Park Edge Advisors, LLC Top Holdings and 13F Report (2025) About Park Edge Advisors, LLCInvestment ActivityPark Edge Advisors, LLC has $432.98 million in total holdings as of September 30, 2025.Park Edge Advisors, LLC owns shares of 146 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 9.12% of the portfolio was purchased this quarter.About 6.22% of the portfolio was sold this quarter.This quarter, Park Edge Advisors, LLC has purchased 143 new stocks and bought additional shares in 69 stocks.Park Edge Advisors, LLC sold shares of 42 stocks and completely divested from 5 stocks this quarter.Largest Holdings Lincoln Electric $157,671,221Simplify High Yield ETF $16,472,569iShares 0-5 Year TIPS Bond ETF $12,704,598Invesco International BuyBack Achievers ETF $11,465,082SPDR Gold Shares $11,137,053 Largest New Holdings this Quarter 82889N368 - SIMPLIFY EXCHANGE TRADED FUN $2,217,727 Holding191216100 - CocaCola $913,920 Holding26441C204 - Duke Energy $513,934 Holding92891H606 - VS TRUST $372,047 Holding01609W102 - Alibaba Group $277,389 Holding Largest Purchases this Quarter Simplify Aggregate Bond ETF 176,981 shares (about $3.67M)Invesco International BuyBack Achievers ETF 65,572 shares (about $3.45M)Simplify Short Term Treasury Futures Strategy ETF 146,756 shares (about $3.21M)iShares 0-5 Year TIPS Bond ETF 29,378 shares (about $3.04M)Simplify High Yield ETF 106,035 shares (about $2.43M) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 158,949 shares (about $14.58M)Simplify Treasury Option Income ETF 86,614 shares (about $2.07M)Broadcom 3,266 shares (about $1.08M)American Express 2,484 shares (about $824.88K)EA SERIES TRUST 32,464 shares (about $658.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPark Edge Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLECOLincoln Electric$157,671,221$544,531 ▼-0.3%668,58036.4%IndustrialsCDXSimplify High Yield ETF$16,472,569$2,429,262 ▲17.3%719,0123.8%ETFSTIPiShares 0-5 Year TIPS Bond ETF$12,704,598$3,036,510 ▲31.4%122,9162.9%ETFIPKWInvesco International BuyBack Achievers ETF$11,465,082$3,454,989 ▲43.1%217,5952.6%ManufacturingGLDSPDR Gold Shares$11,137,053$829,298 ▲8.0%31,3312.6%FinanceTUASimplify Short Term Treasury Futures Strategy ETF$8,438,058$3,209,554 ▲61.4%385,8281.9%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$8,070,514$14,583,572 ▼-64.4%87,9621.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$7,956,707$32,354 ▼-0.4%95,9101.8%ManufacturingAGGHSimplify Aggregate Bond ETF$7,510,399$3,665,277 ▲95.3%362,6461.7%ETFSIMPLIFY EXCHANGE TRADED FUN$6,689,941$1,866,572 ▲38.7%132,8691.5%MBS ETFBUCKSimplify Treasury Option Income ETF$6,528,818$2,065,744 ▼-24.0%273,7451.5%ETFIAUiShares Gold Trust$6,020,480$1,969,593 ▲48.6%82,7331.4%FinanceMSFTMicrosoft$4,546,147$462,540 ▲11.3%8,7771.0%Computer and TechnologyISHARES BITCOIN TRUST ETF$4,412,265$380,445 ▲9.4%67,8811.0%SHS BEN INTWISDOMTREE TR$4,352,374$336,879 ▲8.4%169,5841.0%BIANCO TOTL RETUJPMJPMorgan Chase & Co.