Park Edge Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Park Edge Advisors, LLC reported 140 stock positions worth $343.8 million. Its top holding was Lincoln Electric (LECO) at 36.6% of the portfolio, followed by Simplify Treasury Option (BUCK, 3.1%) and Invesco S&P 500 Quality ETF (SPHQ, 2.7%). Compared with Q3 2024, it opened 11 new positions, sold out of 10, added to 58 and reduced 42. The biggest buy was a new position in State Street SPDR S&P Global (GNR) and the biggest sale iShares 0-5 Year Tips Bond E (STIP, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- Cleveland, OH
- CIK
- 0001965659
- Portfolio Value
- $343.8M (Q4 2024)
- SEC Filing
- 0001667731-25-000066 ↗ filed Jan 21, 2025
Holdings Value
Holdings 140 stocks · $343.8M
| LECO Lincoln Electric Holdings | 36.58% | 670,889 | $125.8M | No change |
| BUCK Simplify Treasury Option Inc. | 3.14% | 440,495 | $10.8M | Reduce -1.5% |
| SPHQ Invesco S&P 500 Quality ETF | 2.72% | 139,429 | $9.3M | Add +25.5% |
| CDX Simplify High Yield ETF | 2.59% | 408,930 | $8.9M | Reduce -3.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.44% | 91,835 | $8.4M | Reduce -15.2% |
| GLD SPDR Gold Shares | 2.31% | 32,846 | $8.0M | Reduce -24.1% |
| STIP iShares 0-5 Year Tips Bond E | 2.21% | 75,641 | $7.6M | Reduce -34.2% |
| MTBA Simplify MBS ETF | 2.00% | 138,185 | $6.9M | Reduce -29.8% |
| FNA Paragon 28 Inc. | 1.80% | 598,870 | $6.2M | No change |
| AGGH Simplify Aggregate Bond ETF | 1.49% | 248,248 | $5.1M | Add +54.1% |
| IBIT iShares Bitcoin Trust ETF | 1.22% | 79,225 | $4.2M | Add +2.6% |
| BUXX Strive Enhanced Income Short | 1.01% | 171,748 | $3.5M | Reduce -3.9% |
| SPLV Invesco S&P 500 Low Volatili | 0.99% | 48,418 | $3.4M | Add +44.5% |
| SPHD Invesco S&P 500 High Dividen | 0.98% | 69,920 | $3.4M | Add +167.8% |
| XOM Exxon Mobil Corp. | 0.97% | 30,870 | $3.3M | Reduce -2.8% |
| DRLL Strive US Energy ETF | 0.97% | 121,728 | $3.3M | Add +60.8% |
| MSFT Microsoft Corp. | 0.95% | 7,742 | $3.3M | Add +4.3% |
| WTBN Wisdomtree Bianco TR Fund | 0.92% | 127,050 | $3.2M | Add +101.7% |
| PG The Procter & Gamble Co. | 0.90% | 18,490 | $3.1M | Add +20.8% |
| DBA Invesco DB Agriculture Fund | 0.90% | 116,407 | $3.1M | Add +0.6% |
| OUSM Alps Oshares US Small-Cap Qu | 0.85% | 67,014 | $2.9M | Add +9.0% |
| JPM JPMorgan Chase & Co. | 0.84% | 12,040 | $2.9M | Add +3.0% |
| PKW Invesco Buyback Achievers Et | 0.83% | 24,856 | $2.9M | Reduce -6.0% |
| AAPL Apple Inc. | 0.82% | 11,287 | $2.8M | Add +13.9% |
| IWF iShares Russell 1000 Growth | 0.81% | 6,911 | $2.8M | Reduce -32.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.77% | 35,096 | $2.7M | Add +13.0% |
| AMZN Amazon.com Inc. | 0.76% | 11,943 | $2.6M | Add +3.2% |
| GNR State Street SPDR S&P Global | 0.75% | 52,038 | $2.6M | New |
| XLC SS Comm Select Sector SPDR | 0.75% | 26,744 | $2.6M | Add +25.5% |
| WELD Tema U.S. Manufacturing & Re | 0.75% | 68,783 | $2.6M | Add +75.9% |
| XLF SS Financial Select Sector | 0.71% | 63,711 | $2.4M | Add +81.3% |
| IWD iShares Russell 1000 Value E | 0.69% | 12,811 | $2.4M | Add +550.6% |
| WMT Walmart Inc. | 0.68% | 25,777 | $2.3M | Add +27.7% |
| META Meta Platforms Inc. Class A | 0.67% | 3,906 | $2.3M | Add +11.0% |
| EMB iShares JP Morgan Usd Emergi | 0.66% | 25,630 | $2.3M | Add +3.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.61% | 25,715 | $2.1M | Reduce -2.0% |
| AVGO Broadcom Inc. | 0.60% | 8,830 | $2.0M | Add +6.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.59% | 17,599 | $2.0M | Add +12.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 4,378 | $2.0M | Add +21.8% |
