Park Edge Advisors, LLC
CIK Number: 0001965659
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | LECO | Lincoln Electri... | 211.39 | +2.21% | 670.89K | 0.00% | 125.77M | 144.49 | 36.58% |
| 2 | BUCK | Simplify Stable... | 23.61 | +0.06% | 440.5K | -1.51% | 10.81M | 24.97 | 3.14% |
| 3 | SPHQ | Invesco S&P 500... | 70.31 | +0.49% | 139.43K | +25.46% | 9.35M | 63.47 | 2.72% |
| 4 | CDX | Simplify High Y... | 23.13 | -0.37% | 408.93K | -3.25% | 8.92M | 22.64 | 2.59% |
| 5 | BIL | SPDR Bloomberg ... | 91.69 | +0.02% | 91.83K | -15.24% | 8.4M | 91.64 | 2.44% |
| 6 | GLD | SPDR Gold Share... | 306.79 | -0.11% | 32.85K | -24.07% | 7.95M | 186.51 | 2.31% |
| 7 | STIP | iShares 0-5 Yea... | 102.83 | +0.15% | 75.64K | -34.18% | 7.61M | 99.32 | 2.21% |
| 8 | MTBA | Simplify MBS ET... | 50.03 | +0.37% | 138.19K | -29.78% | 6.87M | 50.83 | 2.00% |
| 9 | AGGH | Simplify Aggreg... | 20.41 | +0.64% | 248.25K | +54.10% | 5.12M | 21.03 | 1.49% |
| 10 | IBIT | iShares Bitcoin... | 61.19 | -0.15% | 79.22K | +2.65% | 4.2M | 36.54 | 1.22% |
| 11 | BUXX | Strive Enhanced... | 20.39 | +0.06% | 171.75K | -3.93% | 3.48M | 20.22 | 1.01% |
| 12 | SPLV | Invesco S&P 500... | 71.99 | +0.29% | 48.42K | +44.54% | 3.39M | 69.95 | 0.99% |
| 13 | SPHD | Invesco S&P 500... | 47.27 | +0.65% | 69.92K | +167.78% | 3.38M | 46.84 | 0.98% |
| 14 | XOM | Exxon Mobil Cor... | 110.07 | +1.57% | 30.87K | -2.78% | 3.32M | 111.97 | 0.97% |
| 15 | DRLL | Strive U.S. Ene... | 27.75 | +1.09% | 121.73K | +60.77% | 3.32M | 28.96 | 0.97% |
| 16 | MSFT | Microsoft Corpo... | 497.50 | +1.06% | 7.74K | +4.31% | 3.26M | 283.97 | 0.95% |
| 17 | PG | The Procter & G... | 158.66 | -0.19% | 18.49K | +20.82% | 3.1M | 157.8 | 0.90% |
| 18 | DBA | Invesco DB Agri... | 26.14 | +0.25% | 116.41K | +0.57% | 3.1M | 21.56 | 0.90% |
| 19 | OUSM | ALPS O'Shares U... | 43.22 | +0.96% | 67.01K | +8.96% | 2.93M | 40.84 | 0.85% |
| 20 | JPM | JPMorgan Chase ... | 288.83 | +1.68% | 12.04K | +2.98% | 2.89M | 142.47 | 0.84% |
| 21 | PKW | Invesco BuyBack... | 122.49 | +1.37% | 24.86K | -5.96% | 2.86M | 108.88 | 0.83% |
| 22 | AAPL | Apple Inc. | 201.21 | -0.18% | 11.29K | +13.93% | 2.83M | 153.17 | 0.82% |
| 23 | IWF | iShares Russell... | 419.42 | +0.96% | 6.91K | -32.2% | 2.78M | 375.38 | 0.81% |
| 24 | XLU | Utilities Selec... | 81.15 | +0.81% | 35.1K | +13.03% | 2.66M | 80.19 | 0.77% |
| 25 | AMZN | Amazon.com, Inc... | 217.26 | +2.49% | 11.94K | +3.21% | 2.62M | 119.59 | 0.76% |
| 26 | GNR | SPDR S&P Global... | 54.55 | +1.98% | 52.04K | +100.00% | 2.59M | 49.76 | 0.75% |
