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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, MSFT, NVDA, IVV, AMZN, and represent 11.98% of NewEdge Advisors's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$275M), GOOGL (+$274M), WMT (+$220M), MSFT (+$213M), JPM (+$197M), BRK.B (+$155M), AMZN (+$146M), CVX (+$126M), XOM (+$125M), V (+$125M).
Started 360 new stock positions in AGNG, FTMN, Redfin Corp, SPIR, ACEP, CNX, VTSI, Fermi, SOLS, VCYT.
Reduced shares in these 10 stocks: QUAL (-$75M), AJG (-$43M), ITW (-$40M), CL (-$35M), DFAC (-$25M), IBDQ (-$21M), FXR (-$21M), QQXT (-$19M), SPY (-$18M), GBIL (-$16M).
Sold out of its positions in ASGN, ASPI, AZ, Aberdeen Australia Equity Fund, BCD, TLPH, ADPT, MVPA, DEVICES INC Advanced Micro call, AGIO.
NewEdge Advisors was a net buyer of stock by $5.4B.
NewEdge Advisors has $28B in assets under management (AUM), dropping by 25.29%.
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 4214 positions in its portfolio as reported in the December 2025 quarterly 13F filing

NewEdge Advisors has 4214 total positions. Only the first 250 positions are shown.

Sign up to view all of the NewEdge Advisors Dec. 31, 2025 positions
Download the NewEdge Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	3.4	$933M	+41%	3.4M	271.86	View chart
Microsoft Corp Common Stock (MSFT)	2.7	$731M	+40%	1.5M	483.62	View chart
Nvidia Corp Common Stock (NVDA)	2.2	$614M		3.3M	184.61	View chart
Ishares Core MF Closed and MF Open (IVV)	2.0	$550M	+14%	803k	684.94	View chart
Amazon Common Stock (AMZN)	1.7	$473M	+44%	2.1M	230.82	View chart
Jpmorgan Chase Common Stock (JPM)	1.7	$470M	+71%	1.5M	322.22	View chart
Alphabet Common Stock (GOOGL)	1.6	$443M	+161%	1.4M	313.00	View chart
Broadcom Common Stock (AVGO)	1.4	$390M	+17%	1.1M	346.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$377M	+10%	602k	627.13	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.3	$361M	-4%	604k	597.82	View chart
Walmart Common Stock (WMT)	1.2	$327M	+205%	2.9M	111.41	View chart
Berkshire Hathaway Common Stock (BRK.B)	1.1	$314M	+97%	625k	502.65	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.0	$288M	+8%	4.7M	60.81	View chart
Meta Platforms Common Stock (META)	1.0	$275M	+78%	417k	660.09	View chart
Visa Common Stock (V)	0.9	$260M	+92%	741k	350.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$233M	+11%	1.2M	190.99	View chart
Exxon Mobil Common Stock (XOM)	0.8	$217M	+135%	1.8M	120.34	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.8	$216M		1.7M	123.26	View chart
Alphabet Common Stock (GOOG)	0.8	$209M	+6%	666k	313.80	View chart
Chevron Corp Common Stock (CVX)	0.7	$203M	+162%	1.3M	152.41	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.7	$198M		406k	487.86	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$197M	+13%	2.5M	80.22	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.7	$194M	+30%	915k	212.07	View chart
Eli Lilly Common Stock (LLY)	0.7	$190M	+39%	176k	1074.68	View chart
Johnson & Johnson Common Stock (JNJ)	0.7	$187M	+142%	905k	206.95	View chart
Invesco Advantage Mun Income Sh Ben Int (QQQ)	0.6	$174M	+81%	651k	266.41	View chart
Tesla Common Stock (TSLA)	0.6	$171M	+12%	385k	444.02	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.6	$165M	+8%	482k	342.97	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.6	$163M	+19%	2.4M	67.22	View chart
Home Depot Common Stock (HD)	0.6	$161M	+115%	468k	344.10	View chart
Cisco Systems (CSCO)	0.6	$160M	+301%	2.1M	77.03	View chart
Tjx Cos Common Stock (TJX)	0.6	$158M	+130%	1.0M	153.61	View chart
Advanced Micro Common Stock (AMD)	0.5	$146M	+237%	684k	214.16	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.5	$146M	+7%	2.3M	62.47	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.5	$145M	-8%	2.0M	71.41	View chart
Abbvie Common Stock (ABBV)	0.5	$143M	+7%	627k	228.49	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.5	$142M	-34%	714k	198.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$141M	+5%	420k	335.27	View chart
