Park Edge Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), Park Edge Advisors, LLC reported 134 stock positions worth $327.2 million. Its top holding was Lincoln Electric (LECO) at 38.7% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 4.0%) and iShares 0-5 Year Tips Bond E (STIP, 3.2%). Compared with Q1 2024, it opened 18 new positions, sold out of 9, added to 42 and reduced 46. The biggest buy was a new position in Strive Enhanced Income Short (BUXX) and the biggest sale SPDR Gold Shares (GLD, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- Cleveland, OH
- CIK
- 0001965659
- Portfolio Value
- $327.2M (Q2 2024)
- SEC Filing
- 0001965659-24-000003 ↗ filed Jul 26, 2024
Holdings Value
Holdings 134 stocks · $327.2M
| LECO Lincoln Electric Holdings | 38.67% | 670,889 | $126.6M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.04% | 143,879 | $13.2M | Add +2.4% |
| STIP iShares 0-5 Year Tips Bond E | 3.21% | 105,632 | $10.5M | Add +4.4% |
| BUCK Simplify Treasury Option Inc. | 3.17% | 421,229 | $10.4M | Add +5.5% |
| CDX Simplify High Yield ETF | 2.75% | 391,785 | $9.0M | Add +17.3% |
| MTBA Simplify MBS ETF | 2.62% | 170,162 | $8.6M | Add +14.8% |
| GLD SPDR Gold Shares | 2.57% | 39,131 | $8.4M | Reduce -44.7% |
| TBT Proshares Ultrashort 20+Y TR | 2.21% | 210,328 | $7.2M | Add +40.3% |
| SPHQ Invesco S&P 500 Quality ETF | 1.65% | 84,777 | $5.4M | Add +29.9% |
| AGGH Simplify Aggregate Bond ETF | 1.44% | 227,051 | $4.7M | Add +41.9% |
| FNA Paragon 28 Inc. | 1.22% | 583,143 | $4.0M | No change |
| XOM Exxon Mobil Corp. | 1.17% | 33,168 | $3.8M | Add +26.5% |
| BUXX Strive Enhanced Income Short | 1.08% | 175,009 | $3.5M | New |
| MSFT Microsoft Corp. | 0.98% | 7,191 | $3.2M | Reduce -6.6% |
| PFIX Simplify Interest Rate Hedge | 0.95% | 65,003 | $3.1M | Add +69.8% |
| DBA Invesco DB Agriculture Fund | 0.92% | 127,109 | $3.0M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 0.87% | 17,348 | $2.9M | Reduce -21.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.86% | 34,563 | $2.8M | Reduce -23.4% |
| DRLL Strive US Energy ETF | 0.84% | 92,340 | $2.8M | New |
| INDA iShares MSCI India ETF | 0.82% | 48,071 | $2.7M | New |
| JPM JPMorgan Chase & Co. | 0.70% | 11,324 | $2.3M | Add +2.3% |
| LLY Eli Lilly & Co. | 0.68% | 2,456 | $2.2M | Reduce -4.2% |
| AMZN Amazon.com Inc. | 0.67% | 11,410 | $2.2M | Add +5.9% |
| AAPL Apple Inc. | 0.67% | 10,336 | $2.2M | Add +5.7% |
| PKW Invesco Buyback Achievers Et | 0.66% | 20,836 | $2.2M | Add +2.3% |
| URA Global X Uranium ETF | 0.62% | 69,912 | $2.0M | Reduce -1.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.61% | 17,227 | $2.0M | Add +81.1% |
| NVDA Nvidia Corp. | 0.57% | 15,199 | $1.9M | Reduce -31.1% |
| META Meta Platforms Inc. Class A | 0.53% | 3,430 | $1.7M | Reduce -25.1% |
| IPKW Invesco International Buybac | 0.52% | 42,839 | $1.7M | Add +16.1% |
