Park Edge Advisors, LLC Top Holdings and 13F Report (2024) About Park Edge Advisors, LLCInvestment ActivityPark Edge Advisors, LLC has $359.15 million in total holdings as of September 30, 2024.Park Edge Advisors, LLC owns shares of 137 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 17.63% of the portfolio was purchased this quarter.About 14.56% of the portfolio was sold this quarter.This quarter, Park Edge Advisors, LLC has purchased 140 new stocks and bought additional shares in 46 stocks.Park Edge Advisors, LLC sold shares of 56 stocks and completely divested from 18 stocks this quarter.Largest Holdings Lincoln Electric $126,905,363SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $42,341,834Simplify High Yield PLUS Credit Hedge ETF $9,813,755Simplify Treasury Option Income ETF $8,845,880SPDR Gold Shares $8,482,409 Largest New Holdings this Quarter 82889N657 - Simplify Short Term Treasury Futures Strategy ETF $5,357,780 Holding464285204 - iShares Gold Trust $3,851,798 Holding81369Y308 - Consumer Staples Select Sector SPDR Fund $2,196,433 Holding81369Y209 - Health Care Select Sector SPDR Fund $2,048,374 Holding46141D203 - Invesco DB US Dollar Index Bullish Fund $1,650,040 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 369,757 shares (about $33.92M)Simplify Short Term Treasury Futures Strategy ETF 243,868 shares (about $5.36M)iShares Gold Trust 65,329 shares (about $3.85M)Consumer Staples Select Sector SPDR Fund 26,894 shares (about $2.20M)Health Care Select Sector SPDR Fund 14,029 shares (about $2.05M) Largest Sales this Quarter Invesco S&P 500 Quality ETF 88,698 shares (about $5.88M)SIMPLIFY EXCHANGE TRADED FUN 61,549 shares (about $3.09M)Invesco DB Agriculture Fund 102,473 shares (about $2.70M)Simplify Aggregate Bond PLUS Credit Hedge ETF 108,644 shares (about $2.30M)Financial Select Sector SPDR Fund 45,052 shares (about $2.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPark Edge Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLECOLincoln Electric$126,905,3630.0%670,88935.3%IndustrialsBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$42,341,834$33,917,809 ▲402.6%461,59211.8%ETFCDXSimplify High Yield PLUS Credit Hedge ETF$9,813,755$432,901 ▲4.6%427,8012.7%ETFBUCKSimplify Treasury Option Income ETF$8,845,880$2,025,537 ▼-18.6%358,4232.5%ETFGLDSPDR Gold Shares$8,482,409$981,676 ▼-10.4%29,4392.4%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$8,164,611$338,036 ▲4.3%78,9082.3%ETFFNAParagon 28$7,821,2420.0%598,8702.2%MedicalTUASimplify Short Term Treasury Futures Strategy ETF$5,357,780$5,357,780 ▲New Holding243,8681.5%ETFIAUiShares Gold Trust$3,851,798$3,851,798 ▲New Holding65,3291.1%FinanceSIMPLIFY EXCHANGE TRADED FUN$3,842,509$3,086,051 ▼-44.5%76,6361.1%MBS ETFXOMExxon Mobil$3,798,599$127,254 ▲3.5%31,9401.1%EnergyWISDOMTREE TR$3,517,501$309,374 ▲9.6%139,3021.0%BIANCO TOTL RETUSPHDInvesco S&P 500 High Dividend Low Volatility ETF$3,480,939$31,143 ▼-0.9%69,3001.0%ETFEA SERIES TRUST$3,441,083$47,119 ▼-1.4%169,4281.0%STRIVE ENHANCEDSPHQInvesco S&P 500 Quality ETF$3,365,495$5,884,226 ▼-63.6%50,7310.9%ETFXLUUtilities Select Sector SPDR Fund$3,165,354$398,035 ▲14.4%40,1440.9%ETFSPLVInvesco S&P 500 Low Volatility ETF$3,061,428$556,365 ▼-15.4%40,9720.9%ETFJPMJPMorgan Chase & Co.