The Analysis of Park Edge Advisors, LLC's Holdings
Currently, Park Edge Advisors, LLC holds 146 types of securities in its portfolio with a total value $433.0M. In the most recent quarter, they have increased their positions in AGGH (+177.0K shares, valued at $3.7M), IPKW (+65.6K shares, valued at $3.5M), TUA (+146.8K shares, valued at $3.2M); decreased their positions in BIL (-158.9K shares, valued at $14.6M), BUCK (-86.6K shares, valued at $2.1M), AVGO (-3.3K shares, valued at $1.1M); initiated new positions in FOXY (+80.4K shares, valued at $2.2M), KO (+13.8K shares, valued at $913.9K), DUK (+4.2K shares, valued at $513.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LECO LINCOLN ELEC HLDGS INC668.6K shares-0.34%2025-09-302025-10-09
CDX SIMPLIFY EXCHANGE TRADED FUN719.0K shares17.30%2025-09-302025-10-09 STIP ISHARES TR122.9K shares31.41%2025-09-302025-10-09 IPKW INVESCO EXCH TRADED FD TR II217.6K shares43.13%2025-09-302025-10-09 GLD SPDR GOLD TR31.3K shares8.05%2025-09-302025-10-09 TUA SIMPLIFY EXCHANGE TRADED FUN385.8K shares61.39%2025-09-302025-10-09 BIL SPDR SERIES TRUST88.0K shares-64.38%2025-09-302025-10-09 SHY ISHARES TR95.9K shares-0.40%2025-09-302025-10-09 AGGH SIMPLIFY EXCHANGE TRADED FUN362.6K shares95.32%2025-09-302025-10-09 MTBA SIMPLIFY EXCHANGE TRADED FUN132.9K shares38.70%2025-09-302025-10-09 BUCK SIMPLIFY EXCHANGE TRADED FUN273.7K shares-24.04%2025-09-302025-10-09 IAU ISHARES GOLD TR82.7K shares48.62%2025-09-302025-10-09 MSFT MICROSOFT CORP8.8K shares11.33%2025-09-302025-10-09 IBIT ISHARES BITCOIN TRUST ETF67.9K shares9.44%2025-09-302025-10-09 WTBN WISDOMTREE TR169.6K shares8.39%2025-09-302025-10-09 JPM JPMORGAN CHASE & CO.13.8K shares5.19%2025-09-302025-10-09 SPLV INVESCO EXCH TRADED FD TR II58.5K shares-5.03%2025-09-302025-10-09 VEU VANGUARD INTL EQUITY INDEX F60.0K shares-1.11%2025-09-302025-10-09 XOM EXXON MOBIL CORP37.9K shares18.36%2025-09-302025-10-09 SPHQ INVESCO EXCHANGE TRADED FD T55.9K shares24.99%2025-09-302025-10-09 ACWX ISHARES TR54.7K shares-1.34%2025-09-302025-10-09 WMT WALMART INC32.9K shares9.76%2025-09-302025-10-09 AAPL APPLE INC12.6K shares1.80%2025-09-302025-10-09 AMZN AMAZON COM INC13.8K shares6.01%2025-09-302025-10-09 IBM INTERNATIONAL BUSINESS MACHS10.4K shares12.00%2025-09-302025-10-09 ORCL ORACLE CORP10.5K shares12.36%2025-09-302025-10-09 SPY SPDR S&P 500 ETF TR4.4K shares4.99%2025-09-302025-10-09 META META PLATFORMS INC3.8K shares-12.31%2025-09-302025-10-09 BRK.B BERKSHIRE HATHAWAY INC DEL5.5K shares21.67%2025-09-302025-10-09 BUXX EA SERIES TRUST127.7K shares-20.27%2025-09-302025-10-09 OUSM ALPS ETF TR57.6K shares27.41%2025-09-302025-10-09 T AT&T INC88.6K shares94.55%2025-09-302025-10-09 AVGO BROADCOM INC7.5K shares-30.22%2025-09-302025-10-09 XLU SELECT SECTOR SPDR TR27.7K shares51.76%2025-09-302025-10-09 NVDA NVIDIA CORPORATION12.6K shares-7.89%2025-09-302025-10-09 GOOG ALPHABET INC9.5K shares11.29%2025-09-302025-10-09 XLC SELECT SECTOR SPDR TR19.2K shares0.03%2025-09-302025-10-09 FOXY SIMPLIFY EXCHANGE TRADED FUN80.4K sharesnew addition2025-09-302025-10-09 NFLX NETFLIX INC1.8K shares-7.71%2025-09-302025-10-09 TJX TJX COS INC NEW15.2K shares52.29%2025-09-302025-10-09 PKW INVESCO EXCHANGE