| EMR Emerson Electric Co. | 0.52% | 15,505 | $1.7M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.50% | 6,175 | $1.7M | No change |
| JNJ Johnson & Johnson | 0.50% | 11,156 | $1.6M | Reduce -1.4% |
| EMB iShares JP Morgan Usd Emergi | 0.45% | 16,629 | $1.5M | New |
| AVGO Broadcom Inc. | 0.44% | 904 | $1.5M | Add +7.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 3,414 | $1.4M | Add +1.1% |
| EQLS Simplify MKT NTRL Eq L/S ETF | 0.41% | 56,618 | $1.3M | Reduce -1.6% |
| HARD Simplify Commodities STR K-1 | 0.41% | 55,205 | $1.3M | Reduce -1.4% |
| NFLX Netflix Inc. | 0.40% | 1,946 | $1.3M | Add +5.9% |
| COST Costco Wholesale Corp. | 0.38% | 1,449 | $1.2M | Reduce -0.1% |
| UUP Invesco DB US Dollar Index B | 0.38% | 42,161 | $1.2M | Add +16.2% |
| GE General Electric filed as GE AEROSPACE | 0.37% | 7,712 | $1.2M | Reduce -9.9% |
| PEP Pepsico Inc. | 0.37% | 7,327 | $1.2M | No change |
| BKNG Booking Holdings Inc. | 0.37% | 302 | $1.2M | Add +21.8% |
| OUSM Alps Oshares US Small-Cap Qu | 0.36% | 28,770 | $1.2M | Reduce -19.0% |
| DIREXION DLY S&P 500 BEAR 3X | 0.36% | 150,781 | $1.2M | New |
| GOOG Alphabet Inc. Class C | 0.35% | 6,275 | $1.2M | Add +2.2% |
| OUSA Alps Oshares US Quality Divi | 0.35% | 23,043 | $1.1M | Reduce -6.9% |
| BITO Proshares Bitcoin ETF-Usd | 0.35% | 50,269 | $1.1M | Add +47.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 2,352 | $1.1M | Add +210.3% |
| LIN Linde PLC | 0.34% | 2,544 | $1.1M | Add +15.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 1,979 | $1.1M | Reduce -11.6% |
| SCHX Schwab US Large-Cap ETF | 0.32% | 16,362 | $1.1M | Reduce -16.2% |
| QIS Simplify Multi-Qis Alt ETF | 0.32% | 41,099 | $1.0M | Reduce -1.9% |
| STE Steris PLC | 0.31% | 4,611 | $1.0M | Add +4.6% |
| SPHD Invesco S&P 500 High Dividen | 0.31% | 22,682 | $1.0M | Add +19.4% |
| IDV iShares International Select | 0.30% | 35,536 | $983K | Add +19.1% |
| NOC Northrop Grumman Corp. | 0.30% | 2,250 | $981K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.30% | 17,166 | $973K | Add +21.3% |
| SVOL Simplify Volatility Premium | 0.30% | 43,076 | $967K | Add +22.9% |
| HD Home Depot Inc. | 0.27% | 2,583 | $889K | Reduce -6.3% |
| ETN Eaton Corp. PLC | 0.27% | 2,790 | $875K | Add +260.5% |
| PFG Principal Financial Group | 0.26% | 10,891 | $854K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 19,049 | $834K | Reduce -30.2% |
| YCS Proshares Ultrashort Yen | 0.25% | 8,641 | $822K | New |
| EMC GLB X Emrg MRKT GRT Cnsumr | 0.25% | 29,657 | $802K | Reduce -36.8% |
| ADP Automatic Data Processing | 0.24% | 3,346 | $799K | No change |
| V Visa Inc. Class A | 0.24% | 3,032 | $796K | Add +13.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 7,026 | $774K | New |
| AMAT Applied Materials Inc. | 0.24% | 3,265 | $771K | Reduce -46.8% |
| PFE Pfizer Inc. | 0.22% | 26,237 | $734K | No change |
| NOW ServiceNow Inc. | 0.22% | 898 | $706K | Add +13.8% |
