Park Edge Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Park Edge Advisors, LLC reported 137 stock positions worth $359.1 million. Its top holding was Lincoln Electric (LECO) at 35.3% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 11.8%) and Simplify High Yield ETF (CDX, 2.7%). Compared with Q4 2024, it opened 15 new positions, sold out of 18, added to 46 and reduced 56. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +403%) and the biggest sale Invesco S&P 500 Quality ETF (SPHQ, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- Cleveland, OH
- CIK
- 0001965659
- Portfolio Value
- $359.1M (Q1 2025)
- SEC Filing
- 0001667731-25-000400 ↗ filed Apr 10, 2025
Holdings Value
Holdings 137 stocks · $359.1M
| LECO Lincoln Electric Holdings | 35.34% | 670,889 | $126.9M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 11.79% | 461,592 | $42.3M | Add +402.6% |
| CDX Simplify High Yield ETF | 2.73% | 427,801 | $9.8M | Add +4.6% |
| BUCK Simplify Treasury Option Inc. | 2.46% | 358,423 | $8.8M | Reduce -18.6% |
| GLD SPDR Gold Shares | 2.36% | 29,439 | $8.5M | Reduce -10.4% |
| STIP iShares 0-5 Year Tips Bond E | 2.27% | 78,908 | $8.2M | Add +4.3% |
| FNA Paragon 28 Inc. | 2.18% | 598,870 | $7.8M | No change |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 1.49% | 243,868 | $5.4M | New |
| IAU iShares Gold Trust | 1.07% | 65,329 | $3.9M | New |
| MTBA Simplify MBS ETF | 1.07% | 76,636 | $3.8M | Reduce -44.5% |
| XOM Exxon Mobil Corp. | 1.06% | 31,940 | $3.8M | Add +3.5% |
| WTBN Wisdomtree Bianco TR Fund | 0.98% | 139,302 | $3.5M | Add +9.6% |
| SPHD Invesco S&P 500 High Dividen | 0.97% | 69,300 | $3.5M | Reduce -0.9% |
| BUXX Strive Enhanced Income Short | 0.96% | 169,428 | $3.4M | Reduce -1.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.94% | 50,731 | $3.4M | Reduce -63.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.88% | 40,144 | $3.2M | Add +14.4% |
| SPLV Invesco S&P 500 Low Volatili | 0.85% | 40,972 | $3.1M | Reduce -15.4% |
| JPM JPMorgan Chase & Co. | 0.83% | 12,219 | $3.0M | Add +1.5% |
| AGGH Simplify Aggregate Bond ETF | 0.82% | 139,604 | $3.0M | Reduce -43.8% |
| MSFT Microsoft Corp. | 0.78% | 7,458 | $2.8M | Reduce -3.7% |
| META Meta Platforms Inc. Class A | 0.73% | 4,535 | $2.6M | Add +16.1% |
| AAPL Apple Inc. | 0.72% | 11,658 | $2.6M | Add +3.3% |
| WMT Walmart Inc. | 0.67% | 27,283 | $2.4M | Add +5.8% |
| AMZN Amazon.com Inc. | 0.63% | 11,906 | $2.3M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.63% | 13,231 | $2.3M | Reduce -28.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 4,155 | $2.2M | Reduce -5.1% |
| XLP SS Consumer Staples Sel Sect | 0.61% | 26,894 | $2.2M | New |
| COST Costco Wholesale Corp. | 0.57% | 2,169 | $2.1M | Add +6.5% |
| XLV SS Health Care Select Sector | 0.57% | 14,029 | $2.0M | New |
| OUSM Alps Oshares US Small-Cap Qu | 0.57% | 48,584 | $2.0M | Reduce -27.5% |
| JNJ Johnson & Johnson | 0.50% | 10,734 | $1.8M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 6,361 | $1.7M | Add +1.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.47% | 20,604 | $1.7M | Reduce -19.9% |
| EMR Emerson Electric Co. | 0.46% | 15,215 | $1.7M | Reduce -0.9% |
| NFLX Netflix Inc. | 0.46% | 1,782 | $1.7M | Reduce -11.6% |
| UUP Invesco DB US Dollar Index B | 0.46% | 57,815 | $1.7M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 13,535 | $1.6M | Add +12.7% |
| IBIT iShares Bitcoin Trust ETF | 0.46% | 35,059 | $1.6M | Reduce -55.8% |
