$278 Million is the total value of Park Edge Advisors, LLC's 102 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DBA | New | INVESCO DB MULTI-SECTOR COMMagriculture fd | $2,667,472 | – | 124,590 | +100.0% | 0.96% | – |
| New | GLOBAL X FDSemerging mkt grt | $1,780,666 | – | 75,007 | +100.0% | 0.64% | – | |
| New | SIMPLIFY EXCHANGE TRADED FUNhigh yield plus | $1,668,060 | – | 77,225 | +100.0% | 0.60% | – | |
| PSQ | New | PROSHARES TRshort qqq new | $1,362,252 | – | 125,092 | +100.0% | 0.49% | – |
| STE | New | STERIS PLC | $956,232 | – | 4,358 | +100.0% | 0.34% | – |
| RWM | New | PROSHARES TRshrt russell2000 | $701,122 | – | 28,960 | +100.0% | 0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
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.