| UNH Unitedhealth Group Inc. | 0.22% | 1,384 | $705K | Reduce -10.8% |
| INTU Intuit Inc. | 0.21% | 1,058 | $695K | Add +18.2% |
| PGR Progressive Corp. | 0.21% | 3,281 | $681K | New |
| ABBV Abbvie Inc. | 0.21% | 3,921 | $673K | Reduce -6.0% |
| CAT Caterpillar Inc. | 0.21% | 2,019 | $673K | Add +5.8% |
| CRM Salesforce Inc. | 0.20% | 2,528 | $650K | Reduce -31.4% |
| COHR Coherent Corp. | 0.20% | 8,935 | $647K | No change |
| BMY Bristol-Myers Squibb Co. | 0.20% | 15,377 | $639K | Reduce -3.1% |
| VONG Vanguard Russell 1000 Growth | 0.19% | 6,770 | $635K | Reduce -17.8% |
| IBIT iShares Bitcoin Trust ETF | 0.19% | 18,435 | $629K | New |
| WMT Walmart Inc. | 0.19% | 9,199 | $623K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 2,506 | $607K | Reduce -1.8% |
| XLI SS Industrial Select Sector | 0.17% | 4,623 | $563K | Add +160.2% |
| EFA iShares MSCI Eafe ETF | 0.17% | 7,175 | $562K | Reduce -52.3% |
| UBER Uber Technologies Inc. | 0.17% | 7,545 | $548K | New |
| SPLV Invesco S&P 500 Low Volatili | 0.17% | 8,398 | $545K | New |
| MRK Merck & Co. Inc. | 0.16% | 4,353 | $539K | Reduce -1.2% |
| XLY SS Consumer Disc Select Sect | 0.16% | 2,918 | $532K | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.15% | 9,410 | $501K | New |
| MCO Moody's Corp. | 0.15% | 1,190 | $501K | No change |
| LRCX Lam Research Corp. | 0.15% | 464 | $494K | New |
| ABT Abbott Laboratories | 0.15% | 4,685 | $487K | No change |
| ITB iShares U.S. Home Constructi | 0.14% | 4,648 | $470K | New |
| TRI Thomson Reuters Corp. | 0.13% | 2,467 | $416K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 2,353 | $407K | No change |
| FNX First Trust Mid Cap Core Alp | 0.12% | 3,690 | $400K | Reduce -5.7% |
| PFF iShares Preferred & Income S | 0.12% | 12,251 | $387K | Add +1.5% |
| FPE FT-Preferred Secur & Inc. ETF | 0.11% | 21,329 | $370K | Add +0.9% |
Portfolio Sells Q1 2024 → Q2 2024
| GLD SPDR Gold Shares | Reduce -44.7% | 2.57% | −1.49 |
| FXI iShares China Large-Cap ETF | Sold out | 0.00% | −0.61 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -23.4% | 0.86% | −0.17 |
| EFA iShares MSCI Eafe ETF | Reduce -52.3% | 0.17% | −0.16 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.14 |
| PG The Procter & Gamble Co. | Reduce -21.3% | 0.87% | −0.12 |
| BA The Boeing Co. | Sold out | 0.00% | −0.12 |
| AMAT Applied Materials Inc. | Reduce -46.8% | 0.24% | −0.12 |
| TAST Carrols Restaurant Group Inc. | Sold out | 0.00% | −0.12 |
| CRM Salesforce Inc. | Reduce -31.4% | 0.20% | −0.11 |
| EMC GLB X Emrg MRKT GRT Cnsumr | Reduce -36.8% | 0.25% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -25.1% | 0.53% | −0.09 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.07 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.07 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.07 |
| PM Philip Morris International | Sold out | 0.00% | −0.06 |
