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The Analysis of Park Edge Advisors, LLC's Holdings & P&L

Currently, Park Edge Advisors, LLC holds 141 types of securities in its portfolio with a total value $433.9M. In the most recent quarter, they have increased their positions in BIL (+328.9K shares, valued at $30.1M), EMB (+58.6K shares, valued at $5.5M), AGGA (+172.6K shares, valued at $4.3M); decreased their positions in LECO (-37.3K shares, valued at $9.3M), IPKW (-105.1K shares, valued at $5.9M), BWZ (-168.7K shares, valued at $4.5M); initiated new positions in AGGA (+172.6K shares, valued at $4.3M), OEF (+6.7K shares, valued at $2.1M), XLE (+27.0K shares, valued at $1.7M).

1M P&L

+2.5M+0.60%

3M P&L

-14.8M-3.40%

HY P&L

+27.4M+7.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A181.3M

43.8%

2Tools & Accessories157.2M

37.9%

3Drug Manufacturers - General7.1M

1.7%

Top Industries by Stock Count

1N/A64 stocks

50.0%

2Drug Manufacturers - General5 stocks

3.9%

3Credit Services4 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LECO LINCOLN ELEC HLDGS INC631.1K shares-5.58%2026-03-312026-04-20

BIL SPDR SERIES TRUST405.0K shares432.19%2026-03-312026-04-20

CDX SIMPLIFY EXCHANGE TRADED FUN755.9K shares0.38%2026-03-312026-04-20

STIP ISHARES TR130.7K shares3.80%2026-03-312026-04-20

GLD SPDR GOLD TR26.4K shares-6.84%2026-03-312026-04-20

AGGH SIMPLIFY EXCHANGE TRADED FUN410.0K shares12.56%2026-03-312026-04-20

TUA SIMPLIFY EXCHANGE TRADED FUN380.2K shares-0.19%2026-03-312026-04-20

IPKW INVESCO EXCH TRADED FD TR II102.6K shares-50.61%2026-03-312026-04-20

Sponsored

WTBN WISDOMTREE TR227.5K shares31.62%2026-03-312026-04-20

EMB ISHARES TR60.7K shares2801.91%2026-03-312026-04-20

XOM EXXON MOBIL CORP33.3K shares-11.31%2026-03-312026-04-20

SPHQ INVESCO EXCHANGE TRADED FD T67.0K shares17.80%2026-03-312026-04-20

ISHARES GOLD TR ISHARES GOLD TR55.6K shares-17.45%2026-03-312026-04-20

AGGA EA SERIES TRUST172.6K sharesnew addition2026-03-312026-04-20

JPM JPMORGAN CHASE & CO13.5K shares-1.13%2026-03-312026-04-20

WMT WALMART INC31.4K shares28.44%2026-03-312026-04-20

Sponsored

FOXY SIMPLIFY EXCHANGE TRADED FUN128.4K shares64.96%2026-03-312026-04-20

AAPL APPLE INC14.2K shares21.66%2026-03-312026-04-20

BUCK SIMPLIFY EXCHANGE TRADED FUN140.0K shares-37.87%2026-03-312026-04-20

SHY ISHARES TR37.9K shares-1.52%2026-03-312026-04-20

MTBA SIMPLIFY EXCHANGE TRADED FUN61.4K shares18.33%2026-03-312026-04-20

MSFT MICROSOFT CORP8.1K shares1.78%2026-03-312026-04-20

AMZN AMAZON COM INC14.0K shares0.81%2026-03-312026-04-20

NVDA NVIDIA CORPORATION15.8K shares14.97%2026-03-312026-04-20

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.6K shares36.54%2026-03-312026-04-20

TJX TJX COS INC NEW16.4K shares11.98%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON10.7K shares-0.15%2026-03-312026-04-20

OUSM ALPS ETF TR58.7K shares0.44%2026-03-312026-04-20

BROADCOM INC BROADCOM INC7.9K shares-0.37%2026-03-312026-04-20

ACWX ISHARES TR35.3K shares-29.91%2026-03-312026-04-20

META META PLATFORMS INC4.2K shares7.34%2026-03-312026-04-20

COHERENT CORP COHERENT CORP9.9K shares-14.23%2026-03-312026-04-20

Sponsored

IDV ISHARES TR53.9K shares12.76%2026-03-312026-04-20

XLU SELECT SECTOR SPDR TR49.3K shares-49.32%2026-03-312026-04-20

OEF ISHARES TR6.7K sharesnew addition2026-03-312026-04-20

ABBV ABBVIE INC9.6K shares3.56%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR65.7K shares0.07%2026-03-312026-04-20