$4,350,381$214,806 ▲5.2%13,7921.0%FinanceSPLVInvesco S&P 500 Low Volatility ETF$4,296,743$227,788 ▼-5.0%58,4751.0%ETFVEUVanguard FTSE All-World ex-US ETF$4,282,985$47,961 ▼-1.1%60,0111.0%ETFXOMExxon Mobil$4,274,472$662,971 ▲18.4%37,9111.0%EnergySPHQInvesco S&P 500 Quality ETF$4,096,793$819,168 ▲25.0%55,8980.9%ETFACWXiShares MSCI ACWI ex U.S. ETF$3,553,529$48,303 ▼-1.3%54,6610.8%ManufacturingWMTWalmart$3,387,831$301,145 ▲9.8%32,8720.8%Retail/WholesaleAAPLApple$3,208,664$56,784 ▲1.8%12,6010.7%Computer and TechnologyAMZNAmazon.com$3,027,651$171,704 ▲6.0%13,7890.7%Retail/WholesaleIBMInternational Business Machines$2,944,057$315,455 ▲12.0%10,4340.7%Computer and TechnologyORCLOracle$2,940,350$323,424 ▲12.4%10,4550.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,915,321$138,571 ▲5.0%4,3760.7%FinanceMETAMeta Platforms$2,798,676$392,887 ▼-12.3%3,8110.6%Computer and TechnologyBRK.BBerkshire Hathaway$2,777,136$494,696 ▲21.7%5,5240.6%FinanceEA SERIES TRUST$2,590,060$658,370 ▼-20.3%127,7150.6%STRIVE ENHANCEDOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$2,578,412$554,757 ▲27.4%57,5540.6%ETFTAT&T$2,501,302$1,215,648 ▲94.6%88,5730.6%Computer and TechnologyAVGOBroadcom$2,488,518$1,077,489 ▼-30.2%7,5430.6%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$2,413,275$823,088 ▲51.8%27,6720.6%ETFNVDANVIDIA$2,355,049$201,696 ▼-7.9%12,6220.5%Computer and TechnologyGOOGAlphabet$2,325,631$235,997 ▲11.3%9,5490.5%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$2,273,651$592 ▲0.0%19,2080.5%ETFSIMPLIFY EXCHANGE TRADED FUN$2,217,727$2,217,727 ▲New Holding80,4390.5%CURRENCY STRATEGNFLXNetflix$2,210,808$184,634 ▼-7.7%1,8440.5%Consumer DiscretionaryTJXTJX Companies$2,193,105$753,053 ▲52.3%15,1730.5%Retail/WholesalePKWInvesco BuyBack Achievers ETF$2,146,176$32,325 ▼-1.5%16,2000.5%ETFXLFFinancial Select Sector SPDR Fund$2,135,515$26,396 ▲1.3%39,6420.5%ETFGEGE Aerospace$2,061,820$86,937 ▲4.4%6,8540.5%AerospaceVTIVanguard Total Stock Market ETF$2,055,374$2,297 ▲0.1%6,2630.5%ETFIDHQInvesco S&P International Developed Quality ETF$2,007,896$27,223 ▼-1.3%59,6700.5%ETFJNJJohnson & Johnson$1,991,110$1,113 ▲0.1%10,7380.5%MedicalEMREmerson Electric$1,968,881$27,023 ▼-1.4%15,0090.5%IndustrialsVVisa$1,907,614$358,446 ▲23.1%5,5880.4%Business ServicesPGProcter & Gamble$1,885,479$92,960 ▼-4.7%12,2710.4%Consumer StaplesCOSTCostco Wholesale$1,774,433$460,038 ▼-20.6%1,9170.4%Retail/WholesaleIDViShares International Select Dividend ETF$1,763,026$75,330 ▲4.5%48,2360.4%ETFSCHDSchwab US Dividend Equity ETF$1,671,579$121,594 ▲7.8%61,2300.4%ETFSIMPLIFY EXCHANGE TRADED FUN$1,636,254$99,182 ▲6.5%40,4850.4%GOLD STRATEGY PLJEPIJPMorgan Equity Premium Income ETF$1,621,126$91,874 ▲6.0%28,3910.4%ETFSVOLSimplify Volatility Premium ETF$1,616,706$83,898 ▲5.5%89,8170.4%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$1,577,900$158,883 ▲11.2%31,9090.4%ETFPMPhilip Morris International$1,559,553$1,257,537 ▲416.4%9,6150.4%Consumer StaplesHARDSimplify Commodities Strategy No K-1 ETF$1,551,571$207,168 ▲15.4%51,3850.4%ManufacturingSCHZSchwab U.S. Aggregate Bond ETF$1,534,492$289,010 ▲23.2%65,3810.4%ETFNOCNorthrop Grumman$1,370,9700.0%2,2500.3%AerospaceGE VERNOVA INC$1,358,929$168,483 ▼-11.0%2,2100.3%COMABBVAbbVie$1,356,571$483,216 ▲55.3%5,8590.3%MedicalLLYEli Lilly and Company$1,336,051$141,159 ▼-9.6%1,7510.3%MedicalIQLTiShares MSCI Intl Quality Factor ETF$1,319,999$17,632 ▼-1.3%29,8710.3%ETFPGRProgressive$1,298,463$327,950 ▲33.8%5,2580.3%FinanceSTESTERIS$1,290,6470.0%5,2160.3%MedicalCOHRCoherent$1,248,906$176,015 ▲16.4%11,5940.3%Business ServicesIWFiShares Russell 1000 Growth ETF$1,232,855$1,874 ▲0.2%2,6320.3%ETFQQQInvesco QQQ$1,224,472$271,905 ▲28.5%2,0400.3%FinanceGSThe Goldman Sachs Group$1,175,413$12,742 ▼-1.1%1,4760.3%FinanceSPDSimplify US Equity PLUS Downside Convexity ETF$1,174,277$71,158 ▼-5.7%29,7210.3%ETFISRGIntuitive Surgical$1,165,034$159,661 ▲15.9%2,6050.3%MedicalTMUST-Mobile US$1,066,374$343,968 ▼-24.4%4,4550.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,027,760$18,333 ▼-1.8%39,0190.2%ETFPEPPepsiCo$998,2740.0%7,1080.2%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$983,599$79,212 ▲8.8%18,1540.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$967,672$609,262 ▲170.0%8,0970.2%ETFHDHome Depot$952,7280.0%2,3510.2%Retail/WholesaleADPAutomatic Data Processing$949,7660.0%3,2360.2%Computer and TechnologyKOCocaCola$913,920$913,920 ▲New Holding13,7800.2%Consumer StaplesTSLATesla$904,560$206,350 ▲29.6%2,0340.2%Auto/Tires/TrucksPFGPrincipal Financial Group$848,6670.0%10,2360.2%FinanceEFAiShares MSCI EAFE ETF$788,126$42,950 ▲5.8%8,4410.2%FinanceOUSAALPS O'Shares U.S. Quality Dividend ETF$730,104$485,511 ▼-39.9%12,9130.2%ETFVOVanguard Mid-Cap ETF$685,416$34,961 ▼-4.9%2,3330.2%ETFBMYBristol Myers Squibb$649,440$17,003 ▼-2.6%14,4000.1%MedicalMSMorgan Stanley$616,173$42,763 ▼-6.5%3,8760.1%FinancePFEPfizer$609,7480.0%23,9300.1%MedicalABTAbbott Laboratories$600,952$134 ▲0.0%4,4870.1%MedicalEEMiShares MSCI Emerging Markets ETF$529,536$2,350 ▲0.4%9,9160.1%FinanceMCOMoody's$526,533$40,503 ▼-7.1%1,1050.1%FinanceDBAInvesco DB Agriculture Fund$516,227$207,042 ▲67.0%19,2910.1%FinanceDUKDuke Energy$513,934$513,934 ▲New Holding4,1530.1%UtilitiesRTXRTX$487,823$84,511 ▲21.0%2,9150.1%AerospaceIWMiShares Russell 2000 ETF$487,072$25,164 ▲5.4%2,0130.1%FinanceRSHOTema American Reshoring ETF$470,409$7,954 ▲1.7%10,9410.1%ETFLINDE PLC$464,550$71,725 ▲18.3%9780.1%SHSUNHUnitedHealth Group$460,023$63,892 ▲16.1%1,3320.1%MedicalMAMastercard$455,617$69,395 ▲18.0%8010.1%Business ServicesETHEGrayscale Ethereum Trust (ETH)$433,1730.0%12,6400.1%MiscellaneousShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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