| VWO Vanguard Ftse Emerging Marke | Reduce -30.2% | 0.25% | −0.06 |
| OUSM Alps Oshares US Small-Cap Qu | Reduce -19.0% | 0.36% | −0.06 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.06 |
| IWD iShares Russell 1000 Value E | Reduce -38.7% | 0.10% | −0.06 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -39.0% | 0.11% | −0.05 |
| VXF Vanguard Extended Market ETF | Reduce -42.5% | 0.08% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.1% | 0.20% | −0.05 |
| GE General Electric | Reduce -9.9% | 0.37% | −0.04 |
| FLUX Flux Power Holdings Inc. | Reduce -1.5% | 0.08% | −0.03 |
| HD Home Depot Inc. | Reduce -6.3% | 0.27% | −0.02 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -26.9% | 0.07% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -16.2% | 0.32% | −0.02 |
| AXTI Axt Inc. | Reduce -2.1% | 0.05% | −0.01 |
| MDT Medtronic PLC | Reduce -7.3% | 0.10% | −0.01 |
| CVX Chevron Corp. | Reduce -14.7% | 0.09% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -13.2% | 0.10% | −0.01 |
| ABBV Abbvie Inc. | Reduce -6.0% | 0.21% | −0.01 |
| VONG Vanguard Russell 1000 Growth | Reduce -17.8% | 0.19% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -16.0% | 0.08% | −0.00 |
| GEV GE Vernova Inc. | Reduce -11.2% | 0.10% | −0.00 |
| VIRC Virco MFG Corporation | Reduce -31.1% | 0.07% | −0.00 |
| FNX First Trust Mid Cap Core Alp | Reduce -5.7% | 0.12% | −0.00 |
| JNJ Johnson & Johnson | Reduce -1.4% | 0.50% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -11.4% | 0.10% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -7.3% | 0.06% | +0.00 |
| UNH Unitedhealth Group Inc. | Reduce -10.8% | 0.22% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -11.6% | 0.33% | +0.00 |
| MRK Merck & Co. Inc. | Reduce -1.2% | 0.16% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.8% | 0.19% | +0.01 |
| OUSA Alps Oshares US Quality Divi | Reduce -6.9% | 0.35% | +0.01 |
| NVDA Nvidia Corp. | Reduce -31.1% | 0.57% | +0.02 |
| QIS Simplify Multi-Qis Alt ETF | Reduce -1.9% | 0.32% | +0.02 |
| EQLS Simplify MKT NTRL Eq L/S ETF | Reduce -1.6% | 0.41% | +0.03 |
| DBA Invesco DB Agriculture Fund | Reduce -1.3% | 0.92% | +0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| BUXX Strive Enhanced Income Short | New | 1.08% | +1.08 |
| DRLL Strive US Energy ETF | New | 0.84% | +0.84 |
| TBT Proshares Ultrashort 20+Y TR | Add +40.3% | 2.21% | +0.84 |
| INDA iShares MSCI India ETF | New | 0.82% | +0.82 |
| CDX Simplify High Yield ETF | Add +17.3% | 2.75% | +0.61 |
| SPHQ Invesco S&P 500 Quality ETF | Add +29.9% | 1.65% | +0.55 |
| MTBA Simplify MBS ETF | Add +14.8% | 2.62% | +0.51 |
| AGGH Simplify Aggregate Bond ETF | Add +41.9% | 1.44% | +0.48 |
| PFIX Simplify Interest Rate Hedge | Add +69.8% | 0.95% | +0.47 |
| EMB iShares JP Morgan Usd Emergi | New | 0.45% | +0.45 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +2.4% | 4.04% | +0.43 |
