Park Edge Advisors, LLC Top Holdings and 13F Report (2026) About Park Edge Advisors, LLCInvestment ActivityPark Edge Advisors, LLC has $433.87 million in total holdings as of March 31, 2026.Park Edge Advisors, LLC owns shares of 141 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 14.74% of the portfolio was purchased this quarter.About 18.34% of the portfolio was sold this quarter.This quarter, Park Edge Advisors, LLC has purchased 151 new stocks and bought additional shares in 54 stocks.Park Edge Advisors, LLC sold shares of 56 stocks and completely divested from 22 stocks this quarter.Largest Holdings Lincoln Electric $157,205,348SPDR Bloomberg 1-3 Month T-Bill ETF $37,110,626Simplify High Yield ETF $16,131,671iShares 0-5 Year TIPS Bond ETF $13,516,861SPDR Gold Shares $11,367,186 Largest New Holdings this Quarter 02072Q663 - EA SERIES TRUST $4,337,871 Holding464287101 - iShares S&P 100 ETF $2,117,710 Holding81369Y506 - Energy Select Sector SPDR Fund $1,652,182 Holding949746101 - Wells Fargo & Company $1,295,812 Holding132061300 - Cambria Foreign Shareholder Yield ETF $1,213,350 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 328,867 shares (about $30.14M)iShares J.P. Morgan USD Emerging Markets Bond ETF 58,616 shares (about $5.51M)EA SERIES TRUST 172,598 shares (about $4.34M)iShares S&P 100 ETF 6,658 shares (about $2.12M)Energy Select Sector SPDR Fund 26,970 shares (about $1.65M) Largest Sales this Quarter Lincoln Electric 37,313 shares (about $9.29M)Invesco International BuyBack Achievers ETF 105,096 shares (about $5.91M)SPDR Bloomberg Short Term International Treasury Bond ETF 168,717 shares (about $4.54M)Invesco QQQ 7,574 shares (about $4.37M)VanEck Gold Miners ETF 30,443 shares (about $2.79M) 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$157,205,348$9,293,922 â–¼-5.6%631,14436.2%IndustrialsBILSPDR Bloomberg 1-3 Month T-Bill ETF$37,110,626$30,137,372 â–²432.2%404,9618.6%ETFCDXSimplify High Yield ETF$16,131,671$60,798 â–²0.4%755,9363.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$13,516,861$494,913 â–²3.8%130,6863.1%ETFGLDSPDR Gold Shares$11,367,186$834,317 â–¼-6.8%26,4182.6%FinanceAGGHSimplify Aggregate Bond ETF$8,343,887$931,155 â–²12.6%410,0191.9%ETFTUASimplify Short Term Treasury Futures Strategy ETF$8,021,714$15,129 â–¼-0.2%380,1761.8%ETFIPKWInvesco International BuyBack Achievers ETF$5,770,053$5,912,960 â–¼-50.6%102,5561.3%ManufacturingWISDOMTREE TR$5,756,239$1,382,819 â–²31.6%227,5491.3%BIANCO TOTL RETUEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$5,702,302$5,505,800 â–²2,801.9%60,7081.3%ETFXOMExxonMobil$5,657,284$721,730 â–¼-11.3%33,3451.3%EnergySPHQInvesco S&P 500 Quality ETF$5,041,172$761,898 â–²17.8%67,0461.2%ETFIAUiShares Gold Trust$4,900,550$1,036,056 â–¼-17.5%55,5871.1%FinanceEA SERIES TRUST$4,337,871$4,337,871 â–²New Holding172,5981.0%EA ASTORIA DYNMCJPMJPMorgan Chase & Co.