Goss Wealth Management

Latest statistics and disclosures from GWM 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 GWM Advisors

Companies in the GWM Advisors portfolio as of the September 2020 quarterly 13F filing

GWM Advisors has 921 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core MF Closed and MF Open (IVV) 3.1 $91M +17% 270k 336.06
Apple Common Stock (AAPL) 3.1 $90M +333% 781k 115.81
Microsoft Corp Common Stock (MSFT) 2.6 $76M +5% 359k 210.33
Amazon Common Stock (AMZN) 1.7 $49M +9% 16k 3148.72
SPDR S&P MF Closed and MF Open (SPY) 1.6 $46M +18% 139k 334.89
Vanguard S&p MF Closed and MF Open (VOO) 1.5 $44M -12% 144k 307.65
Home Depot Common Stock (HD) 1.5 $43M -14% 130k 333.42
Jpmorgan Chase Common Stock (JPM) 1.1 $33M +6% 343k 96.27
Ishares Core MF Closed and MF Open (AGG) 1.1 $33M +8% 278k 118.06
Nextera Energy Common Stock (NEE) 1.1 $32M 116k 277.56
Ishares Iboxx MF Closed and MF Open (LQD) 1.1 $32M +28% 237k 134.71
Walmart Common Stock (WMT) 1.1 $32M +5% 227k 139.91
Merck & Company Common Stock (MRK) 1.0 $28M +8% 341k 82.95
Accenture Common Stock (ACN) 1.0 $28M -3% 124k 225.99

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Ishares Esg MF Closed and MF Open (ESGU) 1.0 $28M +26% 366k 76.21
Texas Instruments Common Stock (TXN) 1.0 $28M -2% 194k 142.79
Bruker Corporation (BRKR) 1.0 $27M 688k 39.75
Union Pacific Corp Common Stock (UNP) 0.9 $27M 138k 196.87
Ishares U S MF Closed and MF Open (GOVT) 0.9 $26M +21% 929k 27.95
American Tower Common Stock (AMT) 0.8 $24M -2% 100k 241.73
Mcdonalds Corp Common Stock (MCD) 0.8 $24M +175% 107k 219.48
Mc Cormick Common Stock (MKC) 0.8 $24M -4% 121k 194.10
Fastenal Common Stock (FAST) 0.8 $23M +3% 519k 45.09
Invesco Qqq MF Closed and MF Open (QQQ) 0.8 $23M -17% 82k 277.84
Ishares Core MF Closed and MF Open (IJR) 0.8 $23M +11% 324k 70.23
Brown Forman Corp Cl B Common Stock (BF.B) 0.8 $23M -3% 302k 75.32
Ecolab Common Stock (ECL) 0.8 $23M 113k 199.84
Wec Energy Common Stock (WEC) 0.8 $23M 232k 96.90
Ishares Msci MF Closed and MF Open (USMV) 0.8 $22M +11% 352k 63.73
Ishares Core MF Closed and MF Open (IEFA) 0.8 $22M +17% 368k 60.28
Cisco Systems Common Stock (CSCO) 0.8 $22M 553k 39.39
Cms Energy Common Stock (CMS) 0.8 $22M 352k 61.41
Eli Lilly Common Stock (LLY) 0.7 $21M +277% 143k 148.02
Ishares Msci MF Closed and MF Open (EFG) 0.7 $21M +29% 229k 89.88
Ishares 1-5 Year MF Closed and MF Open (IGSB) 0.7 $20M +15% 358k 54.91
Pnc Financial Common Stock (PNC) 0.7 $19M 175k 109.91
Becton Dickinson Common Stock (BDX) 0.7 $19M 83k 232.68
Sanofi Common Stock (SNY) 0.6 $18M +6% 366k 50.17
Analog Devices Common Stock (ADI) 0.6 $18M +894% 153k 116.74
