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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, NVDA, MSFT, SPY, and represent 13.81% of NewEdge Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$344M), SPY (+$133M), IVW (+$64M), AAPL (+$49M), IVV (+$37M), QUAL (+$35M), DYNF (+$34M), NVO (+$33M), AMAT (+$32M), MSFT (+$32M).
Started 287 new stock positions in GRND, MARM, AMBC, JIRE, HURN, REE, Regions Financial Corp New option, WGO, AVAV, ACHR.
Reduced shares in these 10 stocks: NVS (-$30M), SPTI (-$18M), MCD (-$15M), IBDX (-$8.5M), SHM (-$6.2M), PAUG (-$6.1M), HDV (-$5.6M), EFV (-$5.5M), TFLO (-$5.4M), FJUL (-$5.2M).
Sold out of its positions in ABM, ACIW, ADEA, AEIS, Agenus, ALHC, ALUR, ALUR.WS, APT, Alphabet Inc-cl C.
NewEdge Advisors was a net buyer of stock by $2.3B.
NewEdge Advisors has $14B in assets under management (AUM), dropping by 19.81%.
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 3787 positions in its portfolio as reported in the June 2024 quarterly 13F filing

NewEdge Advisors has 3787 total positions. Only the first 250 positions are shown.

Sign up to view all of the NewEdge Advisors June 30, 2024 positions
Download the NewEdge Advisors June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.4	$472M	+11%	2.2M	210.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$390M	+10%	712k	547.23	View chart
NVIDIA Corporation (NVDA)	2.7	$373M	+1179%	3.3M	113.81	View chart
Microsoft Corporation (MSFT)	2.7	$366M	+9%	819k	446.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$297M	+81%	706k	420.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$243M	+13%	486k	500.13	View chart
Amazon (AMZN)	1.5	$211M	+11%	1.1M	193.25	View chart
Broadcom (AVGO)	1.1	$153M	+13%	95k	1605.52	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$140M	+18%	374k	374.01	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$138M	+87%	1.5M	92.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$129M	+5%	801k	160.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$117M	+42%	684k	170.76	View chart
Eli Lilly & Co. (LLY)	0.8	$112M	+15%	123k	905.38	View chart
JPMorgan Chase & Co. (JPM)	0.8	$110M	+17%	544k	202.26	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$107M	+23%	1.7M	64.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$103M	+3%	216k	479.11	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$99M		3.1M	32.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$97M	+11%	528k	183.42	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$96M	+33%	2.1M	45.22	View chart
Visa Com Cl A (V)	0.7	$91M	+15%	345k	262.47	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.7	$90M	+60%	1.9M	46.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$90M	+6%	1.8M	49.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$89M	+27%	913k	97.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$82M	+20%	202k	406.80	View chart
Merck & Co (MRK)	0.6	$81M	+7%	656k	123.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$81M	+6%	222k	364.51	View chart
Chevron Corporation (CVX)	0.6	$80M	+7%	509k	156.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$76M	+23%	418k	182.15	View chart
Meta Platforms Cl A (META)	0.6	$76M	+22%	151k	504.22	View chart
Abbvie (ABBV)	0.6	$76M	+13%	442k	171.52	View chart
Oracle Corporation (ORCL)	0.5	$70M	+5%	495k	141.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$68M	+2%	255k	267.51	View chart
Exxon Mobil Corporation (XOM)	0.5	$68M	+17%	586k	115.12	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$67M	+88%	658k	102.30	View chart
Costco Wholesale Corporation (COST)	0.5	$67M	+11%	79k	849.99	View chart
Caterpillar (CAT)	0.5	$64M	+6%	191k	333.10	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$63M	+22%	420k	150.50	View chart
UnitedHealth (UNH)	0.5	$63M	+12%	123k	509.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$63M	+36%	343k	182.55	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$62M	+12%	854k	72.64	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$61M	+55%	844k	72.05	View chart
Home Depot (HD)	0.4	$58M	+12%	170k	344.24	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.4	$56M		986k	57.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$56M	+21%	305k	182.01	View chart
Analog Devices (ADI)	0.4	$55M	+9%	242k	228.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$54M	+10%	224k	242.10	View chart
Wells Fargo & Company (WFC)	0.4	$52M	+6%	870k	59.39	View chart
Wal-Mart Stores (WMT)	0.4	$51M	+8%	760k	67.71	View chart
BlackRock (BLK)	0.4	$51M	+20%	65k	787.31	View chart
AmerisourceBergen (COR)	0.4	$50M		223k	225.30	View chart
Arthur J. Gallagher & Co. (AJG)	0.4	$49M		187k	259.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$49M	+2%	455k	106.66	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.4	$48M		2.1M	23.22	View chart