| 27 | XLC | Communication S... | 106.44 | +1.17% | 26.74K | +25.49% | 2.59M | 91.7 | 0.75% |
| 28 | DSPY | Tema ETF Trust | 52.83 | +0.31% | 68.78K | +75.86% | 2.57M | 37.52 | 0.75% |
| 29 | XLF | Financial Selec... | 51.80 | +0.75% | 63.71K | +81.25% | 2.44M | 46.67 | 0.71% |
| 30 | IWD | iShares Russell... | 192.93 | +0.76% | 12.81K | +550.63% | 2.37M | 179.98 | 0.69% |
| 31 | WMT | Walmart Inc. | 96.16 | -1.13% | 25.78K | +27.67% | 2.33M | 71.31 | 0.68% |
| 32 | META | Meta Platforms,... | 726.45 | +2.51% | 3.91K | +11.03% | 2.29M | 237.89 | 0.67% |
| 33 | EMB | iShares J.P. Mo... | 92.17 | +0.30% | 25.63K | +3.70% | 2.28M | 89.64 | 0.66% |
| 34 | SHY | iShares 1-3 Yea... | 82.83 | +0.11% | 25.71K | -1.99% | 2.11M | 81.57 | 0.61% |
| 35 | AVGO | Broadcom Inc. | 270.21 | +2.10% | 8.83K | +6.32% | 2.05M | 126.66 | 0.60% |
| 36 | IEI | iShares 3-7 Yea... | 119.01 | +0.24% | 17.6K | +12.02% | 2.03M | 114.93 | 0.59% |
| 37 | BRK-B | Berkshire Hatha... | 485.71 | -0.1% | 4.38K | +21.78% | 1.98M | 361.53 | 0.58% |
| 38 | NVDA | NVIDIA Corporat... | 155.10 | +0.51% | 14.75K | +10.86% | 1.98M | 71.18 | 0.58% |
| 39 | EMR | Emerson Electri... | 132.87 | +2.65% | 15.36K | -0.97% | 1.9M | 96.01 | 0.55% |
| 40 | COST | Costco Wholesal... | 983.03 | -0.36% | 2.04K | +46.44% | 1.87M | 662.05 | 0.54% |
| 41 | VTI | Vanguard Total ... | 302.04 | +0.90% | 6.25K | +0.82% | 1.81M | 193.61 | 0.53% |
| 42 | NFLX | Netflix, Inc. | 1306.80 | +2.47% | 2.02K | +1.36% | 1.8M | 543.4 | 0.52% |
| 43 | LLY | Eli Lilly and C... | 795.71 | +0.43% | 2.12K | -6.76% | 1.64M | 596.18 | 0.48% |
| 44 | JNJ | Johnson & Johns... | 152.17 | -0.07% | 10.76K | 0.00% | 1.56M | 174.92 | 0.45% |
| 45 | HARD | Simplify Commod... | 28.19 | +1.35% | 56.21K | -0.98% | 1.52M | 23.37 | 0.44% |
| 46 | TJX | The TJX Compani... | 122.30 | -0.15% | 12.01K | +3.19% | 1.45M | 113.57 | 0.42% |
| 47 | GOOG | Alphabet Inc. | 174.38 | +1.69% | 6.97K | +10.63% | 1.33M | 123.31 | 0.39% |
| 48 | JEPI | JPMorgan Equity... | 56.44 | +0.13% | 23.07K | +13.02% | 1.33M | 56.78 | 0.39% |
| 49 | IDV | iShares Interna... | 34.27 | +0.69% | 46.49K | +12.59% | 1.27M | 28.16 | 0.37% |
| 50 | SVOL | Simplify Volati... | 17.55 | +3.36% | 60.74K | +19.65% | 1.26M | 22.3 | 0.37% |
| 51 | GE | General Electri... | 251.50 | +0.64% | 7.47K | -4.76% | 1.25M | 103.23 | 0.36% |
| 52 | OUSA | ALPS O'Shares U... | 53.33 | +0.36% | 23.08K | -3.85% | 1.23M | 43.18 | 0.36% |
| 53 | SPY | SPDR S&P 500 ET... | 611.96 | +0.80% | 2.07K | -2.77% | 1.21M | 403.81 | 0.35% |
| 54 | ORCL | Oracle Corporat... | 213.02 | +1.09% | 6.84K | +37.24% | 1.14M | 147.27 | 0.33% |
