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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, NVDA, MSFT, IVV, SPY, and represent 11.69% of NewEdge Advisors's stock portfolio.
Added to shares of these 10 stocks: OEF (+$62M), DYNF (+$58M), BAI (+$57M), QQQ (+$44M), QCOM (+$43M), TLH (+$41M), THRO (+$37M), IVV (+$36M), WCMI (+$34M), VTV (+$34M).
Started 314 new stock positions in OUT, OBIL, TIGR, TACT, BUZZ, JTEK, TMFE, Stardust Pwr, FYEE, MSEX.
Reduced shares in these 10 stocks: IYW (-$59M), IQLT (-$38M), EFG (-$37M), SNY (-$32M), AAPL (-$26M), IBTI (-$21M), CGXU (-$20M), EFV (-$20M), IBDU (-$20M), XTEN (-$18M).
Sold out of its positions in FAX, AGD, ABVX, HDGE, AMR, AMED, AMRX, IPAY, AMPY, AXR.
NewEdge Advisors was a net buyer of stock by $1.3B.
NewEdge Advisors has $22B in assets under management (AUM), dropping by 13.42%.
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 4099 positions in its portfolio as reported in the September 2025 quarterly 13F filing

NewEdge Advisors has 4099 total positions. Only the first 250 positions are shown.

Sign up to view all of the NewEdge Advisors Sept. 30, 2025 positions
Download the NewEdge Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	2.7	$603M	-4%	2.4M	249.19	View chart
Nvidia Corp Common Stock (NVDA)	2.7	$586M	+3%	3.3M	179.43	View chart
Microsoft Corp Common Stock (MSFT)	2.5	$556M	+4%	1.1M	517.95	View chart
Ishares Core MF Closed and MF Open (IVV)	2.1	$472M	+8%	705k	669.30	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.6	$354M	+6%	633k	559.27	View chart
Vanguard S&p MF Closed and MF Open (VOO)	1.5	$334M	+2%	546k	612.38	View chart
Broadcom Common Stock (AVGO)	1.4	$316M	-5%	959k	329.91	View chart
Amazon Common Stock (AMZN)	1.4	$311M	+4%	1.4M	219.57	View chart
Jpmorgan Chase Common Stock (JPM)	1.2	$268M	+2%	849k	315.43	View chart
Ishares U S MF Closed and MF Open (DYNF)	1.2	$258M	+28%	4.4M	59.20	View chart
Ishares Msci MF Closed and MF Open (QUAL)	1.0	$212M	-7%	1.1M	194.50	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.9	$208M	+3%	1.7M	120.72	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.9	$204M	+19%	1.1M	186.49	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.9	$193M	-2%	402k	479.61	View chart
Meta Platforms Common Stock (META)	0.8	$172M	+7%	234k	734.38	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	0.8	$170M	-6%	2.2M	78.34	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.7	$159M	-3%	316k	502.74	View chart
Alphabet Common Stock (GOOG)	0.7	$153M	-3%	627k	243.55	View chart
Tesla Common Stock (TSLA)	0.7	$151M		343k	441.09	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.7	$151M	-11%	2.2M	67.83	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.7	$148M	+73%	443k	332.84	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.7	$145M		704k	206.51	View chart
Invesco Advantage Mun Income Sh Ben Int (QQQ)	0.6	$138M	+47%	358k	385.51	View chart
Abbvie Common Stock (ABBV)	0.6	$135M	+4%	581k	231.54	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.6	$134M	+29%	2.0M	65.92	View chart
Visa Common Stock (V)	0.6	$132M		385k	341.38	View chart
Alphabet Common Stock (GOOGL)	0.6	$131M	+7%	541k	243.10	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.6	$131M		400k	328.17	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.6	$130M	+2%	2.2M	59.92	View chart
