Goss Wealth Management

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

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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 3902 positions in its portfolio as reported in the December 2024 quarterly 13F filing

NewEdge Advisors has 3902 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.6 $605M +4% 2.4M 250.42
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Ishares Tr Core S&p500 Etf (IVV) 2.9 $484M +9% 823k 588.68
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NVIDIA Corporation (NVDA) 2.4 $400M -4% 3.0M 131.26
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Microsoft Corporation (MSFT) 2.3 $390M +7% 925k 421.50
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $316M -7% 659k 480.04
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Amazon (AMZN) 1.6 $274M +5% 1.2M 219.39
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $262M -3% 487k 538.81
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Broadcom (AVGO) 1.4 $233M +4% 1.0M 231.84
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $189M +15% 1.9M 101.53
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $171M +28% 957k 178.08
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Vanguard Index Fds Growth Etf (VUG) 1.0 $168M +3% 409k 410.44
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JPMorgan Chase & Co. (JPM) 0.9 $154M +6% 644k 239.71
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.9 $153M +35% 3.0M 51.25
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $153M -3% 4.4M 34.59
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Vanguard Index Fds Value Etf (VTV) 0.9 $147M 868k 169.30
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.9 $145M +20% 2.1M 68.94
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Ishares Tr Core Total Usd (IUSB) 0.8 $129M +11% 2.8M 45.20
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Visa Com Cl A (V) 0.7 $119M +3% 376k 316.04
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $117M +6% 257k 453.28
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Meta Platforms Cl A (META) 0.7 $115M +15% 196k 585.51
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Tesla Motors (TSLA) 0.7 $113M +15% 281k 402.15
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Ishares Tr Eafe Value Etf (EFV) 0.7 $113M +22% 2.1M 52.47
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $112M 246k 456.61
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Alphabet Cap Stk Cl C (GOOG) 0.6 $108M +11% 568k 190.44
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $95M +18% 328k 289.81
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Eli Lilly & Co. (LLY) 0.6 $93M 121k 772.00
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $93M +4% 1.9M 47.82
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Ishares Tr S&p 500 Val Etf (IVE) 0.6 $92M +41% 483k 190.88
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $91M +6% 482k 189.30
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Abbvie (ABBV) 0.5 $88M +9% 497k 177.70
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Ishares Tr Eafe Grwth Etf (EFG) 0.5 $86M +24% 884k 96.83
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Oracle Corporation (ORCL) 0.5 $85M +3% 512k 166.64
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Ishares Tr U.s. Tech Etf (IYW) 0.5 $84M +17% 527k 159.52
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Wal-Mart Stores (WMT) 0.5 $83M +7% 920k 90.35
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $81M 201k 401.58
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Ishares Tr Core Us Aggbd Et (AGG) 0.5 $79M -8% 819k 96.90
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Home Depot (HD) 0.5 $77M +8% 199k 388.99
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Costco Wholesale Corporation (COST) 0.5 $77M +2% 84k 916.27
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Chevron Corporation (CVX) 0.5 $77M +6% 531k 144.84
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $70M +15% 266k 264.13
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Blackrock (BLK) 0.4 $70M NEW 68k 1025.10
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $69M +10% 964k 71.91
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $69M +15% 601k 115.22
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Pimco Etf Tr Multisector Bd (PYLD) 0.4 $69M +42% 2.7M 25.92
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Exxon Mobil Corporation (XOM) 0.4 $68M +4% 631k 107.57
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Caterpillar (CAT) 0.4 $67M -3% 186k 362.76
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Wells Fargo & Company (WFC) 0.4 $66M 945k 70.24
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $66M +6% 935k 70.28
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Ishares Tr Mbs Etf (MBB) 0.4 $63M +25% 686k 91.68
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UnitedHealth (UNH) 0.4 $63M +3% 124k 505.86
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $63M -6% 320k 195.83
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International Business Machines (IBM) 0.4 $61M +136% 275k 219.83
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.4 $60M +2% 1.0M 59.06
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.4 $60M +17% 2.0M 30.47
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Automatic Data Processing (ADP) 0.3 $57M 195k 292.73
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Pimco Etf Tr Active Bd Etf (BOND) 0.3 $55M +31% 609k 90.42
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Arthur J. Gallagher & Co. (AJG) 0.3 $54M +2% 189k 283.85
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Ishares Msci Emrg Chn (EMXC) 0.3 $52M +30% 930k 55.45
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AmerisourceBergen (COR) 0.3 $51M +2% 227k 224.68