| NVDA Nvidia Corp. | 0.58% | 14,753 | $2.0M | Add +10.9% |
| EMR Emerson Electric Co. | 0.55% | 15,355 | $1.9M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 0.54% | 2,037 | $1.9M | Add +46.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 6,248 | $1.8M | Add +0.8% |
| NFLX Netflix Inc. | 0.52% | 2,015 | $1.8M | Add +1.4% |
| LLY Eli Lilly & Co. | 0.48% | 2,124 | $1.6M | Reduce -6.8% |
| JNJ Johnson & Johnson | 0.45% | 10,756 | $1.6M | No change |
| HARD Simplify Commodities STR K-1 | 0.44% | 56,214 | $1.5M | Reduce -1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.42% | 12,008 | $1.5M | Add +3.2% |
| GOOG Alphabet Inc. Class C | 0.39% | 6,973 | $1.3M | Add +10.6% |
| JEPI JPMorgan Equity Premium Inco | 0.39% | 23,074 | $1.3M | Add +13.0% |
| IDV iShares International Select | 0.37% | 46,491 | $1.3M | Add +12.6% |
| SVOL Simplify Volatility Premium | 0.37% | 60,745 | $1.3M | Add +19.6% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 7,469 | $1.2M | Reduce -4.8% |
| OUSA Alps Oshares US Quality Divi | 0.36% | 23,079 | $1.2M | Reduce -3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 2,070 | $1.2M | Reduce -2.8% |
| ORCL Oracle Corp. | 0.33% | 6,843 | $1.1M | Add +37.2% |
| PEP Pepsico Inc. | 0.32% | 7,328 | $1.1M | No change |
| SCHX Schwab US Large-Cap ETF | 0.32% | 47,104 | $1.1M | Reduce -1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 4,865 | $1.1M | Add +106.8% |
| NOC Northrop Grumman Corp. | 0.31% | 2,250 | $1.1M | No change |
| PGR Progressive Corp. | 0.30% | 4,302 | $1.0M | Reduce -10.9% |
| SCHZ Schwab US Aggregate Bond ETF | 0.29% | 43,964 | $998K | Add +190.0% |
| HD Home Depot Inc. | 0.28% | 2,488 | $968K | No change |
| STE Steris PLC | 0.28% | 4,662 | $958K | Add +1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 1,868 | $955K | Reduce -39.5% |
| ADP Automatic Data Processing | 0.28% | 3,236 | $947K | Reduce -3.3% |
| PFIX Simplify Interest Rate Hedge | 0.26% | 16,830 | $881K | Add +27.3% |
| COHR Coherent Corp. | 0.25% | 8,948 | $848K | No change |
| BMY Bristol-Myers Squibb Co. | 0.24% | 14,777 | $836K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 18,824 | $829K | Add +0.7% |
| V Visa Inc. Class A | 0.23% | 2,534 | $801K | Reduce -25.7% |
| PFG Principal Financial Group | 0.23% | 10,236 | $792K | Reduce -6.0% |
| ETN Eaton Corp. PLC | 0.23% | 2,359 | $783K | Reduce -40.7% |
| LIN Linde PLC | 0.21% | 1,763 | $738K | Reduce -40.9% |
| GS Goldman Sachs Group Inc. | 0.20% | 1,227 | $703K | New |
| TMUS T-Mobile US Inc. | 0.20% | 3,165 | $699K | New |
| ABBV Abbvie Inc. | 0.20% | 3,922 | $697K | Add +0.0% |
| EMC GLB X Emrg MRKT GRT Cnsumr | 0.20% | 26,222 | $683K | Reduce -1.9% |
| PFE Pfizer Inc. | 0.20% | 25,433 | $675K | Reduce -3.1% |
| VONG Vanguard Russell 1000 Growth | 0.19% | 6,433 | $665K | Reduce -2.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 2,464 | $651K | Add +0.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.18% | 6,459 | $614K | Reduce -72.1% |
| EFA iShares MSCI Eafe ETF | 0.18% | 7,994 | $604K | Add +24.9% |
| ISRG Intuitive Surgical Inc. | 0.17% | 1,116 | $583K | New |
| MCO Moody's Corp. | 0.16% | 1,190 | $563K | No change |
| SPGI S&P Global Inc. | 0.16% | 1,102 | $549K | New |
| ABT Abbott Laboratories | 0.15% | 4,685 | $530K | No change |
| PFF iShares Preferred & Income S | 0.15% | 16,638 | $523K | Add +19.4% |
| IPKW Invesco International Buybac | 0.15% | 13,027 | $517K | Reduce -83.9% |