| 55 | PEP | PepsiCo, Inc. | 128.20 | +0.14% | 7.33K | 0.00% | 1.11M | 180.89 | 0.32% |
| 56 | SCHX | Schwab U.S. Lar... | 24.23 | +0.81% | 47.1K | +194.73% | 1.09M | 15.05 | 0.32% |
| 57 | IBM | International B... | 292.32 | +0.43% | 4.87K | +106.76% | 1.07M | 181.65 | 0.31% |
| 58 | NOC | Northrop Grumma... | 493.68 | +1.39% | 2.25K | 0.00% | 1.06M | 545.33 | 0.31% |
| 59 | PGR | The Progressive... | 261.70 | +0.78% | 4.3K | -10.86% | 1.03M | 223.64 | 0.30% |
| 60 | SCHZ | Schwab U.S. Agg... | 23.20 | +0.28% | 43.96K | +480.00% | 997.98K | 22.81 | 0.29% |
| 61 | HD | The Home Depot,... | 363.71 | +0.51% | 2.49K | 0.00% | 967.88K | 315.86 | 0.28% |
| 62 | STE | STERIS plc | 238.53 | -0.77% | 4.66K | +1.11% | 958.32K | 219.23 | 0.28% |
| 63 | QQQ | Invesco QQQ Tru... | 546.29 | +0.95% | 1.87K | -39.45% | 955.18K | 474.3 | 0.28% |
| 64 | ADP | Automatic Data ... | 303.09 | +1.64% | 3.24K | -3.29% | 947.27K | 237.89 | 0.28% |
| 65 | PFIX | Simplify Intere... | 54.05 | +0.33% | 16.83K | +27.30% | 880.88K | 49.48 | 0.26% |
| 66 | COHR | Coherent, Inc. | 90.14 | +5.27% | 8.95K | 0.00% | 847.64K | 40.47 | 0.25% |
| 67 | BMY | Bristol-Myers S... | 46.69 | +0.01% | 14.78K | 0.00% | 835.79K | 71.95 | 0.24% |
| 68 | VWO | Vanguard Emergi... | 49.45 | +0.69% | 18.82K | +0.68% | 829.01K | 40.49 | 0.24% |
| 69 | V | Visa Inc. | 346.26 | +0.29% | 2.53K | -25.71% | 800.81K | 244.83 | 0.23% |
| 70 | PFG | Principal Finan... | 78.43 | +1.78% | 10.24K | -6.01% | 792.37K | 83.92 | 0.23% |
| 71 | ETN | Eaton Corporati... | 348.68 | +1.85% | 2.36K | -40.7% | 782.88K | 318 | 0.23% |
| 72 | LIN | Linde plc | 464.83 | +1.01% | 1.76K | -40.92% | 738.12K | 407.83 | 0.21% |
| 73 | GS | The Goldman Sac... | 687.95 | +2.70% | 1.23K | +100.00% | 702.61K | 572.62 | 0.20% |
| 74 | TMUS | T-Mobile US, In... | 231.48 | +0.25% | 3.17K | +100.00% | 698.58K | 220.73 | 0.20% |
| 75 | ABBV | AbbVie Inc. | 186.97 | +0.85% | 3.92K | +0.03% | 696.86K | 156.76 | 0.20% |
| 76 | EMC | Global X Funds ... | 29.26 | +0.53% | 26.22K | -1.94% | 683.4K | 23.74 | 0.20% |
| 77 | PFE | Pfizer Inc. | 24.28 | +0.08% | 25.43K | -3.07% | 674.75K | 50.8 | 0.20% |
| 78 | VONG | Vanguard Russel... | 107.91 | +0.93% | 6.43K | -2.22% | 664.53K | 62.89 | 0.19% |
| 79 | VO | Vanguard Mid Ca... | 277.93 | +0.78% | 2.46K | +0.04% | 650.88K | 206.96 | 0.19% |
| 80 | SPMO | Invesco S&P 500... | 111.24 | +1.17% | 6.46K | -72.12% | 613.67K | 90.64 | 0.18% |
| 81 | EFA | iShares MSCI EA... | 88.55 | +1.13% | 7.99K | +24.91% | 604.39K | 72.34 | 0.18% |
| 82 | ISRG | Intuitive Surgi... | 534.45 | +2.46% | 1.12K | +100.00% | 582.51K | 521.96 | 0.17% |
