Park Edge Advisors, LLC
- SEC CIK
- 0001965659
- Latest filing
- Jul 10, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 12, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 112
- +10 vs. Q3 2023
- Portfolio value
- $288.7M
- +$10.6M (+3.8%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Simplify Exchange Traded Fun82889N830 | HIGH YIELD ETF | 100,704 | $2.30M | 0.8% | +23,479+30.4% | Added | – |
| MSFTMicrosoft Corp | Stock | 6,659 | $2.50M | 0.9% | −1,210−15.4% | Reduced | History |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 124,517 | $2.58M | 0.9% | −73−0.1% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 26,051 | $2.60M | 0.9% | −325−1.2% | Reduced | History |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 94,051 | $2.84M | 1.0% | +94,051 | New | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 55,317 | $4.54M | 1.6% | −3,391−5.8% | Reduced | – |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 185,019 | $5.01M | 1.7% | +3,919+2.2% | Added | History |
| FNAParagon 28, Inc. | COM | 583,143 | $7.25M | 2.5% | −12,200−2.0% | Reduced | History |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 365,326 | $9.12M | 3.2% | +23,513+6.9% | Added | – |
| GLDSPDR Gold Trust | ETF | 68,399 | $13.1M | 4.5% | +990+1.5% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 189,145 | $17.3M | 6.0% | −204,208−51.9% | Reduced | – |
| LECOLincoln Electric Holdings Inc | COM | 671,169 | $146.0M | 50.6% | 00.0% | Unchanged | History |
Sold out since Q3 2023 (12)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 38,196 | $3.85M | 1.4% | – |
| ProShares Tr74347B714 | SHORT QQQ NEW | 125,092 | $1.36M | 0.5% | – |
| MCDMcDonalds Corp | Stock | 3,105 | $818.0K | 0.3% | History |
| DUKDuke Energy CORP | Stock | 8,949 | $789.8K | 0.3% | History |
| CICigna Group | Stock | 2,694 | $770.7K | 0.3% | History |
| LMTLockheed Martin Corp | Stock | 1,736 | $710.0K | 0.3% | History |
| TMUST-Mobile US, Inc. | Stock | 4,952 | $693.5K | 0.2% | History |
| BABAAlibaba Group Holding Ltd | ADR | 6,572 | $570.1K | 0.2% | History |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 22,523 | $548.8K | 0.2% | – |
| NEMNEWMONT Corp | Stock | 11,696 | $432.2K | 0.2% | History |
| SBACSba Communications Corp | CL A | 2,038 | $408.0K | 0.1% | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,892 | $204.6K | 0.1% | – |