| XLI SS Industrial Select Sector | 0.15% | 3,895 | $513K | Reduce -3.2% |
| GEV GE Vernova Inc. | 0.13% | 1,388 | $457K | Reduce -25.3% |
| INDA iShares MSCI India ETF | 0.12% | 8,145 | $429K | Reduce -82.5% |
| MRK Merck & Co. Inc. | 0.12% | 4,296 | $427K | No change |
| VOO Vanguard S&P 500 ETF | 0.12% | 786 | $424K | Add +46.9% |
| UNH Unitedhealth Group Inc. | 0.12% | 834 | $422K | Reduce -11.7% |
| TRI Thomson Reuters Corp. | 0.12% | 2,467 | $396K | No change |
| REIT Alps Active REIT ETF | 0.11% | 13,990 | $381K | New |
| VYM Vanguard High DVD Yield ETF | 0.11% | 2,925 | $373K | Add +47.2% |
| FPE FT-Preferred Secur & Inc. ETF | 0.11% | 20,639 | $365K | Add +12.5% |
| FNX First Trust Mid Cap Core Alp | 0.10% | 3,088 | $357K | Add +0.3% |
Portfolio Sells Q3 2024 → Q4 2024
| STIP iShares 0-5 Year Tips Bond E | Reduce -34.2% | 2.21% | −1.11 |
| MTBA Simplify MBS ETF | Reduce -29.8% | 2.00% | −0.90 |
| IPKW Invesco International Buybac | Reduce -83.9% | 0.15% | −0.84 |
| GLD SPDR Gold Shares | Reduce -24.1% | 2.31% | −0.69 |
| INDA iShares MSCI India ETF | Reduce -82.5% | 0.12% | −0.65 |
| ITB iShares U.S. Home Constructi | Reduce -84.2% | 0.07% | −0.46 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.43 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -72.1% | 0.18% | −0.42 |
| IOPP Simplify Tara India Opportun | Sold out | 0.00% | −0.42 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -15.2% | 2.44% | −0.40 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.38 |
| UUP Invesco DB US Dollar Index B | Sold out | 0.00% | −0.35 |
| IWF iShares Russell 1000 Growth | Reduce -32.2% | 0.81% | −0.29 |
| CDX Simplify High Yield ETF | Reduce -3.3% | 2.59% | −0.27 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.27 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.19 |
| LIN Linde PLC | Reduce -40.9% | 0.21% | −0.19 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.18 |
| TBT Proshares Ultrashort 20+Y TR | Sold out | 0.00% | −0.17 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -39.5% | 0.28% | −0.15 |
| ETN Eaton Corp. PLC | Reduce -40.7% | 0.23% | −0.15 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.11 |
| LLY Eli Lilly & Co. | Reduce -6.8% | 0.48% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -2.8% | 0.97% | −0.10 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -53.3% | 0.08% | −0.08 |
| GE General Electric | Reduce -4.8% | 0.36% | −0.06 |
| PGR Progressive Corp. | Reduce -10.9% | 0.30% | −0.05 |
| PFG Principal Financial Group | Reduce -6.0% | 0.23% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -11.7% | 0.12% | −0.04 |
| V Visa Inc. Class A | Reduce -25.7% | 0.23% | −0.04 |
| PKW Invesco Buyback Achievers Et | Reduce -6.0% | 0.83% | −0.03 |
| MDT Medtronic PLC | Reduce -16.4% | 0.08% | −0.03 |
| BUXX Strive Enhanced Income Short | Reduce -3.9% | 1.01% | −0.02 |
| PFE Pfizer Inc. | Reduce -3.1% | 0.20% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -8.3% | 0.08% | −0.02 |
| OUSA Alps Oshares US Quality Divi | Reduce -3.9% | 0.36% | −0.01 |
| EMC GLB X Emrg MRKT GRT Cnsumr | Reduce -1.9% | 0.20% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -2.0% | 0.61% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -6.7% | 0.10% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -3.2% | 0.15% | −0.01 |
| GEV GE Vernova Inc. | Reduce -25.3% | 0.13% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -3.1% | 0.06% | −0.00 |
| CVX Chevron Corp. | Reduce -1.1% | 0.08% | −0.00 |