$2,997,412$43,910 ▲1.5%12,2190.8%FinanceAGGHSimplify Aggregate Bond PLUS Credit Hedge ETF$2,952,625$2,297,821 ▼-43.8%139,6040.8%ETFMSFTMicrosoft$2,799,805$106,616 ▼-3.7%7,4580.8%Computer and TechnologyMETAMeta Platforms$2,613,928$362,549 ▲16.1%4,5350.7%Computer and TechnologyAAPLApple$2,589,600$82,410 ▲3.3%11,6580.7%Computer and TechnologyWMTWalmart$2,395,189$132,213 ▲5.8%27,2830.7%Retail/WholesaleAMZNAmazon.com$2,265,236$7,040 ▼-0.3%11,9060.6%Retail/WholesalePGProcter & Gamble$2,254,778$896,219 ▼-28.4%13,2310.6%Consumer StaplesBRK.BBerkshire Hathaway$2,212,870$118,765 ▼-5.1%4,1550.6%FinanceXLPConsumer Staples Select Sector SPDR Fund$2,196,433$2,196,433 ▲New Holding26,8940.6%ETFCOSTCostco Wholesale$2,051,397$124,843 ▲6.5%2,1690.6%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$2,048,374$2,048,374 ▲New Holding14,0290.6%ETFOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$2,041,506$774,431 ▼-27.5%48,5840.6%ETFJNJJohnson & Johnson$1,780,045$3,648 ▼-0.2%10,7340.5%MedicalVTIVanguard Total Stock Market ETF$1,748,380$31,059 ▲1.8%6,3610.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,704,531$422,824 ▼-19.9%20,6040.5%ManufacturingEMREmerson Electric$1,668,173$15,350 ▼-0.9%15,2150.5%IndustrialsNFLXNetflix$1,661,768$217,279 ▼-11.6%1,7820.5%Consumer DiscretionaryUUPInvesco DB US Dollar Index Bullish Fund$1,650,040$1,650,040 ▲New Holding57,8150.5%FinanceTJXTJX Companies$1,648,563$185,989 ▲12.7%13,5350.5%Retail/WholesaleISHARES BITCOIN TRUST ETF$1,641,112$2,067,411 ▼-55.7%35,0590.5%SHS BEN INTNVDANVIDIA$1,639,796$40,859 ▲2.6%15,1300.5%Computer and TechnologyIBMInternational Business Machines$1,635,437$425,706 ▲35.2%6,5770.5%Computer and TechnologyIDViShares International Select Dividend ETF$1,540,763$98,613 ▲6.8%49,6700.4%ETFSPDSimplify US Equity PLUS Downside Convexity ETF$1,534,769$1,534,769 ▲New Holding49,6180.4%ETFSCHDSchwab US Dividend Equity ETF$1,520,381$1,520,381 ▲New Holding54,3770.4%ETFXLCCommunication Services Select Sector SPDR Fund$1,492,178$1,087,281 ▼-42.2%15,4710.4%ETFJEPIJPMorgan Equity Premium Income ETF$1,454,899$136,450 ▲10.3%25,4620.4%ETFLLYEli Lilly and Company$1,451,155$303,115 ▼-17.3%1,7570.4%MedicalHARDSimplify Commodities Strategy No K-1 ETF$1,379,322$367,248 ▼-21.0%44,3940.4%ManufacturingTMUST-Mobile US$1,278,546$434,450 ▲51.5%4,7940.4%Computer and TechnologySVOLSimplify Volatility Premium ETF$1,263,801$159,457 ▲14.4%69,5160.4%ETFAVGOBroadcom$1,236,638$241,769 ▼-16.4%7,3860.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,204,102$46,419 ▲4.0%2,1530.3%FinanceISRGIntuitive Surgical$1,162,894$610,173 ▲110.4%2,3480.3%MedicalNOCNorthrop Grumman$1,152,0230.0%2,2500.3%AerospaceSIMPLIFY EXCHANGE TRADED FUN$1,127,477$1,127,477 ▲New Holding38,8800.3%GOLD STRATEGY PLGOOGAlphabet$1,115,841$26,404 ▲2.4%7,1420.