Portfolio (Quarterly)
Guide ↗
Park Edge Advisors, LLC
· CIK 0001965659| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XLF | SELECT SECTOR SPDR TR | — | 83,417 | $4.6M | 1.03% | SOLD |
| 2 | IWF | ISHARES TR | — | 9,160 | $4.3M | 0.98% | SOLD |
| 3 | XLC | SELECT SECTOR SPDR TR | — | 34,169 | $4.0M | 0.91% | SOLD |
| 4 | EWC | ISHARES INC | — | 61,634 | $3.3M | 0.75% | SOLD |
| 5 | EWU | ISHARES TR | — | 75,046 | $3.3M | 0.75% | SOLD |
| 6 | XLY | SELECT SECTOR SPDR TR | — | 27,284 | $3.3M | 0.74% | SOLD |
| 7 | SPLV | INVESCO EXCH TRADED FD TR II | — | 14,531 | $1.0M | 0.23% | SOLD |
| 8 | IEI | ISHARES TR | — | 8,669 | $1.0M | 0.23% | SOLD |
| 9 | MO | ALTRIA GROUP INC | Consumer Defensive | 16,234 | $936K | 0.21% | SOLD |
| 10 | IWM | ISHARES TR | — | 2,905 | $715K | 0.16% | SOLD |
| 11 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,712 | $565K | 0.13% | SOLD |
| 12 | DBA | INVESCO DB MULTI-SECTOR COMM | Financial Services | 21,500 | $549K | 0.12% | SOLD |
| 13 | RSHO | TEMA ETF TRUST | — | 10,595 | $470K | 0.11% | SOLD |
| 14 | LIN | LINDE PLC | Basic Materials | 1,027 | $438K | 0.10% | SOLD |
| 15 | GOOGL | ALPHABET INC | Communication Services | 1,012 | $317K | 0.07% | SOLD |
| 16 | ARGT | GLOBAL X FDS | — | 3,181 | $291K | 0.07% | SOLD |
| 17 | BX | BLACKSTONE INC | Financial Services | 1,650 | $254K | 0.06% | SOLD |
| 18 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 3,240 | $247K | 0.06% | SOLD |
| 19 | ETN | EATON CORP PLC | Industrials | 766 | $244K | 0.06% | SOLD |
| 20 | UNP | UNION PAC CORP | Industrials | 953 | $220K | 0.05% | SOLD |
Sector Allocation
Industrials
63.1%
Financial Services
13.3%
Technology
7.2%
Healthcare
4.3%
Consumer Cyclical
2.9%
Consumer Defensive
2.8%
Communication Services
2.4%
Energy
2.3%
Utilities
0.8%
Basic Materials
0.5%