The Analysis of Park Edge Advisors, LLC's Holdings

Currently, Park Edge Advisors, LLC holds 150 types of securities in its portfolio with a total value $441.7M. In the most recent quarter, they have increased their positions in BWZ (+216.2K shares, valued at $5.9M), N/A (+6.0K shares, valued at $3.7M), GDX (+38.9K shares, valued at $3.3M); decreased their positions in SHY (-57.4K shares, valued at $4.8M), MTBA (-81.0K shares, valued at $4.1M), N/A (-43.9K shares, valued at $3.1M); initiated new positions in BWZ (+216.2K shares, valued at $5.9M), GDX (+38.9K shares, valued at $3.3M), EWC (+61.6K shares, valued at $3.3M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LECO LINCOLN ELEC HLDGS INC668.5K shares-0.02%2025-12-312026-01-16

CDX SIMPLIFY EXCHANGE TRADED FUN753.1K shares4.74%2025-12-312026-01-16

STIP ISHARES TR125.9K shares2.43%2025-12-312026-01-16

IPKW INVESCO EXCH TRADED FD TR II207.7K shares-4.57%2025-12-312026-01-16

GLD SPDR GOLD TR28.4K shares-9.49%2025-12-312026-01-16

TUA SIMPLIFY EXCHANGE TRADED FUN380.9K shares-1.28%2025-12-312026-01-16

AGGH SIMPLIFY EXCHANGE TRADED FUN364.3K shares0.45%2025-12-312026-01-16

BIL SPDR SERIES TRUST76.1K shares-13.49%2025-12-312026-01-16

Sponsored

BWZ SPDR SERIES TRUST216.2K sharesnew addition2025-12-312026-01-16

ISHARES GOLD TR ISHARES GOLD TR67.3K shares-18.61%2025-12-312026-01-16

BUCK SIMPLIFY EXCHANGE TRADED FUN225.4K shares-17.66%2025-12-312026-01-16

INVESCO QQQ TR INVESCO QQQ TR8.1K shares296.32%2025-12-312026-01-16

XLF SELECT SECTOR SPDR TR83.4K shares110.43%2025-12-312026-01-16

XOM EXXON MOBIL CORP37.6K shares-0.82%2025-12-312026-01-16

WTBN WISDOMTREE TR172.9K shares1.95%2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.13.6K shares-1.24%2025-12-312026-01-16