Tesla Motors (TSLA)	0.3	$47M	+12%	237k	197.88	View chart
Applied Materials (AMAT)	0.3	$46M	+232%	196k	235.99	View chart
American Tower Reit (AMT)	0.3	$46M	+23%	237k	194.38	View chart
Novo-nordisk A S Adr (NVO)	0.3	$46M	+255%	319k	142.74	View chart
Automatic Data Processing (ADP)	0.3	$45M	+7%	190k	238.69	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$44M	+56%	473k	91.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$43M	+7%	259k	164.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$42M	+21%	499k	83.96	View chart
Procter & Gamble Company (PG)	0.3	$42M	+5%	253k	164.92	View chart
Illinois Tool Works (ITW)	0.3	$42M	+7%	176k	236.96	View chart
Tractor Supply Company (TSCO)	0.3	$41M	+5%	152k	270.00	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$41M	+81%	447k	91.08	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$41M	+44%	189k	215.01	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$40M	-12%	759k	53.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$40M	+93%	1.4M	28.92	View chart
Sap Se Spon Adr (SAP)	0.3	$40M	+8%	198k	201.71	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$40M	+72%	431k	91.78	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$39M	+35%	904k	43.56	View chart
Public Storage (PSA)	0.3	$39M	+12%	137k	287.65	View chart
Johnson & Johnson (JNJ)	0.3	$39M	+11%	269k	146.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$39M	+9%	888k	43.76	View chart
Avery Dennison Corporation (AVY)	0.3	$39M	+5%	177k	218.65	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$39M	+9%	590k	65.44	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$38M	+14%	1.5M	25.09	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$38M	+409%	1.5M	25.64	View chart
Metropcs Communications (TMUS)	0.3	$37M	+13%	211k	176.18	View chart
Global X Fds X Emerging Mkt (EMBD)	0.3	$37M	+21%	1.7M	22.41	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.3	$37M	-3%	1.5M	24.86	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.3	$37M		1.5M	23.98	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$37M	+12%	168k	218.04	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$37M	+26%	937k	39.05	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$36M		656k	54.75	View chart
Pepsi (PEP)	0.3	$35M	+9%	212k	164.93	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$35M	+22%	683k	51.09	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$35M	+34%	239k	145.75	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$34M	-3%	1.5M	22.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$34M	+11%	438k	77.76	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$34M		113k	297.54	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$33M	+94%	621k	53.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$33M	+38%	280k	118.60	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$33M	+3%	153k	214.52	View chart
DTE Energy Company (DTE)	0.2	$33M	+15%	294k	111.01	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$33M	+2%	160k	202.89	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$32M	+32%	967k	32.89	View chart
Advanced Micro Devices (AMD)	0.2	$30M	+11%	186k	162.21	View chart
McDonald's Corporation (MCD)	0.2	$30M	-33%	117k	254.84	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$30M		519k	57.61	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$30M	+14%	383k	78.05	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$30M	+14%	371k	80.13	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$30M	+3%	1.0M	28.91	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$29M	+6%	128k	229.56	View chart
Eaton Corp SHS (ETN)	0.2	$29M	+22%	93k	313.55	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$29M	+5%	115k	250.13	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$29M	-4%	1.3M	22.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$29M	+7%	157k	182.52	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$28M	+40%	856k	33.00	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$28M	+37%	475k	59.20	View chart
Netflix (NFLX)	0.2	$27M	+28%	41k	674.88	View chart
Mastercard Incorporated Cl A (MA)	0.2	$27M	+19%	61k	441.16	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$25M	+15%	841k	29.67	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.2	$25M	+7%	794k	31.26	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$25M	-15%	943k	26.29	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$25M	+75%	505k	48.67	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$24M	+2%	293k	81.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$23M	+56%	298k	77.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$23M	+12%	393k	58.52	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$23M	+6%	152k	150.43	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$23M	+35%	111k	204.94	View chart