| 83 | MCO | Moody's Corpora... | 482.31 | +0.14% | 1.19K | 0.00% | 563.32K | 278.62 | 0.16% |
| 84 | SPGI | S&P Global Inc. | 515.63 | -1.09% | 1.1K | +100.00% | 548.83K | 498.03 | 0.16% |
| 85 | ABT | Abbott Laborato... | 133.70 | -2.69% | 4.68K | 0.00% | 529.97K | 109.03 | 0.15% |
| 86 | PFF | iShares Preferr... | 30.68 | +0.67% | 16.64K | +19.40% | 523.1K | 31.41 | 0.15% |
| 87 | IPKW | Invesco Interna... | 48.41 | +0.85% | 13.03K | -83.9% | 517.3K | 41.14 | 0.15% |
| 88 | XLI | Industrial Sele... | 145.42 | +1.14% | 3.9K | -3.16% | 513.21K | 122.26 | 0.15% |
| 89 | GEV | GE Vernova Inc. | 506.71 | +0.80% | 1.39K | -25.34% | 456.56K | 167.52 | 0.13% |
| 90 | INDA | iShares MSCI In... | 55.70 | +1.26% | 8.14K | -82.52% | 428.75K | 56.18 | 0.12% |
| 91 | MRK | Merck & Co., In... | 78.92 | -0.94% | 4.3K | 0.00% | 427.37K | 109.73 | 0.12% |
| 92 | VOO | Vanguard 500 In... | 564.28 | +0.81% | 786 | +46.92% | 423.5K | 411.2 | 0.12% |
| 93 | UNH | UnitedHealth Gr... | 302.52 | +0.17% | 834 | -11.65% | 421.98K | 504.19 | 0.12% |
| 94 | TRI | Thomson Reuters... | 197.20 | +0.75% | 2.47K | 0.00% | 395.66K | 134.94 | 0.12% |
| 95 | REIT | ALPS Active REI... | 26.09 | -0.46% | 13.99K | +100.00% | 381.37K | 27.26 | 0.11% |
| 96 | VYM | Vanguard High D... | 132.15 | +0.88% | 2.92K | +47.21% | 373.2K | 122.79 | 0.11% |
| 97 | FPE | First Trust Pre... | 17.76 | -0.22% | 20.64K | +12.51% | 365.31K | 16.19 | 0.11% |
| 98 | FNX | First Trust Mid... | 114.31 | +1.00% | 3.09K | +0.26% | 357.37K | 87.92 | 0.10% |
| 99 | IVV | iShares Core S&... | 614.96 | +0.82% | 604 | +3.25% | 355.56K | 390.64 | 0.10% |
| 100 | IJT | iShares S&P Sma... | 132.63 | +1.57% | 2.6K | 0.00% | 351.96K | 108.07 | 0.10% |
| 101 | PNC | The PNC Financi... | 185.72 | +1.76% | 1.81K | 0.00% | 349.44K | 155.48 | 0.10% |
| 102 | VBR | Vanguard Small ... | 195.46 | +1.41% | 1.73K | -6.71% | 341.95K | 159.79 | 0.10% |
| 103 | CB | Chubb Limited | 283.91 | +0.39% | 1.22K | 0.00% | 338.19K | 220.6 | 0.10% |
| 104 | ZBH | Zimmer Biomet H... | 91.83 | -1.03% | 3.17K | 0.00% | 334.95K | 127.5 | 0.10% |
| 105 | AXP | American Expres... | 311.66 | +0.99% | 1.1K | +100.00% | 326.99K | 296.79 | 0.10% |
| 106 | CSX | CSX Corporation | 32.60 | +0.34% | 10.03K | 0.00% | 323.73K | 30.98 | 0.09% |
| 107 | MS | Morgan Stanley | 139.78 | +1.50% | 2.52K | -16.27% | 316.93K | 85.99 | 0.09% |
| 108 | TIP | iShares TIPS Bo... | 109.91 | +0.30% | 2.95K | +0.41% | 314.39K | 106.65 | 0.09% |
| 109 | PAYX | Paychex, Inc. | 141.10 | +2.29% | 2.21K | 0.00% | 309.89K | 115.56 | 0.09% |
