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

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 Q4 2024 Q1 2025: $359.1M $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 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%
EMC GLB X Emrg MRKT GRT Cnsumr 0.10% 13,937 $365K Reduce -46.9%
VMC Vulcan Materials Co. 0.10% 1,549 $361K New
ZBH Zimmer Biomet Holdings Inc. 0.10% 3,171 $359K No change
LIN Linde PLC 0.10% 762 $355K Reduce -56.8%
PAYX Paychex Inc. 0.09% 2,210 $341K No change
MA Mastercard Inc. Class A 0.09% 604 $331K Add +11.8%
FNX First Trust Mid Cap Core Alp 0.09% 3,036 $331K Reduce -1.7%
TIP iShares Tips Bond ETF 0.09% 2,951 $328K No change
IJT iShares S&P Small-Cap 600 GR 0.09% 2,600 $324K No change
QQQ Invesco QQQ Trust Series 1 0.09% 688 $323K Reduce -63.2%
PNC PNC Financial Services Group 0.09% 1,812 $318K No change
WELD Tema U.S. Manufacturing & Re 0.08% 8,938 $303K Reduce -87.0%
VHT Vanguard Health Care ETF 0.08% 1,141 $302K No change
MDT Medtronic PLC 0.08% 3,340 $300K Reduce -6.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.08% 1,600 $298K Reduce -7.3%
PM Philip Morris International 0.08% 1,864 $296K Add +0.1%
CSX CSX Corp. 0.08% 9,932 $292K Reduce -1.0%
VOO Vanguard S&P 500 ETF 0.08% 548 $282K Reduce -30.3%
CVX Chevron Corp. 0.08% 1,674 $280K Reduce -10.2%
CRS Carpenter Technology 0.07% 1,486 $269K No change
EEM iShares MSCI Emerging Market 0.07% 6,071 $265K Reduce -8.6%
FBTC Fidelity Wise Origin Bitcoin 0.07% 3,385 $244K New
EVTR Eaton Vance Total Return 0.06% 4,557 $231K New
BX Blackstone Inc. 0.06% 1,636 $229K Reduce -5.6%
UNP Union Pacific Corp. 0.06% 961 $227K Add +4.5%
SPGI S&P Global Inc. 0.06% 446 $227K Reduce -59.5%
VIG Vanguard Dividend Apprec ETF 0.06% 1,165 $226K Add +0.3%
NSC Norfolk Southern Corp. 0.06% 900 $213K Reduce -2.4%
CL Colgate-Palmolive Co. 0.06% 2,211 $207K Reduce -9.8%
BABA Alibaba Group Holding-SP ADR 0.06% 1,554 $205K New
ETHE Grayscale Ethereum Staking E 0.05% 12,640 $192K No change
FLUX Flux Power Holdings Inc. filed as FLUX PWR HLDGS INC 0.05% 110,765 $191K Add +7.3%
KEY Keycorp 0.05% 10,390 $166K No change
VIRC Virco MFG Corporation 0.04% 16,200 $153K No change
AXTI Axt Inc. 0.02% 62,500 $88K Add +25.1%
REAL The Realreal Inc. filed as THE REALREAL INC 0.02% 12,062 $65K Reduce -8.4%
CRON Cronos Group Inc. 0.01% 11,701 $21K Add +6.3%

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

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