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Goss Wealth Management

Latest statistics and disclosures from NewEdge Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IVV, MSFT, NVDA, VOO, and represent 12.50% of NewEdge Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$53M), DYNF (+$53M), IVE (+$40M), IVW (+$38M), WFC (+$36M), SAP (+$35M), IBTF (+$33M), BND (+$32M), V (+$32M), WMT (+$30M).
Started 689 new stock positions in UEIC, TCAF, BYD, CGC, IGC, HYDB, CLBT, Vaneck Vectors Etf Tr opt, APEI, CLW.
Reduced shares in these 10 stocks: DGRO (-$62M), IBDP (-$52M), Ishares Tr ibnd dec23 etf (-$51M), Ishares Ibonds Dec 2023 Term T (-$44M), MGK (-$39M), IBDQ (-$32M), MS (-$32M), PAYX (-$31M), FTCS (-$30M), UL (-$28M).
Sold out of its positions in AIR, Abcam Plc Ads, BTAL, IDOG, AMN, ATEN, BCD, PALL, Activision Blizzard, IVVD.
NewEdge Advisors was a net buyer of stock by $880M.
NewEdge Advisors has $12B in assets under management (AUM), dropping by 25.98%.
Central Index Key (CIK): 0001633516

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Positions held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for NewEdge Advisors

NewEdge Advisors holds 3830 positions in its portfolio as reported in the March 2024 quarterly 13F filing

NewEdge Advisors has 3830 total positions. Only the first 250 positions are shown.