Johnson & Johnson Common Stock (JNJ) 0.6 $17M +4% 117k 148.88
Vanguard Value MF Closed and MF Open (VTV) 0.6 $17M -10% 165k 104.51
Vanguard Total MF Closed and MF Open (VTI) 0.6 $17M -5% 100k 170.31
Te Connectivity Common Stock (TEL) 0.6 $17M NEW 172k 97.74
Ishares Russell MF Closed and MF Open (IWF) 0.6 $17M -6% 77k 216.89
Facebook Common Stock (FB) 0.6 $17M 64k 261.89
Taiwan Semiconductor Common Stock (TSM) 0.6 $17M +1223% 205k 81.07
Ishares Russell MF Closed and MF Open (IWB) 0.6 $16M -3% 87k 187.15
Visa Common Stock (V) 0.6 $16M +15% 80k 199.98
Verizon Communications Common Stock (VZ) 0.5 $16M -49% 263k 59.49
Ishares Tips MF Closed and MF Open (TIP) 0.5 $16M +20% 123k 126.49
Invesco Dwa MF Closed and MF Open (PDP) 0.5 $14M -11% 185k 76.45
Vanguard Growth MF Closed and MF Open (VUG) 0.5 $14M -12% 62k 227.60
Pimco Ehnanced MF Closed and MF Open (MINT) 0.5 $14M +11% 135k 101.96
Berkshire Hathaway Common Stock (BRK.B) 0.5 $14M 64k 212.94
Alphabet Common Stock (GOOGL) 0.5 $13M +8% 9.2k 1465.61
Ishares Esg MF Closed and MF Open (ESGE) 0.5 $13M +26% 377k 35.61
Schwab Us MF Closed and MF Open (SCHD) 0.5 $13M 235k 55.30
Ishares 20 MF Closed and MF Open (TLT) 0.4 $13M +5% 79k 163.26
Vanguard Dividend MF Closed and MF Open (VIG) 0.4 $13M +5% 100k 128.66
Procter & Gamble Common Stock (PG) 0.4 $13M +2% 92k 138.99
Lockheed Martin Common Stock (LMT) 0.4 $13M +5% 33k 383.28
Vanguard Ftse MF Closed and MF Open (VEA) 0.4 $12M +4% 302k 40.90
Ishares Core MF Closed and MF Open (DGRO) 0.4 $12M +2% 310k 39.79
Invesco S&p MF Closed and MF Open (RSP) 0.4 $12M +2% 112k 108.11
Pepsico Common Stock (PEP) 0.4 $12M -58% 87k 138.60
Ishares 1-3yr MF Closed and MF Open (SHY) 0.4 $12M +12% 137k 86.48
Linde Common Stock (LIN) 0.4 $12M +2% 50k 238.13
Vanguard Total MF Closed and MF Open (BND) 0.4 $12M -6% 134k 88.22
Nvidia Corp Common Stock (NVDA) 0.4 $11M +25% 21k 541.24
Vaneck Vectors MF Closed and MF Open (ITM) 0.4 $11M 215k 51.27
Vanguard Short MF Closed and MF Open (BSV) 0.4 $11M 133k 83.05
First Trust MF Closed and MF Open (QTEC) 0.4 $11M +5% 86k 126.44
Comcast Corp Common Stock (CMCSA) 0.4 $11M +9% 232k 46.26
Spdr Gold Common Stock (GLD) 0.4 $11M +32% 61k 177.13
Unitedhealth Group Common Stock (UNH) 0.4 $11M +6% 34k 311.76
Alphabet Common Stock (GOOG) 0.4 $10M +11% 7.0k 1469.62
Alibaba Group Common Stock (BABA) 0.3 $10M +43% 34k 293.97
Mastercard Common Stock (MA) 0.3 $9.9M +11% 29k 338.17
Vanguard Short MF Closed and MF Open (VCSH) 0.3 $9.9M -17% 119k 82.85
Vanguard International MF Closed and MF Open (VIGI) 0.3 $9.9M +4% 137k 72.01
Ishares U S MF Closed and MF Open (NEAR) 0.3 $9.8M +5% 195k 50.11
