Park Edge Advisors, LLC Purchases in Q1 2025

Park Edge Advisors, LLC

  • $325 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
370K
+ 402.63%
$91.45 - $91.75 $33.8M - $33.9M
462K $42.3M
IAU
Ishares Gold Trust

ETFs
65.3K
New
$49.74 - $58.96 $3.25M - $3.85M
65.3K $3.85M
XLP
Consumer Staples Sector Spdr

ETFs
26.9K
New
N/A
26.9K $2.05M
XLV
Select Sector Spdr Fund Health

ETFs
14K
New
$137.61 - $149.68 $1.93M - $2.1M
14K $2.03M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
57.8K
New
$28.25 - $29.85 $1.63M - $1.73M
57.8K $1.65M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
49.6K
New
$30.84 - $35.09 $1.53M - $1.74M
49.6K $1.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
54.4K
New
$27.01 - $28.54 $1.47M - $1.55M
54.4K $1.5M
T
At&T Inc.

Communication Services
35.3K
New
$21.56 - $28.28 $762K - $1M
35.3K $999K
CDX
Simplify Exch.Trad Fds Simplif

ETFs
18.9K
+ 4.61%
$21.93 - $23.2 $414K - $438K
428K $9.77M
AXP
American Express CO

Financial Services
2.47K
+ 224.32%
$255.39 - $325.87 $631K - $806K
3.57K $961K
TMUS
T Mobile Us, Inc.

Communication Services
1.63K
+ 51.47%
$211.3 - $272.83 $344K - $444K
4.79K $1.28M
IBM
International Business Machines Corp

Technology
1.71K
+ 35.19%
$217.4 - $264.74 $372K - $453K
6.58K $1.64M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.27K
+ 4.32%
$100.59 - $103.47 $329K - $338K
78.9K $8.16M
XOM
Exxon Mobil Corp

Energy
1.07K
+ 3.47%
$105.44 - $118.93 $113K - $127K
31.9K $3.8M
XLU
Utilities Sector Spdr

ETFs
5.05K
+ 14.38%
$74.7 - $80.27 $377K - $405K
40.1K $3.13M
ARGT
Global X Msci Argentina ETF

ETFs
5.65K
New
$78.45 - $89.29 $443K - $505K
5.65K $470K
VMC
Vulcan Materials CO

Basic Materials
1.55K
New
$220.9 - $277.54 $342K - $430K
1.55K $361K
META
Meta Platforms, Inc.

Communication Services
629
+ 16.1%
$576.36 - $736.67 $363K - $463K
4.54K $2.62M
IDV
Ishares Tr

ETFs
3.18K
+ 6.84%
$27.0 - $31.7 $85.8K - $101K
49.7K $1.55M
GS
Goldman Sachs Group Inc

Financial Services
514
+ 41.89%
$524.81 - $672.19 $270K - $346K
1.74K $951K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.55K
New
$80.53 - $147.57 $125K - $229K
1.55K $205K
TJX
Tjx Companies Inc

Consumer Cyclical
1.53K
+ 12.72%
$112.81 - $126.16 $172K - $193K
13.5K $1.65M
COST
Costco Wholesale Corp

Consumer Defensive
132
+ 6.48%
$890.62 - $1076.86 $118K - $142K
2.17K $2.05M
MS
Morgan Stanley

Financial Services
1.6K
+ 63.31%
$111.68 - $141.08 $178K - $225K
4.12K $480K
TSLA
Tesla, Inc.

Consumer Cyclical
895
+ 138.54%
$222.15 - $428.22 $199K - $383K
1.54K $399K
V
Visa Inc.

Financial Services
117
+ 4.62%
$306.92 - $362.71 $35.9K - $42.4K
2.65K $929K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.39K
+ 10.35%
$56.17 - $59.71 $134K - $143K
25.5K $1.44M
PFF
Ishares Trust Ishares Pfd And

ETFs
3.92K
+ 23.57%
$30.73 - $32.26 $120K - $126K
20.6K $634K
UNH
Unitedhealth Group Inc

Healthcare
182
+ 21.82%
$461.52 - $548.18 $84K - $99.8K
1.02K $532K
JPM
Jpmorgan Chase & CO

Financial Services
179
+ 1.49%
$225.19 - $279.95 $40.3K - $50.1K
12.2K $3M
STE
Steris PLC

Healthcare
47
+ 1.01%
$202.46 - $232.74 $9.52K - $10.9K
4.71K $1.07M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.53K
+ 8.02%
$22.46 - $23.26 $79.2K - $82K
47.5K $1.1M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.11%
$117.15 - $158.79 $234 - $318
1.86K $295K
WMT
Walmart Inc.

Consumer Defensive
1.51K
+ 5.84%
$84.5 - $105.05 $127K - $158K
27.3K $2.4M
MA
Mastercard Inc

Financial Services
64
+ 11.85%
$504.67 - $576.31 $32.3K - $36.9K
604 $331K
FLUX
Flux Power Holdings, Inc.

Industrials
7.57K
+ 7.34%
$1.21 - $2.23 $9.16K - $16.9K
111K $208K
IVV
Ishares Core S&P 500 ETF

ETFs
76
+ 12.58%
$554.06 - $615.85 $42.1K - $46.8K
680 $379K
REIT
Alps ETF Tr

ETFs
798
+ 5.7%
$26.36 - $28.44 $21K - $22.7K
14.8K $399K
UNP
Union Pacific Corp

Industrials
41
+ 4.46%
$225.21 - $254.42 $9.23K - $10.4K
961 $227K
FPE
First Tr Pfd Secs & Income ETF

ETFs
237
+ 1.15%
$17.53 - $17.87 $4.15K - $4.24K
20.9K $367K
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.34%
N/A
1.17K $212K
Coherent Corp
12
+ 0.13%
N/A
8.96K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
16.5K
New
N/A
16.5K $0
Fidelity Wise Origin Bitcoin
3.39K
New
N/A
3.39K $0
Ge Vernova Inc
758
+ 54.61%
N/A
2.15K $0
Wisdomtree Tr
12.3K
+ 9.64%
N/A
139K $0
Simplify Exchange Traded Fun
38.9K
New
N/A
38.9K $0
TUA
Simpl Exch Traded Fds Sht Term
244K
New
N/A
244K $0
Morgan Stanley ETF Trust
4.56K
New
N/A
4.56K $0
Activity Summary
Buys All Purchases 61 New Holdings 15 Increased Positions 46 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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