| MS Morgan Stanley | Reduce -16.3% | 0.09% | +0.00 |
| BUCK Simplify Treasury Option Inc. | Reduce -1.5% | 3.14% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.8% | 0.35% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.8% | 0.32% | +0.01 |
| ADP Automatic Data Processing | Reduce -3.3% | 0.28% | +0.01 |
| VONG Vanguard Russell 1000 Growth | Reduce -2.2% | 0.19% | +0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| GNR State Street SPDR S&P Global | New | 0.75% | +0.75 |
| SPHD Invesco S&P 500 High Dividen | Add +167.8% | 0.98% | +0.61 |
| IWD iShares Russell 1000 Value E | Add +550.6% | 0.69% | +0.58 |
| SPHQ Invesco S&P 500 Quality ETF | Add +25.5% | 2.72% | +0.58 |
| AGGH Simplify Aggregate Bond ETF | Add +54.1% | 1.49% | +0.49 |
| WTBN Wisdomtree Bianco TR Fund | Add +101.7% | 0.92% | +0.45 |
| IBIT iShares Bitcoin Trust ETF | Add +2.6% | 1.22% | +0.43 |
| DRLL Strive US Energy ETF | Add +60.8% | 0.97% | +0.36 |
| WELD Tema U.S. Manufacturing & Re | Add +75.9% | 0.75% | +0.33 |
| SPLV Invesco S&P 500 Low Volatili | Add +44.5% | 0.99% | +0.30 |
| XLF SS Financial Select Sector | Add +81.3% | 0.71% | +0.26 |
| WMT Walmart Inc. | Add +27.7% | 0.68% | +0.21 |
| GS Goldman Sachs Group Inc. | New | 0.20% | +0.20 |
| TMUS T-Mobile US Inc. | New | 0.20% | +0.20 |
| XLC SS Comm Select Sector SPDR | Add +25.5% | 0.75% | +0.20 |
| COST Costco Wholesale Corp. | Add +46.4% | 0.54% | +0.19 |
| SCHZ Schwab US Aggregate Bond ETF | Add +190.0% | 0.29% | +0.19 |
| AVGO Broadcom Inc. | Add +6.3% | 0.60% | +0.19 |
| ISRG Intuitive Surgical Inc. | New | 0.17% | +0.17 |
| AAPL Apple Inc. | Add +13.9% | 0.82% | +0.16 |
| IBM Intl Business Machines Corp. | Add +106.8% | 0.31% | +0.16 |
| SPGI S&P Global Inc. | New | 0.16% | +0.16 |
| AMZN Amazon.com Inc. | Add +3.2% | 0.76% | +0.15 |
| PG The Procter & Gamble Co. | Add +20.8% | 0.90% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +3.0% | 0.84% | +0.14 |
| NFLX Netflix Inc. | Add +1.4% | 0.52% | +0.12 |
| NVDA Nvidia Corp. | Add +10.9% | 0.58% | +0.11 |
| REIT Alps Active REIT ETF | New | 0.11% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +21.8% | 0.58% | +0.10 |
| ETHE Grayscale Ethereum Staking E | New | 0.10% | +0.10 |
| PFIX Simplify Interest Rate Hedge | Add +27.3% | 0.26% | +0.10 |
| AXP American Express Co. | New | 0.10% | +0.10 |
| META Meta Platforms Inc. Class A | Add +11.0% | 0.67% | +0.09 |
| ORCL Oracle Corp. | Add +37.2% | 0.33% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +10.6% | 0.39% | +0.09 |
| EEM iShares MSCI Emerging Market | New | 0.08% | +0.08 |
| TSLA Tesla Inc. | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | New | 0.06% | +0.06 |
| OUSM Alps Oshares US Small-Cap Qu | Add +9.0% | 0.85% | +0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +13.0% | 0.77% | +0.06 |
| IEI iShares 3-7 Year Treasury Bo | Add +12.0% | 0.59% | +0.05 |
| SVOL Simplify Volatility Premium | Add +19.6% | 0.37% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +46.9% | 0.12% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +13.0% | 0.39% | +0.04 |
| DBA Invesco DB Agriculture Fund | Add +0.6% | 0.90% | +0.04 |
| MSFT Microsoft Corp. | Add +4.3% | 0.95% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +47.2% | 0.11% | +0.04 |
| TJX TJX Companies Inc. | Add +3.2% | 0.42% | +0.03 |
| REAL The Realreal Inc. | Add +2.1% | 0.04% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.8% | 0.53% | +0.03 |
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 |