Adobe Systems Incorporated (ADBE)	0.2	$23M	+19%	41k	555.56	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.2	$23M	-3%	1.1M	20.29	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$22M	+30%	449k	48.74	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$22M	+88%	182k	118.78	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$22M	+53%	96k	226.23	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$22M	+43%	501k	43.05	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.2	$22M	+62%	626k	34.41	View chart
Comcast Corp Cl A (CMCSA)	0.2	$22M	+2%	550k	39.16	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$22M	+7%	109k	197.46	View chart
Cisco Systems (CSCO)	0.2	$21M	+4%	451k	47.51	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$21M	+26%	267k	79.93	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.2	$21M		465k	45.35	View chart
Bank of America Corporation (BAC)	0.2	$21M	+22%	529k	39.77	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$21M	+330%	773k	27.22	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.2	$21M		208k	99.86	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$21M	+44%	642k	32.25	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$21M	+13%	702k	29.44	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$21M	+12%	68k	303.41	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$20M	-6%	52k	391.13	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$20M	+42%	101k	197.11	View chart
Amgen (AMGN)	0.1	$20M	+26%	64k	312.45	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$20M	+38%	566k	35.08	View chart
Union Pacific Corporation (UNP)	0.1	$20M	+10%	88k	226.26	View chart
Ab Active Etfs Short Duration H (SYFI)	0.1	$20M	NEW	560k	35.11	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$20M	+13%	522k	37.67	View chart
Servicenow (NOW)	0.1	$20M	+14%	25k	786.69	View chart
Verizon Communications (VZ)	0.1	$19M	+5%	471k	41.24	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$19M	+3%	804k	23.82	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$19M	+40%	110k	173.81	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$19M		464k	40.75	View chart
Nextera Energy (NEE)	0.1	$19M	+7%	264k	70.81	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$19M	+3%	273k	68.06	View chart
International Business Machines (IBM)	0.1	$19M	+30%	108k	172.95	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$19M	+23%	522k	35.56	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$19M	+4%	311k	59.60	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$18M	+105%	716k	25.72	View chart
salesforce (CRM)	0.1	$18M		71k	257.10	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$18M	+2%	342k	52.95	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$18M	+233%	376k	47.98	View chart
Abbott Laboratories (ABT)	0.1	$18M	+5%	171k	103.91	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.1	$18M	+7%	296k	59.91	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$18M	-5%	351k	50.47	View chart
Marathon Petroleum Corp (MPC)	0.1	$18M	+8%	102k	173.48	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$18M	+6%	324k	54.49	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$18M	+200%	389k	44.93	View chart
Chubb (CB)	0.1	$18M		69k	255.08	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$17M	+33%	227k	76.70	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.1	$17M		691k	25.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$17M	+20%	99k	174.47	View chart
Palo Alto Networks (PANW)	0.1	$17M	+23%	50k	339.01	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$17M	+134%	167k	100.08	View chart
Coca-Cola Company (KO)	0.1	$17M	-5%	263k	63.65	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$17M		520k	31.99	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$17M	+79%	317k	52.20	View chart
Southern Company (SO)	0.1	$17M	+6%	213k	77.57	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$17M	+116%	218k	75.66	View chart
Linde SHS (LIN)	0.1	$17M	+23%	38k	438.81	View chart
Lowe's Companies (LOW)	0.1	$16M	+4%	74k	220.46	View chart
Honeywell International (HON)	0.1	$16M	+30%	76k	213.54	View chart
Qualcomm (QCOM)	0.1	$16M	+33%	80k	199.18	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$16M	+3%	195k	81.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$15M	+137%	305k	50.11	View chart
Lockheed Martin Corporation (LMT)	0.1	$15M	-2%	33k	467.09	View chart
Phillips 66 (PSX)	0.1	$15M	+26%	107k	141.17	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$15M		174k	86.61	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.1	$15M		276k	54.25	View chart