Sponsored

IWF ISHARES TR9.2K shares248.02%2025-12-312026-01-16

SPHQ INVESCO EXCHANGE TRADED FD T56.9K shares1.82%2025-12-312026-01-16

XLU SELECT SECTOR SPDR TR97.2K shares251.37%2025-12-312026-01-16

XLC SELECT SECTOR SPDR TR34.2K shares77.89%2025-12-312026-01-16

MSFT MICROSOFT CORP7.9K shares-9.71%2025-12-312026-01-16

ACWX ISHARES TR50.4K shares-7.83%2025-12-312026-01-16

GDX VANECK ETF TRUST38.9K sharesnew addition2025-12-312026-01-16

EWC ISHARES INC61.6K sharesnew addition2025-12-312026-01-16

Sponsored

EWU ISHARES TR75.0K sharesnew addition2025-12-312026-01-16

XLY SELECT SECTOR SPDR TR27.3K sharesnew addition2025-12-312026-01-16

AMZN AMAZON COM INC13.9K shares0.57%2025-12-312026-01-16

SHY ISHARES TR38.5K shares-59.82%2025-12-312026-01-16

AAPL APPLE INC11.6K shares-7.55%2025-12-312026-01-16

SPY SPDR S&P 500 ETF TR4.6K shares5.67%2025-12-312026-01-16

BROADCOM INC BROADCOM INC7.9K shares5.01%2025-12-312026-01-16

WMT WALMART INC24.5K shares-25.51%2025-12-312026-01-16

Sponsored

MTBA SIMPLIFY EXCHANGE TRADED FUN51.9K shares-60.97%2025-12-312026-01-16

META META PLATFORMS INC3.9K shares1.92%2025-12-312026-01-16

NVDA NVIDIA CORPORATION13.7K shares8.84%2025-12-312026-01-16

OUSM ALPS ETF TR58.4K shares1.53%2025-12-312026-01-16

ALPHABET INC ALPHABET INC7.9K shares-17.78%2025-12-312026-01-16

T AT&T INC94.0K shares6.11%2025-12-312026-01-16

TJX TJX COS INC NEW14.7K shares-3.32%2025-12-312026-01-16

IBM INTERNATIONAL BUSINESS MACHS7.6K shares-27.36%2025-12-312026-01-16

Sponsored

JNJ JOHNSON & JOHNSON10.7K shares0.00%2025-12-312026-01-16

COHERENT CORP COHERENT CORP11.6K shares0.00%2025-12-312026-01-16

FOXY SIMPLIFY EXCHANGE TRADED FUN77.8K shares-3.27%2025-12-312026-01-16

ABBV ABBVIE INC9.3K shares57.93%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.1K shares-26.38%2025-12-312026-01-16