Ishares Global MF Closed and MF Open (IXN) 0.3 $9.6M +20% 36k 263.67
Ishares Msci MF Closed and MF Open (VLUE) 0.3 $9.5M +35% 129k 73.78
Ishares U S MF Closed and MF Open (IHI) 0.3 $9.3M +22% 31k 299.63
Ishares Gold Common Stock (IAU) 0.3 $9.0M -3% 498k 17.99
Amgen Common Stock (AMGN) 0.3 $8.4M +37% 33k 254.17
Ishares Core MF Closed and MF Open (IJH) 0.3 $8.3M -7% 45k 185.30
Ishares Conv MF Closed and MF Open (ICVT) 0.3 $8.2M NEW 102k 80.75
Costco Wholesale Common Stock (COST) 0.3 $8.1M +39% 23k 354.99
Ishares MF Closed and MF Open (SHYG) 0.3 $8.0M +21% 183k 43.95
Broadcom Common Stock (AVGO) 0.3 $8.0M +13% 22k 364.30
Spdr Nuveen MF Closed and MF Open (SHM) 0.3 $7.9M +2% 158k 49.87
Vanguard Total MF Closed and MF Open (BNDX) 0.3 $7.7M -15% 133k 58.18
First Trust MF Closed and MF Open (FXL) 0.3 $7.6M +25% 84k 90.92
Vanguard Mid MF Closed and MF Open (VO) 0.3 $7.5M +20% 43k 176.26
Salesforce.com Common Stock (CRM) 0.3 $7.2M +9% 29k 251.32
Vanguard Fste MF Closed and MF Open (VWO) 0.2 $7.2M +3% 166k 43.24
Medtronic Common Stock (MDT) 0.2 $7.1M +84% 68k 103.92
Adobe Common Stock (ADBE) 0.2 $7.1M +10% 14k 490.41
Intel Corp Common Stock (INTC) 0.2 $6.8M -69% 132k 51.78
Chevron Corp Common Stock (CVX) 0.2 $6.6M +11% 92k 72.00
Lowes Companies Common Stock (LOW) 0.2 $6.4M +22% 39k 165.88
Ishares 7-10yr MF Closed and MF Open (IEF) 0.2 $6.1M -14% 50k 121.82
Tesla Common Stock (TSLA) 0.2 $6.1M +462% 14k 429.06
First Trust MF Closed and MF Open (FTSM) 0.2 $6.0M -6% 101k 60.02
Vanguard Small MF Closed and MF Open (VBK) 0.2 $5.9M +6% 28k 214.96
Pfizer Common Stock (PFE) 0.2 $5.9M +17% 160k 36.70
Target Corp Common Stock (TGT) 0.2 $5.8M -10% 37k 157.42
Xcel Energy Common Stock (XEL) 0.2 $5.7M +14% 83k 69.00
Vanguard High MF Closed and MF Open (VYM) 0.2 $5.7M -4% 71k 80.92
Abbott Laboratories Common Stock (ABT) 0.2 $5.6M +4% 52k 108.84
Lam Research Corporation Common Stock (LRCX) 0.2 $5.6M +67% 17k 331.76
Paypal Holdings Common Stock (PYPL) 0.2 $5.5M +48% 28k 197.01
Ishares Technology MF Closed and MF Open (IYW) 0.2 $5.5M -2% 18k 301.08
Vaneck Vectors MF Closed and MF Open (GDX) 0.2 $5.5M +6% 139k 39.16
Bristol Myers Common Stock (BMY) 0.2 $5.4M -17% 89k 60.29
Ishares Msci MF Closed and MF Open (QUAL) 0.2 $5.4M -2% 52k 103.75
Vanguard Mid MF Closed and MF Open (VOT) 0.2 $5.3M +13% 30k 180.16
Cme Group Common Stock (CME) 0.2 $5.3M -70% 32k 167.31
United Parcel Common Stock (UPS) 0.2 $5.2M +54% 32k 166.62
First Trust MF Closed and MF Open (FXD) 0.2 $5.2M +54% 123k 42.55
Shopify Common Stock (SHOP) 0.2 $5.1M +35% 5.0k 1023.12
Nike Common Stock (NKE) 0.2 $5.0M +78% 40k 125.54
At&t Common Stock (T) 0.2 $4.9M -7% 172k 28.51
