$296 Million is the total value of Park Edge Advisors, LLC's 102 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UUP | New | INVESCO DB US DLR INDEX TRbullish fd | $5,163,315 | – | 181,935 | +100.0% | 1.74% | – |
| V | New | VISA INC | $808,382 | – | 3,404 | +100.0% | 0.27% | – |
| New | PROSHARES TRultpro sht 2017 | $639,819 | – | 15,798 | +100.0% | 0.22% | – | |
| HIBS | New | DIREXION SHS ETF TRdaily s&p bear | $631,735 | – | 173,078 | +100.0% | 0.21% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $386,344 | – | 1,667 | +100.0% | 0.13% | – |
| NEM | New | NEWMONT CORP | $366,748 | – | 8,597 | +100.0% | 0.12% | – |
| New | THOMSON REUTERS CORP. | $332,897 | – | 2,467 | +100.0% | 0.11% | – | |
| PFF | New | ISHARES TRpfd and incm sec | $290,528 | – | 9,393 | +100.0% | 0.10% | – |
| SVOL | New | SIMPLIFY EXCHANGE TRADED FUNvolatility prem | $237,877 | – | 10,365 | +100.0% | 0.08% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $209,094 | – | 1,016 | +100.0% | 0.07% | – |
| NSC | New | NORFOLK SOUTHN CORP | $209,073 | – | 922 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LINCOLN ELEC HLDGS INC | 4 | Q3 2023 | 45.0% |
| SPDR SER TR | 4 | Q3 2023 | 16.2% |
| PARAGON 28 INC | 4 | Q3 2023 | 5.0% |
| ISHARES TR | 4 | Q3 2023 | 9.5% |
| ISHARES TR | 4 | Q3 2023 | 1.9% |
| EXXON MOBIL CORP | 4 | Q3 2023 | 1.1% |
| MICROSOFT CORP | 4 | Q3 2023 | 1.1% |
| JOHNSON & JOHNSON | 4 | Q3 2023 | 1.0% |
| PEPSICO INC | 4 | Q3 2023 | 0.9% |
| PROCTER AND GAMBLE CO | 4 | Q3 2023 | 0.9% |
View Park Edge Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-04-14 |
View Park Edge Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.