| NVDA Nvidia Corp. | 0.46% | 15,130 | $1.6M | Add +2.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.46% | 6,577 | $1.6M | Add +35.2% |
| IDV iShares International Select | 0.43% | 49,670 | $1.5M | Add +6.8% |
| SPD Simplify US Eqty Plus Down | 0.43% | 49,618 | $1.5M | New |
| SCHD Schwab US DVD Equity ETF | 0.42% | 54,377 | $1.5M | New |
| XLC SS Comm Select Sector SPDR | 0.42% | 15,471 | $1.5M | Reduce -42.1% |
| JEPI JPMorgan Equity Premium Inco | 0.41% | 25,462 | $1.5M | Add +10.3% |
| LLY Eli Lilly & Co. | 0.40% | 1,757 | $1.5M | Reduce -17.3% |
| HARD Simplify Commodities STR K-1 | 0.38% | 44,394 | $1.4M | Reduce -21.0% |
| TMUS T-Mobile US Inc. | 0.36% | 4,794 | $1.3M | Add +51.5% |
| SVOL Simplify Volatility Premium | 0.35% | 69,516 | $1.3M | Add +14.4% |
| AVGO Broadcom Inc. | 0.34% | 7,386 | $1.2M | Reduce -16.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 2,153 | $1.2M | Add +4.0% |
| ISRG Intuitive Surgical Inc. | 0.32% | 2,348 | $1.2M | Add +110.4% |
| NOC Northrop Grumman Corp. | 0.32% | 2,250 | $1.2M | No change |
| YGLD Simplify Gold Strategy ETF | 0.31% | 38,880 | $1.1M | New |
| GOOG Alphabet Inc. Class C | 0.31% | 7,142 | $1.1M | Add +2.4% |
| IWF iShares Russell 1000 Growth | 0.31% | 3,073 | $1.1M | Reduce -55.5% |
| PGR Progressive Corp. | 0.31% | 3,914 | $1.1M | Reduce -9.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.31% | 47,491 | $1.1M | Add +8.0% |
| PEP Pepsico Inc. | 0.31% | 7,329 | $1.1M | Add +0.0% |
| STE Steris PLC | 0.30% | 4,709 | $1.1M | Add +1.0% |
| OUSA Alps Oshares US Quality Divi | 0.30% | 20,022 | $1.1M | Reduce -13.3% |
| ORCL Oracle Corp. | 0.29% | 7,520 | $1.1M | Add +9.9% |
| T AT&T Inc. | 0.28% | 35,349 | $1000K | New |
| GE General Electric filed as GE AEROSPACE | 0.28% | 4,982 | $997K | Reduce -33.3% |
| ADP Automatic Data Processing | 0.28% | 3,236 | $989K | No change |
| SCHX Schwab US Large-Cap ETF | 0.27% | 44,470 | $982K | Reduce -5.6% |
| AXP American Express Co. | 0.27% | 3,574 | $962K | Add +224.3% |
| GS Goldman Sachs Group Inc. | 0.26% | 1,741 | $951K | Add +41.9% |
| XLF SS Financial Select Sector | 0.26% | 18,659 | $929K | Reduce -70.7% |
| V Visa Inc. Class A | 0.26% | 2,651 | $929K | Add +4.6% |
| BMY Bristol-Myers Squibb Co. | 0.25% | 14,777 | $901K | No change |
| PFG Principal Financial Group | 0.24% | 10,236 | $864K | No change |
| HD Home Depot Inc. | 0.24% | 2,351 | $862K | Reduce -5.5% |
| TBIL F/M US Treasury 3 Month Bill | 0.23% | 16,489 | $825K | New |
| ABBV Abbvie Inc. | 0.22% | 3,772 | $790K | Reduce -3.8% |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 17,304 | $783K | Reduce -8.1% |
| ETN Eaton Corp. PLC | 0.19% | 2,568 | $698K | Add +8.9% |
| PKW Invesco Buyback Achievers Et | 0.19% | 6,058 | $683K | Reduce -75.6% |
| GEV GE Vernova Inc. | 0.18% | 2,146 | $655K | Add +54.6% |
| PFE Pfizer Inc. | 0.18% | 25,134 | $637K | Reduce -1.2% |
| PFF iShares Preferred & Income S | 0.18% | 20,559 | $632K | Add +23.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 2,404 | $622K | Reduce -2.4% |
| ABT Abbott Laboratories | 0.17% | 4,489 | $595K | Reduce -4.2% |
| COHR Coherent Corp. | 0.16% | 8,960 | $582K | Add +0.1% |
| MCO Moody's Corp. | 0.15% | 1,190 | $554K | No change |
| UNH Unitedhealth Group Inc. | 0.15% | 1,016 | $532K | Add +21.8% |
| EFA iShares MSCI Eafe ETF | 0.14% | 5,938 | $485K | Reduce -25.7% |
| MS Morgan Stanley | 0.13% | 4,117 | $480K | Add +63.3% |
| ARGT Global X MSCI Argentina ETF | 0.13% | 5,652 | $457K | New |