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Sap Se Spon Adr (SAP) 0.3 $50M 202k 246.21
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Metropcs Communications (TMUS) 0.3 $49M -3% 222k 220.73
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TJX Companies (TJX) 0.3 $49M +12% 403k 120.81
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Spdr Gold Tr Gold Shs (GLD) 0.3 $49M 200k 242.13
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $47M +4% 799k 59.14
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Illinois Tool Works (ITW) 0.3 $47M +2% 186k 253.56
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $47M +10% 1.3M 37.17
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.3 $46M +41% 2.0M 22.81
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Palantir Technologies Cl A (PLTR) 0.3 $46M +2% 624k 73.28
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $46M -2% 1.8M 24.99
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Procter & Gamble Company (PG) 0.3 $45M +7% 271k 167.65
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Global X Fds X Emerging Mkt (EMBD) 0.3 $45M +10% 2.0M 22.57
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $45M -4% 258k 175.23
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $45M +4% 190k 235.27
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $44M +5% 993k 44.04
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Tractor Supply Company (TSCO) 0.3 $43M +413% 808k 53.06
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Johnson & Johnson (JNJ) 0.3 $43M +5% 295k 144.62
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $43M +3% 527k 80.93
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Public Storage (PSA) 0.3 $43M +3% 142k 299.44
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $42M +7% 177k 240.28
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Netflix (NFLX) 0.3 $42M +7% 47k 891.32
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Mastercard Incorporated Cl A (MA) 0.2 $41M +13% 79k 526.57
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $41M -8% 465k 88.79
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Merck & Co (MRK) 0.2 $41M +4% 411k 99.48
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $40M +8% 125k 322.16
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $40M +58% 804k 49.55
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Applied Materials (AMAT) 0.2 $39M +4% 242k 162.63
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $39M +12% 1.1M 35.26
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DTE Energy Company (DTE) 0.2 $39M +2% 325k 120.75
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $39M +37% 746k 52.02
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.2 $38M +8% 2.0M 18.70
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Dimensional Etf Trust Global Cr Etf (DGCB) 0.2 $38M -6% 725k 52.60
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Colgate-Palmolive Company (CL) 0.2 $38M +490% 415k 90.91
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $38M +883% 182k 206.92
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Ishares Tr Msci Intl Qualty (IQLT) 0.2 $37M +2% 989k 37.12
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $36M +3% 285k 127.59
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $36M -10% 416k 87.33
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McDonald's Corporation (MCD) 0.2 $36M +4% 125k 289.89
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.2 $36M +10% 1.5M 23.32
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Ishares Tr Core Div Grwth (DGRO) 0.2 $36M +14% 589k 61.34
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Avery Dennison Corporation (AVY) 0.2 $35M +3% 187k 187.13
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Ishares Core Msci Emkt (IEMG) 0.2 $35M +36% 666k 52.22
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Pacer Fds Tr Pacer Us Small (CALF) 0.2 $35M -10% 784k 44.01
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Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.2 $34M +52% 1.6M 21.90
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $34M +3% 700k 49.05
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $34M +3% 793k 42.97
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $34M +2% 133k 253.75
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Eaton Corp SHS (ETN) 0.2 $34M 102k 331.87
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Bank of New York Mellon Corporation (BK) 0.2 $33M +1556% 433k 76.83
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $33M 119k 280.06
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.2 $33M +8% 1.5M 22.20
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $33M +19% 409k 80.27
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $32M +17% 910k 34.97
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $32M -9% 1.2M 25.84
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salesforce (CRM) 0.2 $32M +3% 94k 334.33
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Servicenow (NOW) 0.2 $31M +3% 30k 1060.11
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $31M +4% 1.0M 30.78
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $31M +7% 400k 77.27
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Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $30M 894k 33.79
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $30M +38% 291k 103.30
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Pepsi (PEP) 0.2 $30M 195k 152.06
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $29M +6% 121k 243.17
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Novo-nordisk A S Adr (NVO) 0.2 $29M +3% 335k 86.02
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $28M -9% 323k 87.90
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $28M -12% 141k 198.18
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $27M +22% 713k 38.37