MS MORGAN STANLEY12.2K shares217.49%2026-03-312026-04-20

SBAR SIMPLIFY EXCHANGE TRADED FUN81.5K shares25.99%2026-03-312026-04-20

EMR EMERSON ELEC CO14.9K shares0.00%2026-03-312026-04-20

Sponsored

VTI VANGUARD INDEX FDS6.0K shares0.84%2026-03-312026-04-20

HARD SIMPLIFY EXCHANGE TRADED FUN53.5K shares8.17%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS7.5K shares-0.82%2026-03-312026-04-20

SPHD INVESCO EXCH TRADED FD TR II35.8K shares4.28%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE6.2K shares-0.80%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T2.7K shares-42.41%2026-03-312026-04-20

ALPHABET INC ALPHABET INC6.0K shares-23.13%2026-03-312026-04-20

PG PROCTER & GAMBLE CO11.9K shares-2.58%2026-03-312026-04-20

Sponsored

XLE SELECT SECTOR SPDR TR27.0K sharesnew addition2026-03-312026-04-20

GEV GE VERNOVA INC1.9K shares-5.42%2026-03-312026-04-20

NFLX NETFLIX INC.16.9K shares-19.33%2026-03-312026-04-20

RTX RTX CORPORATION8.3K shares3.50%2026-03-312026-04-20

SCHZ SCHWAB STRATEGIC TR68.6K shares-1.37%2026-03-312026-04-20

NOC NORTHROP GRUMMAN CORP2.3K shares0.00%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F28.4K shares43.07%2026-03-312026-04-20

SVOL SIMPLIFY EXCHANGE TRADED FUN97.7K shares2.62%2026-03-312026-04-20

Sponsored

GS GOLDMAN SACHS GROUP INC1.8K shares24.00%2026-03-312026-04-20

YGLD SIMPLIFY EXCHANGE TRADED FUN36.9K shares-1.40%2026-03-312026-04-20

V VISA INC4.7K shares-2.99%2026-03-312026-04-20

ORCL ORACLE CORP8.9K shares-14.90%2026-03-312026-04-20

WFC WELLS FARGO & CO16.3K sharesnew addition2026-03-312026-04-20

BWZ SPDR SERIES TRUST47.4K shares-78.05%2026-03-312026-04-20

FYLD CAMBRIA ETF TR32.5K sharesnew addition2026-03-312026-04-20

STERIS PLC STERIS PLC5.3K shares0.23%2026-03-312026-04-20

Sponsored

COF CAPITAL ONE FINL CORP6.3K shares0.26%2026-03-312026-04-20

NEM NEWMONT CORP10.2K sharesnew addition2026-03-312026-04-20

SPD SIMPLIFY EXCHANGE TRADED FUN29.8K shares2.63%2026-03-312026-04-20

WELL WELLTOWER INC5.5K shares3.87%2026-03-312026-04-20

BSX BOSTON SCIENTIFIC CORP17.0K sharesnew addition2026-03-312026-04-20

PEP PEPSICO INC6.8K shares-4.45%2026-03-312026-04-20

TSLA TESLA INC2.7K shares72.66%2026-03-312026-04-20

PFG PRINCIPAL FINANCIAL GROUP IN10.2K shares0.00%2026-03-312026-04-20

Sponsored

SCHX SCHWAB STRATEGIC TR35.7K shares-7.75%2026-03-312026-04-20

LLY ELI LILLY & CO983 shares-19.49%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC6.1K shares111.87%2026-03-312026-04-20