Sign up to view all of the NewEdge Advisors March 31, 2024 positions
Download the NewEdge Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.0	$344M	+7%	2.0M	171.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$339M	+5%	644k	525.73	View chart
Microsoft Corporation (MSFT)	2.7	$314M	+8%	747k	420.72	View chart
NVIDIA Corporation (NVDA)	2.0	$231M	+14%	256k	903.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$205M	+5%	427k	480.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$204M	+7%	390k	523.07	View chart
Amazon (AMZN)	1.5	$177M	+20%	978k	180.38	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$123M	+20%	758k	162.86	View chart
Broadcom (AVGO)	1.0	$111M	+13%	84k	1325.41	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$109M	+7%	317k	344.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$100M	+114%	3.1M	31.95	View chart
JPMorgan Chase & Co. (JPM)	0.8	$93M	+15%	464k	200.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$93M	-7%	209k	444.01	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$86M	+10%	1.7M	50.17	View chart
Visa Com Cl A (V)	0.7	$83M	+62%	298k	279.08	View chart
Eli Lilly & Co. (LLY)	0.7	$83M	+45%	107k	777.96	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.7	$83M	+34%	1.3M	61.53	View chart
Merck & Co (MRK)	0.7	$81M	+10%	610k	131.95	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$79M	+4%	481k	164.35	View chart
Chevron Corporation (CVX)	0.6	$74M	+10%	472k	157.74	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$73M	+56%	1.6M	45.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$72M	+11%	473k	152.26	View chart
Abbvie (ABBV)	0.6	$71M		390k	182.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$71M	+13%	210k	337.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$70M	-6%	718k	97.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$70M	+9%	167k	420.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$67M	+135%	792k	84.44	View chart
Caterpillar (CAT)	0.6	$66M	+6%	180k	366.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$65M	+28%	248k	259.90	View chart
Meta Platforms Cl A (META)	0.5	$60M	+33%	123k	485.58	View chart
Oracle Corporation (ORCL)	0.5	$59M	-4%	471k	125.61	View chart
Home Depot (HD)	0.5	$58M	+4%	152k	383.60	View chart
Exxon Mobil Corporation (XOM)	0.5	$58M	+14%	499k	116.24	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.5	$57M	+8%	989k	57.23	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$57M	-23%	762k	74.22	View chart
AmerisourceBergen (COR)	0.5	$55M	-13%	225k	242.99	View chart
UnitedHealth (UNH)	0.5	$54M	+8%	109k	494.70	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.5	$53M	+509952%	1.2M	44.40	View chart
Costco Wholesale Corporation (COST)	0.5	$52M	+15%	71k	732.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$51M	-4%	338k	150.93	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$51M	-10%	202k	249.86	View chart
McDonald's Corporation (MCD)	0.4	$50M	+112%	176k	281.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$49M	+12%	444k	110.52	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.4	$49M	+195%	2.1M	23.23	View chart
Wells Fargo & Company (WFC)	0.4	$47M	+318%	817k	57.96	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$47M	-25%	863k	54.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$47M	+575%	250k	186.81	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$46M	+38%	343k	135.06	View chart
Arthur J. Gallagher & Co. (AJG)	0.4	$46M	-4%	184k	250.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$46M	+8%	250k	182.61	View chart
BlackRock (BLK)	0.4	$45M		54k	833.69	View chart
Automatic Data Processing (ADP)	0.4	$44M	+4%	177k	249.74	View chart
Illinois Tool Works (ITW)	0.4	$44M	+3%	163k	268.33	View chart
Analog Devices (ADI)	0.4	$44M	-2%	221k	197.79	View chart
Wal-Mart Stores (WMT)	0.4	$42M	+245%	703k	60.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$41M	+34%	241k	169.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$40M	+444%	543k	72.63	View chart
Procter & Gamble Company (PG)	0.3	$39M	+8%	239k	162.25	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.3	$38M	-45%	1.5M	24.81	View chart
Johnson & Johnson (JNJ)	0.3	$38M		241k	158.19	View chart
American Tower Reit (AMT)	0.3	$38M	+358%	193k	197.59	View chart
Tractor Supply Company (TSCO)	0.3	$38M	-3%	145k	261.72	View chart
Novartis Sponsored Adr (NVS)	0.3	$38M	+4%	390k	96.73	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$38M	+9%	537k	70.00	View chart
Avery Dennison Corporation (AVY)	0.3	$38M	-4%	168k	223.25	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$37M	+12%	664k	56.17	View chart
Tesla Motors (TSLA)	0.3	$37M	+7%	210k	175.79	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$36M	-22%	350k	103.79	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.3	$36M	-28%	1.5M	23.94	View chart
Sap Se Spon Adr (SAP)	0.3	$36M	+6272%	182k	195.03	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.3	$36M	+238%	1.6M	22.71	View chart
Public Storage (PSA)	0.3	$35M	+7%	122k	290.06	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$34M	-29%	412k	83.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$34M	-35%	149k	228.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$34M	+12%	809k	41.77	View chart
Pepsi (PEP)	0.3	$34M	-39%	193k	175.01	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$34M	+332%	1.3M	25.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$33M	+11%	157k	210.30	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$33M	+171%	667k	49.16	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$33M	+4%	114k	288.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$32M	-16%	393k	80.63	View chart
Global X Fds X Emerging Mkt (EMBD)	0.3	$31M	+50%	1.4M	22.60	View chart
Metropcs Communications (TMUS)	0.3	$30M	+836%	186k	163.22	View chart
Advanced Micro Devices (AMD)	0.3	$30M	+4%	168k	180.49	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.3	$30M	+235%	1.4M	22.16	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$30M	-67%	515k	58.06	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$30M	+75%	1.1M	26.75	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$30M	+30%	743k	39.66	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$29M	+355%	981k	29.99	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$29M	+41%	148k	195.10	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.3	$29M	-6%	1.0M	28.18	View chart
