0001965659-23-000004.txt : 20231011
0001965659-23-000004.hdr.sgml : 20231011
20231011152729
ACCESSION NUMBER: 0001965659-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231011
DATE AS OF CHANGE: 20231011
EFFECTIVENESS DATE: 20231011
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Park Edge Advisors, LLC
CENTRAL INDEX KEY: 0001965659
IRS NUMBER: 873440073
STATE OF INCORPORATION: OH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23179
FILM NUMBER: 231320542
BUSINESS ADDRESS:
STREET 1: 2360 W. 11TH ST.
CITY: CLEVELAND
STATE: OH
ZIP: 44113
BUSINESS PHONE: 216-647-9007
MAIL ADDRESS:
STREET 1: 2360 W. 11TH ST.
CITY: CLEVELAND
STATE: OH
ZIP: 44113
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001965659
XXXXXXXX
09-30-2023
09-30-2023
false
Park Edge Advisors, LLC
2360 W. 11th St.
Cleveland
OH
44113
13F COMBINATION REPORT
028-23179
000317521
801-125820
0000823621
028-01398
000115093
801-60541
CAMBIAR INVESTORS LLC
0001348883
028-11611
000137028
801-64710
Clearbridge Investments, LLC
0000790502
028-01666
000110653
801-21343
EAGLE ASSET MANAGEMENT INC
0001082917
028-04145
000121942
801-61559
GW&K Investment Management, LLC
0000928196
028-04434
000104543
801-36845
HARDING LOEVNER LP
0001507115
028-14137
000110297
801-52751
Madison Investment Advisors, LLC
N
Richard W. Lowrie
Chief Compliance Officer
216-647-9007
/s/ Richard W. Lowrie
Cleveland
OH
10-11-2023
0
102
278081157
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
489867
5058
SH
SOLE
0
0
5058
ABBVIE INC
COM
00287Y109
1172953
7869
SH
SOLE
0
0
7869
ADOBE INC
COM
00724F101
488484
958
SH
SOLE
0
0
958
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
570055
6572
SH
SOLE
0
0
6572
ALPHABET INC
CAP STK CL C
02079K107
1007598
7642
SH
SOLE
0
0
7642
ALPS ETF TR
OSHARES US QUALT
00162Q387
900133
21468
SH
SOLE
0
0
21468
ALPS ETF TR
OSHARES US SMLCP
00162Q395
1207411
34389
SH
SOLE
0
0
34389
AMAZON COM INC
COM
023135106
953400
7500
SH
SOLE
0
0
7500
APPLE INC
COM
037833100
1989061
11618
SH
SOLE
0
0
11618
AT&T INC
COM
00206R102
187795
12503
SH
SOLE
0
0
12503
AUTOMATIC DATA PROCESSING IN
COM
053015103
806665
3353
SH
SOLE
0
0
3353
AXT INC
COM
00246W103
115039
47933
SH
SOLE
0
0
47933
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
651908
1861
SH
SOLE
0
0
1861
BRISTOL-MYERS SQUIBB CO
COM
110122108
969442
16703
SH
SOLE
0
0
16703
CARROLS RESTAURANT GROUP INC
COM
14574X104
128571
19510
SH
SOLE
0
0
19510
CHEVRON CORP NEW
COM
166764100
380069
2254
SH
SOLE
0
0
2254
CHUBB LIMITED
COM
H1467J104
254812
1224
SH
SOLE
0
0
1224
COHERENT CORP
COM
19247G107
353328
10825
SH
SOLE
0
0
10825
COSTCO WHSL CORP NEW
COM
22160K105
497165
880
SH
SOLE
0
0
880
CSX CORP
COM
126408103
318816
10368
SH
SOLE
0
0
10368
CVS HEALTH CORP
COM
126650100
976121
13981
SH
SOLE
0
0
13981
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
