Park Edge Advisors, LLC

RIA/Wealth

Park Edge Advisors, LLC is a RIA/Wealth based in Cleveland, OH led by Richard Wayne Lowrie, reporting $438.1M in AUM as of Q3 2025 with 39% Industrials concentration, 58% concentrated in top 10 holdings, 37% allocation to LECO, and minimal technology exposure.

Managing PartnerRichard Wayne Lowrie

Portfolio Value: $429.1M
Positions: 144
Top Holding: LECO at 36.74%
Last Reported: Q3 2025

Address2360 W 11th St, Cleveland, OH, 44113, United States

Top Holdings

Largest long holdings in Park Edge Advisors, LLC's portfolio (57.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Lincoln Electric Holdings LECO	Manufacturing - Tools & Accessories Industrials	$157.7M	36.74%	-$544.5K Sold	1.21% 668.6K shares	Q4 2022 Held for 2y 11m
2 Simplify High Yield PLUS Credit Hedge CDX	Unknown Unknown	$16.5M	3.84%	+$2.4M Bought	— 719.0K shares	Q3 2023 Held for 2y 2m
3 iShares 0-5 Year TIPS Bond STIP	ETF ETF	$12.7M	2.96%	+$3.0M Bought	— 122.9K shares	Q1 2024 Held for 1y 8m
4 Invesco International BuyBack Achievers IPKW	ETF ETF	$11.5M	2.67%	+$3.5M Bought	— 217.6K shares	Q1 2024 Held for 1y 8m
5 GLD SPDR Gold Trust GLD	Unknown Unknown	$11.1M	2.60%	+$829.3K Bought	— 31.3K shares	Q1 2023 Held for 2y 8m
6 TUA Simplify Short Term Treasury Futures Strategy TUA	ETF ETF	$8.4M	1.97%	+$3.2M Bought	— 385.8K shares	Q1 2025 Held for 8 months
7 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$8.1M	1.88%	-$14.6M Sold	— 88.0K shares	Q4 2022 Held for 2y 11m
8 iShares 1-3 Year Treasury Bond SHY	ETF ETF	$8.0M	1.85%	-$32.4K Sold	— 95.9K shares	Q4 2022 Held for 2y 11m
9 Simplify Aggregate Bond AGGH	ETF ETF	$7.5M	1.75%	+$3.7M Bought	— 362.6K shares	Q1 2024 Held for 1y 8m
10 Simplify MBS MTBA	ETF ETF	$6.7M	1.56%	+$1.9M Bought	— 132.9K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Park Edge Advisors, LLC's latest filing

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Market Value

$429.1M

Prior: $388.6M

Q/Q Change

+10.42%

+$40.5M

Net Flows % of MV

+2.15%

Turnover Ratio

7.47%

New Purchases

4 stocks

$1.7M

Added To

68 stocks

+$34.4M

Sold Out Of

5 stocks

$3.1M

Reduced Holdings

42 stocks

-$23.8M

Increased Positions

Position	Shares Δ	Change
1 Coca-Cola KO	New	0 → 13.8K +$913.9K
2 ProShares Trust - ProShares Ultra VIX Short-Term Futures ETF UVIX	New	0 → 37.5K +$372.0K
3 Sherwin-Williams SHW	New	0 → 695.0 +$240.7K
4 Schwab International Equity SCHF	New	0 → 8.8K +$204.2K
5 Philip Morris International PM	+416.38%	1.9K → 9.6K +$1.3M

Decreased Positions

Position	Shares Δ	Change
1 UUP Invesco DB US Dollar Index Bullish Fund UUP	Sold	64.1K → 0 −$1.7M
2 Stryker SYK	Sold	1.7K → 0 −$678.6K
3 Prologis PLD	Sold	2.9K → 0 −$301.7K
4 Vanguard S&P 500 ETF VOO	Sold	392.0 → 0 −$222.6K
5 Colgate-Palmolive CL	Sold	2.2K → 0 −$201.0K

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Analytics

Portfolio insights and performance metrics for Park Edge Advisors, LLC

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Sector Allocation

Industrials

39.00%

ETF

33.60%

Technology

4.70%

Financial Services

3.70%

Communication Services

2.60%

Consumer Defensive

2.50%

Healthcare

2.40%

Consumer Cyclical

1.70%

Energy

1.10%

Utilities

0.40%

Basic Materials

0.20%

Market Cap Distribution

Mega Cap (> $200B)

16.13%

Large Cap ($10B - $200B)

41.44%

Mid Cap ($2B - $10B)

0.01%

Small Cap ($300M - $2B)

0.04%

Micro Cap ($50M - $300M)

0.19%

Nano Cap (< $50M)

0.29%

N/A (ETF or Unknown)

41.90%

Portfolio Concentration

Top 10 Holdings %

57.82%

Top 20 Holdings %

68.81%

Top 50 Holdings %

85.86%

Top 100 Holdings %

97.09%