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Size ($ in 1000's)
At 03/31/2024: $358,429
At 12/31/2023: $288,700
Park Edge Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Park Edge Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Park Edge Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Park Edge Advisors LLC.
In the Park Edge Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Park Edge Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Park Edge Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| LINCOLN ELEC HLDGS INC |
670,889 |
-280 |
$171,372 | | LECO | 670,889 | -280 | $171,372 | | SPDR GOLD TR (GLD) |
70,779 |
+2,380 |
$14,561 | | GLD | 70,779 | +2,380 | $14,561 | | SPDR SER TR (BIL) |
140,576 |
-48,569 |
$12,905 | | BIL | 140,576 | -48,569 | $12,905 | | ISHARES TR (STIP) |
101,209 |
+101,209 |
$10,063 | | STIP | 101,209 | +101,209 | $10,063 | | SIMPLIFY EXCHANGE TRADED FUN (BUCK) |
399,210 |
+33,884 |
$10,008 | | BUCK | 399,210 | +33,884 | $10,008 | | SIMPLIFY EXCHANGE TRADED FUN (CDX) |
333,945 |
+233,241 |
$7,655 | | CDX | 333,945 | +233,241 | $7,655 | | SIMPLIFY EXCHANGE TRADED FUN (MTBA) |
148,291 |
+131,241 |
$7,549 | | MTBA | 148,291 | +131,241 | $7,549 | | PARAGON 28 INC |
583,143 |
UNCH |
$7,202 | | FNA | 583,143 | UNCH | $7,202 | | PROSHARES TR (TBT) |
149,896 |
+55,845 |
$4,941 | | TBT | 149,896 | +55,845 | $4,941 | | INVESCO EXCHANGE TRADED FD T (SPHQ) |
65,251 |
+65,251 |
$3,942 | | SPHQ | 65,251 | +65,251 | $3,942 | | ISHARES TR (SHY) |
45,105 |
-10,212 |
$3,689 | | SHY | 45,105 | -10,212 | $3,689 | | PROCTER AND GAMBLE CO |
22,028 |
+10,248 |
$3,574 | | PG | 22,028 | +10,248 | $3,574 | | SIMPLIFY EXCHANGE TRADED FUN (AGGH) |
159,991 |
+159,991 |
$3,429 | | AGGH | 159,991 | +159,991 | $3,429 | | MICROSOFT CORP |
7,700 |
+1,041 |
$3,240 | | MSFT | 7,700 | +1,041 | $3,240 | | INVESCO DB MULTI SECTOR COMM |
128,835 |
+4,318 |
$3,190 | | DBA | 128,835 | +4,318 | $3,190 | | EXXON MOBIL CORP |
26,229 |
+178 |
$3,049 | | XOM | 26,229 | +178 | $3,049 | | META PLATFORMS INC |
4,579 |
-35 |
$2,223 | | META | 4,579 | -35 | $2,223 | | JPMORGAN CHASE & CO |
11,075 |
-74 |
$2,218 | | JPM | 11,075 | -74 | $2,218 | | INVESCO EXCHANGE TRADED FD T (PKW) |
20,362 |
+20,362 |
$2,204 | | PKW | 20,362 | +20,362 | $2,204 | | ISHARES TR (FXI) |
90,601 |
+90,601 |
$2,181 | | FXI | 90,601 | +90,601 | $2,181 | | GLOBAL X FDS |
70,723 |
+70,723 |
$2,039 | | URA | 70,723 | +70,723 | $2,039 | | ELI LILLY & CO |
2,563 |
+1,061 |
$1,994 | | LLY | 2,563 | +1,061 | $1,994 | | NVIDIA CORPORATION |
2,207 |