TRADED FD T16.2K shares-1.48%2025-09-302025-10-09 XLF SELECT SECTOR SPDR TR39.6K shares1.25%2025-09-302025-10-09 GE GE AEROSPACE6.9K shares4.40%2025-09-302025-10-09 VTI VANGUARD INDEX FDS6.3K shares0.11%2025-09-302025-10-09 IDHQ INVESCO EXCH TRADED FD TR II59.7K shares-1.34%2025-09-302025-10-09 JNJ JOHNSON & JOHNSON10.7K shares0.06%2025-09-302025-10-09 EMR EMERSON ELEC CO15.0K shares-1.35%2025-09-302025-10-09 V VISA INC5.6K shares23.14%2025-09-302025-10-09 PG PROCTER AND GAMBLE CO12.3K shares-4.70%2025-09-302025-10-09 COST COSTCO WHSL CORP NEW1.9K shares-20.59%2025-09-302025-10-09 IDV ISHARES TR48.2K shares4.46%2025-09-302025-10-09 SCHD SCHWAB STRATEGIC TR61.2K shares7.84%2025-09-302025-10-09 YGLD SIMPLIFY EXCHANGE TRADED FUN40.5K shares6.45%2025-09-302025-10-09 JEPI J P MORGAN EXCHANGE TRADED F28.4K shares6.01%2025-09-302025-10-09 SVOL SIMPLIFY EXCHANGE TRADED FUN89.8K shares5.47%2025-09-302025-10-09 SPHD INVESCO EXCH TRADED FD TR II31.9K shares11.20%2025-09-302025-10-09 PM PHILIP MORRIS INTL INC9.6K shares416.38%2025-09-302025-10-09 HARD SIMPLIFY EXCHANGE TRADED FUN51.4K shares15.41%2025-09-302025-10-09 SCHZ SCHWAB STRATEGIC TR65.4K shares23.20%2025-09-302025-10-09 NOC NORTHROP GRUMMAN CORP2.3K shares0.00%2025-09-302025-10-09 GEV GE VERNOVA INC2.2K shares-11.03%2025-09-302025-10-09 ABBV ABBVIE INC5.9K shares55.33%2025-09-302025-10-09 LLY ELI LILLY & CO1.8K shares-9.56%2025-09-302025-10-09 IQLT ISHARES TR29.9K shares-1.32%2025-09-302025-10-09 PGR PROGRESSIVE CORP5.3K shares33.79%2025-09-302025-10-09 STE STERIS PLC5.2K shares0.00%2025-09-302025-10-09 COHR COHERENT CORP11.6K shares16.41%2025-09-302025-10-09 IWF ISHARES TR2.6K shares0.15%2025-09-302025-10-09 QQQ INVESCO QQQ TR2.0K shares28.54%2025-09-302025-10-09 GS GOLDMAN SACHS GROUP INC1.5K shares-1.07%2025-09-302025-10-09 SPD SIMPLIFY EXCHANGE TRADED FUN29.7K shares-5.71%2025-09-302025-10-09 ISRG INTUITIVE SURGICAL INC2.6K shares15.88%2025-09-302025-10-09 TMUS T-MOBILE US INC4.5K shares-24.39%2025-09-302025-10-09 SCHX SCHWAB STRATEGIC TR39.0K shares-1.75%2025-09-302025-10-09 PEP PEPSICO INC7.1K shares0.00%2025-09-302025-10-09 VWO VANGUARD INTL EQUITY INDEX F18.2K shares8.76%2025-09-302025-10-09 IEI ISHARES TR8.1K shares169.99%2025-09-302025-10-09 HD HOME DEPOT INC2.4K shares0.00%2025-09-302025-10-09 ADP AUTOMATIC DATA PROCESSING IN3.2K shares0.00%2025-09-302025-10-09 KO COCA COLA CO13.8K sharesnew addition2025-09-302025-10-09 TSLA TESLA INC2.0K shares29.55%2025-09-302025-10-09 PFG PRINCIPAL FINANCIAL GROUP IN10.2K shares0.00%2025-09-302025-10-09 EFA ISHARES TR8.4K shares5.76%2025-09-302025-10-09 OUSA ALPS ETF TR12.9K shares-39.94%2025-09-302025-10-09 VO VANGUARD INDEX FDS2.3K shares-4.85%2025-09-302025-10-09 BMY BRISTOL-MYERS SQUIBB CO14.4K shares-2.55%2025-09-302025-10-09 MS MORGAN STANLEY3.9K shares-6.49%2025-09-302025-10-09 PFE PFIZER INC23.9K shares0.00%2025-09-302025-10-09 ABT ABBOTT LABS4.5K shares0.02%2025-09-302025-10-09 EEM ISHARES TR9.9K shares0.45%2025-09-302025-10-09 MCO MOODYS CORP1.1K shares-7.14%2025-09-302025-10-09 DBA INVESCO DB MULTI-SECTOR COMM19.3K shares66.96%2025-09-302025-10-09 DUK DUKE ENERGY CORP NEW4.2K sharesnew addition2025-09-302025-10-09 RTX RTX CORPORATION2.9K