Invesco Exchange MF Closed and MF Open (SPLV) 0.2 $4.9M -33% 91k 53.64
Principal Us MF Closed and MF Open (USMC) 0.2 $4.9M +53% 148k 33.01
First Trust MF Closed and MF Open (FTXR) 0.2 $4.9M NEW 209k 23.34
Caterpillar Common Stock (CAT) 0.2 $4.8M +4% 32k 149.15
Ishares Silver Common Stock (SLV) 0.2 $4.7M +4% 217k 21.64
Vanguard Ftse MF Closed and MF Open (VEU) 0.2 $4.7M +6% 92k 50.45
Qualcomm Common Stock (QCOM) 0.2 $4.6M +36% 40k 117.66
Coca Cola Company Common Stock (KO) 0.2 $4.6M -15% 93k 49.36
Servicenow Common Stock (NOW) 0.2 $4.6M +11% 9.4k 484.97
Ishares U S MF Closed and MF Open (IYG) 0.2 $4.6M +37% 37k 122.02
Electronic Arts Common Stock (EA) 0.2 $4.6M +20% 35k 130.44
Vanguard Short MF Closed and MF Open (VGSH) 0.2 $4.5M 73k 62.08
Pacer Global MF Closed and MF Open (GCOW) 0.2 $4.5M -5% 182k 24.58
Ishares Core MF Closed and MF Open (IEMG) 0.2 $4.5M -23% 84k 52.80
3m Company Common Stock (MMM) 0.2 $4.4M 28k 160.19
Advanced Micro Common Stock (AMD) 0.2 $4.4M +6% 54k 81.98
Exxon Mobil Common Stock (XOM) 0.2 $4.4M +6% 128k 34.33
Invesco S&p MF Closed and MF Open (SPHD) 0.2 $4.3M +7% 132k 32.99
Air Products Common Stock (APD) 0.1 $4.3M +63% 14k 297.89
Oracle Corp Common Stock (ORCL) 0.1 $4.3M +10% 72k 59.69
Vertex Pharmaceuticals Common Stock (VRTX) 0.1 $4.3M +376% 16k 272.10
Vanguard Small MF Closed and MF Open (VBR) 0.1 $4.2M +3% 38k 110.61
Lattice Hartford MF Closed and MF Open (RODM) 0.1 $4.2M -42% 163k 25.88
Intl Business Common Stock (IBM) 0.1 $4.2M -5% 34k 121.68
Goldman Sachs MF Closed and MF Open (GBIL) 0.1 $4.1M 41k 100.44
Ishares Russell MF Closed and MF Open (IWM) 0.1 $4.1M +17% 28k 149.81
Vanguard Small MF Closed and MF Open (VB) 0.1 $4.1M +24% 27k 153.80
RH Common Stock (RH) 0.1 $4.0M -15% 11k 382.57
Novartis Common Stock (NVS) 0.1 $4.0M -79% 46k 86.96
First Trust MF Closed and MF Open (FIXD) 0.1 $3.9M +10% 71k 55.03
Spdr Dorsey MF Closed and MF Open (DWFI) 0.1 $3.9M -2% 159k 24.25
Victoryshares U S MF Closed and MF Open (CDC) 0.1 $3.8M -10% 81k 47.42
Illinois Tool Common Stock (ITW) 0.1 $3.8M -14% 20k 193.21
Match Group Common Stock (MTCH) 0.1 $3.8M NEW 34k 110.67
Walt Disney Common Stock (DIS) 0.1 $3.7M -34% 30k 124.10
Honeywell Intl Common Stock (HON) 0.1 $3.7M -3% 22k 164.61
Vanguard Total MF Closed and MF Open (VXUS) 0.1 $3.7M 71k 52.17
Kraneshares Tr Bosera Msci Ch (KBA) 0.1 $3.7M NEW 94k 39.48
Vanguard Real MF Closed and MF Open (VNQ) 0.1 $3.7M -62% 46k 78.95
Starbucks Corp Common Stock (SBUX) 0.1 $3.6M -33% 42k 85.94
Ishares Msci MF Closed and MF Open (EFA) 0.1 $3.6M +2% 57k 63.65
Bank America Common Stock (BAC) 0.1 $3.6M +13% 150k 24.09
Vanguard Mid MF Closed and MF Open (VOE) 0.1 $3.6M +5% 36k 101.38
