PE
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Park Edge Advisors, LLC13F | |
| Park Edge Advisors, LLC | |
| Last update 2025-07-07 | 143 Stocks (15 new) |
| Value $390.00 Mil | Turnover 13 % |
Park Edge Advisors, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LECO | Lincoln Electric Holdings Inc | 670,889 | 139,088.7 | 0% | 35.670 | 0% | 1.200 | +25.59% | +19.30% | 12,392.3 | Industrial Products | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 246,911 | 22,649.2 | -46.51% | 5.810 | -5.48% | 0.050 | +1.04% | +2.30% | 41,833.2 | ||
CDX | Simplify High Yield ETF | 612,977 | 14,294.6 | +43.29% | 3.670 | +1.11% | 6.130 | +1.52% | +8.33% | 229.2 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 93,538 | 9,626.0 | +18.54% | 2.470 | +0.39% | 0.080 | +1.30% | +4.46% | 12,779.7 | ||
GLD | SPDR Gold Shares ETF | 28,998 | 8,839.3 | -1.50% | 2.270 | -0.04% | 0.010 | +0.74% | +27.37% | 101,985.4 | ||
BUCK | Simplify Treasury Option Income ETF | 360,359 | 8,518.9 | +0.54% | 2.180 | +0.01% | 2.510 | +1.24% | -0.55% | 336.8 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 96,300 | 7,979.4 | +367.38% | 2.050 | +1.61% | 0.030 | +0.70% | +2.64% | 23,709.9 | ||
IPKW |
PowerShares International BuyBack Achievers Portfo
PowerShares International BuyBack Achievers Portfo
| 152,023 | 7,395.9 | New Holding | 1.900 | +1.90% | 2.820 | +15.79% | +26.67% | 281.0 | ||
TUA |
Simplify Short Term Treasury Futures Strategy ETF
Simplify Short Term Treasury Futures Strategy ETF
| 239,072 | 5,266.8 | -1.97% | 1.350 | -0.03% | 0.780 | -1.08% | +4.25% | 663.7 | ||
MTBA | Simplify MBS ETF | 95,797 | 4,798.5 | +25.00% | 1.230 | +0.25% | 0.330 | +1.52% | +3.43% | 1,463.5 |
Park Edge Advisors, LLC's Historical Top Holdings Breakdowns
Park Edge Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-06-30 | Reduce Reduce | -5.48% | 91.43 ($91.58) 91.74 | $91.64 | 0.07% | Reduce -46.51% | 246,911 | -214,681 | |
| FNA Unlock Delisted | Paragon 28 Inc | 2025-06-30 | Sold Out Sold Out | -2.18% | 12.99 ($13.04) 13.09 | $13.09 | 0.38% | Sold Out | 0 | -598,870 | |
IPKW |
PowerShares International BuyBack Achievers Portfo
PowerShares International BuyBack Achievers Portfo
| 2025-06-30 | New Buy New Buy | +1.90% | 38.78 ($46.11) 49.2 | $49.34 | 7.01% | New holding | 152,023 | 152,023 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-06-30 | Add Add | +1.61% | 82.21 ($82.56) 83.12 | $82.53 | -0.04% | Add 367.38% | 96,300 | 75,696 | |
CDX | Simplify High Yield ETF | 2025-06-30 | Add Add | +1.11% | 21.77 ($23.08) 24.89 | $22.92 | -0.69% | Add 43.29% | 612,977 | 185,176 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-06-30 | New Buy New Buy | +1.05% | 54.19 ($63.27) 67.22 | $67.17 | 6.16% | New holding | 60,683 | 60,683 | |
ACWX | iShares MSCI ACWI Ex US Index Fund | 2025-06-30 | New Buy New Buy | +0.87% | 49.48 ($57.7) 61.22 | $60.86 | 5.48% | New holding | 55,404 | 55,404 | |
XLP | Consumer Staples Select Sector SPDR | 2025-06-30 | Sold Out Sold Out | -0.61% | 76.35 ($81.14) 82.88 | $80.89 | -0.31% | Sold Out | 0 | -26,894 | |
SPHD |
Invesco S&P 500 High Dividend Low Volatility ETF
Invesco S&P 500 High Dividend Low Volatility ETF
| 2025-06-30 | Reduce Reduce | -0.57% | 44.37 ($47.32) 50.23 | $48.39 | 2.26% | Reduce -58.59% | 28,696 | -40,604 | |
XLV | Health Care Select Sector SPDR | 2025-06-30 | Sold Out Sold Out | -0.57% | 128.77 ($135.21) 146.01 | $131.84 | -2.49% | Sold Out | 0 | -14,029 |
Park Edge Advisors, LLC Total Holding History ($B)
Park Edge Advisors, LLC's Asset Allocation
Park Edge Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Park Edge Advisors, LLC's Hypothetical Growth since 2025-06-30
Park Edge Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Park Edge Advisors, LLC's Holdings Heat Map
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Park Edge Advisors, LLC's Holdings Bubble Chart
Park Edge Advisors, LLC News
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