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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $358.4M Q1 2024 Q2 2024: $327.2M Q2 2024 Q3 2024: $350.0M Q3 2024 Q4 2024: $343.8M $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 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%
IVV iShares Core S&P 500 ETF 0.10% 604 $356K Add +3.3%
ETHE Grayscale Ethereum Staking E 0.10% 12,640 $354K New
IJT iShares S&P Small-Cap 600 GR 0.10% 2,600 $352K No change
PNC PNC Financial Services Group 0.10% 1,812 $349K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.10% 1,725 $342K Reduce -6.7%
CB Chubb Ltd. 0.10% 1,224 $338K No change
ZBH Zimmer Biomet Holdings Inc. 0.10% 3,171 $335K No change
AXP American Express Co. 0.10% 1,102 $327K New
CSX CSX Corp. 0.09% 10,032 $324K No change
MS Morgan Stanley 0.09% 2,521 $317K Reduce -16.3%
TIP iShares Tips Bond ETF 0.09% 2,951 $314K Add +0.4%
PAYX Paychex Inc. 0.09% 2,210 $310K No change
BX Blackstone Inc. 0.09% 1,733 $299K Add +0.1%
VHT Vanguard Health Care ETF 0.08% 1,141 $289K Reduce -8.3%
MDT Medtronic PLC 0.08% 3,575 $286K Reduce -16.4%
MA Mastercard Inc. Class A 0.08% 540 $284K Reduce -53.3%
VXF Vanguard Extended Market ETF 0.08% 1,477 $281K Add +0.3%
EEM iShares MSCI Emerging Market 0.08% 6,639 $278K New
CVX Chevron Corp. 0.08% 1,864 $270K Reduce -1.1%
TSLA Tesla Inc. 0.08% 646 $261K New
CRS Carpenter Technology 0.07% 1,486 $252K No change
ITB iShares U.S. Home Constructi 0.07% 2,308 $239K Reduce -84.2%
VIG Vanguard Dividend Apprec ETF 0.07% 1,161 $227K Add +0.5%
PM Philip Morris International 0.07% 1,862 $224K No change
CL Colgate-Palmolive Co. 0.06% 2,451 $223K No change
GOOGL Alphabet Inc. Class A 0.06% 1,161 $220K New
NSC Norfolk Southern Corp. 0.06% 922 $216K No change
BNDX Vanguard Total Intl Bond ETF 0.06% 4,372 $214K Reduce -3.1%
GIS General Mills Inc. 0.06% 3,311 $211K No change
UNP Union Pacific Corp. 0.06% 920 $210K No change
JVAL JPMorgan US Value Factor ETF 0.06% 4,750 $205K No change
RPM RPM International Inc. 0.06% 1,658 $204K No change
KEY Keycorp 0.05% 10,390 $178K No change
VIRC Virco MFG Corporation 0.05% 16,200 $166K No change
FLUX Flux Power Holdings Inc. filed as FLUX PWR HLDGS INC 0.05% 103,192 $163K Add +32.0%
REAL The Realreal Inc. filed as THE REALREAL INC 0.04% 13,175 $144K Add +2.1%
PCT Purecycle Technologies Inc. 0.03% 10,680 $109K Add +1.4%
AXTI Axt Inc. 0.03% 49,950 $108K No change
LFST Lifestance Health Group Inc. 0.02% 10,709 $79K Add +2.1%
CRON Cronos Group Inc. 0.01% 11,010 $22K Add +2.4%

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

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