DTE Energy Company (DTE)	0.2	$29M	+1770%	255k	112.14	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$28M	+34%	557k	51.06	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$28M	+4%	109k	260.72	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$28M		120k	235.79	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$28M	+10%	146k	191.88	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$28M	+50%	302k	92.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$27M		130k	205.72	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$26M	-22%	178k	147.73	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$25M	+1002%	333k	76.19	View chart
Mastercard Incorporated Cl A (MA)	0.2	$25M	-4%	52k	481.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$24M	+4%	201k	120.99	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.2	$24M	+101%	739k	32.19	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$24M	-39%	324k	73.15	View chart
Eaton Corp SHS (ETN)	0.2	$24M	+40%	76k	312.68	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$24M	-36%	250k	94.62	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.2	$24M	-10%	1.2M	20.49	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$23M		286k	81.53	View chart
Comcast Corp Cl A (CMCSA)	0.2	$23M	-51%	539k	43.35	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$23M	+33%	730k	31.99	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$23M	+1550%	246k	91.86	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$22M	+5%	143k	155.91	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$22M	+46%	56k	397.77	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$22M	+6%	729k	30.22	View chart
salesforce (CRM)	0.2	$22M	+48%	71k	301.18	View chart
Cisco Systems (CSCO)	0.2	$21M	+25%	430k	49.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$21M	+291%	349k	60.74	View chart
Ishares Tr Ibonds Dec 29 (IBDX)	0.2	$21M	NEW	881k	24.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$21M	-2%	60k	346.61	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.2	$20M	+158%	468k	43.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.2	$20M	+146%	718k	27.96	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$20M	+3562%	345k	57.57	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$20M	+132%	610k	32.50	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$20M	-2%	466k	42.23	View chart
Union Pacific Corporation (UNP)	0.2	$19M	+5%	79k	245.93	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$19M	+5%	265k	72.96	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$19M	+108%	177k	108.92	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$19M	+9%	101k	190.68	View chart
Netflix (NFLX)	0.2	$19M	+33%	32k	607.34	View chart
Marathon Petroleum Corp (MPC)	0.2	$19M	+13%	94k	201.50	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$19M	+156%	625k	30.10	View chart
Verizon Communications (VZ)	0.2	$19M	+18%	447k	41.96	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.2	$19M	+6%	207k	90.54	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$19M	+70%	370k	50.45	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$19M	-32%	775k	23.85	View chart
Abbott Laboratories (ABT)	0.2	$18M	+6%	162k	113.66	View chart
Lowe's Companies (LOW)	0.2	$18M	-11%	71k	254.73	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$18M	+18%	618k	28.80	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.2	$18M	+3%	276k	64.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$18M	+179%	285k	62.34	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$18M	-16%	298k	59.62	View chart
Chubb (CB)	0.2	$18M	-9%	69k	259.13	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$18M	-62%	168k	105.38	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$18M	+10%	305k	58.11	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$18M	+112%	333k	52.87	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.2	$17M	-75%	694k	25.05	View chart
Adobe Systems Incorporated (ADBE)	0.2	$17M	+31%	34k	504.61	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$17M	+29%	344k	50.10	View chart
Coca-Cola Company (KO)	0.1	$17M	-13%	279k	61.18	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$17M	-57%	211k	80.51	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$17M	-15%	82k	205.09	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$17M	+24%	459k	36.19	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$16M	-56%	319k	51.60	View chart
Servicenow (NOW)	0.1	$16M	+31%	22k	762.42	View chart
Bank of America Corporation (BAC)	0.1	$16M	-16%	431k	37.92	View chart
United Parcel Service CL B (UPS)	0.1	$16M	-4%	109k	148.63	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$16M	+198%	510k	31.61	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$16M	-23%	188k	84.09	View chart
Nextera Energy (NEE)	0.1	$16M	-10%	247k	63.91	View chart
International Business Machines (IBM)	0.1	$16M	+58%	82k	190.96	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$15M	+6%	171k	89.90	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$15M	+71%	350k	43.60	View chart
Lockheed Martin Corporation (LMT)	0.1	$15M	-5%	33k	454.87	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$15M	+5774%	424k	34.88	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$15M	-44%	82k	179.11	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$15M	+150%	190k	77.31	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$15M	+13%	408k	35.84	View chart
Southern Company (SO)	0.1	$14M	+82%	201k	71.74	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.1	$14M	+60%	717k	20.04	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$14M	+53%	564k	25.35	View chart
Amgen (AMGN)	0.1	$14M	+15%	50k	284.32	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$14M	-62%	124k	114.96	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$14M	+31%	288k	49.19	View chart
Linde SHS (LIN)	0.1	$14M	+15%	30k	464.32	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.1	$14M		274k	51.36	View chart