Ishares S&p MF Closed and MF Open (IVW) 0.1 $3.6M 16k 231.09
Abbvie Common Stock (ABBV) 0.1 $3.5M +11% 40k 87.61
O Reilly Automotive Common Stock (ORLY) 0.1 $3.5M -4% 7.7k 461.09
Spdr Series MF Closed and MF Open (SDY) 0.1 $3.5M 38k 92.41
Ishares Msci MF Closed and MF Open (EFAV) 0.1 $3.5M +67% 51k 68.11
Ishares MF Closed and MF Open (EWT) 0.1 $3.4M NEW 77k 44.90
Thermo Fisher Common Stock (TMO) 0.1 $3.4M +10% 7.8k 441.55
Automatic Data Common Stock (ADP) 0.1 $3.4M 25k 139.49
Select Sector MF Closed and MF Open (XLC) 0.1 $3.4M +2% 58k 59.40
Ishares Expanded MF Closed and MF Open (IGV) 0.1 $3.4M +2% 11k 311.13
Spdr Bloomberg MF Closed and MF Open (CWB) 0.1 $3.4M -3% 49k 68.89
Invesco Defensive MF Closed and MF Open (DEF) 0.1 $3.4M -34% 60k 55.60
Kimberly Clark Common Stock (KMB) 0.1 $3.3M -22% 23k 147.66
Blackrock Common Stock (BLK) 0.1 $3.3M +9% 5.9k 563.52
Vanguard Large MF Closed and MF Open (VV) 0.1 $3.3M 21k 156.46
American Electric Common Stock (AEP) 0.1 $3.3M 40k 81.73
Ishares U S MF Closed and MF Open (PFF) 0.1 $3.3M -6% 90k 36.44
Sector Healthcare MF Closed and MF Open (XLV) 0.1 $3.2M -28% 30k 105.48
Ishares Msci MF Closed and MF Open (MTUM) 0.1 $3.2M +126% 22k 147.42
Ark Innovation MF Closed and MF Open (ARKK) 0.1 $3.2M +145% 35k 92.00
Cvs Health Common Stock (CVS) 0.1 $3.2M +30% 54k 58.41
Altria Group Common Stock (MO) 0.1 $3.1M -6% 81k 38.64
Ishares 3-7yr MF Closed and MF Open (IEI) 0.1 $3.1M +97% 23k 133.58
Spdr Ser Tr Blomberg 1 10 Yr (TIPX) 0.1 $3.1M +35% 148k 20.73
Crown Castle Common Stock (CCI) 0.1 $3.0M +284% 18k 166.49
Ishares Russell MF Closed and MF Open (IWP) 0.1 $3.0M +94% 18k 172.88
Fedex Corp Common Stock (FDX) 0.1 $3.0M +29% 12k 251.50
Roku Common Stock (ROKU) 0.1 $3.0M -31% 16k 188.82
Cintas Corp Common Stock (CTAS) 0.1 $2.9M -13% 8.8k 332.81
Cigna Corp Common Stock (CI) 0.1 $2.9M +81% 17k 169.46
Activision Blizzard Common Stock (ATVI) 0.1 $2.9M +44% 36k 80.94
Columbia Diversified MF Closed and MF Open (DIAL) 0.1 $2.8M +32% 132k 21.51
Vanguard S&p MF Closed and MF Open (VOOG) 0.1 $2.8M +4% 14k 208.40
Amplify Blackswan MF Closed and MF Open (SWAN) 0.1 $2.8M +23% 89k 31.68
Intuitive Surgical Common Stock (ISRG) 0.1 $2.8M +22% 4.0k 709.64
Netflix Common Stock (NFLX) 0.1 $2.8M +18% 5.6k 500.00
Raytheon Technologies Common Stock (RTX) 0.1 $2.8M +12% 48k 57.53
Ishares S&p MF Closed and MF Open (OEF) 0.1 $2.7M +71% 18k 155.73
Paychex Common Stock (PAYX) 0.1 $2.7M -12% 34k 79.78
Zoetis Common Stock (ZTS) 0.1 $2.7M -11% 16k 165.38
Dollar Genl Common Stock (DG) 0.1 $2.7M +8% 13k 209.61
Boeing Company Common Stock (BA) 0.1 $2.6M -17% 16k 165.29