| STIP iShares 0-5 Year Tips Bond E | Add +4.4% | 3.21% | +0.40 |
| BUCK Simplify Treasury Option Inc. | Add +5.5% | 3.17% | +0.38 |
| DIREXION DLY S&P 500 BEAR 3X | New | 0.36% | +0.36 |
| XOM Exxon Mobil Corp. | Add +26.5% | 1.17% | +0.32 |
| IEI iShares 3-7 Year Treasury Bo | Add +81.1% | 0.61% | +0.30 |
| YCS Proshares Ultrashort Yen | New | 0.25% | +0.25 |
| QQQ Invesco QQQ Trust Series 1 | Add +210.3% | 0.34% | +0.25 |
| TJX TJX Companies Inc. | New | 0.24% | +0.24 |
| PGR Progressive Corp. | New | 0.21% | +0.21 |
| ETN Eaton Corp. PLC | Add +260.5% | 0.27% | +0.20 |
| AAPL Apple Inc. | Add +5.7% | 0.67% | +0.20 |
| IBIT iShares Bitcoin Trust ETF | New | 0.19% | +0.19 |
| UBER Uber Technologies Inc. | New | 0.17% | +0.17 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.17% | +0.17 |
| XLY SS Consumer Disc Select Sect | New | 0.16% | +0.16 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.15% | +0.15 |
| LRCX Lam Research Corp. | New | 0.15% | +0.15 |
| ITB iShares U.S. Home Constructi | New | 0.14% | +0.14 |
| AVGO Broadcom Inc. | Add +7.4% | 0.44% | +0.13 |
| AMZN Amazon.com Inc. | Add +5.9% | 0.67% | +0.13 |
| BKNG Booking Holdings Inc. | Add +21.8% | 0.37% | +0.11 |
| IPKW Invesco International Buybac | Add +16.1% | 0.52% | +0.11 |
| XLI SS Industrial Select Sector | Add +160.2% | 0.17% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +2.2% | 0.35% | +0.09 |
| NFLX Netflix Inc. | Add +5.9% | 0.40% | +0.09 |
| UUP Invesco DB US Dollar Index B | Add +16.2% | 0.38% | +0.09 |
| EWI iShares MSCI Italy ETF | New | 0.08% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +2.3% | 0.70% | +0.08 |
| SVOL Simplify Volatility Premium | Add +22.9% | 0.30% | +0.07 |
| EWW iShares MSCI Mexico ETF | New | 0.07% | +0.07 |
| SPHD Invesco S&P 500 High Dividen | Add +19.4% | 0.31% | +0.07 |
| JEPI JPMorgan Equity Premium Inco | Add +21.3% | 0.30% | +0.07 |
| IDV iShares International Select | Add +19.1% | 0.30% | +0.07 |
| GOOGL Alphabet Inc. Class A | New | 0.06% | +0.06 |
| LIN Linde PLC | Add +15.9% | 0.34% | +0.06 |
| INTU Intuit Inc. | Add +18.2% | 0.21% | +0.05 |
| NOW ServiceNow Inc. | Add +13.8% | 0.22% | +0.05 |
| PKW Invesco Buyback Achievers Et | Add +2.3% | 0.66% | +0.05 |
| BITO Proshares Bitcoin ETF-Usd | Add +47.0% | 0.35% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 149 | $469.3M | LECO, CDX, VT, STIP, SPHQ |
| Q1 2026 | 141 | $433.9M | LECO, BIL, CDX, STIP, GLD |
| Q4 2025 | 150 | $441.7M | LECO, CDX, STIP, IPKW, GLD |
| Q3 2025 | 146 | $433.0M | LECO, CDX, STIP, IPKW, GLD |
| Q2 2025 | 143 | $389.9M | LECO, BIL, CDX, STIP, GLD |
| Q1 2025 | 137 | $359.1M | LECO, BIL, CDX, BUCK, GLD |
| Q4 2024 | 140 | $343.8M | LECO, BUCK, SPHQ, CDX, BIL |
| Q3 2024 | 139 | $350.0M | LECO, STIP, BUCK, GLD, MTBA |
| Q2 2024 | 134 | $327.2M | LECO, BIL, STIP, BUCK, CDX |
| Q1 2024 | 124 | $358.4M | LECO, GLD, BIL, STIP, BUCK |