ORCL ORACLE CORP10.5K shares0.24%2025-12-312026-01-16

VTI VANGUARD INDEX FDS6.0K shares-4.57%2025-12-312026-01-16

EMR EMERSON ELEC CO14.9K shares-0.67%2025-12-312026-01-16

Sponsored

NFLX NETFLIX INC20.9K shares1033.24%2025-12-312026-01-16

GE AEROSPACE GE AEROSPACE6.2K shares-9.32%2025-12-312026-01-16

IDV ISHARES TR47.8K shares-0.84%2025-12-312026-01-16

SCHD SCHWAB STRATEGIC TR65.6K shares7.18%2025-12-312026-01-16

MA MASTERCARD INCORPORATED3.1K shares292.38%2025-12-312026-01-16

TBIL RBB FD INC36.0K shares429.17%2025-12-312026-01-16

PG PROCTER AND GAMBLE CO12.3K shares-0.07%2025-12-312026-01-16

PM PHILIP MORRIS INTL INC10.7K shares11.31%2025-12-312026-01-16

Sponsored

SBAR SIMPLIFY EXCHANGE TRADED FUN64.7K sharesnew addition2025-12-312026-01-16

V VISA INC4.8K shares-13.87%2025-12-312026-01-16

SVOL SIMPLIFY EXCHANGE TRADED FUN95.2K shares5.97%2025-12-312026-01-16

SPHD INVESCO EXCH TRADED FD TR II34.3K shares7.55%2025-12-312026-01-16

SCHZ SCHWAB STRATEGIC TR69.5K shares6.31%2025-12-312026-01-16

COST COSTCO WHSL CORP NEW1.9K shares-3.03%2025-12-312026-01-16

IBIT ISHARES BITCOIN TRUST ETF31.5K shares-53.54%2025-12-312026-01-16

YGLD SIMPLIFY EXCHANGE TRADED FUN37.4K shares-7.67%2025-12-312026-01-16

Sponsored

COF CAPITAL ONE FINL CORP6.3K sharesnew addition2025-12-312026-01-16

RTX RTX CORPORATION8.0K shares174.55%2025-12-312026-01-16

HARD SIMPLIFY EXCHANGE TRADED FUN49.5K shares-3.77%2025-12-312026-01-16

STERIS PLC STERIS PLC5.3K shares0.98%2025-12-312026-01-16

EFA ISHARES TR13.7K shares62.04%2025-12-312026-01-16

LLY ELI LILLY & CO1.2K shares-30.27%2025-12-312026-01-16

GEV GE VERNOVA INC2.0K shares-10.68%2025-12-312026-01-16

NOC NORTHROP GRUMMAN CORP2.3K shares0.00%2025-12-312026-01-16

Sponsored

GS GOLDMAN SACHS GROUP INC1.4K shares-3.46%2025-12-312026-01-16

SPD SIMPLIFY EXCHANGE TRADED FUN29.0K shares-2.32%2025-12-312026-01-16

VWO VANGUARD INTL EQUITY INDEX F19.8K shares9.27%2025-12-312026-01-16

SCHX SCHWAB STRATEGIC TR38.6K shares-0.95%2025-12-312026-01-16

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II14.5K shares-75.15%2025-12-312026-01-16

IEI ISHARES TR8.7K shares7.06%2025-12-312026-01-16

PEP PEPSICO INC7.1K shares0.00%2025-12-312026-01-16

WELL WELLTOWER INC5.2K sharesnew addition2025-12-312026-01-16

Sponsored

MO ALTRIA GROUP INC16.2K sharesnew addition2025-12-312026-01-16

PFG PRINCIPAL FINANCIAL GROUP IN10.2K shares0.00%2025-12-312026-01-16

ADP AUTOMATIC DATA PROCESSING IN3.2K shares0.00%2025-12-312026-01-16

AXTI AXT INC48.8K shares-21.92%2025-12-312026-01-16

BMY BRISTOL-MYERS SQUIBB CO14.4K shares0.00%2025-12-312026-01-16

ALPS ETF TR ALPS ETF TR12.9K shares0.01%2025-12-312026-01-16

ISRG INTUITIVE SURGICAL INC1.3K shares-51.13%2025-12-312026-01-16

TSLA TESLA INC1.6K shares-21.78%2025-12-312026-01-16

Sponsored

IWM ISHARES TR2.9K shares44.31%2025-12-312026-01-16

MS MORGAN STANLEY3.8K shares-1.16%2025-12-312026-01-16

EEM ISHARES TR12.0K shares21.27%2025-12-312026-01-16

HD HOME DEPOT INC1.9K shares-18.72%2025-12-312026-01-16

VO VANGUARD INDEX FDS2.2K shares-3.86%2025-12-312026-01-16

PFE PFIZER INC23.9K shares0.00%2025-12-312026-01-16

UNH UNITEDHEALTH GROUP INC1.7K shares28.53%2025-12-312026-01-16

MCO MOODYS CORP1.1K shares0.00%2025-12-312026-01-16

Sponsored

ABT ABBOTT LABS4.5K shares0.00%2025-12-312026-01-16

DBA INVESCO DB MULTI-SECTOR COMM21.5K shares11.45%2025-12-312026-01-16

PLTR PALANTIR TECHNOLOGIES INC2.9K sharesnew addition2025-12-312026-01-16

RSHO TEMA ETF TRUST10.6K shares-3.16%2025-12-312026-01-16

CRS CARPENTER TECHNOLOGY CORP1.5K shares0.00%2025-12-312026-01-16

MERCK & CO INC MERCK & CO INC4.2K shares-1.18%2025-12-312026-01-16

LINDE PLC LINDE PLC1.0K shares5.01%2025-12-312026-01-16

VYM VANGUARD WHITEHALL FDS2.9K shares0.00%2025-12-312026-01-16

Sponsored

PFF ISHARES TR13.3K shares1.36%2025-12-312026-01-16

FPE FIRST TR EXCH TRADED FD III21.6K shares1.29%2025-12-312026-01-16

PUTNAM ETF TRUST PUTNAM ETF TRUST46.8K sharesnew addition2025-12-312026-01-16

IVV ISHARES TR567 shares-1.56%2025-12-312026-01-16

CB CHUBB LIMITED1.2K shares0.00%2025-12-312026-01-16

VONG VANGUARD SCOTTSDALE FDS3.1K shares-12.58%2025-12-312026-01-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.2K shares-24.03%2025-12-312026-01-16