$3,961,541$45,302 â–¼-1.1%13,4670.9%FinanceWALMART INC$3,908,409$865,373 â–²28.4%31,4480.9%COMSIMPLIFY EXCHANGE TRADED FUN$3,753,217$1,477,994 â–²65.0%128,3590.9%CURRENCY STRATEGAAPLApple$3,596,605$640,293 â–²21.7%14,1720.8%Computer and TechnologyBUCKSimplify Treasury Option Income ETF$3,291,782$2,006,340 â–¼-37.9%140,0460.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,133,396$48,386 â–¼-1.5%37,9480.7%ManufacturingSIMPLIFY EXCHANGE TRADED FUN$3,035,406$470,265 â–²18.3%61,3710.7%MBS ETFMSFTMicrosoft$2,985,802$52,194 â–²1.8%8,0660.7%Computer and TechnologyAMZNAmazon.com$2,911,615$23,535 â–²0.8%13,9800.7%Retail/WholesaleNVDANVIDIA$2,754,690$358,746 â–²15.0%15,7950.6%Computer and TechnologyBRK.BBerkshire Hathaway$2,660,998$712,091 â–²36.5%5,5530.6%FinanceTJXTJX Companies$2,623,392$280,593 â–²12.0%16,4270.6%Retail/WholesaleJNJJohnson & Johnson$2,620,839$3,911 â–¼-0.1%10,7220.6%MedicalOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$2,567,312$11,329 â–²0.4%58,6950.6%ETFAVGOBroadcom$2,442,677$8,976 â–¼-0.4%7,8920.6%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$2,417,747$1,031,776 â–¼-29.9%35,3110.6%ManufacturingMETAMeta Platforms$2,385,391$163,069 â–²7.3%4,1690.5%Computer and TechnologyCOHRCoherent$2,368,760$393,046 â–¼-14.2%9,9440.5%Business ServicesIDViShares International Select Dividend ETF$2,295,474$259,829 â–²12.8%53,9350.5%ETFXLUUtilities Select Sector SPDR Fund$2,261,276$2,200,655 â–¼-49.3%49,2760.5%ETFOEFiShares S&P 100 ETF$2,117,710$2,117,710 â–²New Holding6,6580.5%ETFABBVAbbVie$2,084,007$71,555 â–²3.6%9,5820.5%MedicalSCHDSchwab US Dividend Equity ETF$2,014,878$1,442 â–²0.1%65,6740.5%ETFMSMorgan Stanley$2,001,608$1,371,158 â–²217.5%12,1630.5%FinanceSIMPLIFY EXCHANGE TRADED FUN$1,999,691$412,468 â–²26.0%81,4870.5%BARRIER INCOMEEMREmerson Electric$1,953,3770.0%14,9090.5%IndustrialsVTIVanguard Total Stock Market ETF$1,933,376$16,039 â–²0.8%6,0270.4%ETFHARDSimplify Commodities Strategy No K-1 ETF$1,892,012$142,966 â–²8.2%53,4920.4%ManufacturingIBMInternational Business Machines$1,822,046$15,028 â–¼-0.8%7,5170.4%Computer and TechnologySPHDInvesco S&P 500 High Dividend Low Volatility ETF$1,775,343$72,827 â–²4.3%35,7860.4%ETFGEGE Aerospace$1,749,449$14,189 â–¼-0.8%6,1650.4%AerospaceSPYSPDR S&P 500 ETF Trust$1,731,804$1,275,279 â–¼-42.4%2,6630.4%FinanceGOOGAlphabet$1,731,244$520,951 â–¼-23.1%6,0350.4%Computer and TechnologyPGProcter & Gamble$1,725,618$45,643 â–¼-2.6%11,9470.4%Consumer StaplesXLEEnergy Select Sector SPDR Fund$1,652,182$1,652,182 â–²New Holding26,9700.4%ETFGE VERNOVA INC$1,629,707$93,400 â–¼-5.4%1,8670.4%COMNFLXNetflix$1,620,897$388,350 â–¼-19.3%16,8580.4%Consumer DiscretionaryRTXRTX$1,597,855$54,014 â–²3.5%8,2830.4%AerospaceSCHZSchwab U.S. Aggregate Bond ETF$1,591,824$22,082 â–¼-1.4%68,5540.4%ETFNOCNorthrop Grumman$1,535,0400.0%2,2500.4%AerospaceVWOVanguard FTSE Emerging Markets ETF$1,533,915$461,742 â–²43.1%28,3800.4%ETFSVOLSimplify Volatility Premium ETF$1,498,304$38,258 â–²2.6%97,6730.3%ETFGSThe Goldman Sachs Group$1,494,886$289,333 