Pimco 0-5 MF Closed and MF Open (HYS) 0.1 $2.6M -28% 28k 93.82
Peloton Interactive Common Stock (PTON) 0.1 $2.6M +8% 26k 99.25
Ishares U S MF Closed and MF Open (MEAR) 0.1 $2.6M +34% 52k 50.18
Ishares Select MF Closed and MF Open (DVY) 0.1 $2.6M -20% 32k 81.54
Prologis Common Stock (PLD) 0.1 $2.6M -9% 25k 100.64
Ishares Expanded MF Closed and MF Open (IGM) 0.1 $2.5M +2% 8.1k 309.12
Vanguard Extended MF Closed and MF Open (VXF) 0.1 $2.4M 19k 129.72
Victoryshares Us MF Closed and MF Open (CFO) 0.1 $2.4M +39% 45k 54.43
Clorox Company Common Stock (CLX) 0.1 $2.4M -18% 11k 210.10
Ishares Core MF Closed and MF Open (ITOT) 0.1 $2.3M -23% 31k 75.50
Select Utilities MF Closed and MF Open (XLU) 0.1 $2.3M 39k 59.39
Intuit Common Stock (INTU) 0.1 $2.3M +75% 7.1k 326.22
KB Home (KBH) 0.1 $2.3M +46% 59k 38.40
Teradyne Common Stock (TER) 0.1 $2.3M -14% 29k 79.48
Vanguard Russell MF Closed and MF Open (VONG) 0.1 $2.3M 10k 222.94
Jacobs Engineerng Common Stock (J) 0.1 $2.3M +36% 24k 92.76
Danaher Corp Common Stock (DHR) 0.1 $2.2M +18% 10k 215.34
Vanguard Information MF Closed and MF Open (VGT) 0.1 $2.2M +72% 7.1k 311.46
Deere & Co Common Stock (DE) 0.1 $2.2M -25% 10k 221.62
Teladoc Health Common Stock (TDOC) 0.1 $2.2M +40% 10k 219.23
Veeva Systems Common Stock (VEEV) 0.1 $2.2M +51% 7.8k 281.25
First Trust MF Closed and MF Open (LMBS) 0.1 $2.2M -8% 42k 51.69
Dominion Energy Common Stock (D) 0.1 $2.2M +75% 28k 78.94
Ishares Short MF Closed and MF Open (SHV) 0.1 $2.2M +54% 20k 110.69
Eaton Corp Common Stock (ETN) 0.1 $2.2M +176% 21k 102.05
Vanguard Intermediate MF Closed and MF Open (BIV) 0.1 $2.2M -5% 23k 93.48
Chubb Common Stock (CB) 0.1 $2.2M +20% 19k 116.10
Alliant Energy Common Stock (LNT) 0.1 $2.2M -13% 42k 51.65
Vanguard Long MF Closed and MF Open (BLV) 0.1 $2.1M 19k 111.85
Vanguard Mortgage MF Closed and MF Open (VMBS) 0.1 $2.1M -7% 39k 54.28
Duke Energy Common Stock (DUK) 0.1 $2.1M -6% 24k 88.57
Ishares Cohen MF Closed and MF Open (ICF) 0.1 $2.1M 20k 102.03
Chewy Common Stock (CHWY) 0.1 $2.1M +97% 38k 54.82
Invesco 1-30 MF Closed and MF Open (PLW) 0.1 $2.0M NEW 52k 39.30
Spdr Bloomberg MF Closed and MF Open (BIL) 0.1 $2.0M -71% 22k 91.53
Dover Corp Common Stock (DOV) 0.1 $2.0M +331% 18k 108.30
Pimco Active MF Closed and MF Open (BOND) 0.1 $2.0M +24% 18k 112.44
Applied Materials Common Stock (AMAT) 0.1 $2.0M +2% 33k 59.47
Digital Realty Common Stock (DLR) 0.1 $2.0M +33% 13k 146.76
Gilead Sciences Common Stock (GILD) 0.1 $1.9M +13% 31k 63.18
T-mobile Us Common Stock (TMUS) 0.1 $1.9M -45% 17k 114.38

Past Filings by GWM Advisors

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

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