Pimco Enhanced MF Closed and MF Open (PYLD)	0.6	$125M	+28%	4.7M	26.84	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.6	$123M	-3%	2.6M	46.71	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.5	$120M	-8%	3.1M	38.57	View chart
Ishares U S MF Closed and MF Open (THRO)	0.5	$118M	+44%	3.1M	37.86	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.5	$104M	+16%	1.2M	87.31	View chart
Intl Business Common Stock (IBM)	0.5	$101M	+11%	359k	282.16	View chart
Caterpillar Common Stock (CAT)	0.5	$100M	-3%	210k	477.15	View chart
Ishares 10-20yr MF Closed and MF Open (TLH)	0.5	$99M	+71%	963k	102.99	View chart
Walmart Common Stock (WMT)	0.5	$99M		961k	103.06	View chart
Eli Lilly Common Stock (LLY)	0.4	$97M		127k	763.00	View chart
Pimco Active MF Closed and MF Open (BOND)	0.4	$92M	+10%	983k	93.35	View chart
Ishares A I MF Closed and MF Open (BAI)	0.4	$92M	+162%	2.7M	34.16	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.4	$91M		193k	468.41	View chart
Oracle Corp Common Stock (ORCL)	0.4	$89M	+3%	318k	281.24	View chart
Wells Fargo Common Stock (WFC)	0.4	$89M	+5%	1.1M	83.82	View chart
Home Depot Common Stock (HD)	0.4	$88M		217k	405.19	View chart
Ishares Core MF Closed and MF Open (AGG)	0.4	$88M	+5%	875k	100.25	View chart
Spdr Gold Common Stock (GLD)	0.4	$87M		245k	355.47	View chart
Exxon Mobil Common Stock (XOM)	0.4	$86M	+4%	766k	112.75	View chart
Palantir Technologies Common Stock (PLTR)	0.4	$85M		468k	182.42	View chart
Ishares Gold Common Stock (IAU)	0.4	$85M	+46%	1.2M	72.77	View chart
First Trust MF Closed and MF Open (BUFR)	0.4	$85M		2.5M	33.42	View chart
Costco Wholesale Common Stock (COST)	0.4	$85M	+4%	92k	925.62	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.4	$83M	-2%	283k	293.74	View chart
Blackrock Fdg Common Stock (BLK)	0.4	$83M		71k	1165.87	View chart
Chevron Corp Common Stock (CVX)	0.4	$79M	+2%	509k	155.29	View chart
First Trust MF Closed and MF Open (RDVY)	0.4	$78M	+24%	1.2M	67.26	View chart
Vanguard Total MF Closed and MF Open (BND)	0.3	$76M	-2%	1.0M	74.37	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.3	$72M	+2%	335k	215.79	View chart
Ishares Core MF Closed and MF Open (IJR)	0.3	$71M	+8%	600k	118.83	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$69M	+8%	373k	185.42	View chart
AmerisourceBergen (COR)	0.3	$69M		219k	312.53	View chart
Philip Morris Common Stock (PM)	0.3	$68M	+16%	421k	162.20	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.3	$67M	+7%	702k	95.15	View chart
Netflix Common Stock (NFLX)	0.3	$67M		56k	1198.93	View chart
Arthur J Common Stock (AJG)	0.3	$65M		209k	309.74	View chart
Tjx Cos Common Stock (TJX)	0.3	$64M	-5%	446k	144.54	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.3	$63M		331k	189.70	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.3	$62M	+4%	1.1M	54.18	View chart
Qualcomm Common Stock (QCOM)	0.3	$62M	+233%	371k	166.36	View chart
Automatic Data Common Stock (ADP)	0.3	$60M	+3%	205k	293.50	View chart
First Trust MF Closed and MF Open (FV)	0.3	$58M	+11%	941k	61.92	View chart
Capital Group MF Closed and MF Open (CGGR)	0.3	$58M	+7%	1.3M	43.92	View chart
Bank New York Common Stock (BK)	0.3	$57M		521k	108.96	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.3	$57M	+3%	220k	256.45	View chart
Analog Devices Common Stock (ADI)	0.3	$56M	+142%	228k	245.70	View chart