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,109,630$1,385,864 ▼-55.5%3,0730.3%ETFPGRProgressive$1,107,701$109,808 ▼-9.0%3,9140.3%FinanceSCHZSchwab U.S. Aggregate Bond ETF$1,099,892$81,685 ▲8.0%47,4910.3%ETFPEPPepsiCo$1,098,885$150 ▲0.0%7,3290.3%Consumer StaplesSTESTERIS$1,067,295$10,653 ▲1.0%4,7090.3%MedicalOUSAALPS O'Shares U.S. Quality Dividend ETF$1,065,569$162,693 ▼-13.2%20,0220.3%ETFORCLOracle$1,051,347$94,649 ▲9.9%7,5200.3%Computer and TechnologyTAT&T$999,670$999,670 ▲New Holding35,3490.3%Computer and TechnologyGEGeneral Electric$997,147$497,773 ▼-33.3%4,9820.3%TransportationADPAutomatic Data Processing$988,6950.0%3,2360.3%Business ServicesSCHXSchwab US Large-Cap ETF$981,898$58,159 ▼-5.6%44,4700.3%ETFAXPAmerican Express$961,706$665,175 ▲224.3%3,5740.3%FinanceGSThe Goldman Sachs Group$951,091$280,793 ▲41.9%1,7410.3%FinanceXLFFinancial Select Sector SPDR Fund$929,405$2,244,041 ▼-70.7%18,6590.3%ETFVVisa$929,122$41,006 ▲4.6%2,6510.3%Business ServicesBMYBristol-Myers Squibb$901,2490.0%14,7770.3%MedicalPFGPrincipal Financial Group$863,6110.0%10,2360.2%FinanceHDHome Depot$861,708$50,214 ▼-5.5%2,3510.2%Retail/WholesaleTBILUS Treasury 3 Month Bill ETF$824,615$824,615 ▲New Holding16,4890.2%ETFABBVAbbVie$790,250$31,426 ▼-3.8%3,7720.2%MedicalVWOVanguard FTSE Emerging Markets ETF$783,168$68,794 ▼-8.1%17,3040.2%ETFETNEaton$698,059$56,812 ▲8.9%2,5680.2%IndustrialsPKWInvesco BuyBack Achievers ETF$682,525$2,117,878 ▼-75.6%6,0580.2%ETFGE VERNOVA INC$655,131$231,402 ▲54.6%2,1460.2%COMPFEPfizer$636,893$7,577 ▼-1.2%25,1340.2%MedicalPFFiShares Preferred and Income Securities ETF$631,776$120,492 ▲23.6%20,5590.2%ETFVOVanguard Mid-Cap ETF$621,831$15,520 ▼-2.4%2,4040.2%ETFABTAbbott Laboratories$595,449$25,999 ▼-4.2%4,4890.2%MedicalCOHRCoherent$581,862$779 ▲0.1%8,9600.2%Business ServicesMCOMoody's$554,1890.0%1,1900.2%FinanceUNHUnitedHealth Group$532,256$95,345 ▲21.8%1,0160.1%MedicalEFAiShares MSCI EAFE ETF$485,304$168,034 ▼-25.7%5,9380.1%FinanceMSMorgan Stanley$480,302$186,194 ▲63.3%4,1170.1%FinanceARGTGlobal X MSCI Argentina ETF$456,512$456,512 ▲New Holding5,6520.1%ETFVONGVanguard Russell 1000 Growth ETF$453,001$143,917 ▼-24.1%4,8820.1%ETFTRIThomson Reuters$426,2480.0%2,4670.1%Business ServicesREITALPS Active REIT ETF$403,712$21,785 ▲5.7%14,7880.1%ETFTSLATesla$399,366$231,948 ▲138.5%1,5410.1%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$382,203$42,717 ▲12.6%6800.1%ETFMRKMerck & Co., Inc.$379,505$6,104 ▼-1.6%4,2280.1%MedicalVYMVanguard High Dividend Yield ETF$377,2080.0%2,9250.1%ETFIWDiShares Russell 1000 Value ETF$370,487$2,040,030 ▼-84.6%1,9690.1%ETFCBChubb$369,6360.0%1,2240.1%FinanceFPEFirst Trust Preferred Securities and Income ETF$367,202$4,169 ▲1.1%20,8760.1%ETFDBAInvesco DB Agriculture Fund$367,022$2,699,142 ▼-88.0%13,9340.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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