Pimco Enhanced MF Closed and MF Open (PYLD)	0.5	$139M	+11%	5.2M	26.68	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.5	$138M	+14%	3.6M	38.56	View chart
Caterpillar Common Stock (CAT)	0.5	$134M	+11%	234k	572.87	View chart
Costco Wholesale Common Stock (COST)	0.5	$133M	+68%	154k	862.34	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.5	$132M	+7%	2.8M	46.54	View chart
Phillips 66 Common Stock (PSX)	0.5	$129M	+732%	997k	129.04	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.4	$114M	+6%	1.3M	89.46	View chart
International Business Machines (IBM)	0.4	$112M	+5%	379k	296.21	View chart
Wells Fargo Common Stock (WFC)	0.4	$104M	+6%	1.1M	93.20	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.4	$103M	+15%	3.1M	33.30	View chart
Southern Company (SO)	0.4	$102M	+396%	1.2M	87.20	View chart
Spdr Gold Common Stock (GLD)	0.4	$101M	+4%	255k	396.31	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.4	$100M	+9%	211k	473.30	View chart
Ishares 10-20yr MF Closed and MF Open (TLH)	0.4	$99M		977k	101.67	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$98M	-20%	2.5M	39.59	View chart
Pimco Active MF Closed and MF Open (BOND)	0.4	$98M	+7%	1.1M	93.08	View chart
Palo Alto Common Stock (PANW)	0.4	$97M	+389%	526k	184.20	View chart
Ishares Gold Common Stock (IAU)	0.3	$96M		1.2M	81.17	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.3	$94M	+70%	376k	250.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$94M	+8%	2.7M	34.26	View chart
Ishares Core MF Closed and MF Open (AGG)	0.3	$94M	+7%	939k	99.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$91M	+11%	315k	290.22	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$91M	+13%	1.3M	69.47	View chart
Prologis Common Stock (PLD)	0.3	$84M	+673%	658k	127.66	View chart
Oracle Corp Common Stock (ORCL)	0.3	$84M	+35%	431k	194.91	View chart
Palantir Technologies Common Stock (PLTR)	0.3	$84M		471k	177.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$81M	+6%	1.1M	74.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$79M	+24%	411k	191.56	View chart
Philip Morris Common Stock (PM)	0.3	$78M	+15%	488k	160.40	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.3	$78M	+6%	356k	219.78	View chart
Blackrock Fdg Common Stock (BLK)	0.3	$77M	+2%	72k	1070.33	View chart
Taiwan Semiconductor Common Stock (TSM)	0.3	$77M	+43%	252k	303.89	View chart
Cencora Common Stock (COR)	0.3	$74M		219k	337.75	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.3	$73M	+9%	766k	95.22	View chart
Ge Healthcare Common Stock (GEHC)	0.3	$72M	+4968%	878k	82.02	View chart
Ishares Core MF Closed and MF Open (IJR)	0.3	$72M		599k	120.18	View chart
Honeywell Intl Common Stock (HON)	0.3	$72M	+473%	367k	195.09	View chart
Boeing Company (BA)	0.3	$72M	+212%	330k	217.12	View chart
Qualcomm Common Stock (QCOM)	0.3	$69M	+8%	403k	171.05	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.2	$67M	+9%	1.2M	53.76	View chart
Intuit (INTU)	0.2	$66M	+208%	100k	662.42	View chart
Servisfirst Bancshares Common Stock (SFBS)	0.2	$66M	+307426%	920k	71.79	View chart
Capital Group MF Closed and MF Open (CGGR)	0.2	$65M	+11%	1.5M	44.47	View chart
Analog Devices Common Stock (ADI)	0.2	$65M	+4%	238k	271.20	View chart
Dell Technologies Common Stock (DELL)	0.2	$64M	+423%	505k	125.88	View chart
Mastercard Common Stock (MA)	0.2	$62M	+32%	109k	570.89	View chart
Danaher Corp Common Stock (DHR)	0.2	$62M	+448%	272k	228.92	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.2	$62M	+10%	886k	69.42	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$61M	+36%	1.2M	50.59	View chart
Bank New York Common Stock (BK)	0.2	$60M		516k	116.09	View chart
Capital Group MF Closed and MF Open (CGDV)	0.2	$59M	+60%	1.4M	43.64	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$59M	+24%	1.2M	49.59	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$59M	+11%	1.1M	52.77	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.2	$59M		930k	62.92	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$56M	+11%	1.2M	46.04	View chart