IBIT ISHARES BITCOIN TRUST ETF23.2K shares-26.58%2026-03-312026-04-20

BMY BRISTOL-MYERS SQUIBB CO14.4K shares-0.13%2026-03-312026-04-20

MA MASTERCARD INCORPORATED1.7K shares-45.59%2026-03-312026-04-20

EFA ISHARES TR8.6K shares-36.90%2026-03-312026-04-20

AXTI AXT INC14.7K shares-69.85%2026-03-312026-04-20

Sponsored

DBB INVESCO DB MULTI-SECTOR COMM34.4K sharesnew addition2026-03-312026-04-20

GDX VANECK ETF TRUST8.5K shares-78.21%2026-03-312026-04-20

ALPS ETF TR ALPS ETF TR12.7K shares-1.47%2026-03-312026-04-20

VO VANGUARD INDEX FDS2.2K shares0.04%2026-03-312026-04-20

PFE PFIZER INC22.4K shares-6.40%2026-03-312026-04-20

HD HOME DEPOT INC1.9K shares-0.52%2026-03-312026-04-20

CRS CARPENTER TECHNOLOGY CORP1.5K shares0.00%2026-03-312026-04-20

CW CURTISS WRIGHT CORP827 shares100.73%2026-03-312026-04-20

Sponsored

ADP AUTOMATIC DATA PROCESSING IN2.7K shares-17.00%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC4.2K shares0.00%2026-03-312026-04-20

TBIL RBB FD INC9.9K shares-72.48%2026-03-312026-04-20

MCO MOODYS CORP1.1K shares-0.45%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC968 shares-23.96%2026-03-312026-04-20

EEM ISHARES TR7.8K shares-35.22%2026-03-312026-04-20

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.3K shares3.26%2026-03-312026-04-20

ABT ABBOTT LABORATORIES4.0K shares-10.01%2026-03-312026-04-20

Sponsored

PFF ISHARES TR13.4K shares0.48%2026-03-312026-04-20

CB CHUBB LTD SWITZ1.2K shares0.00%2026-03-312026-04-20

IVV ISHARES TR606 shares6.88%2026-03-312026-04-20

PUTNAM ETF TRUST PUTNAM ETF TRUST47.2K shares0.72%2026-03-312026-04-20

FPE FIRST TR EXCH TRADED FD III21.9K shares1.13%2026-03-312026-04-20

CSX CSX CORP9.3K shares-4.11%2026-03-312026-04-20

IJT ISHARES TR2.6K shares0.00%2026-03-312026-04-20

DFAE DIMENSIONAL ETF TRUST11.1K shares33.95%2026-03-312026-04-20

Sponsored

IWD ISHARES TR1.7K shares0.00%2026-03-312026-04-20

FNX FIRST TR EXCHANGE-TRADED ALP2.9K shares0.17%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS2.5K shares-15.04%2026-03-312026-04-20

PNC PNC FINL SVCS GROUP INC1.7K shares0.00%2026-03-312026-04-20

NN NEXTNAV INC22.5K shares33.16%2026-03-312026-04-20

T AT&T INC12.0K shares-87.27%2026-03-312026-04-20

VONG VANGUARD SCOTTSDALE FDS3.1K shares1.06%2026-03-312026-04-20

CVX CHEVRON CORPORATION1.6K shares-1.35%2026-03-312026-04-20

Sponsored

DFAI DIMENSIONAL ETF TRUST8.3K sharesnew addition2026-03-312026-04-20

VBR VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-20

TIP ISHARES TR2.8K shares-7.86%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC1.9K shares-82.60%2026-03-312026-04-20

VEU VANGUARD INTL EQUITY INDEX F4.0K sharesnew addition2026-03-312026-04-20

VHT VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR511 shares-93.68%2026-03-312026-04-20

BNDX VANGUARD CHARLOTTE FDS5.8K sharesnew addition2026-03-312026-04-20

Sponsored

AXP AMERICAN EXPRESS CO917 shares34.46%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION270 shares-85.48%2026-03-312026-04-20

SMMD ISHARES TR3.4K sharesnew addition2026-03-312026-04-20

MEDTRONIC PLC MEDTRONIC PLC3.0K shares0.00%2026-03-312026-04-20

NSC NORFOLK SOUTHN CORP900 shares0.00%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS1.1K shares0.26%2026-03-312026-04-20

