Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
LINCOLN ELEC HLDGS INC | 670,889 | -280 | $171,372 |
LECO | 670,889 | -280 | $171,372 |
SPDR GOLD TR (GLD) | 70,779 | +2,380 | $14,561 |
GLD | 70,779 | +2,380 | $14,561 |
SPDR SER TR (BIL) | 140,576 | -48,569 | $12,905 |
BIL | 140,576 | -48,569 | $12,905 |
ISHARES TR (STIP) | 101,209 | +101,209 | $10,063 |
STIP | 101,209 | +101,209 | $10,063 |
SIMPLIFY EXCHANGE TRADED FUN (BUCK) | 399,210 | +33,884 | $10,008 |
BUCK | 399,210 | +33,884 | $10,008 |
SIMPLIFY EXCHANGE TRADED FUN (CDX) | 333,945 | +233,241 | $7,655 |
CDX | 333,945 | +233,241 | $7,655 |
SIMPLIFY EXCHANGE TRADED FUN (MTBA) | 148,291 | +131,241 | $7,549 |
MTBA | 148,291 | +131,241 | $7,549 |
PARAGON 28 INC | 583,143 | UNCH | $7,202 |
FNA | 583,143 | UNCH | $7,202 |
PROSHARES TR (TBT) | 149,896 | +55,845 | $4,941 |
TBT | 149,896 | +55,845 | $4,941 |
INVESCO EXCHANGE TRADED FD T (SPHQ) | 65,251 | +65,251 | $3,942 |
SPHQ | 65,251 | +65,251 | $3,942 |
ISHARES TR (SHY) | 45,105 | -10,212 | $3,689 |
SHY | 45,105 | -10,212 | $3,689 |
PROCTER AND GAMBLE CO | 22,028 | +10,248 | $3,574 |
PG | 22,028 | +10,248 | $3,574 |
SIMPLIFY EXCHANGE TRADED FUN (AGGH) | 159,991 | +159,991 | $3,429 |
AGGH | 159,991 | +159,991 | $3,429 |
MICROSOFT CORP | 7,700 | +1,041 | $3,240 |
MSFT | 7,700 | +1,041 | $3,240 |
INVESCO DB MULTI SECTOR COMM | 128,835 | +4,318 | $3,190 |
DBA | 128,835 | +4,318 | $3,190 |
EXXON MOBIL CORP | 26,229 | +178 | $3,049 |
XOM | 26,229 | +178 | $3,049 |
META PLATFORMS INC | 4,579 | -35 | $2,223 |
META | 4,579 | -35 | $2,223 |
JPMORGAN CHASE & CO | 11,075 | -74 | $2,218 |
JPM | 11,075 | -74 | $2,218 |
INVESCO EXCHANGE TRADED FD T (PKW) | 20,362 | +20,362 | $2,204 |
PKW | 20,362 | +20,362 | $2,204 |
ISHARES TR (FXI) | 90,601 | +90,601 | $2,181 |
FXI | 90,601 | +90,601 | $2,181 |
GLOBAL X FDS | 70,723 | +70,723 | $2,039 |
URA | 70,723 | +70,723 | $2,039 |
ELI LILLY & CO | 2,563 | +1,061 | $1,994 |
LLY | 2,563 | +1,061 | $1,994 |
NVIDIA CORPORATION | 2,207 | +800 | $1,994 |
NVDA | 2,207 | +800 | $1,994 |
AMAZON COM INC | 10,770 | +1,924 | $1,943 |
AMZN | 10,770 | +1,924 | $1,943 |
JOHNSON & JOHNSON | 11,313 | UNCH | $1,790 |
JNJ | 11,313 | UNCH | $1,790 |
EMERSON ELEC CO | 15,505 | UNCH | $1,759 |
EMR | 15,505 | UNCH | $1,759 |
SIMPLIFY EXCHANGE TRADED FUN (PFIX) | 38,293 | +38,293 | $1,716 |
PFIX | 38,293 | +38,293 | $1,716 |
APPLE INC | 9,781 | -10 | $1,677 |
AAPL | 9,781 | -10 | $1,677 |
VANGUARD INDEX FDS (VTI) | 6,175 | -791 | $1,605 |
VTI | 6,175 | -791 | $1,605 |
ALPS ETF TR (OUSM) | 35,505 | +314 | $1,511 |
OUSM | 35,505 | +314 | $1,511 |
GENERAL ELECTRIC CO | 8,562 | -10 | $1,503 |
GE | 8,562 | -10 | $1,503 |
INVESCO EXCH TRADED FD TR II (IPKW) | 36,897 | +36,897 | $1,466 |
IPKW | 36,897 | +36,897 | $1,466 |
BERKSHIRE HATHAWAY INC DEL | $1,420 | ||
BRK.B | 3,376 | -603 | $1,420 |
SIMPLIFY EXCHANGE TRADED FUN (EQLS) | 57,563 | +1,571 | $1,344 |
EQLS | 57,563 | +1,571 | $1,344 |
SIMPLIFY EXCHANGE TRADED FUN (HARD) | 56,015 | +1,671 | $1,314 |
HARD | 56,015 | +1,671 | $1,314 |
PEPSICO INC | 7,327 | -2 | $1,282 |
PEP | 7,327 | -2 | $1,282 |
APPLIED MATLS INC | 6,142 | +6,142 | $1,267 |
AMAT | 6,142 | +6,142 | $1,267 |
GLOBAL X FDS | 46,900 | -20,657 | $1,226 |
EMC | 46,900 | -20,657 | $1,226 |
ALPS ETF TR (OUSA) | 24,760 | +474 | $1,223 |
OUSA | 24,760 | +474 | $1,223 |
SCHWAB STRATEGIC TR | 19,524 | -5,055 | $1,212 |
SCHX | 19,524 | -5,055 | $1,212 |
ISHARES TR (EFA) | 15,044 | -173 | $1,201 |
EFA | 15,044 | -173 | $1,201 |
SPDR S&P 500 ETF TR (SPY) | 2,238 | +10 | $1,171 |
SPY | 2,238 | +10 | $1,171 |
VANGUARD INTL EQUITY INDEX F (VWO) | 27,279 | +1,141 | $1,139 |
VWO | 27,279 | +1,141 | $1,139 |
BROADCOM INC | 842 | +185 | $1,116 |
AVGO | 842 | +185 | $1,116 |
NETFLIX INC | 1,837 | +575 | $1,116 |
NFLX | 1,837 | +575 | $1,116 |
SALESFORCE INC | 3,686 | +1,045 | $1,110 |
CRM | 3,686 | +1,045 | $1,110 |
PROSHARES TR (BITO) | 34,207 | +34,207 | $1,105 |
BITO | 34,207 | +34,207 | $1,105 |
ISHARES TR (IEI) | 9,514 | +9,514 | $1,102 |
IEI | 9,514 | +9,514 | $1,102 |
NORTHROP GRUMMAN CORP | 2,250 | UNCH | $1,077 |
NOC | 2,250 | UNCH | $1,077 |
SIMPLIFY EXCHANGE TRADED FUN (QIS) | 41,915 | +2,102 | $1,064 |
QIS | 41,915 | +2,102 | $1,064 |
See Full List: All Stocks Held By Park Edge Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Park Edge Advisors LLC
Size ($ in 1000's)
At 03/31/2024: $358,429 At 12/31/2023: $288,700 Park Edge Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Park Edge Advisors LLC 13F filings. Link to 13F filings: SEC filings |