Automatic Data Common Stock (ADP)	0.2	$55M	+4%	214k	257.23	View chart
Emerson Electric (EMR)	0.2	$54M	+341%	407k	132.72	View chart
Procter & Gamble Common Stock (PG)	0.2	$54M	+15%	376k	143.31	View chart
Hartford Insurance Common Stock (HIG)	0.2	$53M	+570%	385k	137.80	View chart
Capital Group MF Closed and MF Open (CGGO)	0.2	$53M	+8%	1.5M	34.65	View chart
Smucker J M Com New (SJM)	0.2	$52M	+10549%	533k	97.81	View chart
At&t Common Stock (T)	0.2	$52M	+5%	2.1M	24.84	View chart
Rtx Corp Common Stock (RTX)	0.2	$52M	+49%	283k	183.40	View chart
Netflix Common Stock (NFLX)	0.2	$52M	+891%	551k	93.76	View chart
Td Synnex Common Stock (SNX)	0.2	$52M	+2%	343k	150.23	View chart
Bank America Common Stock (BAC)	0.2	$51M	+32%	952k	53.92	View chart
Ge Aerospace Common Stock (GE)	0.2	$51M	+20%	166k	308.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$51M	+6%	196k	257.95	View chart
Goldman Sachs Common Stock (GS)	0.2	$50M	+76%	57k	879.02	View chart
Global X MF Closed and MF Open (EMBD)	0.2	$50M	+2%	2.1M	24.01	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$49M		2.5M	19.39	View chart
Eaton Corp Common Stock (ETN)	0.2	$49M	+41%	154k	318.51	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$48M	+17%	1.9M	25.75	View chart
T-mobile Us Common Stock (TMUS)	0.2	$48M	+3%	238k	203.04	View chart
Dte Energy Common Stock (DTE)	0.2	$48M		373k	128.98	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$48M		332k	143.52	View chart
Tractor Supply Common Stock (TSCO)	0.2	$47M	+11%	948k	50.01	View chart
3M Company (MMM)	0.2	$47M	+487%	294k	160.10	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$47M	-11%	527k	89.43	View chart
Sap Se Common Stock (SAP)	0.2	$47M	+2%	194k	242.91	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.2	$47M		126k	373.44	View chart
Ishares Core MF Closed and MF Open (IAGG)	0.2	$47M	+13%	933k	50.01	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.2	$47M	+37%	463k	100.34	View chart
Vistra Corp Common Stock (VST)	0.2	$46M	+140%	285k	161.33	View chart
Morgan Stanley Common Stock (MS)	0.2	$46M	+67%	259k	177.53	View chart
Ishares Russell MF Closed and MF Open (IWY)	0.2	$46M	+7%	166k	276.94	View chart
Mcdonalds Corp Common Stock (MCD)	0.2	$45M	+37%	148k	305.63	View chart
Ge Vernova Common Stock (GEV)	0.2	$45M	+34%	69k	653.57	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.2	$45M	-4%	476k	94.16	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$44M	+12%	875k	50.29	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$44M	+34%	1.1M	38.17	View chart
Cambria Emerging MF Closed and MF Open (EYLD)	0.2	$44M	+25%	1.1M	38.33	View chart
American Express Common Stock (AXP)	0.2	$43M	+66%	117k	369.95	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.2	$43M	+2%	354k	121.75	View chart
Merck & Co (MRK)	0.2	$42M	+16%	396k	105.26	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$42M	+4%	165k	252.92	View chart
Ishares Ibonds MF Closed and MF Open (IBTG)	0.2	$42M	-4%	1.8M	22.88	View chart
Capital Group MF Closed and MF Open (CGUS)	0.2	$41M	+15%	1.0M	40.23	View chart
Coca-Cola Company (KO)	0.1	$41M	+72%	586k	69.91	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$41M	+2%	1.1M	38.11	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$41M	+3%	145k	279.14	View chart
Applied Materials Common Stock (AMAT)	0.1	$40M	+9%	157k	256.99	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$40M	+17%	1.6M	25.21	View chart
Ishares Ibonds MF Closed and MF Open (IBTH)	0.1	$39M	+39%	1.7M	22.47	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$39M	+7%	682k	57.24	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$39M	+13%	797k	48.32	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$39M	+9%	1.0M	38.32	View chart
Nextera Energy Common Stock (NEE)	0.1	$38M	+43%	469k	80.28	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$38M	+2%	2.2M	17.01	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$37M	+2%	112k	330.11	View chart