JVAL J P MORGAN EXCHANGE TRADED F4.8K shares0.00%2026-03-312026-04-20

EMC GLOBAL X FDS7.5K shares-10.49%2026-03-312026-04-20

Sponsored

BTZ BLACKROCK CR ALLOCATION22.4K shares2.90%2026-03-312026-04-20

ZBH ZIMMER BIOMET HOLDINGS INC2.5K shares0.00%2026-03-312026-04-20

SHW SHERWIN WILLIAMS CO692 shares0.00%2026-03-312026-04-20

REIT ALPS ETF TR8.0K shares3.89%2026-03-312026-04-20

ETHE GRAYSCALE ETHEREUM STAKING E12.6K shares0.00%2026-03-312026-04-20

KEY KEYCORP10.4K shares0.00%2026-03-312026-04-20

PAYX PAYCHEX INC2.2K shares0.00%2026-03-312026-04-20

BABA ALIBABA GROUP HLDG LTD1.6K shares9.16%2026-03-312026-04-20

Sponsored

VIRC VIRCO MFG CO29.1K shares60.88%2026-03-312026-04-20

FLUX FLUX PWR HLDGS INC100.0K shares0.86%2026-03-312026-04-20

REAL THE REALREAL INC10.0K shares-1.76%2026-03-312026-04-20

LFST LIFESTANCE HEALTH GROUP INC11.3K shares-4.74%2026-03-312026-04-20

CRON CRONOS GROUP INC10.6K shares-1.70%2026-03-312026-04-20

LECO

LINCOLN ELEC HLDGS INC

-5.58%

Shares631.1K

Event2026-03-31

Filed2026-04-20

BIL

SPDR SERIES TRUST

432.19%

Shares405.0K

Event2026-03-31

Filed2026-04-20

CDX

SIMPLIFY EXCHANGE TRADED FUN

0.38%

Shares755.9K

Event2026-03-31

Filed2026-04-20

STIP

ISHARES TR

3.80%

Shares130.7K

Event2026-03-31

Filed2026-04-20

GLD

SPDR GOLD TR

-6.84%

Shares26.4K

Event2026-03-31

Filed2026-04-20

AGGH

SIMPLIFY EXCHANGE TRADED FUN

12.56%

Shares410.0K

Event2026-03-31

Filed2026-04-20

TUA

SIMPLIFY EXCHANGE TRADED FUN

-0.19%

Shares380.2K

Event2026-03-31

Filed2026-04-20

IPKW

INVESCO EXCH TRADED FD TR II

-50.61%

Shares102.6K

Event2026-03-31

Filed2026-04-20

WTBN

WISDOMTREE TR

31.62%

Shares227.5K

Event2026-03-31

Filed2026-04-20

EMB

ISHARES TR

2801.91%

Shares60.7K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

-11.31%

Shares33.3K

Event2026-03-31

Filed2026-04-20

SPHQ

INVESCO EXCHANGE TRADED FD T

17.80%

Shares67.0K

Event2026-03-31

Filed2026-04-20

ISHARES GOLD TR

-17.45%

Shares55.6K

Event2026-03-31

Filed2026-04-20

AGGA

EA SERIES TRUST

New

Shares172.6K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

-1.13%

Shares13.5K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

28.44%

Shares31.4K

Event2026-03-31

Filed2026-04-20

FOXY

SIMPLIFY EXCHANGE TRADED FUN

64.96%

Shares128.4K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

21.66%

Shares14.2K

Event2026-03-31

Filed2026-04-20

BUCK

SIMPLIFY EXCHANGE TRADED FUN

-37.87%

Shares140.0K

Event2026-03-31

Filed2026-04-20

SHY

ISHARES TR

-1.52%

Shares37.9K

Event2026-03-31

Filed2026-04-20

MTBA

SIMPLIFY EXCHANGE TRADED FUN

18.33%

Shares61.4K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

1.78%

Shares8.1K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

0.81%

Shares14.0K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

14.97%

Shares15.8K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

36.54%

Shares5.6K

Event2026-03-31

Filed2026-04-20

TJX

TJX COS INC NEW

11.98%

Shares16.4K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

-0.15%

Shares10.7K

Event2026-03-31

Filed2026-04-20

OUSM

ALPS ETF TR

0.44%

Shares58.7K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

-0.37%

Shares7.9K

Event2026-03-31

Filed2026-04-20

ACWX

ISHARES TR

-29.91%

Shares35.3K

Event2026-03-31

Filed2026-04-20