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $27M +17% 437k 62.31
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Bank of America Corporation (BAC) 0.2 $27M +6% 618k 43.95
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $27M +4% 137k 197.49
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $27M +7% 1.1M 25.05
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $27M +5% 76k 351.79
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Ishares Tr National Mun Etf (MUB) 0.2 $27M +114% 249k 106.55
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $26M 191k 137.57
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $26M -38% 117k 220.96
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $26M 160k 161.77
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $26M -14% 855k 30.03
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Ishares Gold Tr Ishares New (IAU) 0.2 $25M +166% 514k 49.51
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Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.2 $25M +5% 845k 30.01
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $25M +111% 927k 27.32
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $25M +2% 565k 44.87
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $25M +3% 59k 425.50
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $25M +24% 136k 185.13
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Cisco Systems (CSCO) 0.2 $25M +6% 423k 59.20
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $25M 194k 128.62
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $25M +24% 490k 50.37
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $25M 306k 79.99
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $24M +9% 833k 29.22
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $24M +29% 986k 24.67
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Advanced Micro Devices (AMD) 0.1 $24M 201k 120.79
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $24M +12% 115k 210.45
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $24M +81% 674k 35.85
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Ab Active Etfs Short Duration H (SYFI) 0.1 $24M +6% 677k 35.67
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Nextera Energy (NEE) 0.1 $24M +11% 336k 71.69
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Verizon Communications (VZ) 0.1 $24M +6% 591k 39.99
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $23M +13% 404k 57.27
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Honeywell International (HON) 0.1 $23M +25% 102k 225.89
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $23M +9% 122k 188.28
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Cambria Etf Tr Emrg Sharehldr (EYLD) 0.1 $23M 720k 31.31
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $22M +7% 848k 26.19
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Select Sector Spdr Tr Technology (XLK) 0.1 $22M 96k 232.52
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Select Sector Spdr Tr Financial (XLF) 0.1 $22M +16% 453k 48.33
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $22M 435k 50.13
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First Tr Exchange Traded Indls Prod Dur (FXR) 0.1 $22M +6% 290k 74.81
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $21M -6% 419k 51.14
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American Express Company (AXP) 0.1 $21M 72k 296.79
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $21M -19% 271k 78.01
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First Tr Exchange Traded Consumr Discre (FXD) 0.1 $21M +7% 326k 64.63
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Chubb (CB) 0.1 $21M +10% 75k 276.30
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Union Pacific Corporation (UNP) 0.1 $21M 91k 228.04
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Analog Devices (ADI) 0.1 $21M -62% 97k 212.46
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $21M +37% 363k 56.38
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $21M 342k 59.77
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $20M -12% 217k 91.43
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $20M +33% 153k 128.82
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Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $20M +4% 963k 20.35
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $20M +6% 406k 48.16
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Lowe's Companies (LOW) 0.1 $20M 79k 246.80
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Abbott Laboratories (ABT) 0.1 $19M +11% 172k 113.11
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $19M +17% 562k 34.13
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $19M -12% 655k 29.20
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $19M +6% 191k 99.92
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $19M -9% 336k 56.48
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Southern Company (SO) 0.1 $19M +5% 230k 82.32
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Intuit (INTU) 0.1 $19M +6% 30k 628.51
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Philip Morris International (PM) 0.1 $19M +15% 155k 120.35
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Ishares Tr Ibonds Dec 2032 (IBTM) 0.1 $19M +4% 835k 22.20
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Comcast Corp Cl A (CMCSA) 0.1 $18M +9% 487k 37.53
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Adobe Systems Incorporated (ADBE) 0.1 $18M +5% 41k 444.67
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Amgen (AMGN) 0.1 $18M +5% 69k 260.64
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Linde SHS (LIN) 0.1 $18M +3% 43k 418.67
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First Tr Exchange Traded Finls Alphadex (FXO) 0.1 $18M +2439% 329k 54.13
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Lockheed Martin Corporation (LMT) 0.1 $17M +6% 36k 485.95