shares20.95%2025-09-302025-10-09 IWM ISHARES TR2.0K shares5.45%2025-09-302025-10-09 RSHO TEMA ETF TRUST10.9K shares1.72%2025-09-302025-10-09 LIN LINDE PLC978 shares18.26%2025-09-302025-10-09 UNH UNITEDHEALTH GROUP INC1.3K shares16.13%2025-09-302025-10-09 MA MASTERCARD INCORPORATED801 shares17.97%2025-09-302025-10-09 ETHE GRAYSCALE ETHEREUM TRUST ETF12.6K shares0.00%2025-09-302025-10-09 VONG VANGUARD SCOTTSDALE FDS3.5K shares-27.37%2025-09-302025-10-09 PFF ISHARES TR13.1K shares-38.61%2025-09-302025-10-09 VYM VANGUARD WHITEHALL FDS2.9K shares0.00%2025-09-302025-10-09 FLUX FLUX PWR HLDGS INC105.6K shares-2.02%2025-09-302025-10-09 FPE FIRST TR EXCH TRADED FD III21.4K shares1.16%2025-09-302025-10-09 IVV ISHARES TR576 shares-6.80%2025-09-302025-10-09 TRI THOMSON REUTERS CORP2.5K shares0.00%2025-09-302025-10-09 UVIX VS TRUST37.5K sharesnew addition2025-09-302025-10-09 IJT ISHARES TR2.6K shares0.00%2025-09-302025-10-09 FBTC FIDELITY WISE ORIGIN BITCOIN3.7K shares6.37%2025-09-302025-10-09 CRS CARPENTER TECHNOLOGY CORP1.5K shares0.00%2025-09-302025-10-09 FNX FIRST TR EXCHANGE-TRADED ALP2.9K shares0.10%2025-09-302025-10-09 ARGT GLOBAL X FDS5.1K shares-24.78%2025-09-302025-10-09 IWD ISHARES TR1.7K shares0.00%2025-09-302025-10-09 MRK MERCK & CO INC4.2K shares0.00%2025-09-302025-10-09 CSX CSX CORP9.9K shares0.00%2025-09-302025-10-09 PNC PNC FINL SVCS GROUP INC1.7K shares0.00%2025-09-302025-10-09 CB CHUBB LIMITED1.2K shares0.00%2025-09-302025-10-09 TBIL RBB FD INC6.8K shares-11.58%2025-09-302025-10-09 TIP ISHARES TR3.0K shares0.74%2025-09-302025-10-09 ZBH ZIMMER BIOMET HOLDINGS INC3.2K shares0.00%2025-09-302025-10-09 VBR VANGUARD INDEX FDS1.4K shares-10.56%2025-09-302025-10-09 ETN EATON CORP PLC789 shares-17.90%2025-09-302025-10-09 MDT MEDTRONIC PLC3.0K shares0.00%2025-09-302025-10-09 VHT VANGUARD WORLD FD1.1K shares-4.38%2025-09-302025-10-09 BX BLACKSTONE INC1.6K shares0.31%2025-09-302025-10-09 AXTI AXT INC62.5K shares0.00%2025-09-302025-10-09 PAYX PAYCHEX INC2.2K shares0.00%2025-09-302025-10-09 BABA ALIBABA GROUP HLDG LTD1.6K sharesnew addition2025-09-302025-10-09 NSC NORFOLK SOUTHN CORP900 shares0.00%2025-09-302025-10-09 CVX CHEVRON CORP NEW1.7K shares0.00%2025-09-302025-10-09 EMC GLOBAL X FDS8.3K shares-35.32%2025-09-302025-10-09 VIG VANGUARD SPECIALIZED FUNDS1.2K shares0.26%2025-09-302025-10-09 GOOGL ALPHABET INC1.0K sharesnew addition2025-09-302025-10-09 SHW SHERWIN WILLIAMS CO695 sharesnew addition2025-09-302025-10-09 AXP AMERICAN EXPRESS CO723 shares-77.46%2025-09-302025-10-09 UNP UNION PAC CORP960 shares0.00%2025-09-302025-10-09 JVAL J P MORGAN EXCHANGE TRADED F4.8K shares0.00%2025-09-302025-10-09 CW CURTISS WRIGHT CORP412 shares0.00%2025-09-302025-10-09 SCHF SCHWAB STRATEGIC TR8.8K sharesnew addition2025-09-302025-10-09 KEY KEYCORP10.4K shares0.00%2025-09-302025-10-09 REAL THE REALREAL INC12.8K shares1.98%2025-09-302025-10-09 VIRC VIRCO MFG CO16.0K shares-1.13%2025-09-302025-10-09 BTZ BLACKROCK CR ALLOCATION INCO11.2K shares2.29%2025-09-302025-10-09 LFST LIFESTANCE HEALTH GROUP INC10.4K shares2.76%2025-09-302025-10-09 CRON CRONOS GROUP INC11.8K shares-0.29%2025-09-302025-10-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available