125 is the total number of securities Park Edge Advisors, LLC has owned. The longest Park Edge Advisors, LLC has owned a single stock is 4 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LECO | LINCOLN ELEC HLDGS INC | 4 | 4 | 42.60% | 43.77% | 45.02% | Q4 2022 | Q3 2023 | 4 |
BIL | SPDR SER TR | 4 | 4 | 9.53% | 13.36% | 16.24% | Q4 2022 | Q3 2023 | 4 |
PARAGON 28 INC | 4 | 4 | 2.69% | 3.75% | 4.96% | Q4 2022 | Q3 2023 | 4 | |
SGOV | ISHARES TR | 4 | 4 | 1.17% | 3.35% | 9.50% | Q4 2022 | Q3 2023 | 4 |
SHY | ISHARES TR | 4 | 4 | 1.26% | 1.62% | 1.88% | Q4 2022 | Q3 2023 | 4 |
XOM | EXXON MOBIL CORP | 4 | 4 | 0.84% | 1.02% | 1.12% | Q4 2022 | Q3 2023 | 4 |
MSFT | MICROSOFT CORP | 4 | 4 | 0.79% | 0.90% | 1.11% | Q4 2022 | Q3 2023 | 4 |
JNJ | JOHNSON & JOHNSON | 4 | 4 | 0.72% | 0.82% | 1.03% | Q4 2022 | Q3 2023 | 4 |
PEP | PEPSICO INC | 4 | 4 | 0.62% | 0.80% | 0.91% | Q4 2022 | Q3 2023 | 4 |
PG | PROCTER AND GAMBLE CO | 4 | 4 | 0.66% | 0.73% | 0.86% | Q4 2022 | Q3 2023 | 4 |
AAPL | APPLE INC | 4 | 4 | 0.66% | 0.73% | 0.86% | Q4 2022 | Q3 2023 | 4 |
IEF | ISHARES TR | 4 | 4 | 0.09% | 0.65% | 2.30% | Q4 2022 | Q3 2023 | 4 |
JPM | JPMORGAN CHASE & CO | 4 | 4 | 0.47% | 0.55% | 0.60% | Q4 2022 | Q3 2023 | 4 |
EMR | EMERSON ELEC CO | 4 | 4 | 0.48% | 0.55% | 0.66% | Q4 2022 | Q3 2023 | 4 |
VTI | VANGUARD INDEX FDS | 4 | 4 | 0.50% | 0.53% | 0.57% | Q4 2022 | Q3 2023 | 4 |
SCHX | SCHWAB STRATEGIC TR | 4 | 4 | 0.47% | 0.52% | 0.59% | Q4 2022 | Q3 2023 | 4 |
PFE | PFIZER INC | 4 | 4 | 0.34% | 0.44% | 0.64% | Q4 2022 | Q3 2023 | 4 |
CVS | CVS HEALTH CORP | 4 | 4 | 0.35% | 0.43% | 0.55% | Q4 2022 | Q3 2023 | 4 |
BMY | BRISTOL-MYERS SQUIBB CO | 4 | 4 | 0.35% | 0.43% | 0.55% | Q4 2022 | Q3 2023 | 4 |
NOC | NORTHROP GRUMMAN CORP | 4 | 4 | 0.35% | 0.41% | 0.54% | Q4 2022 | Q3 2023 | 4 |
HD | HOME DEPOT INC | 4 | 4 | 0.33% | 0.38% | 0.48% | Q4 2022 | Q3 2023 | 4 |
WMT | WALMART INC | 4 | 4 | 0.20% | 0.38% | 0.50% | Q4 2022 | Q3 2023 | 4 |
IBM | INTERNATIONAL BUSINESS... | 4 | 4 | 0.26% | 0.34% | 0.48% | Q4 2022 | Q3 2023 | 4 |
ABBV | ABBVIE INC | 4 | 4 | 0.22% | 0.33% | 0.42% | Q4 2022 | Q3 2023 | 4 |
SPY | SPDR S&P 500 ETF TR | 4 | 4 | 0.31% | 0.32% | 0.35% | Q4 2022 | Q3 2023 | 4 |
AMZN | AMAZON COM INC | 4 | 4 | 0.29% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
PFG | PRINCIPAL FINANCIAL GR... | 4 | 4 | 0.28% | 0.32% | 0.40% | Q4 2022 | Q3 2023 | 4 |
FB | META PLATFORMS INC | 4 | 4 | 0.21% | 0.31% | 0.49% | Q4 2022 | Q3 2023 | 4 |
CI | THE CIGNA GROUP | 4 | 4 | 0.28% | 0.30% | 0.36% | Q4 2022 | Q3 2023 | 4 |
ADP | AUTOMATIC DATA PROCESS... | 4 | 4 | 0.25% | 0.29% | 0.33% | Q4 2022 | Q3 2023 | 4 |
LMT | LOCKHEED MARTIN CORP | 4 | 4 | 0.26% | 0.29% | 0.35% | Q4 2022 | Q3 2023 | 4 |
MCD | MCDONALDS CORP | 4 | 4 | 0.23% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
MS | MORGAN STANLEY | 4 | 4 | 0.23% | 0.28% | 0.35% | Q4 2022 | Q3 2023 | 4 |
DUK | DUKE ENERGY CORP NEW | 4 | 4 | 0.22% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
SCHZ | SCHWAB STRATEGIC TR | 4 | 4 | 0.23% | 0.25% | 0.30% | Q4 2022 | Q3 2023 | 4 |
UNP | UNION PAC CORP | 4 | 4 | 0.21% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
BABA | ALIBABA GROUP HLDG LTD | 4 | 4 | 0.18% | 0.23% | 0.31% | Q4 2022 | Q3 2023 | 4 |
BRKB | BERKSHIRE HATHAWAY INC... | 4 | 4 | 0.21% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
IWD | ISHARES TR | 4 | 4 | 0.18% | 0.21% | 0.26% | Q4 2022 | Q3 2023 | 4 |
GOOG | ALPHABET INC | 4 | 4 | 0.13% | 0.21% | 0.36% | Q4 2022 | Q3 2023 | 4 |
SIMPLIFY EXCHANGE TRAD... | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 | |