| VONG Vanguard Russell 1000 Growth | 0.13% | 4,882 | $453K | Reduce -24.1% |
| TRI Thomson Reuters Corp. | 0.12% | 2,467 | $426K | No change |
| REIT Alps Active REIT ETF | 0.11% | 14,788 | $404K | Add +5.7% |
| TSLA Tesla Inc. | 0.11% | 1,541 | $399K | Add +138.5% |
| IVV iShares Core S&P 500 ETF | 0.11% | 680 | $382K | Add +12.6% |
| MRK Merck & Co. Inc. | 0.11% | 4,228 | $380K | Reduce -1.6% |
| VYM Vanguard High DVD Yield ETF | 0.10% | 2,925 | $377K | No change |
| IWD iShares Russell 1000 Value E | 0.10% | 1,969 | $370K | Reduce -84.6% |
| CB Chubb Ltd. | 0.10% | 1,224 | $370K | No change |
| FPE FT-Preferred Secur & Inc. ETF | 0.10% | 20,876 | $367K | Add +1.1% |
| DBA Invesco DB Agriculture Fund | 0.10% | 13,934 | $367K | Reduce -88.0% |
Portfolio Sells Q4 2024 → Q1 2025
| SPHQ Invesco S&P 500 Quality ETF | Reduce -63.6% | 0.94% | −1.78 |
| DRLL Strive US Energy ETF | Sold out | 0.00% | −0.97 |
| MTBA Simplify MBS ETF | Reduce -44.5% | 1.07% | −0.93 |
| DBA Invesco DB Agriculture Fund | Reduce -88.0% | 0.10% | −0.80 |
| IBIT iShares Bitcoin Trust ETF | Reduce -55.8% | 0.46% | −0.77 |
| GNR State Street SPDR S&P Global | Sold out | 0.00% | −0.75 |
| BUCK Simplify Treasury Option Inc. | Reduce -18.6% | 2.46% | −0.68 |
| AGGH Simplify Aggregate Bond ETF | Reduce -43.8% | 0.82% | −0.67 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.66 |
| WELD Tema U.S. Manufacturing & Re | Reduce -87.0% | 0.08% | −0.66 |
| PKW Invesco Buyback Achievers Et | Reduce -75.6% | 0.19% | −0.64 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.59 |
| IWD iShares Russell 1000 Value E | Reduce -84.6% | 0.10% | −0.59 |
| IWF iShares Russell 1000 Growth | Reduce -55.5% | 0.31% | −0.50 |
| XLF SS Financial Select Sector | Reduce -70.7% | 0.26% | −0.45 |
| XLC SS Comm Select Sector SPDR | Reduce -42.1% | 0.42% | −0.34 |
| OUSM Alps Oshares US Small-Cap Qu | Reduce -27.5% | 0.57% | −0.28 |
| PG The Procter & Gamble Co. | Reduce -28.4% | 0.63% | −0.27 |
| PFIX Simplify Interest Rate Hedge | Sold out | 0.00% | −0.26 |
| AVGO Broadcom Inc. | Reduce -16.4% | 0.34% | −0.25 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -63.2% | 0.09% | −0.19 |
| SPMO Invesco S&P 500 Momentum ETF | Sold out | 0.00% | −0.18 |
| MSFT Microsoft Corp. | Reduce -3.7% | 0.78% | −0.17 |
| IPKW Invesco International Buybac | Sold out | 0.00% | −0.15 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.15 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -19.9% | 0.47% | −0.14 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -15.4% | 0.85% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 0.63% | −0.13 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.12 |
| LIN Linde PLC | Reduce -56.8% | 0.10% | −0.12 |
| EMC GLB X Emrg MRKT GRT Cnsumr | Reduce -46.9% | 0.10% | −0.10 |
| SPGI S&P Global Inc. | Reduce -59.5% | 0.06% | −0.10 |
| EMR Emerson Electric Co. | Reduce -0.9% | 0.46% | −0.09 |
| GE General Electric | Reduce -33.3% | 0.28% | −0.08 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.08 |
| LLY Eli Lilly & Co. | Reduce -17.3% | 0.40% | −0.07 |
| ITB iShares U.S. Home Constructi | Sold out | 0.00% | −0.07 |
| VONG Vanguard Russell 1000 Growth | Reduce -24.1% | 0.13% | −0.07 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.06 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.06 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.06 |
| OUSA Alps Oshares US Quality Divi | Reduce -13.3% | 0.30% | −0.06 |
| JVAL JPMorgan US Value Factor ETF | Sold out | 0.00% | −0.06 |