235677
7869
SH
SOLE
0
0
7869
DUKE ENERGY CORP NEW
COM NEW
26441C204
789823
8949
SH
SOLE
0
0
8949
ELI LILLY & CO
COM
532457108
380825
709
SH
SOLE
0
0
709
EMERSON ELEC CO
COM
291011104
1497897
15511
SH
SOLE
0
0
15511
EXXON MOBIL CORP
COM
30231G102
3101311
26376
SH
SOLE
0
0
26376
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
330806
20714
SH
SOLE
0
0
20714
FIRST TR MID CAP CORE ALPHAD
COM SHS
33735B108
363353
3945
SH
SOLE
0
0
3945
FLUX PWR HLDGS INC
COM NEW
344057302
296930
86317
SH
SOLE
0
0
86317
GENERAL MLS INC
COM
370334104
211871
3311
SH
SOLE
0
0
3311
GLOBAL X FDS
EMERGING MKT GRT
37960A644
1780666
75007
SH
SOLE
0
0
75007
HOME DEPOT INC
COM
437076102
958149
3171
SH
SOLE
0
0
3171
INTERNATIONAL BUSINESS MACHS
COM
459200101
823856
5872
SH
SOLE
0
0
5872
INVESCO DB MULTI-SECTOR COMM
AGRICULTURE FD
46140H106
2667472
124590
SH
SOLE
0
0
124590
INVESCO DB US DLR INDEX TR
BULLISH FD
46141D203
5384103
181100
SH
SOLE
0
0
181100
ISHARES TR
0-3 MNTH TREASRY
46436E718
3845191
38196
SH
SOLE
0
0
38196
ISHARES TR
PFD AND INCM SEC
464288687
287563
9538
SH
SOLE
0
0
9538
ISHARES TR
TIPS BD ETF
464287176
488547
4710
SH
SOLE
0
0
4710
ISHARES TR
S&P SML 600 GWT
464287887
285168
2600
SH
SOLE
0
0
2600
ISHARES TR
CORE S&P500 ETF
464287200
350844
817
SH
SOLE
0
0
817
ISHARES TR
RUS 1000 VAL ETF
464287598
509681
3357
SH
SOLE
0
0
3357
ISHARES TR
MSCI EAFE ETF
464287465
1068672
15506
SH
SOLE
0
0
15506
ISHARES TR
1 3 YR TREAS BD
464287457
4753577
58708
SH
SOLE
0
0
58708
ISHARES TR
7-10 YR TRSY BD
464287440
346210
3780
SH
SOLE
0
0
3780
JOHNSON & JOHNSON
COM
478160104
2180967
14003
SH
SOLE
0
0
14003
JPMORGAN CHASE & CO
COM
46625H100
1587099
10944
SH
SOLE
0
0
10944
KEYCORP
COM
493267108
112754
10479
SH
SOLE
0
0
10479
LINCOLN ELEC HLDGS INC
COM
533900106
122011813
671169
SH
SOLE
0
0
671169
LINDE PLC
SHS
G54950103
322827
867
SH
SOLE
0
0
867
LOCKHEED MARTIN CORP
COM
539830109
710017
1736
SH
SOLE
0
0
1736
MCDONALDS CORP
COM
580135101
817982
3105
SH
SOLE
0
0
3105
MEDTRONIC PLC
SHS
G5960L103
418129
5336
SH
SOLE
0
0
5336
MERCK & CO INC
COM
58933Y105
453392
4404
SH
SOLE
0
0
4404
META PLATFORMS INC
CL A
30303M102
1359651
4529
SH
SOLE
0
0
4529
MICROSOFT CORP
COM
594918104
2484484
7869
SH
SOLE
0
0
7869
MOODYS CORP
COM
615369105
406278
1285
SH
SOLE
0
0
1285
MORGAN STANLEY
COM NEW
617446448
674573
8260
SH
SOLE
0
0
8260
NEWMONT CORP
COM
651639106
432157
11696
SH
SOLE
0
0
11696
NORTHROP GRUMMAN CORP
COM
666807102
993069
2256
SH
SOLE
0
0
2256
ORACLE CORP
COM
68389X105
239273
2259
SH
SOLE
0
0
2259
PARAGON 28 INC
COM
69913P105
7471555
595343
SH
SOLE
0
0
595343
PAYCHEX INC
COM
704326107
254879
2210
SH
SOLE
0
0
2210
PEPSICO INC
COM
713448108
1727679
10196
SH
SOLE
0
0
10196
PFIZER INC
COM
717081103
943886
28456
SH
SOLE
0
0
28456
PHILIP MORRIS INTL INC
COM
718172109
236634
2556
SH
SOLE
0
0
2556