ADBE | ADOBE SYSTEMS INCORPOR... | 4 | 4 | 0.18% | 0.20% | 0.25% | Q4 2022 | Q3 2023 | 4 |
ABT | ABBOTT LABS | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
MRK | MERCK & CO INC | 4 | 4 | 0.16% | 0.19% | 0.23% | Q4 2022 | Q3 2023 | 4 |
SPD | SIMPLIFY EXCHANGE TRAD... | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
FNX | FIRST TR MID CAP CORE ... | 4 | 4 | 0.13% | 0.18% | 0.32% | Q4 2022 | Q3 2023 | 4 |
VO | VANGUARD INDEX FDS | 4 | 4 | 0.13% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
TIP | ISHARES TR | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
COST | COSTCO WHSL CORP NEW | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
MDT | MEDTRONIC PLC | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
ZBH | ZIMMER BIOMET HOLDINGS... | 4 | 4 | 0.13% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
MCO | MOODYS CORP | 4 | 4 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
CVX | CHEVRON CORP NEW | 4 | 4 | 0.11% | 0.15% | 0.22% | Q4 2022 | Q3 2023 | 4 |
IVV | ISHARES TR | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
VHT | VANGUARD WORLD FDS | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
VXF | VANGUARD INDEX FDS | 4 | 4 | 0.11% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
VIG | VANGUARD SPECIALIZED F... | 4 | 4 | 0.11% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
FLUX | FLUX PWR HLDGS INC | 4 | 4 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
CSX | CSX CORP | 4 | 4 | 0.12% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
PNC | PNC FINL SVCS GROUP INC | 4 | 4 | 0.09% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
LLY | LILLY ELI & CO | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
IJT | ISHARES TR | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
VOO | VANGUARD INDEX FDS | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
DFAU | DIMENSIONAL ETF TRUST | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
VBR | VANGUARD INDEX FDS | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
GIS | GENERAL MLS INC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
SCHD | SCHWAB STRATEGIC TR | 4 | 4 | 0.07% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
PAYX | PAYCHEX INC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
CB | CHUBB LIMITED | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
UNH | UNITEDHEALTH GROUP INC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
PM | PHILIP MORRIS INTL INC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
T | AT&T INC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
AXTI | AXT INC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
KEY | KEYCORP | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
TAST | CARROLS RESTAURANT GRO... | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
GLD | SPDR GOLD TR | 3 | 3 | 2.75% | 3.51% | 4.16% | Q1 2023 | Q3 2023 | 3 |
WISDOMTREE TR | 3 | 3 | 2.75% | 2.91% | 3.10% | Q1 2023 | Q3 2023 | 3 | |
SIMPLIFY EXCHANGE TRAD... | 3 | 3 | 2.67% | 2.81% | 3.08% | Q1 2023 | Q3 2023 | 3 | |
UUP | INVESCO DB US DLR INDE... | 2 | 1 | 1.03% | 1.57% | 1.94% | Q4 2022 | Q3 2023 | 3 |
ALPS ETF TR | 3 | 3 | 0.32% | 0.50% | 0.62% | Q1 2023 | Q3 2023 | 3 | |
ALPS ETF TR | 3 | 3 | 0.43% | 0.45% | 0.48% | Q1 2023 | Q3 2023 | 3 | |
EFA | ISHARES TR | 3 | 3 | 0.38% | 0.41% | 0.45% | Q1 2023 | Q3 2023 | 3 |
VWO | VANGUARD INTL EQUITY I... | 3 | 3 | 0.36% | 0.39% | 0.45% | Q1 2023 | Q3 2023 | 3 |
BSX | BOSTON SCIENTIFIC CORP | 3 | 3 | 0.33% | 0.35% | 0.39% | Q4 2022 | Q2 2023 | 3 |
TMUS | T-MOBILE US INC | 3 | 3 | 0.20% | 0.23% | 0.25% | Q1 2023 | Q3 2023 | 3 |