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Raytheon Technologies Corp (RTX) 0.1 $17M 150k 115.72
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Palo Alto Networks (PANW) 0.1 $17M +92% 95k 181.96
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Coca-Cola Company (KO) 0.1 $17M +7% 276k 62.26
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Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $17M 710k 24.07
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.1 $17M +10% 661k 25.52
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First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.1 $17M 210k 80.00
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.1 $17M +14% 525k 31.43
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $16M 209k 78.46
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $16M 317k 51.73
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $16M -37% 177k 92.45
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Duke Energy Corp Com New (DUK) 0.1 $16M +9% 152k 107.74
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Marvell Technology (MRVL) 0.1 $16M +14% 147k 110.45
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Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $16M -21% 712k 22.80
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $16M -3% 152k 106.04
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $16M +2% 313k 51.01
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First Tr Value Line Divid In SHS (FVD) 0.1 $16M +4% 364k 43.64
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Medtronic SHS (MDT) 0.1 $16M +16% 199k 79.88
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Thermo Fisher Scientific (TMO) 0.1 $16M +2% 31k 520.24
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Arista Networks Com Shs 0.1 $16M NEW 143k 110.53
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Vistra Energy (VST) 0.1 $16M +26% 114k 137.87
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $16M -4% 176k 88.40
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Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $15M +284% 640k 23.96
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Enbridge (ENB) 0.1 $15M +18% 361k 42.43
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $15M +30% 172k 89.04
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $15M 218k 70.00
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $15M +34% 173k 87.82
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Qualcomm (QCOM) 0.1 $15M +17% 99k 153.62
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $15M +213% 225k 66.77
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $15M +8% 78k 189.98
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Blackstone Group Inc Com Cl A (BX) 0.1 $15M +17% 86k 172.42
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $15M +2% 359k 41.40
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Select Sector Spdr Tr Communication (XLC) 0.1 $15M 151k 96.81
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Dimensional Etf Trust Global Core Plus (DFGP) 0.1 $15M 277k 52.83
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Select Sector Spdr Tr Energy (XLE) 0.1 $15M +7% 171k 85.66
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Ishares Tr Us Infrastruc (IFRA) 0.1 $15M +21% 314k 46.29
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $15M +8% 252k 57.53
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Ssga Active Tr Spdr Ssga Fxd (FISR) 0.1 $14M 567k 25.36
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AFLAC Incorporated (AFL) 0.1 $14M -23% 139k 103.44
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $14M +5% 544k 26.19
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Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.1 $14M 284k 50.20
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Ishares Tr Ibonds Dec 26 (IBMO) 0.1 $14M 559k 25.46
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $14M +12% 312k 45.34
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Air Products & Chemicals (APD) 0.1 $14M -7% 49k 290.04
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Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $14M 178k 79.03
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Walt Disney Company (DIS) 0.1 $14M +24% 126k 111.35
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Ge Aerospace Com New (GE) 0.1 $14M +3% 84k 166.79
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $14M +393% 502k 27.87
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Altria (MO) 0.1 $14M +12% 267k 52.29
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ConocoPhillips (COP) 0.1 $14M +33% 140k 99.17
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Morgan Stanley Com New (MS) 0.1 $14M 110k 125.72
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Motorola Solutions Com New (MSI) 0.1 $14M +5% 30k 462.23
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American Tower Reit (AMT) 0.1 $14M -67% 74k 183.41
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Oneok (OKE) 0.1 $14M -2% 135k 100.40
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Uber Technologies (UBER) 0.1 $14M +11% 224k 60.32
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First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.1 $14M +10% 673k 20.09
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Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $14M 631k 21.36
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $14M +38% 137k 98.47
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Goldman Sachs (GS) 0.1 $14M +7% 24k 572.64
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Booking Holdings (BKNG) 0.1 $13M +30% 2.7k 4967.80
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Past Filings by NewEdge Advisors

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

View all past filings