| NFLX Netflix Inc. | Reduce -11.6% | 0.46% | −0.06 |
| RPM RPM International Inc. | Sold out | 0.00% | −0.06 |
| HARD Simplify Commodities STR K-1 | Reduce -21.0% | 0.38% | −0.06 |
| BUXX Strive Enhanced Income Short | Reduce -1.4% | 0.96% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -30.3% | 0.08% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Reduce -5.6% | 0.27% | −0.04 |
| HD Home Depot Inc. | Reduce -5.5% | 0.24% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +402.6% | 11.79% | +9.35 |
| TUA Sim St Treas Fut Strat ETF | New | 1.49% | +1.49 |
| IAU iShares Gold Trust | New | 1.07% | +1.07 |
| XLP SS Consumer Staples Sel Sect | New | 0.61% | +0.61 |
| XLV SS Health Care Select Sector | New | 0.57% | +0.57 |
| UUP Invesco DB US Dollar Index B | New | 0.46% | +0.46 |
| SPD Simplify US Eqty Plus Down | New | 0.43% | +0.43 |
| SCHD Schwab US DVD Equity ETF | New | 0.42% | +0.42 |
| YGLD Simplify Gold Strategy ETF | New | 0.31% | +0.31 |
| T AT&T Inc. | New | 0.28% | +0.28 |
| TBIL F/M US Treasury 3 Month Bill | New | 0.23% | +0.23 |
| AXP American Express Co. | Add +224.3% | 0.27% | +0.17 |
| ISRG Intuitive Surgical Inc. | Add +110.4% | 0.32% | +0.15 |
| TMUS T-Mobile US Inc. | Add +51.5% | 0.36% | +0.15 |
| IBM Intl Business Machines Corp. | Add +35.2% | 0.46% | +0.14 |
| CDX Simplify High Yield ETF | Add +4.6% | 2.73% | +0.14 |
| ARGT Global X MSCI Argentina ETF | New | 0.13% | +0.13 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +14.4% | 0.88% | +0.11 |
| VMC Vulcan Materials Co. | New | 0.10% | +0.10 |
| XOM Exxon Mobil Corp. | Add +3.5% | 1.06% | +0.09 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.07% | +0.07 |
| EVTR Eaton Vance Total Return | New | 0.06% | +0.06 |
| META Meta Platforms Inc. Class A | Add +16.1% | 0.73% | +0.06 |
| WTBN Wisdomtree Bianco TR Fund | Add +9.6% | 0.98% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +41.9% | 0.26% | +0.06 |
| STIP iShares 0-5 Year Tips Bond E | Add +4.3% | 2.27% | +0.06 |
| IDV iShares International Select | Add +6.8% | 0.43% | +0.06 |
| BABA Alibaba Group Holding-SP ADR | New | 0.06% | +0.06 |
| GEV GE Vernova Inc. | Add +54.6% | 0.18% | +0.05 |
| MS Morgan Stanley | Add +63.3% | 0.13% | +0.04 |
| TJX TJX Companies Inc. | Add +12.7% | 0.46% | +0.04 |
| TSLA Tesla Inc. | Add +138.5% | 0.11% | +0.04 |
| COST Costco Wholesale Corp. | Add +6.5% | 0.57% | +0.03 |
| V Visa Inc. Class A | Add +4.6% | 0.26% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +21.8% | 0.15% | +0.03 |
| PFF iShares Preferred & Income S | Add +23.6% | 0.18% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +10.3% | 0.41% | +0.02 |
| STE Steris PLC | Add +1.0% | 0.30% | +0.02 |
| PM Philip Morris International | Add +0.1% | 0.08% | +0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Add +8.0% | 0.31% | +0.02 |
| MA Mastercard Inc. Class A | Add +11.8% | 0.09% | +0.01 |
| FLUX Flux Power Holdings Inc. | Add +7.3% | 0.05% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +12.6% | 0.11% | +0.00 |
| UNP Union Pacific Corp. | Add +4.5% | 0.06% | +0.00 |
| REIT Alps Active REIT ETF | Add +5.7% | 0.11% | +0.00 |
| CRON Cronos Group Inc. | Add +6.3% | 0.01% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.06% | −0.00 |
| FPE FT-Preferred Secur & Inc. ETF | Add +1.1% | 0.10% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +1.5% | 0.83% | −0.00 |
| AXTI Axt Inc. | Add +25.1% | 0.02% | −0.01 |
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 |