At&t Common Stock (T)	0.3	$56M	+8%	2.0M	28.24	View chart
Illinois Tool Common Stock (ITW)	0.3	$55M	+3%	211k	260.76	View chart
T-mobile Us Common Stock (TMUS)	0.3	$55M	+5%	230k	239.38	View chart
Td Synnex Common Stock (SNX)	0.2	$55M	+3%	335k	163.75	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.2	$55M	+10%	801k	68.08	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	0.2	$53M		596k	88.96	View chart
Ishares Flexible MF Closed and MF Open (BINC)	0.2	$53M	+16%	994k	53.24	View chart
Dte Energy Common Stock (DTE)	0.2	$52M		367k	141.43	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.2	$51M	+57%	1.1M	46.24	View chart
Sap Se Common Stock (SAP)	0.2	$51M		189k	267.21	View chart
Procter & Gamble Common Stock (PG)	0.2	$50M	+12%	325k	153.65	View chart
Taiwan Semiconductor Common Stock (TSM)	0.2	$49M		176k	279.29	View chart
Tractor Supply Common Stock (TSCO)	0.2	$48M		851k	56.87	View chart
First Trust MF Closed and MF Open (FPEI)	0.2	$48M	+4%	2.5M	19.34	View chart
Capital Group MF Closed and MF Open (CGGO)	0.2	$48M	+2%	1.4M	34.17	View chart
Global X MF Closed and MF Open (EMBD)	0.2	$48M		2.0M	23.79	View chart
Pgim Ultra MF Closed and MF Open (PULS)	0.2	$47M	-10%	950k	49.83	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.2	$47M		496k	95.14	View chart
Mastercard Common Stock (MA)	0.2	$47M	+5%	83k	568.81	View chart
Vanguard Small MF Closed and MF Open (VB)	0.2	$47M	-5%	183k	254.28	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$46M	+8%	328k	140.95	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.2	$46M		125k	365.48	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.2	$45M	-2%	891k	50.73	View chart
Colgate-palmolive Common Stock (CL)	0.2	$44M	+10%	554k	79.94	View chart
Ishares Ibonds MF Closed and MF Open (IBTG)	0.2	$44M	+6%	1.9M	22.95	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.2	$43M	-57%	218k	195.86	View chart
Ishares Core MF Closed and MF Open (IAGG)	0.2	$42M	+12%	825k	51.23	View chart
Ishares Russell MF Closed and MF Open (IWY)	0.2	$42M		154k	273.65	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.2	$42M		345k	120.50	View chart
Ge Aerospace Common Stock (GE)	0.2	$42M	+34%	138k	300.82	View chart
Spdr Aggregate MF Closed and MF Open (SPAB)	0.2	$41M	-16%	1.6M	25.85	View chart
Vanguard Mid MF Closed and MF Open (VOT)	0.2	$41M	+9%	140k	293.79	View chart
Eaton Corp Common Stock (ETN)	0.2	$41M		109k	374.25	View chart
Spdr Bloomberg MF Closed and MF Open (BIL)	0.2	$39M	-13%	429k	91.75	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.2	$39M	-3%	157k	247.12	View chart
Vanguard Municipal MF Closed and MF Open (VTEB)	0.2	$39M	+59%	775k	50.07	View chart
Dimensional Intl MF Closed and MF Open (DFAI)	0.2	$38M	+39%	1.0M	36.35	View chart
Unitedhealth Group Common Stock (UNH)	0.2	$38M	-5%	109k	345.30	View chart
Bank America Common Stock (BAC)	0.2	$37M	+2%	717k	51.59	View chart
First Trust MF Closed and MF Open (WCMI)	0.2	$36M	+1533%	2.1M	16.87	View chart
Jpmorgan MF Closed and MF Open (JEPI)	0.2	$36M	+14%	632k	57.10	View chart
Spdr Emerging MF Closed and MF Open (SPEM)	0.2	$36M	+23%	765k	46.81	View chart
Capital Group MF Closed and MF Open (CGDV)	0.2	$36M	+8%	844k	42.03	View chart
Cisco Systems Common Stock (CSCO)	0.2	$36M	+11%	518k	68.42	View chart
Capital Group MF Closed and MF Open (CGUS)	0.2	$35M	+7%	892k	39.54	View chart