PNC FINL SVCS GROUP INC
COM
693475105
247013
2012
SH
SOLE
0
0
2012
PRINCIPAL FINANCIAL GROUP IN
COM
74251V102
784914
10891
SH
SOLE
0
0
10891
PROCTER AND GAMBLE CO
COM
742718109
1821937
12491
SH
SOLE
0
0
12491
PROSHARES TR
SHRT RUSSELL2000
74348A210
701122
28960
SH
SOLE
0
0
28960
PROSHARES TR
SHORT QQQ NEW
74347B714
1362252
125092
SH
SOLE
0
0
125092
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
408028
2038
SH
SOLE
0
0
2038
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
680213
15379
SH
SOLE
0
0
15379
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
204638
2892
SH
SOLE
0
0
2892
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1323544
26157
SH
SOLE
0
0
26157
SIMPLIFY EXCHANGE TRADED FUN
US EQT PLS DWNSD
82889N202
494457
18858
SH
SOLE
0
0
18858
SIMPLIFY EXCHANGE TRADED FUN
VOLATILITY PREM
82889N863
257987
11461
SH
SOLE
0
0
11461
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
82889N764
548834
22523
SH
SOLE
0
0
22523
SIMPLIFY EXCHANGE TRADED FUN
HIGH YIELD PLUS
82889N830
1668060
77225
SH
SOLE
0
0
77225
SIMPLIFY EXCHANGE TRADED FUN
STABLE INCM ETF
82889N640
8577798
341813
SH
SOLE
0
0
341813
SPDR GOLD TR
GOLD SHS
78463V107
11557316
67409
SH
SOLE
0
0
67409
SPDR S&P 500 ETF TR
TR UNIT
78462F103
876560
2051
SH
SOLE
0
0
2051
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
36117672
393353
SH
SOLE
0
0
393353
STERIS PLC
SHS USD
G8473T100
956232
4358
SH
SOLE
0
0
4358
T-MOBILE US INC
COM
872590104
693528
4952
SH
SOLE
0
0
4952
THE CIGNA GROUP
COM
125523100
770717
2694
SH
SOLE
0
0
2694
THOMSON REUTERS CORP.
COM
884903808
301763
2467
SH
SOLE
0
0
2467
UNION PAC CORP
COM
907818108
616801
3029
SH
SOLE
0
0
3029
UNITEDHEALTH GROUP INC
COM
91324P102
252095
500
SH
SOLE
0
0
500
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
511937
10703
SH
SOLE
0
0
10703
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
285100
726
SH
SOLE
0
0
726
VANGUARD INDEX FDS
MID CAP ETF
922908629
530804
2549
SH
SOLE
0
0
2549
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
281728
1766
SH
SOLE
0
0
1766
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1437803
6769
SH
SOLE
0
0
6769
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
318909
2225
SH
SOLE
0
0
2225
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1021032
26040
SH
SOLE
0
0
26040
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
563370
8232
SH
SOLE
0
0
8232
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
321792
2071
SH
SOLE
0
0
2071
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
360876
1535
SH
SOLE
0
0
1535
VISA INC
COM CL A
92826C839
836316
3636
SH
SOLE
0
0
3636
WALMART INC
COM
931142103
966737
6045
SH
SOLE
0
0
6045
WISDOMTREE TR
FLOATNG RAT TREA
97717Y527
8038217
159742
SH
SOLE
0
0
159742
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
367072
3271
SH
SOLE
0
0
3271