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Newtek Business Svcs shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Newtek Business Svcs (NEWT) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

All positions including Newtek Business Svcs held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Newtek Business Svcs by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.4k 635 14.75
2023-06-30 $10k 635 15.90
2023-03-31 $16k 1.2k 12.80
2022-12-31 $19 1.2k 0.02

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq MF Closed and MF Open (QQQ)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares Core MF Closed and MF Open (DGRO)
Ishares Core MF Closed and MF Open (AGG)
Chevron Corp Common Stock (CVX)
Ishares Ibonds MF Closed and MF Open (IBDQ)
Ishares Ibonds MF Closed and MF Open (IBDP)

View all positions for Goss Wealth Management

Top funds holding Newtek Business Svcs

Royce & Associates
Vanguard Group
Charles Schwab Investment Management
Bank of New York Mellon
Barrett & Company
Russell Investments
Ancora Advisors
Goldman Sachs Group
D.A. Davidson & Co.
Bank of America Corporation
Raymond James & Associates
Citadel Advisors
No Street GP
Jane Street
Arkadios Wealth Advisors

View all funds holding Newtek Business Svcs