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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $358.4M Q1 2024 Q2 2024: $327.2M $327.2M Q2 2024 Q3 2024: $350.0M Q3 2024 Q4 2024: $343.8M Q4 2024 Q1 2025: $359.1M Q1 2025 Q2 2025: $389.9M Q2 2025 Q3 2025: $433.0M Q3 2025 Q4 2025: $441.7M Q4 2025 Q1 2026: $433.9M Q1 2026 Q2 2026: $469.3M Q2 2026

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%
TIP iShares Tips Bond ETF 0.11% 3,389 $362K Add +0.9%
SCHZ Schwab US Aggregate Bond ETF 0.11% 7,623 $347K Reduce -39.0%
ZBH Zimmer Biomet Holdings Inc. 0.11% 3,171 $344K No change
IWD iShares Russell 1000 Value E 0.10% 1,969 $344K Reduce -38.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.10% 1,846 $337K No change
MDT Medtronic PLC 0.10% 4,275 $336K Reduce -7.3%
CSX CSX Corp. 0.10% 10,032 $336K No change
IJT iShares S&P Small-Cap 600 GR 0.10% 2,600 $334K No change
VHT Vanguard Health Care ETF 0.10% 1,245 $331K Reduce -13.2%
GEV GE Vernova Inc. 0.10% 1,900 $326K Reduce -11.2%
IVV iShares Core S&P 500 ETF 0.10% 585 $320K Reduce -11.4%
CB Chubb Ltd. 0.10% 1,224 $312K No change
CVX Chevron Corp. 0.09% 1,885 $295K Reduce -14.7%
MS Morgan Stanley 0.09% 2,989 $290K Add +0.7%
PNC PNC Financial Services Group 0.09% 1,812 $282K No change
ORCL Oracle Corp. 0.08% 1,953 $276K No change
ACN Accenture PLC Class A 0.08% 900 $273K Add +44.0%
EWI iShares MSCI Italy ETF 0.08% 7,604 $273K New
VOO Vanguard S&P 500 ETF 0.08% 535 $268K Reduce -16.0%
PAYX Paychex Inc. 0.08% 2,210 $262K No change
FLUX Flux Power Holdings Inc. filed as FLUX PWR HLDGS INC 0.08% 82,567 $257K Reduce -1.5%
VXF Vanguard Extended Market ETF 0.08% 1,469 $248K Reduce -42.5%
BNDX Vanguard Total Intl Bond ETF 0.07% 4,993 $243K Reduce -26.9%
EWW iShares MSCI Mexico ETF 0.07% 4,275 $242K New
CL Colgate-Palmolive Co. 0.07% 2,451 $238K No change
VYM Vanguard High DVD Yield ETF 0.07% 1,987 $236K No change
VIRC Virco MFG Corporation 0.07% 16,200 $226K Reduce -31.1%
BX Blackstone Inc. 0.07% 1,730 $214K Add +0.1%
GOOGL Alphabet Inc. Class A 0.06% 1,160 $211K New
VIG Vanguard Dividend Apprec ETF 0.06% 1,152 $210K Reduce -7.3%
GIS General Mills Inc. 0.06% 3,311 $209K No change
UNP Union Pacific Corp. 0.06% 921 $208K No change
AXTI Axt Inc. 0.05% 47,150 $159K Reduce -2.1%
KEY Keycorp 0.05% 10,390 $148K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 149$469.3MLECO, CDX, VT, STIP, SPHQ
Q1 2026 141$433.9MLECO, BIL, CDX, STIP, GLD
Q4 2025 150$441.7MLECO, CDX, STIP, IPKW, GLD
Q3 2025 146$433.0MLECO, CDX, STIP, IPKW, GLD
Q2 2025 143$389.9MLECO, BIL, CDX, STIP, GLD
Q1 2025 137$359.1MLECO, BIL, CDX, BUCK, GLD
Q4 2024 140$343.8MLECO, BUCK, SPHQ, CDX, BIL
Q3 2024 139$350.0MLECO, STIP, BUCK, GLD, MTBA
Q2 2024 134$327.2MLECO, BIL, STIP, BUCK, CDX
Q1 2024 124$358.4MLECO, GLD, BIL, STIP, BUCK