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CIK: 0001965659
Total reported value
$474.9M
$474.9M
151 檔
44.8%
During the Q4 2025 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 151 reported positions.
Park Edge Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 11 new positions while fully exiting 10 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LECO | Lincoln Electric Holdings | Stock-Industrials | 36.26% | -0.94% | -0.02% | |
| 2 | CDX | Simplify High Yield ETF | ETF-High Yield | 3.80% | -0.29% | +4.74% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.92% | -0.23% | +2.43% | |
| 4 | IPKW | Invesco International Buybac | ETF-Other | 2.61% | +0.99% | -4.57% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 2.54% | -1.15% | -9.49% | |
| 6 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 1.89% | -0.32% | -1.28% | |
| 7 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.71% | -0.14% | +0.45% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.57% | -6.37% | -13.49% | |
| 9 | BWZ | State Street Spdr Bloomberg | ETF-Other | 1.34% | -0.03% | — | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 1.24% | -0.26% | -18.61% | |
| 11 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 1.21% | -0.06% | -17.66% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.12% | — | +296.32% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.03% | — | +110.43% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -0.34% | -0.82% | |
| 15 | WTBN | Wisdomtree Bianco Tr Fund | ETF-Other | 1.00% | -0.09% | +1.95% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.07% | -1.24% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.98% | — | +248.02% | |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.97% | +1.49% | +1.82% | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.94% | +0.01% | +251.37% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.91% | — | +77.89% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | +0.01% | -9.71% | |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.77% | -0.27% | -7.83% | |
| 23 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.76% | -0.07% | — | |
| 24 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.75% | — | — | |
| 25 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.75% | — | — | |
| 26 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.74% | — | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.08% | +0.57% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.72% | -0.07% | -59.82% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.72% | — | -7.55% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.43% | +5.67% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | -0.02% | +5.01% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.20% | -25.51% | |
| 33 | MTBA | Simplify Mbs ETF | ETF-Other | 0.59% | -0.04% | -60.97% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.13% | +1.92% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | +0.06% | +8.84% | |
| 36 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.58% | +0.68% | +1.53% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.21% | -17.78% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.53% | -0.03% | +6.11% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.51% | -0.09% | -3.32% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | -0.28% | -27.36% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | +0.29% | — | |
| 42 | COHR | Coherent CORP | Stock-Tech | 0.48% | +0.29% | — | |
| 43 | FOXY | Simplify Currency Strtgy ETF | ETF-Other | 0.48% | -0.11% | -3.27% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | -0.30% | +57.93% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.30% | -26.38% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.26% | +0.24% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.05% | -4.57% | |
| 48 | EMR | Emerson Electric Co | Stock-Industrials | 0.45% | — | -0.67% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | -0.37% | EXIT | |
| 50 | GE | General Electric | Stock-Industrials | 0.43% | +0.10% | -9.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +296.32% | Add |
| 2 | IWF | Ishares Russell 1000 Growth | +0.7% | +248.02% | Add |
| 3 | XLF | Ss Financial Select Sector | +0.5% | +110.43% | Add |
| 4 | XLC | Ss Comm Select Sector Spdr | +0.4% | +77.89% | Add |
| 5 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.4% | +251.37% | Add |
| 6 | TBIL | F/m US Treasury 3 Month Bill | +0.3% | +429.17% | Add |
| 7 | MA | Mastercard Inc - A | +0.3% | +292.38% | Add |
| 8 | RTX | Rtx CORP | +0.2% | +174.55% | Add |
| 9 | COHR | Coherent CORP | +0.2% | — | Unchanged |
| 10 | ABBV | Abbvie Inc | +0.2% | +57.93% | Add |
| 11 | EFA | Ishares Msci Eafe ETF | +0.1% | +62.04% | Add |
| 12 | AXTI | Axt Inc | +0.1% | -21.92% | Trim |
| 13 | CDX | Simplify High Yield ETF | — | +4.74% | Add |
| 14 | HD | Home Depot Inc | -0.1% | -18.72% | Trim |
| 15 | ISRG | Intuitive Surgical Inc | -0.1% | -51.13% | Trim |
| 16 | IAU | Ishares Gold Trust | -0.2% | -18.61% | Trim |
| 17 | LECO | Lincoln Electric Holdings | -0.2% | -0.02% | Trim |
| 18 | WMT | Walmart Inc | -0.2% | -25.51% | Trim |
| 19 | IBM | Intl Business Machines CORP | -0.2% | -27.36% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -26.38% | Trim |
| 21 | MSFT | Microsoft CORP | -0.2% | -9.71% | Trim |
| 22 | TMUS | T-mobile US Inc | -0.2% | -77.17% | Trim |
| 23 | ORCL | Oracle CORP | -0.2% | +0.24% | Add |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | -13.49% | Trim |
| 25 | BUCK | Simplify Treasury Option Inc | -0.3% | -17.66% | Trim |
| 26 | IBIT | Ishares Bitcoin Trust ETF | -0.7% | -53.54% | Trim |
| 27 | SPLV | Invesco S&p 500 Low Volatili | -0.8% | -75.15% | Trim |
| 28 | MTBA | Simplify Mbs ETF | -1% | -60.97% | Trim |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | -1.1% | -59.82% | Trim |
| 30 | BWZ | State Street Spdr Bloomberg | — | NEW | New buy |
| 31 | VEU | Vanguard Ftse All-world Ex-u | — | EXIT | Sold out |
| 32 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 33 | EWC | Ishares Msci Canada ETF | — | NEW | New buy |
| 34 | EWU | Ishares Msci United Kingdom | — | NEW | New buy |
| 35 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 36 | BUXX | Strive Enhanced Income Short | — | EXIT | Sold out |
| 37 | PKW | Invesco Buyback Achievers Et | — | EXIT | Sold out |
| 38 | IDHQ | Invesco S&p International De | — | EXIT | Sold out |
| 39 | SBAR | Simplify Barrier Income ETF | — | NEW | New buy |
| 40 | JEPI | Jpmorgan Equity Premium Inco | — | EXIT | Sold out |
| 41 | COF | Capital One Financial CORP | — | NEW | New buy |
| 42 | IQLT | Ishares Msci International Q | — | EXIT | Sold out |
| 43 | PGR | Progressive CORP | — | EXIT | Sold out |
| 44 | WELL | Welltower Inc | — | NEW | New buy |
| 45 | MO | Altria Group Inc | — | NEW | New buy |
| 46 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 47 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 48 | FTOH | Fr Ohio Muni Inc ETF | — | NEW | New buy |
| 49 | TRI4EUR | Thomson Reuters CORP | — | EXIT | Sold out |
| 50 | UVIX | 2x Long Vix Futures ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Park Edge Advisors, LLC reported a total U.S. public equity portfolio value of $474.9M across 151 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including LECO, CDX, STIP) accounted for 44.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
BWZ
市值: $5.9M
Top Position Liquidated / Trimmed
VEU
前期市值: $4.3M
During Q4 2025, Park Edge Advisors, LLC's top holdings by market value included LECO (36.3%)、CDX (3.8%)、STIP (2.9%). The largest single position, LECO, represented 36.3% of total portfolio value.
In Q4 2025, Park Edge Advisors, LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 12 positions, trimming 16 holdings, and fully liquidating 10 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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