American Express Company (AXP)	0.1	$14M	+9%	62k	227.69	View chart
Phillips 66 (PSX)	0.1	$14M	+3%	85k	163.34	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$14M	+151%	445k	31.16	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$14M	+8%	337k	40.93	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$14M	+1505%	597k	23.06	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$14M	-17%	512k	26.46	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$14M	-33%	266k	50.69	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$13M	-33%	142k	94.41	View chart
Ishares Tr Ibonds Dec (IBMM)	0.1	$13M		515k	25.95	View chart
Thermo Fisher Scientific (TMO)	0.1	$13M	+34%	23k	581.18	View chart
Air Products & Chemicals (APD)	0.1	$13M	+18%	54k	242.27	View chart
ConocoPhillips (COP)	0.1	$13M	+4%	103k	127.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$13M	+33%	170k	76.67	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$13M	-67%	62k	208.27	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$13M	+4%	71k	182.69	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$13M	NEW	553k	23.34	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.1	$13M	+146%	385k	33.54	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$13M		195k	65.87	View chart
Duke Energy Corp Com New (DUK)	0.1	$12M	+15%	128k	96.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$12M	+18%	213k	57.86	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$12M	+6%	163k	75.61	View chart
Walt Disney Company (DIS)	0.1	$12M	+4%	101k	122.36	View chart
Applied Materials (AMAT)	0.1	$12M	+45%	59k	206.23	View chart
Honeywell International (HON)	0.1	$12M	-32%	58k	205.25	View chart
Intuit (INTU)	0.1	$12M	+26%	18k	649.99	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$12M	-31%	156k	76.32	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$12M	+2%	160k	73.27	View chart
Super Micro Computer (SMCI)	0.1	$12M	+27%	12k	1010.02	View chart
Novo-nordisk A S Adr (NVO)	0.1	$12M	+74%	90k	128.40	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$12M	+14%	66k	175.27	View chart
Starbucks Corporation (SBUX)	0.1	$12M	-67%	126k	91.39	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$12M	+145%	450k	25.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$11M	NEW	363k	31.56	View chart
Palo Alto Networks (PANW)	0.1	$11M	+97%	40k	284.13	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$11M	+6%	86k	131.37	View chart
Boeing Company (BA)	0.1	$11M	+27%	58k	192.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$11M	+5%	97k	115.30	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$11M	+2105%	258k	42.95	View chart
Raytheon Technologies Corp (RTX)	0.1	$11M	-11%	114k	97.53	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$11M	+24%	78k	136.05	View chart
Enbridge (ENB)	0.1	$11M		291k	36.18	View chart
Texas Instruments Incorporated (TXN)	0.1	$11M	-15%	60k	174.21	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$10M	+12%	194k	53.39	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$10M	+33%	204k	49.86	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$10M	-13%	100k	101.41	View chart
Qualcomm (QCOM)	0.1	$10M	-20%	60k	169.30	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$10M	+21%	92k	110.05	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$10M	-4%	87k	115.81	View chart
Philip Morris International (PM)	0.1	$10M		110k	91.62	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$10M	+27%	37k	270.80	View chart
Medtronic SHS (MDT)	0.1	$10M	+19%	115k	87.15	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$9.9M	+48%	105k	94.66	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$9.9M	+86%	92k	107.60	View chart
Cme (CME)	0.1	$9.7M	+45%	45k	215.29	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$9.7M	-16%	106k	91.80	View chart
Uber Technologies (UBER)	0.1	$9.7M	+149%	126k	76.99	View chart
Pfizer (PFE)	0.1	$9.7M	-19%	348k	27.75	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$9.6M	-29%	73k	131.24	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$9.6M	+2%	111k	86.67	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$9.6M	+103%	380k	25.17	View chart
General Electric Com New (GE)	0.1	$9.6M	+21%	54k	175.53	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$9.5M	+16%	295k	32.23	View chart
First Tr Exchange-traded Dorsey Wright (IFV)	0.1	$9.4M	-26%	471k	20.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$9.4M	+1295%	239k	39.11	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$9.3M	+20%	84k	110.21	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$9.3M	+27%	39k	239.76	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$9.3M	NEW	176k	52.46	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$9.2M	+2%	238k	38.88	View chart
Morgan Stanley Com New (MS)	0.1	$9.2M	-77%	98k	94.16	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$9.2M		132k	69.77	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$9.2M	+37%	219k	41.95	View chart
AFLAC Incorporated (AFL)	0.1	$9.2M	-3%	107k	85.86	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$9.1M	+11%	67k	134.82	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$9.1M	+71%	111k	81.66	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$9.0M	+16%	196k	46.21	View chart

Past Filings by NewEdge Advisors

SEC 13F filings are viewable for NewEdge Advisors going back to 2014

NewEdge Advisors 2024 Q1 filed May 14, 2024
NewEdge Advisors 2023 Q3 filed Nov. 14, 2023
NewEdge Advisors 2023 Q2 filed Aug. 14, 2023
NewEdge Advisors 2023 Q1 filed May 12, 2023
NewEdge Advisors 2022 Q4 filed Feb. 14, 2023
NewEdge Advisors 2022 Q3 filed Nov. 14, 2022
NewEdge Advisors 2022 Q2 filed Aug. 9, 2022
NewEdge Advisors 2022 Q1 filed May 13, 2022
NewEdge Advisors 2021 Q4 filed Feb. 17, 2022
GWM Advisors 2021 Q3 filed Oct. 29, 2021
GWM Advisors 2021 Q2 filed July 22, 2021
GWM Advisors 2021 Q1 filed April 26, 2021
GWM Advisors 2020 Q4 filed Jan. 27, 2021
GWM Advisors 2020 Q3 filed Nov. 3, 2020
GWM Advisors 2020 Q2 filed July 29, 2020
GWM Advisors 2020 Q1 filed May 4, 2020

View all past filings

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