VONG | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
BNDX | VANGUARD CHARLOTTE FDS | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
FPE | FIRST TR EXCH TRADED F... | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
LINDE PLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 | |
COHERENT CORP | 3 | 3 | 0.08% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 | |
PFF | ISHARES TR | 2 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 3 |
ORCL | ORACLE CORP | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
NEE | NEXTERA ENERGY INC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q2 2023 | 3 |
PSQ | PROSHARES TR | 1 | 1 | 0.49% | 0.85% | 1.21% | Q4 2022 | Q3 2023 | 2 |
V | VISA INC | 2 | 2 | 0.27% | 0.29% | 0.30% | Q2 2023 | Q3 2023 | 2 |
BX | BLACKSTONE INC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 |
EQIX | EQUINIX INC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q1 2023 | 2 |
BSV | VANGUARD BD INDEX FDS | 2 | 2 | 0.12% | 0.16% | 0.20% | Q4 2022 | Q1 2023 | 2 |
EQT | EQT CORP | 2 | 2 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q1 2023 | 2 |
NEM | NEWMONT CORP | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
SBAC | SBA COMMUNICATIONS COR... | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
TRI | THOMSON REUTERS CORP. | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
THOMSON REUTERS CORP. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 | |
USB | US BANCORP DEL | 2 | 2 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q1 2023 | 2 |
SVOL | SIMPLIFY EXCHANGE TRAD... | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
NSC | NORFOLK SOUTHN CORP | 1 | 1 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 2 |
FLGC | FLORA GROWTH CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SJB | PROSHARES TR | 1 | 1 | 3.18% | 3.18% | 3.18% | Q4 2022 | Q4 2022 | 1 |
VIXY | PROSHARES TR II | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2022 | Q4 2022 | 1 |
DBA | INVESCO DB MULTI-SECTO... | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
GLOBAL X FDS | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 | |
SIMPLIFY EXCHANGE TRAD... | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 | |
XLV | SELECT SECTOR SPDR TR | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q4 2022 | 1 |
XLP | SELECT SECTOR SPDR TR | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
STE | STERIS PLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
RWM | PROSHARES TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
PROSHARES TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 | |
HIBS | DIREXION SHS ETF TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
JPST | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
LIN | LINDE PLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
SCHA | SCHWAB STRATEGIC TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
VB | VANGUARD INDEX FDS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
VTWO | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
BAC | BANK AMERICA CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
VOT | VANGUARD INDEX FDS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
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The securities at the top of the list , including LINCOLN ELEC HLDGS INC, SPDR SER TR, and PARAGON 28 INC, are the highest-conviction holdings of Park Edge Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Park Edge Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Park Edge Advisors, LLC owns currently or has owned in the past.