Pepsico Common Stock (PEP)	0.1	$37M	+24%	255k	143.52	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.1	$37M	-15%	183k	199.68	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.1	$36M	+45%	378k	96.16	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$36M	+42%	289k	125.29	View chart
Ishares Silver Common Stock (SLV)	0.1	$36M	+10%	562k	64.42	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.1	$36M	+11%	428k	83.75	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$35M	+118%	246k	143.97	View chart
Linde Common Stock (LIN)	0.1	$35M	+72%	83k	426.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$35M		197k	177.37	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$35M	-11%	382k	91.38	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$35M		326k	106.70	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$35M	+58%	778k	44.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$34M	+17%	436k	78.81	View chart
Deere & Co Common Stock (DE)	0.1	$34M	+258%	73k	465.56	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$34M		613k	54.77	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$33M	-4%	110k	302.11	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$33M	+2%	214k	154.80	View chart
Micron Technology Common Stock (MU)	0.1	$33M	-6%	115k	285.41	View chart
Verizon Communications Common Stock (VZ)	0.1	$33M	+15%	805k	40.73	View chart
Vanguard International MF Closed and MF Open (VIGI)	0.1	$33M		358k	91.45	View chart
Ishares Aerospace MF Closed and MF Open (ITA)	0.1	$32M	-2%	151k	214.69	View chart
Amgen Common Stock (AMGN)	0.1	$32M	+11%	99k	327.31	View chart
Chubb (CB)	0.1	$32M	+35%	104k	312.12	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$32M		567k	56.81	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$32M	+3%	311k	102.42	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.1	$32M	-12%	66k	480.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$31M	+2%	148k	211.79	View chart
Spdr Emerging MF Closed and MF Open (SPEM)	0.1	$31M	-13%	658k	46.81	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$31M	+107%	98k	314.80	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$31M	-3%	507k	60.17	View chart
Union Pacific Corporation (UNP)	0.1	$30M	+45%	131k	231.32	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$30M	+7%	459k	66.00	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$30M	+11%	471k	63.18	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$30M	-2%	511k	58.12	View chart
First Tr Exchange-traded Dj Internt Idx (FTCS)	0.1	$30M	+17%	228k	129.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$30M	+2%	824k	35.84	View chart
Walt Disney Company (DIS)	0.1	$30M	+78%	273k	108.25	View chart
Capital Group MF Closed and MF Open (CGCB)	0.1	$29M	+28%	1.1M	26.52	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.1	$29M	+2%	196k	148.69	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$29M	+31%	301k	96.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$29M	+11%	1.1M	27.43	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.1	$29M	+44%	299k	96.27	View chart
Franklin Intl MF Closed and MF Open (DIVI)	0.1	$29M	+5%	739k	38.89	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.1	$28M		37k	753.77	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$28M	+20%	531k	52.41	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$28M	+5%	112k	246.16	View chart
Spdr Developed MF Closed and MF Open (SPDW)	0.1	$28M	+11%	623k	44.41	View chart
Lam Research Common Stock (LRCX)	0.1	$27M	+18%	159k	171.18	View chart
Ab Active Etfs Short Duration H (SYFI)	0.1	$27M	+5%	742k	35.93	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$27M		258k	103.56	View chart
Uber Technologies Common Stock (UBER)	0.1	$27M	-8%	326k	81.71	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.1	$27M	+13%	126k	210.34	View chart
Ishares Jpmorgan MF Closed and MF Open (EMB)	0.1	$26M	+26%	273k	96.28	View chart
Duke Energy Common Stock (DUK)	0.1	$26M	+15%	223k	117.21	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$26M	+3%	220k	117.72	View chart