First Trust MF Closed and MF Open (SDVY)	0.2	$35M	-3%	918k	38.02	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.2	$35M	+13%	75k	463.74	View chart
Uber Technologies Common Stock (UBER)	0.2	$35M	-17%	355k	97.97	View chart
Vanguard Total MF Closed and MF Open (BNDX)	0.2	$35M	+2%	703k	49.46	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.2	$34M		115k	297.62	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	0.2	$34M	+10%	326k	104.51	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.2	$34M	+69%	336k	100.69	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.2	$34M	+6%	194k	174.58	View chart
Cambria Emerging MF Closed and MF Open (EYLD)	0.2	$34M	+16%	903k	37.20	View chart
Swan Hedged MF Closed and MF Open (HEGD)	0.2	$33M	+14%	1.3M	24.92	View chart
Advanced Micro Common Stock (AMD)	0.1	$33M	-9%	203k	161.79	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$33M	-13%	107k	303.89	View chart
Goldman Sachs MF Closed and MF Open (GBIL)	0.1	$32M	-13%	324k	100.23	View chart
Financial Select MF Closed and MF Open (XLF)	0.1	$32M	+15%	601k	53.87	View chart
Ishares Aerospace MF Closed and MF Open (ITA)	0.1	$32M	+449%	155k	209.26	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.1	$32M	-10%	383k	84.11	View chart
Vanguard International MF Closed and MF Open (VIGI)	0.1	$32M	+5%	357k	89.57	View chart
Technology Select MF Closed and MF Open (XLK)	0.1	$32M	+21%	113k	281.86	View chart
Fidelity Enhanced MF Closed and MF Open (FELC)	0.1	$32M	+53402%	851k	37.27	View chart
Raytheon Technologies Corp (RTX)	0.1	$32M	+12%	190k	167.33	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.1	$32M	+3%	302k	104.96	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.1	$32M	+43%	744k	42.53	View chart
Ge Vernova Common Stock (GEV)	0.1	$32M	+35%	51k	614.89	View chart
Principal Us MF Closed and MF Open (USMC)	0.1	$31M	+45%	459k	68.17	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.1	$31M		564k	55.33	View chart
Verizon Communications Common Stock (VZ)	0.1	$31M	+13%	695k	43.95	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.1	$30M		144k	208.71	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.1	$30M	+9%	524k	57.52	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.1	$30M		524k	57.47	View chart
Vanguard Short MF Closed and MF Open (BSV)	0.1	$29M	-3%	373k	78.91	View chart
Applied Materials Common Stock (AMAT)	0.1	$29M	+12%	143k	204.74	View chart
Healthcare Select MF Closed and MF Open (XLV)	0.1	$29M	+12%	208k	139.17	View chart
Pepsico Common Stock (PEP)	0.1	$29M	+14%	206k	140.44	View chart
Dimensional Intl MF Closed and MF Open (DFIC)	0.1	$29M	-17%	877k	32.79	View chart
Merck & Company Common Stock (MRK)	0.1	$29M	-6%	341k	83.93	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.1	$28M	+54%	38k	746.63	View chart
Ishares Ibonds MF Closed and MF Open (IBTH)	0.1	$28M	+2%	1.2M	22.52	View chart
First Trust MF Closed and MF Open (BUFQ)	0.1	$28M	+8%	804k	34.84	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$28M	+7%	428k	65.26	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.1	$28M		191k	145.65	View chart
Dimensional Us MF Closed and MF Open (DUHP)	0.1	$28M	-8%	731k	37.77	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$27M	+6%	203k	133.94	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.1	$27M		422k	62.91	View chart