+800 |
$1,994 | | NVDA | 2,207 | +800 | $1,994 | | AMAZON COM INC |
10,770 |
+1,924 |
$1,943 | | AMZN | 10,770 | +1,924 | $1,943 | | JOHNSON & JOHNSON |
11,313 |
UNCH |
$1,790 | | JNJ | 11,313 | UNCH | $1,790 | | EMERSON ELEC CO |
15,505 |
UNCH |
$1,759 | | EMR | 15,505 | UNCH | $1,759 | | SIMPLIFY EXCHANGE TRADED FUN (PFIX) |
38,293 |
+38,293 |
$1,716 | | PFIX | 38,293 | +38,293 | $1,716 | | APPLE INC |
9,781 |
-10 |
$1,677 | | AAPL | 9,781 | -10 | $1,677 | | VANGUARD INDEX FDS (VTI) |
6,175 |
-791 |
$1,605 | | VTI | 6,175 | -791 | $1,605 | | ALPS ETF TR (OUSM) |
35,505 |
+314 |
$1,511 | | OUSM | 35,505 | +314 | $1,511 | | GENERAL ELECTRIC CO |
8,562 |
-10 |
$1,503 | | GE | 8,562 | -10 | $1,503 | | INVESCO EXCH TRADED FD TR II (IPKW) |
36,897 |
+36,897 |
$1,466 | | IPKW | 36,897 | +36,897 | $1,466 |  BERKSHIRE HATHAWAY INC DEL |
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$1,420 | | BRK.B | 3,376 | -603 | $1,420 | | SIMPLIFY EXCHANGE TRADED FUN (EQLS) |
57,563 |
+1,571 |
$1,344 | | EQLS | 57,563 | +1,571 | $1,344 | | SIMPLIFY EXCHANGE TRADED FUN (HARD) |
56,015 |
+1,671 |
$1,314 | | HARD | 56,015 | +1,671 | $1,314 | | PEPSICO INC |
7,327 |
-2 |
$1,282 | | PEP | 7,327 | -2 | $1,282 | | APPLIED MATLS INC |
6,142 |
+6,142 |
$1,267 | | AMAT | 6,142 | +6,142 | $1,267 | | GLOBAL X FDS |
46,900 |
-20,657 |
$1,226 | | EMC | 46,900 | -20,657 | $1,226 | | ALPS ETF TR (OUSA) |
24,760 |
+474 |
$1,223 | | OUSA | 24,760 | +474 | $1,223 | | SCHWAB STRATEGIC TR |
19,524 |
-5,055 |
$1,212 | | SCHX | 19,524 | -5,055 | $1,212 | | ISHARES TR (EFA) |
15,044 |
-173 |
$1,201 | | EFA | 15,044 | -173 | $1,201 | | SPDR S&P 500 ETF TR (SPY) |
2,238 |
+10 |
$1,171 | | SPY | 2,238 | +10 | $1,171 | | VANGUARD INTL EQUITY INDEX F (VWO) |
27,279 |
+1,141 |
$1,139 | | VWO | 27,279 | +1,141 | $1,139 | | BROADCOM INC |
842 |
+185 |
$1,116 | | AVGO | 842 | +185 | $1,116 | | NETFLIX INC |
1,837 |
+575 |
$1,116 | | NFLX | 1,837 | +575 | $1,116 | | SALESFORCE INC |
3,686 |
+1,045 |
$1,110 | | CRM | 3,686 | +1,045 | $1,110 | | PROSHARES TR (BITO) |
34,207 |
+34,207 |
$1,105 | | BITO | 34,207 | +34,207 | $1,105 | | ISHARES TR (IEI) |
9,514 |
+9,514 |
$1,102 | | IEI | 9,514 | +9,514 | $1,102 | | NORTHROP GRUMMAN CORP |
2,250 |
UNCH |
$1,077 | | NOC | 2,250 | UNCH | $1,077 | | SIMPLIFY EXCHANGE TRADED FUN (QIS) |
41,915 |
+2,102 |
$1,064 | | QIS | 41,915 | +2,102 | $1,064 |
See Full List: All Stocks Held By Park Edge Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Park Edge Advisors LLC
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