$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NEE | Exit | NEXTERA ENERGY INC | $0 | – | -2,779 | -100.0% | -0.07% | – |
NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -922 | -100.0% | -0.07% | – |
VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -1,016 | -100.0% | -0.07% | – |
HIBS | Exit | DIREXION SHS ETF TRdaily s&p bear | $0 | – | -173,078 | -100.0% | -0.21% | – |
Exit | PROSHARES TRultpro sht 2017 | $0 | – | -15,798 | -100.0% | -0.22% | – | |
BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -18,542 | -100.0% | -0.34% | – |
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.