IWD ISHARES TR1.7K shares0.00%2025-12-312026-01-16

Sponsored

IJT ISHARES TR2.6K shares0.00%2025-12-312026-01-16

PNC PNC FINL SVCS GROUP INC1.7K shares0.00%2025-12-312026-01-16

FNX FIRST TR EXCHANGE-TRADED ALP2.9K shares0.21%2025-12-312026-01-16

CSX CSX CORP9.7K shares-2.01%2025-12-312026-01-16

TIP ISHARES TR3.0K shares0.83%2025-12-312026-01-16

ALPHABET INC ALPHABET INC1.0K shares0.00%2025-12-312026-01-16

VHT VANGUARD WORLD FD1.1K shares0.00%2025-12-312026-01-16

ETHE GRAYSCALE ETHEREUM TRUST ETF12.6K shares0.00%2025-12-312026-01-16

Sponsored

VBR VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-01-16

ARGT GLOBAL X FDS3.2K shares-38.21%2025-12-312026-01-16

MEDTRONIC PLC MEDTRONIC PLC3.0K shares0.00%2025-12-312026-01-16

NN NEXTNAV INC16.9K sharesnew addition2025-12-312026-01-16

DFAE DIMENSIONAL ETF TRUST8.3K sharesnew addition2025-12-312026-01-16

NSC NORFOLK SOUTHN CORP900 shares0.00%2025-12-312026-01-16

EMC GLOBAL X FDS8.3K shares-0.01%2025-12-312026-01-16

BLACKSTONE INC BLACKSTONE INC1.6K shares0.36%2025-12-312026-01-16

Sponsored

AXP AMERICAN EXPRESS CO682 shares-5.67%2025-12-312026-01-16

VIG VANGUARD SPECIALIZED FUNDS1.1K shares-2.83%2025-12-312026-01-16

PAYX PAYCHEX INC2.2K shares0.00%2025-12-312026-01-16

CVX CHEVRON CORP NEW1.6K shares-2.99%2025-12-312026-01-16

FBTC FIDELITY WISE ORIGIN BITCOIN3.2K shares-11.86%2025-12-312026-01-16

EATON CORP PLC EATON CORP PLC766 shares-2.92%2025-12-312026-01-16

BTZ BLACKROCK CR ALLOCATION INCO21.7K shares93.39%2025-12-312026-01-16

JVAL J P MORGAN EXCHANGE TRADED F4.8K shares0.00%2025-12-312026-01-16

Sponsored

CW CURTISS WRIGHT CORP412 shares0.00%2025-12-312026-01-16

SHW SHERWIN WILLIAMS CO692 shares-0.43%2025-12-312026-01-16

ZBH ZIMMER BIOMET HOLDINGS INC2.5K shares-21.82%2025-12-312026-01-16

UNP UNION PAC CORP953 shares-0.73%2025-12-312026-01-16

BABA ALIBABA GROUP HLDG LTD1.5K shares-4.38%2025-12-312026-01-16

KEY KEYCORP10.4K shares0.00%2025-12-312026-01-16

TMUS T-MOBILE US INC1.0K shares-77.17%2025-12-312026-01-16

REIT ALPS ETF TR7.7K sharesnew addition2025-12-312026-01-16

Sponsored

EMB ISHARES TR2.1K sharesnew addition2025-12-312026-01-16

REAL THE REALREAL INC10.2K shares-20.23%2025-12-312026-01-16

FLUX FLUX PWR HLDGS INC99.2K shares-6.06%2025-12-312026-01-16

VIRC VIRCO MFG CO18.1K shares12.93%2025-12-312026-01-16

LFST LIFESTANCE HEALTH GROUP INC11.9K shares14.42%2025-12-312026-01-16

CRON CRONOS GROUP INC10.8K shares-8.27%2025-12-312026-01-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

TLT Put PutISHARES TR34.9K sharesnew addition2025-12-312026-01-16