American Express Company (AXP)	0.1	$15M	+4%	64k	231.55	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$15M	-17%	515k	28.78	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$15M	+50%	157k	93.65	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$15M	-22%	137k	107.12	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$15M	+12%	160k	91.15	View chart
Air Products & Chemicals (APD)	0.1	$15M	+3%	57k	258.05	View chart
Intuit (INTU)	0.1	$14M	+19%	22k	657.22	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$14M	-16%	238k	60.08	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$14M	+11%	218k	64.95	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$14M		341k	41.44	View chart
United Parcel Service CL B (UPS)	0.1	$14M	-5%	103k	136.85	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$14M	-2%	548k	25.32	View chart
Duke Energy Corp Com New (DUK)	0.1	$14M	+7%	138k	100.23	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$14M	+42%	151k	91.78	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$14M	+302%	265k	52.06	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$14M	-6%	115k	119.32	View chart
Palantir Technologies Cl A (PLTR)	0.1	$14M	+94%	553k	24.83	View chart
Thermo Fisher Scientific (TMO)	0.1	$14M	+7%	25k	553.00	View chart
Ishares Tr Ibonds Dec (IBMM)	0.1	$14M		520k	26.05	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$14M	+96%	243k	55.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$13M	+63%	552k	24.32	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$13M	+115%	150k	88.48	View chart
AFLAC Incorporated (AFL)	0.1	$13M	+37%	147k	89.31	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$13M	+37%	153k	85.66	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.1	$13M	-39%	535k	24.50	View chart
Pfizer (PFE)	0.1	$13M	+34%	468k	27.98	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$13M	+205%	317k	41.11	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$13M	+7%	230k	56.68	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$13M	-4%	487k	26.48	View chart
Uber Technologies (UBER)	0.1	$13M	+40%	177k	72.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.1	$13M	+5760%	282k	45.41	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$13M	+18%	103k	123.80	View chart
Raytheon Technologies Corp (RTX)	0.1	$13M	+11%	126k	100.39	View chart
First Tr Exchange-traded Ultra Sht Dur Mu (FUMB)	0.1	$13M	-12%	627k	20.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$13M	+6%	387k	32.43	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$13M	+120%	369k	33.93	View chart
Micron Technology (MU)	0.1	$13M	+79%	95k	131.53	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$12M	-9%	543k	22.91	View chart
Danaher Corporation (DHR)	0.1	$12M	+36%	50k	249.85	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$12M	+25%	116k	106.55	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$12M	+30%	385k	31.55	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.1	$12M	+39%	237k	51.06	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$12M	+3%	161k	74.82	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$12M		163k	73.58	View chart
ConocoPhillips (COP)	0.1	$12M		105k	114.38	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$12M	-6%	518k	23.12	View chart
Oneok (OKE)	0.1	$12M	+60%	145k	81.55	View chart
Philip Morris International (PM)	0.1	$12M	+6%	117k	101.33	View chart
Texas Instruments Incorporated (TXN)	0.1	$12M		61k	194.53	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$12M	+46%	244k	48.05	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$12M	+27%	86k	136.26	View chart
Kla Corp Com New (KLAC)	0.1	$12M	+35%	14k	824.52	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$12M	+3%	68k	168.79	View chart
Bristol Myers Squibb (BMY)	0.1	$11M	+118%	275k	41.53	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$11M	-5%	424k	26.73	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$11M	+2%	164k	68.28	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$11M	-20%	133k	84.04	View chart
Novartis Sponsored Adr (NVS)	0.1	$11M	-73%	105k	106.46	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$11M	+15%	115k	96.13	View chart
General Dynamics Corporation (GD)	0.1	$11M	+19%	38k	290.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$11M	+44%	19k	576.59	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$11M	+5%	215k	50.89	View chart
Enbridge (ENB)	0.1	$11M	+4%	303k	35.59	View chart

Past Filings by NewEdge Advisors

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

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
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

View all past filings

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