| 110 | BX | Blackstone Inc. | 148.20 | +3.22% | 1.73K | +0.06% | 298.83K | 130.96 | 0.09% |
| 111 | VHT | Vanguard Health... | 247.45 | -0.1% | 1.14K | -8.35% | 289.46K | 247.6 | 0.08% |
| 112 | MDT | Medtronic plc | 86.28 | +0.36% | 3.58K | -16.37% | 285.57K | 77.72 | 0.08% |
| 113 | MA | Mastercard Inco... | 546.24 | -0.63% | 540 | -53.25% | 284.35K | 493.8 | 0.08% |
| 114 | VXF | Vanguard Extend... | 191.48 | +1.16% | 1.48K | +0.34% | 280.63K | 138.33 | 0.08% |
| 115 | EEM | iShares MSCI Em... | 48.28 | +0.67% | 6.64K | +100.00% | 277.64K | 41.82 | 0.08% |
| 116 | CVX | Chevron Corpora... | 144.42 | +0.83% | 1.86K | -1.11% | 269.94K | 178.61 | 0.08% |
| 117 | TSLA | Tesla, Inc. | 326.14 | -0.43% | 646 | +100.00% | 260.88K | 403.84 | 0.08% |
| 118 | CRS | Carpenter Techn... | 273.32 | +3.53% | 1.49K | 0.00% | 252.19K | 159.58 | 0.07% |
| 119 | ITB | iShares U.S. Ho... | 92.30 | +0.51% | 2.31K | -84.23% | 238.62K | 118.03 | 0.07% |
| 120 | VIG | Vanguard Divide... | 203.59 | +0.62% | 1.16K | +0.52% | 227.43K | 152.19 | 0.07% |
| 121 | PM | Philip Morris I... | 180.65 | +0.58% | 1.86K | 0.00% | 224.09K | 121.4 | 0.07% |
| 122 | CL | Colgate-Palmoli... | 87.83 | +0.04% | 2.45K | 0.00% | 222.82K | 89.06 | 0.06% |
| 123 | GOOGL | Alphabet Inc. | 173.50 | +1.65% | 1.16K | +100.00% | 219.86K | 189.3 | 0.06% |
| 124 | NSC | Norfolk Souther... | 255.65 | +0.17% | 922 | 0.00% | 216.39K | 248.5 | 0.06% |
| 125 | BNDX | Vanguard Total ... | 49.48 | +0.11% | 4.37K | -3.12% | 214.45K | 48.92 | 0.06% |
| 126 | GIS | General Mills, ... | 50.36 | -0.63% | 3.31K | 0.00% | 211.14K | 83.85 | 0.06% |
| 127 | UNP | Union Pacific C... | 229.69 | +1.27% | 920 | 0.00% | 209.88K | 207.05 | 0.06% |
| 128 | JVAL | JPMorgan U.S. V... | 43.90 | +1.00% | 4.75K | 0.00% | 205.2K | 43.57 | 0.06% |
| 129 | RPM | RPM Internation... | 109.48 | +0.44% | 1.66K | 0.00% | 204.03K | 121 | 0.06% |
| 130 | KEY | KeyCorp | 17.18 | +2.47% | 10.39K | 0.00% | 178.09K | 17.42 | 0.05% |
| 131 | VIRC | Virco Mfg. Corp... | 8.30 | +2.03% | 16.2K | 0.00% | 166.05K | 11.19 | 0.05% |
| 132 | FLUX | Flux Power Hold... | 1.48 | +1.37% | 103.19K | +31.97% | 163.04K | 3.4 | 0.05% |
| 133 | REAL | The RealReal, I... | 4.80 | -1.33% | 13.18K | +2.07% | 144K | 3.3 | 0.04% |
| 134 | PCT | PureCycle Techn... | 13.98 | +0.87% | 10.68K | +1.35% | 109.47K | 9.51 | 0.03% |
| 135 | AXTI | AXT, Inc. | 2.17 | +2.11% | 49.95K | 0.00% | 108.39K | 4.27 | 0.03% |
| 136 | LFST | LifeStance Heal... | 5.08 | +2.63% | 10.71K | +2.10% | 78.92K | 7.01 | 0.02% |
| 137 | CRON | Cronos Group In... | 1.92 | +1.59% | 11.01K | +2.35% | 22.24K | 2.19 | < 0.01% |