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CIK: 0001965659
Total reported value
$474.9M
$474.9M
146 檔
44.1%
According to the latest 13F quarterly dataset, Park Edge Advisors, LLC managed an equity portfolio of $474.9M at the end of Q3 2025, spanning 146 distinct U.S. exchange-listed positions.
In Q3 2025, Park Edge Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LECO | Lincoln Electric Holdings | Stock-Industrials | 36.42% | -0.94% | -0.34% | |
| 2 | CDX | Simplify High Yield ETF | ETF-High Yield | 3.80% | -0.29% | +17.30% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.93% | -0.23% | +31.41% | |
| 4 | IPKW | Invesco International Buybac | ETF-Other | 2.65% | +0.99% | +43.13% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 2.57% | -1.15% | +8.05% | |
| 6 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 1.95% | -0.32% | +61.39% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.86% | -6.37% | -64.38% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.84% | -0.07% | -0.41% | |
| 9 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.73% | -0.14% | +95.32% | |
| 10 | MTBA | Simplify Mbs ETF | ETF-Other | 1.55% | -0.04% | +38.70% | |
| 11 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 1.51% | -0.06% | -24.04% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.39% | -0.26% | +48.62% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | +0.01% | +11.33% | |
| 14 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.02% | -0.03% | +9.44% | |
| 15 | WTBN | Wisdomtree Bianco Tr Fund | ETF-Other | 1.01% | -0.09% | +8.39% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.07% | +5.19% | |
| 17 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.99% | — | -5.03% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.99% | — | -1.11% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -0.34% | +18.36% | |
| 20 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.95% | +1.49% | +24.99% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.82% | -0.27% | -1.34% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.20% | +9.76% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.74% | — | +1.80% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.08% | +6.01% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.68% | -0.28% | +12.00% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.68% | -0.26% | +12.36% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.43% | +4.99% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.13% | -12.31% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.30% | +21.67% | |
| 30 | BUXX | Strive Enhanced Income Short | ETF-Other | 0.60% | — | -20.27% | |
| 31 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.60% | +0.68% | +27.41% | |
| 32 | T | At&t Inc | Stock-Comm Services | 0.58% | -0.03% | +94.55% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | -0.02% | -30.22% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.56% | +0.01% | +51.76% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.06% | -7.89% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.21% | +11.29% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.53% | — | +0.03% | |
| 38 | FOXY | Simplify Currency Strtgy ETF | ETF-Other | 0.51% | -0.11% | — | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | -0.37% | EXIT | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.51% | -0.09% | +52.29% | |
| 41 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.50% | — | -1.48% | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.49% | — | +1.25% | |
| 43 | GE | General Electric | Stock-Industrials | 0.48% | +0.10% | +4.40% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | +0.05% | +0.11% | |
| 45 | IDHQ | Invesco S&p International De | ETF-Other | 0.46% | — | -1.34% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | +0.29% | +0.06% | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.45% | — | -1.35% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.33% | EXIT | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.06% | -4.70% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.01% | -20.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +1.4% | -0.41% | Add |
| 2 | LECO | Lincoln Electric Holdings | +1.1% | -0.34% | Trim |
| 3 | CDX | Simplify High Yield ETF | +1.1% | +17.30% | Add |
| 4 | AGGH | Simplify Aggregate Bond ETF | +0.9% | +95.32% | Add |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | +0.7% | +31.41% | Add |
| 6 | IBIT | Ishares Bitcoin Trust ETF | +0.6% | +9.44% | Add |
| 7 | MTBA | Simplify Mbs ETF | +0.5% | +38.70% | Add |
| 8 | TUA | Sim St Treas Fut Strat ETF | +0.5% | +61.39% | Add |
| 9 | ORCL | Oracle CORP | +0.4% | +12.36% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +4.99% | Add |
| 11 | IAU | Ishares Gold Trust | +0.3% | +48.62% | Add |
| 12 | PKW | Invesco Buyback Achievers Et | +0.3% | -1.48% | Add |
| 13 | T | At&t Inc | +0.3% | +94.55% | Add |
| 14 | PM | Philip Morris International | +0.3% | +416.38% | Add |
| 15 | MSFT | Microsoft CORP | +0.3% | +11.33% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | -30.22% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.2% | +11.29% | Add |
| 18 | XLF | Ss Financial Select Sector | +0.2% | +1.25% | Add |
| 19 | IBM | Intl Business Machines CORP | +0.2% | +12.00% | Add |
| 20 | GLD | Spdr Gold Shares | +0.2% | +8.05% | Add |
| 21 | GE | General Electric | +0.2% | +4.40% | Add |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +28.54% | Add |
| 23 | V | Visa Inc-class A Shares | +0.2% | +23.14% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.2% | +5.19% | Add |
| 25 | SPLV | Invesco S&p 500 Low Volatili | +0.1% | -5.03% | Add |
| 26 | GEV | GE Vernova Inc | +0.1% | -11.03% | Add |
| 27 | WMT | Walmart Inc | +0.1% | +9.76% | Add |
| 28 | XLC | Ss Comm Select Sector Spdr | +0.1% | +0.03% | Add |
| 29 | NVDA | Nvidia CORP | +0.1% | -7.89% | Trim |
| 30 | AMZN | Amazon.com Inc | +0.1% | +6.01% | Add |
| 31 | WTBN | Wisdomtree Bianco Tr Fund | 0% | +8.39% | Add |
| 32 | SPHQ | Invesco S&p 500 Quality ETF | 0% | +24.99% | Add |
| 33 | AXP | American Express Co | -0.2% | -77.46% | Trim |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.3% | +51.76% | Trim |
| 35 | BUXX | Strive Enhanced Income Short | -0.4% | -20.27% | Trim |
| 36 | SPHD | Invesco S&p 500 High Dividen | -0.6% | +11.20% | Trim |
| 37 | BUCK | Simplify Treasury Option Inc | -1% | -24.04% | Trim |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -9.9% | -64.38% | Trim |
| 39 | IPKW | Invesco International Buybac | — | NEW | New buy |
| 40 | FNAUSD | Paragon 28 Inc | — | EXIT | Sold out |
| 41 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 42 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | New buy |
| 43 | FOXY | Simplify Currency Strtgy ETF | — | NEW | New buy |
| 44 | XLP | Ss Consumer Staples Sel Sect | — | EXIT | Sold out |
| 45 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 46 | IDHQ | Invesco S&p International De | — | NEW | New buy |
| 47 | UUP | Invesco Db US Dollar Index B | — | EXIT | Sold out |
| 48 | IQLT | Ishares Msci International Q | — | NEW | New buy |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | — | NEW | New buy |
| 50 | KO | Coca-cola Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, Park Edge Advisors, LLC reported a total U.S. public equity portfolio value of $474.9M across 146 disclosed positions in Q3 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, CDX, STIP) accounted for 44.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
IPKW
市值: $11.5M
Top Position Liquidated / Trimmed
FNAUSD
前期市值: $7.8M
During Q3 2025, Park Edge Advisors, LLC's top holdings by market value included LECO (36.4%)、CDX (3.8%)、STIP (2.9%). The largest single position, LECO, represented 36.4% of total portfolio value.
In Q3 2025, Park Edge Advisors, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 30 positions, trimming 8 holdings, and fully liquidating 4 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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