Franklin Intl MF Closed and MF Open (DIVI)	0.1	$26M	+2%	700k	37.31	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$26M	+16%	194k	133.61	View chart
Goldman Sachs Common Stock (GS)	0.1	$26M	+16%	32k	796.36	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$26M	+13%	107k	241.96	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.1	$26M	-58%	226k	113.88	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.1	$26M	+11%	941k	27.30	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.1	$26M	+70%	258k	99.11	View chart
Ab Short MF Closed and MF Open (SYFI)	0.1	$25M		701k	36.13	View chart
Communication Services MF Closed and MF Open (XLC)	0.1	$25M	+21%	212k	118.37	View chart
Amgen Common Stock (AMGN)	0.1	$25M	+11%	89k	282.20	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.1	$25M	+15%	259k	96.46	View chart
American Century MF Closed and MF Open (QGRO)	0.1	$25M		217k	114.40	View chart
Servicenow Common Stock (NOW)	0.1	$25M	-19%	27k	920.28	View chart
Nextera Energy Common Stock (NEE)	0.1	$25M	-2%	326k	75.49	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.1	$25M	+19%	769k	31.91	View chart
Morgan Stanley Common Stock (MS)	0.1	$25M	+2%	154k	158.96	View chart
Eos Energy Common Stock (EOSE)	0.1	$24M	-9%	2.1M	11.39	View chart
First Trust MF Closed and MF Open (FXU)	0.1	$24M		531k	45.45	View chart
Ishares Ibonds MF Closed and MF Open (IBDW)	0.1	$24M	+30%	1.1M	21.22	View chart
Spdr Developed MF Closed and MF Open (SPDW)	0.1	$24M	+16%	557k	42.79	View chart
Duke Energy Common Stock (DUK)	0.1	$24M	+17%	193k	123.75	View chart
Ishares 0-5 MF Closed and MF Open (STIP)	0.1	$24M	+11%	230k	103.36	View chart
First Trust MF Closed and MF Open (FNY)	0.1	$24M	+31%	260k	91.61	View chart
First Trust MF Closed and MF Open (FXR)	0.1	$24M	-3%	304k	78.06	View chart
Enbridge Common Stock (ENB)	0.1	$24M	+20%	469k	50.46	View chart
Ishares MF Closed and MF Open (SLQD)	0.1	$24M	+63%	463k	50.83	View chart
American Express Common Stock (AXP)	0.1	$23M	-2%	71k	332.16	View chart
Vistra Corp Common Stock (VST)	0.1	$23M	+10%	118k	195.92	View chart
Dimensional Us MF Closed and MF Open (DFSV)	0.1	$23M	-11%	728k	31.84	View chart
Pimco Intermediate MF Closed and MF Open (MUNI)	0.1	$23M	+5%	441k	52.28	View chart
Lowes Companies Common Stock (LOW)	0.1	$23M	+3%	92k	251.31	View chart
Capital Group MF Closed and MF Open (CGCB)	0.1	$23M	+403%	861k	26.58	View chart
Linde Common Stock (LIN)	0.1	$23M	-4%	48k	475.00	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.1	$23M	+2%	47k	490.39	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.1	$23M	+3%	112k	203.59	View chart
Coca Cola Company Common Stock (KO)	0.1	$23M	+9%	340k	66.32	View chart
First Trust MF Closed and MF Open (TDIV)	0.1	$22M	+28%	228k	98.59	View chart
First Trust MF Closed and MF Open (FXO)	0.1	$22M	-3%	376k	59.39	View chart
Alerian M MF Closed and MF Open (AMLP)	0.1	$22M	+6%	475k	46.93	View chart
Southern Company Common Stock (SO)	0.1	$22M	+12%	235k	94.77	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$22M	-6%	79k	279.84	View chart
Intuit Common Stock (INTU)	0.1	$22M	+6%	32k	682.89	View chart
Ishares Ibonds MF Closed and MF Open (IBDR)	0.1	$22M	+19%	905k	24.30	View chart
Ishares National MF Closed and MF Open (MUB)	0.1	$22M	-6%	206k	106.49	View chart
Palo Alto Common Stock (PANW)	0.1	$22M	-5%	107k	203.62	View chart
