Park Edge Advisors, LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $294 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lincoln Electric Holdings Inc with a value of $127M, Spdr Bloomberg 1 3 Month T Bil with a value of $13.2M, Ishares Barclays 0 5 Year Tips with a value of $10.5M, Simplify Exch.Trad Fds Simplif with a value of $9M, and Spdr Gold Trust with a value of $8.41M.

Examining the 13F form we can see an decrease of $39.6M in the current position value, from $334M to 294M.

Park Edge Advisors, LLC is based out at Cleveland, OH

Below you can find more details about Park Edge Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $294 Million
Industrials: $134 Million
ETFs: $105 Million
Technology: $13.7 Million
Healthcare: $13.3 Million
Financial Services: $7.75 Million
Consumer Defensive: $6.37 Million
Consumer Cyclical: $5.29 Million
Communication Services: $4.4 Million
Other: $4.11 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $294 Million
  • Prior Value $334 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 19 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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