Park Edge Advisors, LLC Top Holdings and 13F Report (2024) About Park Edge Advisors, LLCInvestment ActivityPark Edge Advisors, LLC has $343.79 million in total holdings as of September 30, 2024.Park Edge Advisors, LLC owns shares of 140 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 8.56% of the portfolio was purchased this quarter.About 9.61% of the portfolio was sold this quarter.This quarter, Park Edge Advisors, LLC has purchased 139 new stocks and bought additional shares in 59 stocks.Park Edge Advisors, LLC sold shares of 41 stocks and completely divested from 10 stocks this quarter.Largest Holdings Lincoln Electric $125,771,561Simplify Treasury Option Income ETF $10,809,747Invesco S&P 500 Quality ETF $9,345,908Simplify High Yield PLUS Credit Hedge ETF $8,918,763SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $8,396,474 Largest New Holdings this Quarter SPDR S&P Global Natural Resources ETF $2,589,411 HoldingThe Goldman Sachs Group $702,605 HoldingT-Mobile US $698,584 HoldingIntuitive Surgical $582,507 HoldingS&P Global $548,829 Holding Largest Purchases this Quarter SPDR S&P Global Natural Resources ETF 52,038 shares (about $2.59M)Invesco S&P 500 High Dividend Low Volatility ETF 43,809 shares (about $2.12M)iShares Russell 1000 Value ETF 10,842 shares (about $2.01M)Invesco S&P 500 Quality ETF 28,294 shares (about $1.90M)Simplify Aggregate Bond PLUS Credit Hedge ETF 87,150 shares (about $1.80M) Largest Sales this Quarter iShares 0-5 Year TIPS Bond ETF 39,275 shares (about $3.95M)SIMPLIFY EXCHANGE TRADED FUN 58,614 shares (about $2.91M)Invesco International BuyBack Achievers ETF 67,898 shares (about $2.70M)SPDR Gold Shares 10,411 shares (about $2.52M)iShares MSCI India ETF 38,442 shares (about $2.02M) 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$125,771,5610.0%670,88936.6%Industrial ProductsBUCKSimplify Treasury Option Income ETF$10,809,747$166,160 ▼-1.5%440,4953.1%ETFSPHQInvesco S&P 500 Quality ETF$9,345,908$1,896,543 ▲25.5%139,4292.7%ETFCDXSimplify High Yield PLUS Credit Hedge ETF$8,918,763$299,168 ▼-3.2%408,9302.6%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$8,396,474$1,509,509 ▼-15.2%91,8352.4%ETFGLDSPDR Gold Shares$7,952,881$2,520,777 ▼-24.1%32,8462.3%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$7,609,485$3,951,065 ▼-34.2%75,6412.2%ETFSIMPLIFY EXCHANGE TRADED FUN$6,866,394$2,912,522 ▼-29.8%138,1852.0%MBS ETFFNAParagon 28$6,186,3270.0%598,8701.8%MedicalAGGHSimplify Aggregate Bond PLUS Credit Hedge ETF$5,121,356$1,797,904 ▲54.1%248,2481.5%ETFISHARES BITCOIN TRUST ETF$4,202,886$108,381 ▲2.6%79,2251.2%SHS BEN INTEA SERIES TRUST$3,483,049$142,305 ▼-3.9%171,7481.0%STRIVE ENHANCEDSPLVInvesco S&P 500 Low Volatility ETF$3,389,260$1,044,470 ▲44.5%48,4181.0%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$3,377,835$2,116,413 ▲167.8%69,9201.0%ETFXOMExxon Mobil$3,320,638$94,983 ▼-2.8%30,8701.0%Oils/EnergyDRLLStrive U.S. Energy ETF$3,319,523$1,254,802 ▲60.8%121,7281.0%ETFMSFTMicrosoft$3,263,202$134,878 ▲4.3%7,7420.9%Computer and TechnologyWISDOMTREE TR$3,152,873$1,589,390 ▲101.7%127,0500.9%BIANCO TOTL RETUPGProcter & Gamble$3,099,780$534,121 ▲20.8%18,4900.9%Consumer StaplesDBAInvesco DB Agriculture Fund$3,095,262$17,496 ▲0.6%116,4070.9%FinanceOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$2,929,863$240,854 ▲9.0%67,0140.9%ETFJPMJPMorgan Chase & Co.$2,886,190$83,421 ▲3.0%12,0400.8%FinancePKWInvesco BuyBack Achievers ETF$2,861,671$181,330 ▼-6.0%24,8560.8%ETFAAPLApple$2,826,519$345,583 ▲13.9%11,2870.8%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$2,775,319$1,317,985 ▼-32.2%6,9110.8%ETFXLUUtilities Select Sector SPDR Fund$2,656,416$306,317 ▲13.0%35,0960.8%ETFAMZNAmazon.com$2,620,175$81,394 ▲3.2%11,9430.8%Retail/WholesaleGNRSPDR S&P Global Natural Resources ETF$2,589,411$2,589,411 ▲New Holding52,0380.8%ETFXLCCommunication Services Select Sector SPDR Fund$2,589,087$525,872 ▲25.5%26,7440.8%ETFRSHOTema American Reshoring ETF$2,565,606$1,106,691 ▲75.9%68,7830.7%ETFXLFFinancial Select Sector SPDR Fund$2,442,653$1,095,017 ▲81.3%63,7110.7%ETFIWDiShares Russell 1000 Value ETF$2,371,700$2,007,179 ▲550.6%12,8110.7%ETFWMTWalmart$2,328,957$504,787 ▲27.7%25,7770.7%Retail/WholesaleMETAMeta Platforms$2,287,064$227,184 ▲11.0%3,9060.7%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,282,095$81,472 ▲3.7%25,6300.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,108,151$42,876 ▼-2.0%25,7150.6%ManufacturingAVGOBroadcom$2,047,147$121,716 ▲6.3%8,8300.6%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$2,033,564$218,274 ▲12.0%17,5990.6%ETFBRK.BBerkshire Hathaway$1,984,460$354,918 ▲21.8%4,3780.6%FinanceNVDANVIDIA$1,981,189$194,050 ▲10.9%14,7530.6%Computer and TechnologyEMREmerson Electric$1,902,945$18,589 ▼-1.0%15,3550.6%Industrial ProductsCOSTCostco Wholesale$1,866,442$591,910 ▲46.4%2,0370.5%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,810,841$14,781 ▲0.8%6,2480.5%ETFNFLXNetflix$1,796,010$24,066 ▲1.4%2,0150.5%Consumer DiscretionaryLLYEli Lilly and Company$1,639,749$118,890 ▼-6.8%2,1240.5%MedicalJNJJohnson & Johnson$1,555,5890.0%10,7560.5%MedicalHARDSimplify Commodities Strategy No K-1 ETF$1,520,589$15,067 ▼-1.0%56,2140.4%ManufacturingTJXTJX Companies$1,450,686$44,820 ▲3.2%12,0080.4%Retail/WholesaleGOOGAlphabet$1,327,936$127,595 ▲10.6%6,9730.4%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,327,447$152,915 ▲13.0%23,0740.4%ETFIDViShares International Select Dividend ETF$1,272,924$142,294 ▲12.6%46,4910.4%ETFSVOLSimplify Volatility Premium ETF$1,262,889$207,401 ▲19.6%60,7450.4%ETFGEGeneral Electric$1,245,755$62,213 ▼-4.8%7,4690.4%TransportationOUSAALPS O'Shares U.S. Quality Dividend ETF$1,225,966$49,083 ▼-3.8%23,0790.4%ETFSPYSPDR S&P 500 ETF Trust$1,213,110$34,577 ▼-2.8%2,0700.4%FinanceORCLOracle$1,140,386$309,469 ▲37.2%6,8430.3%Computer and TechnologyPEPPepsiCo$1,114,2520.0%7,3280.3%Consumer StaplesSCHXSchwab US Large-Cap ETF$1,091,871$721,408 ▲194.7%47,1040.3%ETFIBMInternational Business Machines$1,069,473$552,213 ▲106.8%4,8650.3%Computer and TechnologyNOCNorthrop Grumman$1,055,9030.0%2,2500.3%AerospacePGRProgressive$1,030,802$125,556 ▼-10.9%4,3020.3%FinanceSCHZSchwab U.S. Aggregate Bond ETF$997,983$825,917 ▲480.0%43,9640.3%ETFHDHome Depot$967,8780.0%2,4880.3%Retail/WholesaleSTESTERIS$958,321$10,484 ▲1.1%4,6620.3%MedicalQQQInvesco QQQ$955,182$622,300 ▼-39.4%1,8680.3%FinanceADPAutomatic Data Processing$947,274$32,200 ▼-3.3%3,2360.3%Business ServicesPFIXSimplify Interest Rate Hedge ETF$880,882$188,895 ▲27.3%16,8300.3%ETFCOHRCoherent$847,6440.0%8,9480.2%Business ServicesBMYBristol-Myers Squibb$835,7870.0%14,7770.2%MedicalVWOVanguard FTSE Emerging Markets ETF$829,007$5,637 ▲0.7%18,8240.2%ETFVVisa$800,806$277,153 ▼-25.7%2,5340.2%Business ServicesPFGPrincipal Financial Group$792,369$50,704 ▼-6.0%10,2360.2%FinanceETNEaton$782,881$537,297 ▼-40.7%2,3590.2%Industrial ProductsLINDE PLC$738,115$511,196 ▼-40.9%1,7630.2%SHSGSThe Goldman Sachs Group$702,605$702,605 ▲New Holding1,2270.2%FinanceTMUST-Mobile US$698,584$698,584 ▲New Holding3,1650.2%Computer and TechnologyABBVAbbVie$696,858$178 ▲0.0%3,9220.2%MedicalEMCEMC$683,405$13,526 ▼-1.9%26,2220.2%PFEPfizer$674,748$21,357 ▼-3.1%25,4330.2%MedicalVONGVanguard Russell 1000 Growth ETF$664,529$15,082 ▼-2.2%6,4330.2%ETFVOVanguard Mid-Cap ETF$650,880$264 ▲0.0%2,4640.2%ETFSPMOInvesco S&P 500 Momentum ETF$613,670$1,587,143 ▼-72.1%6,4590.2%ETFEFAiShares MSCI EAFE ETF$604,393$120,516 ▲24.9%7,9940.2%FinanceISRGIntuitive Surgical$582,507$582,507 ▲New Holding1,1160.2%MedicalMCOMoody's$563,3240.0%1,1900.2%FinanceSPGIS&P Global$548,829$548,829 ▲New Holding1,1020.2%Business ServicesABTAbbott Laboratories$529,9710.0%4,6850.2%MedicalPFFiShares Preferred and Income Securities ETF$523,097$84,982 ▲19.4%16,6380.2%ETFIPKWInvesco International BuyBack Achievers ETF$517,302$2,696,229 ▼-83.9%13,0270.2%ManufacturingXLIIndustrial Select Sector SPDR Fund$513,205$16,734 ▼-3.2%3,8950.1%ETFGE VERNOVA INC$456,555$154,926 ▼-25.3%1,3880.1%COMINDAiShares MSCI India ETF$428,753$2,023,588 ▼-82.5%8,1450.1%ETFMRKMerck & Co., Inc.$427,3660.0%4,2960.1%MedicalVOOVanguard S&P 500 ETF$423,505$135,241 ▲46.9%7860.1%ETFUNHUnitedHealth Group$421,979$55,657 ▼-11.7%8340.1%MedicalTRIThomson Reuters$395,6570.0%2,4670.1%Business ServicesREITALPS Active REIT ETF$381,367$381,367 ▲New Holding13,9900.1%ETFVYMVanguard High Dividend Yield ETF$373,201$119,680 ▲47.2%2,9250.1%ETFFPEFirst Trust Preferred Securities and Income ETF$365,315$40,622 ▲12.5%20,6390.1%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$357,369$926 ▲0.3%3,0880.1%ManufacturingShowing 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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