First Trust MF Closed and MF Open (FIXD)	0.1	$22M	+2%	492k	44.42	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.1	$22M	+109%	67k	326.36	View chart
Global X MF Closed and MF Open (SHLD)	0.1	$22M	+1314%	308k	70.24	View chart
Kla Corp Common Stock (KLAC)	0.1	$22M	-5%	20k	1078.61	View chart
Ishares Silver Common Stock (SLV)	0.1	$22M	-17%	510k	42.37	View chart
Chubb Common Stock (CB)	0.1	$22M	+19%	76k	282.25	View chart
Ishares Tr Esg Awr Msci Usa (IBDX)	0.1	$21M	+560%	832k	25.69	View chart
Union Pacific Corp Common Stock (UNP)	0.1	$21M		90k	236.37	View chart
Ishares Ibonds MF Closed and MF Open (IBDQ)	0.1	$21M	-7%	839k	25.19	View chart
Ishares Ibonds MF Closed and MF Open (IBDV)	0.1	$21M	+37%	950k	22.15	View chart
Micron Technology Common Stock (MU)	0.1	$21M	+16%	124k	167.32	View chart
Boeing Company Common Stock (BA)	0.1	$21M	+23%	106k	194.39	View chart
Ishares Jpmorgan MF Closed and MF Open (EMB)	0.1	$21M	+5%	215k	95.19	View chart
Alibaba Group Common Stock (BABA)	0.1	$20M	+12%	114k	178.73	View chart
Citigroup Common Stock (C)	0.1	$20M		199k	101.50	View chart
Ishares Short MF Closed and MF Open (NEAR)	0.1	$20M	+56%	392k	51.28	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.1	$20M	+2%	207k	96.55	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.1	$20M	+9%	857k	23.28	View chart
Constellation Energy Common Stock (CEG)	0.1	$20M	+10%	60k	329.07	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$20M	+6%	373k	53.19	View chart
Altria Group Common Stock (MO)	0.1	$20M		298k	66.06	View chart
First Trust MF Closed and MF Open (QQXT)	0.1	$20M	-2%	198k	98.93	View chart
Medtronic Common Stock (MDT)	0.1	$19M	+47%	201k	95.24	View chart
First Trust MF Closed and MF Open (FVD)	0.1	$19M		411k	46.24	View chart
Vanguard Short MF Closed and MF Open (VCSH)	0.1	$19M	-6%	236k	79.93	View chart
Vaneck Gold MF Closed and MF Open (GDX)	0.1	$19M	+34%	356k	52.78	View chart
Lockheed Martin Common Stock (LMT)	0.1	$19M		38k	499.21	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.1	$19M	-4%	210k	89.37	View chart
Spdr Ssga MF Closed and MF Open (FISR)	0.1	$19M	-13%	717k	26.05	View chart
Capital Group MF Closed and MF Open (CGNG)	0.1	$18M	+3%	596k	30.90	View chart
Ishares Ibonds MF Closed and MF Open (IBHH)	0.1	$18M	+46%	763k	23.86	View chart
Ishares 3-7yr MF Closed and MF Open (IEI)	0.1	$18M		151k	119.51	View chart
Lam Research Common Stock (LRCX)	0.1	$18M	+34%	135k	133.90	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.1	$18M		123k	145.60	View chart
Cummins Common Stock (CMI)	0.1	$18M	+5%	42k	422.37	View chart
Ishares Ibonds MF Closed and MF Open (IBHI)	0.1	$18M	+20719%	749k	23.85	View chart
Xtrackers Msci MF Closed and MF Open (DBEF)	0.1	$18M		384k	46.42	View chart
Pimco Investment MF Closed and MF Open (CORP)	0.1	$18M	+24%	180k	98.62	View chart
Gilead Sciences Common Stock (GILD)	0.1	$18M	+49%	159k	111.00	View chart
Capital Group MF Closed and MF Open (CGXU)	0.1	$18M	-53%	594k	29.62	View chart
Walt Disney Common Stock (DIS)	0.1	$18M	+5%	153k	114.50	View chart
Arista Networks Common Stock (ANET)	0.1	$17M	+17%	118k	145.71	View chart

Past Filings by NewEdge Advisors

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

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
GWM Advisors 2021 Q3 filed Oct. 29, 2021

View all past filings

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