â–²24.0%1,7670.3%FinanceSIMPLIFY EXCHANGE TRADED FUN$1,471,700$20,843 â–¼-1.4%36,8570.3%GOLD STRATEGY PLVVisa$1,411,109$43,521 â–¼-3.0%4,6690.3%Business ServicesORCLOracle$1,311,906$229,782 â–¼-14.9%8,9180.3%Computer and TechnologyWFCWells Fargo & Company$1,295,812$1,295,812 â–²New Holding16,2770.3%FinanceBWZSPDR Bloomberg Short Term International Treasury Bond ETF$1,277,058$4,541,862 â–¼-78.1%47,4390.3%ETFFYLDCambria Foreign Shareholder Yield ETF$1,213,350$1,213,350 â–²New Holding32,4990.3%ETFSTESTERIS$1,167,345$2,654 â–²0.2%5,2790.3%MedicalCOFCapital One Financial$1,147,565$2,919 â–²0.3%6,2900.3%FinanceNEMNewmont$1,103,717$1,103,717 â–²New Holding10,1960.3%Basic MaterialsSPDSimplify US Equity PLUS Downside Convexity ETF$1,083,581$27,750 â–²2.6%29,7940.2%ETFWELLWelltower$1,077,717$40,135 â–²3.9%5,4510.2%FinanceBSXBoston Scientific$1,064,115$1,064,115 â–²New Holding16,9580.2%MedicalPEPPepsiCo$1,054,674$49,069 â–¼-4.4%6,7920.2%Consumer StaplesTSLATesla$1,021,197$429,743 â–²72.7%2,7470.2%Auto/Tires/TrucksPRINCIPAL FINANCIAL GROUP IN$922,3660.0%10,2360.2%COMSCHXSchwab US Large-Cap ETF$914,194$76,766 â–¼-7.7%35,6550.2%ETFLLYEli Lilly and Company$904,179$218,916 â–¼-19.5%9830.2%MedicalPALANTIR TECHNOLOGIES INC$898,159$474,240 â–²111.9%6,1400.2%CL AISHARES BITCOIN TRUST ETF$889,538$322,036 â–¼-26.6%23,1530.2%SHS BEN INTBMYBristol Myers Squibb$872,208$1,152 â–¼-0.1%14,3810.2%MedicalMAMastercard$854,419$716,013 â–¼-45.6%1,7100.2%Business ServicesEFAiShares MSCI EAFE ETF$838,372$490,240 â–¼-36.9%8,6310.2%FinanceAXTIAXT$838,290$1,942,335 â–¼-69.9%14,7120.2%Computer and TechnologyDBBInvesco DB Base Metals Fund$807,507$807,507 â–²New Holding34,3620.2%FinanceGDXVanEck Gold Miners ETF$778,485$2,793,754 â–¼-78.2%8,4830.2%ETFOUSAALPS O'Shares U.S. Quality Dividend ETF$708,327$10,577 â–¼-1.5%12,7240.2%ETFVOVanguard Mid-Cap ETF$644,530$287 â–²0.0%2,2440.1%ETFPFEPfizer$628,936$43,019 â–¼-6.4%22,3980.1%MedicalHDHome Depot$625,220$3,289 â–¼-0.5%1,9010.1%Retail/WholesaleCRSCarpenter Technology$585,7070.0%1,4860.1%Basic MaterialsCWCurtiss-Wright$563,286$282,665 â–²100.7%8270.1%AerospaceADPAutomatic Data Processing$545,741$111,749 â–¼-17.0%2,6860.1%Computer and TechnologyMRKMerck & Co., Inc.$502,5720.0%4,1780.1%MedicalTBILUS Treasury 3 Month Bill ETF$493,639$1,299,816 â–¼-72.5%9,9000.1%ETFMCOMoody's$479,875$2,181 â–¼-0.5%1,1000.1%FinanceISRGIntuitive Surgical$446,238$140,602 â–¼-24.0%9680.1%MedicalEEMiShares MSCI Emerging Markets ETF$442,413$240,516 â–¼-35.2%7,7900.1%FinanceDUKDuke Energy$426,614$13,487 â–²3.3%3,2580.1%UtilitiesABTAbbott Laboratories$414,550$46,095 â–¼-10.0%4,0380.1%MedicalPFFiShares Preferred and Income Securities ETF$405,049$1,940 â–²0.5%13,3590.1%ETFCBChubb$398,9380.0%1,2240.1%FinanceIVViShares Core S&P 500 ETF$395,690$25,465 â–²6.9%6060.1%ETFPUTNAM ETF TRUST$392,586$2,812 â–²0.7%47,1860.1%FRANKLIN OHIO MUShowing 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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