Vertiv Holdings Common Stock (VRT)	0.1	$26M	+72%	160k	162.01	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$26M	+7%	280k	91.19	View chart
Ishares Ibonds MF Closed and MF Open (IBDR)	0.1	$25M	+15%	1.0M	24.23	View chart
Ishares Ibonds MF Closed and MF Open (IBDW)	0.1	$25M	+5%	1.2M	21.15	View chart
Ishares Ibonds MF Closed and MF Open (IBDV)	0.1	$25M	+19%	1.1M	22.07	View chart
Servicenow Common Stock (NOW)	0.1	$25M	+503%	162k	153.19	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$25M	+3%	69k	360.13	View chart
Lowes Companies Common Stock (LOW)	0.1	$25M	+11%	102k	241.16	View chart
Kla Corp Common Stock (KLAC)	0.1	$25M		20k	1215.11	View chart
Global X MF Closed and MF Open (SHLD)	0.1	$24M	+21%	376k	64.79	View chart
Ishares MF Closed and MF Open (SLQD)	0.1	$24M	+3%	478k	50.70	View chart
Citigroup Common Stock (C)	0.1	$24M	+4%	208k	116.69	View chart
Constellation Energy Common Stock (CEG)	0.1	$24M	+12%	68k	353.27	View chart
Ishares Short MF Closed and MF Open (NEAR)	0.1	$24M	+19%	469k	51.10	View chart
United Parcel Common Stock (UPS)	0.1	$24M	+35%	241k	99.19	View chart
Capital Group MF Closed and MF Open (CGGE)	0.1	$24M	+49%	746k	31.63	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.1	$24M	+13%	977k	24.04	View chart
American Century MF Closed and MF Open (QGRO)	0.1	$23M	-5%	205k	114.52	View chart
Salesforce Common Stock (CRM)	0.1	$22M	+16%	84k	264.91	View chart
Cummins Common Stock (CMI)	0.1	$22M		43k	510.45	View chart
Ishares Ibonds MF Closed and MF Open (IBDX)	0.1	$22M	+3%	860k	25.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$22M	-12%	673k	32.62	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$22M	-27%	637k	34.46	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$22M	+33%	394k	55.58	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$22M	+15%	475k	46.08	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$22M	+6%	395k	54.92	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.1	$22M	-31%	314k	68.45	View chart
Accenture Common Stock (ACN)	0.1	$21M	+41%	80k	268.30	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$21M	-2%	45k	468.76	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.1	$21M	-39%	447k	47.32	View chart
Ishares National MF Closed and MF Open (MUB)	0.1	$21M	-4%	197k	107.11	View chart
Enbridge Common Stock (ENB)	0.1	$21M	-6%	440k	47.83	View chart
Eos Energy Common Stock (EOSE)	0.1	$21M	-13%	1.9M	11.28	View chart
Capital Group MF Closed and MF Open (CGNG)	0.1	$21M	+10%	658k	31.93	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$21M	-12%	466k	45.01	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$21M	-31%	244k	85.77	View chart
Ishares Ibonds MF Closed and MF Open (IBHI)	0.1	$21M	+18%	884k	23.63	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$21M	+31%	347k	59.93	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$21M	+20%	406k	51.13	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.1	$21M	+12%	236k	87.16	View chart
Ssga Active Tr State Street Fix (FISR)	0.1	$21M	+10%	794k	25.91	View chart
Ishares 3-7yr MF Closed and MF Open (IEI)	0.1	$21M	+13%	172k	119.35	View chart
Altria Group Common Stock (MO)	0.1	$21M	+19%	355k	57.66	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.1	$20M	+50%	27.00	754800.00	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$20M	-27%	531k	38.03	View chart
Medtronic Common Stock (MDT)	0.1	$20M	+4%	209k	96.06	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$20M	+45%	600k	33.51	View chart

Past Filings by NewEdge Advisors

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

NewEdge Advisors 2025 Q4 filed Feb. 18, 2026
NewEdge Advisors 2025 Q3 filed Nov. 17, 2025
NewEdge Advisors 2025 Q2 filed Aug. 14, 2025
NewEdge Advisors 2025 Q1 filed May 15, 2025
NewEdge Advisors 2024 Q4 filed Feb. 13, 2025
NewEdge Advisors 2024 Q3 filed Nov. 14, 2024
NewEdge Advisors 2024 Q2 filed Aug. 16, 2024
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

View all past filings

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