORP | +0.2% | NEW | New buy |
| 21 | MTBA | Simplify Mbs ETF | +0.2% | +25.00% | Add |
| 22 | AGGH | Simplify Aggregate Bond ETF | +0.2% | +32.99% | Add |
| 23 | GEV | GE Vernova Inc | +0.2% | +15.75% | Add |
| 24 | GE | General Electric | +0.2% | +31.77% | Add |
| 25 | V | Visa Inc-class A Shares | +0.2% | +71.18% | Add |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +7.30% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +130.67% | Add |
| 28 | XLC | Ss Comm Select Sector Spdr | +0.1% | +24.12% | Add |
| 29 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 30 | AMZN | Amazon.com Inc | +0.1% | +9.25% | Add |
| 31 | NVDA | Nvidia CORP | +0.1% | -9.43% | Trim |
| 32 | META | Meta Platforms Inc-class A | +0.1% | -4.17% | Trim |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | NEW | New buy |
| 34 | WMT | Walmart Inc | +0.1% | +9.78% | Add |
| 35 | GOOG | Alphabet Inc-cl C | +0.1% | +20.13% | Add |
| 36 | EMR | Emerson Electric Co | +0.1% | — | Unchanged |
| 37 | WTBN | Wisdomtree Bianco Tr Fund | 0% | +12.32% | Add |
| 38 | GLD | Spdr Gold Shares | -0.1% | -1.50% | Trim |
| 39 | VMC | Vulcan Materials Co | -0.1% | EXIT | Sold out |
| 40 | ETN | Eaton Corporation plc | -0.1% | -62.58% | Trim |
| 41 | REIT | Alps Active Reit ETF | -0.1% | EXIT | Sold out |
| 42 | TBIL | F/m US Treasury 3 Month Bill | -0.1% | -53.38% | Trim |
| 43 | TJX | Tjx Companies Inc | -0.1% | -26.39% | Trim |
| 44 | IAU | Ishares Gold Trust | -0.2% | -14.79% | Trim |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.5% | -54.58% | Trim |
| 46 | XLV | Ss Health Care Select Sector | -0.6% | EXIT | Sold out |
| 47 | XLP | Ss Consumer Staples Sel Sect | -0.6% | EXIT | Sold out |
| 48 | SPHD | Invesco S&p 500 High Dividen | -0.6% | -58.59% | Trim |
| 49 | FNAUSD | Paragon 28 Inc | -2.2% | EXIT | Sold out |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -6% | -46.51% | 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 143 disclosed positions in Q2 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 41.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
IPKW
市值: $7.4M
Top Position Liquidated / Trimmed
FNAUSD
前期市值: $7.8M
During Q2 2025, Park Edge Advisors, LLC's top holdings by market value included LECO (35.7%)、BIL (5.8%)、CDX (3.7%). The largest single position, LECO, represented 35.7% of total portfolio value.
In Q2 2025, Park Edge Advisors, LLC made 48 total portfolio adjustments, initiating 8 new buys, adding to 25 positions, trimming 10 holdings, and fully liquidating 5 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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