Park Edge Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PE Park Edge Advisors, LLC | Institutional Filer | ▼ 1.78% | $433.9M | 141 |
Current Portfolio Holdings
Showing all 141 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | LECO | Lincoln Electric Holdings, Inc. | Industrials | 631K | $157.2M | 36.23% |
| 2 | BIL | SPDR SERIES TRUST | — | 405K | $37.1M | 8.55% |
| 3 | CDX | SIMPLIFY EXCHANGE TRADED FUN | — | 756K | $16.1M | 3.72% |
| 4 | STIP | ISHARES TR | — | 131K | $13.5M | 3.12% |
| 5 | GLD | SPDR GOLD TR | — | 26K | $11.4M | 2.62% |
| 6 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | — | 410K | $8.3M | 1.92% |
| 7 | TUA | SIMPLIFY EXCHANGE TRADED FUN | — | 380K | $8.0M | 1.85% |
| 8 | IPKW | INVESCO EXCH TRADED FD TR II | — | 103K | $5.8M | 1.33% |
| 9 | WTBN | WISDOMTREE TR | — | 228K | $5.8M | 1.33% |
| 10 | EMB | ISHARES TR | — | 61K | $5.7M | 1.31% |
| 11 | XOM | Exxon Mobil Corporation | Energy | 33K | $5.7M | 1.30% |
| 12 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 67K | $5.0M | 1.16% |
| 13 | IAU | ISHARES GOLD TR | — | 56K | $4.9M | 1.13% |
| 14 | AGGA | EA SERIES TRUST | — | 173K | $4.3M | 1.00% |
| 15 | JPM | JPMorgan Chase & Co. | Financial Services | 13K | $4.0M | 0.91% |
Showing 1 to 15 of 141 holdings