Park Edge Advisors, LLC Incresed Positions in Q4 2024

Park Edge Advisors, LLC

  • $305 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
43.8K
+ 167.78%
$47.77 - $51.75 $2.09M - $2.27M
69.9K $3.38M
IWD
Ishares Russell 1000 Val ETF

ETFs
10.8K
+ 550.63%
$183.23 - $199.79 $1.99M - $2.17M
12.8K $2.37M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
28.3K
+ 25.46%
$65.67 - $69.79 $1.86M - $1.97M
139K $9.35M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
87.2K
+ 54.1%
$20.35 - $21.68 $1.77M - $1.89M
248K $5.12M
XLF
Financial Sector Spdr

ETFs
28.6K
+ 81.25%
$44.89 - $51.34 $1.28M - $1.47M
63.7K $3.08M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
14.9K
+ 44.54%
$69.58 - $74.87 $1.04M - $1.12M
48.4K $3.39M
WMT
Walmart Inc.

Consumer Defensive
5.59K
+ 27.67%
$79.1 - $95.7 $442K - $535K
25.8K $2.33M
XLC
Select Sector Spdr Tr Communic

ETFs
5.43K
+ 25.49%
$89.66 - $102.16 $487K - $555K
26.7K $2.59M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
36.4K
+ 480.0%
$22.63 - $47.53 $823K - $1.73M
44K $997K
COST
Costco Wholesale Corp

Consumer Defensive
646
+ 46.44%
$873.59 - $994.69 $564K - $643K
2.04K $1.87M
IBM
International Business Machines Corp

Technology
2.51K
+ 106.76%
$204.9 - $238.04 $515K - $598K
4.87K $1.07M
AAPL
Apple Inc.

Technology
1.38K
+ 13.93%
$221.69 - $259.02 $306K - $357K
11.3K $2.83M
AMZN
Amazon Com Inc

Consumer Cyclical
371
+ 3.21%
$180.88 - $232.93 $67.1K - $86.4K
11.9K $2.62M
PG
Procter & Gamble CO

Consumer Defensive
3.19K
+ 20.82%
$161.05 - $179.7 $513K - $573K
18.5K $3.1M
JPM
Jpmorgan Chase & CO

Financial Services
348
+ 2.98%
$205.18 - $250.29 $71.4K - $87.1K
12K $2.89M
NFLX
Netflix Inc

Communication Services
27
+ 1.36%
$687.65 - $936.56 $18.6K - $25.3K
2.02K $1.8M
NVDA
Nvidia Corp

Technology
1.45K
+ 10.86%
$117.0 - $148.88 $169K - $215K
14.8K $1.98M
PFIX
Simplify ETF Simplify Int Rate

ETFs
3.61K
+ 27.3%
$39.93 - $52.66 $144K - $190K
16.8K $880K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
783
+ 21.78%
$442.29 - $483.08 $346K - $378K
4.38K $1.98M
ORCL
Oracle Corp

Technology
1.86K
+ 37.24%
$165.41 - $192.43 $307K - $357K
6.84K $1.14M
META
Meta Platforms, Inc.

Communication Services
388
+ 11.03%
$554.08 - $632.68 $215K - $245K
3.91K $2.3M
GOOG
Alphabet Inc.

Communication Services
670
+ 10.63%
$163.08 - $198.16 $109K - $133K
6.97K $1.33M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
5.51K
+ 8.96%
$43.6 - $47.2 $240K - $260K
67K $2.93M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.89K
+ 12.02%
$115.08 - $119.55 $217K - $226K
17.6K $2.03M
XLU
Utilities Sector Spdr

ETFs
4.05K
+ 13.03%
$74.89 - $82.93 $303K - $336K
35.1K $2.66M
SVOL
Simplify ETF Simplify Volatili

ETFs
9.98K
+ 19.65%
$20.4 - $21.93 $204K - $219K
60.7K $1.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
251
+ 46.92%
$521.84 - $558.82 $131K - $140K
786 $423K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
938
+ 47.21%
$126.68 - $134.74 $119K - $126K
2.93K $373K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.66K
+ 13.02%
$57.53 - $60.83 $153K - $162K
23.1K $1.33M
REAL
The Real Real, Inc.

Consumer Cyclical
267
+ 2.07%
$2.89 - $11.18 $772 - $2.99K
13.2K $144K
TJX
Tjx Companies Inc

Consumer Cyclical
371
+ 3.19%
$112.15 - $127.2 $41.6K - $47.2K
12K $1.45M
DBA
Invesco Db Agriculture Fund

ETFs
658
+ 0.57%
$24.81 - $27.83 $16.3K - $18.3K
116K $3.1M
MSFT
Microsoft Corp

Technology
320
+ 4.31%
$406.35 - $454.46 $130K - $145K
7.74K $3.26M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.59K
+ 24.91%
$75.1 - $82.99 $120K - $132K
7.99K $604K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.7K
+ 19.4%
$31.23 - $33.51 $84.4K - $90.6K
16.6K $523K
VTI
Vanguard Total Stock Market Et

ETFs
51
+ 0.82%
$280.04 - $302.45 $14.3K - $15.4K
6.25K $1.81M
BX
Blackstone Inc.

Financial Services
1
+ 0.06%
$148.45 - $199.05 $148 - $199
1.73K $298K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.3K
+ 12.51%
$17.65 - $18.18 $40.5K - $41.7K
20.6K $365K
IDV
Ishares Tr

ETFs
5.2K
+ 12.59%
$27.03 - $29.92 $140K - $155K
46.5K $1.27M
IVV
Ishares Core S&P 500 ETF

ETFs
19
+ 3.25%
$570.51 - $610.59 $10.8K - $11.6K
604 $355K
VXF
Vanguard Extended Market ETF

ETFs
5
+ 0.34%
$179.17 - $207.15 $896 - $1.04K
1.48K $280K
PCT
Pure Cycle Technologies, Inc.

Industrials
142
+ 1.35%
$8.81 - $14.3 $1.25K - $2.03K
10.7K $109K
SCHX
Schwab Strategic Tr Us Large C

ETFs
31.1K
+ 194.73%
$22.4 - $68.28 $697K - $2.13M
47.1K $1.09M
LFST
Life Stance Health Group, Inc.

Healthcare
220
+ 2.1%
$6.67 - $7.75 $1.47K - $1.71K
10.7K $78K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.04%
$261.5 - $284.63 $262 - $285
2.46K $650K
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.52%
N/A
1.16K $211K
Ishares Bitcoin Trust ETF
2.04K
+ 2.65%
N/A
79.2K $0
DRLL
Ea Ser Tr Strive U S Energy Et
46K
+ 60.77%
N/A
122K $0
Wisdomtree Tr
64K
+ 101.66%
N/A
127K $0
Activity Summary
Buys All Purchases 70 New Holdings 11 Increased Positions 59 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Park Edge Advisors, LLC Portfolio

Follow Park Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Park Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Park Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email