Park Edge Advisors, LLC Portfolio Holdings

Park Edge Advisors, LLC

  • $305 Million
  • Q4 2024

Park Edge Advisors, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $305 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lincoln Electric Holdings Inc with a value of $126M, Invesco Exchange Traded Fd Tr with a value of $9.35M, Simplify Exch.Trad Fds Simplif with a value of $8.92M, Spdr Bloomberg 1 3 Month T Bil with a value of $8.4M, and Spdr Gold Trust with a value of $7.95M.

Examining the 13F form we can see an decrease of $5.43M in the current position value, from $310M to 305M.

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 $305 Million
Industrials: $133 Million
ETFs: $108 Million
Healthcare: $15.2 Million
Technology: $12.4 Million
Financial Services: $11.4 Million
Consumer Defensive: $9.06 Million
Communication Services: $6.34 Million
Consumer Cyclical: $5.61 Million
Other: $3.79 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$183M
$166,000 0.05% of portfolio
16,200
Q2 2024 Reduced 31.06%
$101M
$108,000 0.04% of portfolio
49,950
Q3 2024 Added 5.94%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $305 Million
  • Prior Value $310 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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