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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, MSFT, VOO, SPY, and represent 12.23% of NewEdge Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$40M), AAPL (+$39M), CAT (+$28M), SBUX (+$27M), AVGO (+$26M), VOO (+$19M), EMBD (+$16M), MSFT (+$16M), EFV (+$16M), VEA (+$15M).
Started 274 new stock positions in HYMB, LILAK, STRV, AUGX, ENVA, IGIC, TNC, Wework, NG, GPOR.
Reduced shares in these 10 stocks: CB (-$26M), ED (-$24M), UPS (-$23M), HON (-$22M), PULS (-$15M), VIG (-$13M), FTXG (-$13M), IYW (-$12M), ESGU (-$10M), GOVT (-$8.7M).
Sold out of its positions in Amc Entmt Hldgs Inc Cl A, ATS, ATNM, ADEA, DWSH, Aerojet Rocketdy, AGTI, AIRS, AIN, AQN.
NewEdge Advisors was a net buyer of stock by $570M.
NewEdge Advisors has $9.1B in assets under management (AUM), dropping by 2.83%.
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 3463 positions in its portfolio as reported in the September 2023 quarterly 13F filing

NewEdge Advisors has 3463 total positions. Only the first 250 positions are shown.

Sign up to view all of the NewEdge Advisors Sept. 30, 2023 positions
Download the NewEdge Advisors September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.5	$321M	+13%	1.9M	171.21	View chart
Ishares Core MF Closed and MF Open (IVV)	2.9	$262M	+18%	611k	429.43	View chart
Microsoft Corporation (MSFT)	2.4	$217M	+8%	688k	315.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$158M	+13%	403k	392.70	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.7	$154M	+2%	361k	427.48	View chart
Amazon Common Stock (AMZN)	1.1	$104M	+8%	815k	127.12	View chart
Nvidia Corp Common Stock (NVDA)	1.1	$97M	+8%	223k	434.99	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$87M	+9%	629k	137.93	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.9	$81M	+2%	226k	358.27	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.9	$80M	+20%	294k	272.31	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.9	$79M	+7%	1.6M	49.53	View chart
Ishares Core MF Closed and MF Open (AGG)	0.8	$72M	+6%	770k	94.04	View chart
Chevron Corp Common Stock (CVX)	0.8	$72M	+3%	428k	168.62	View chart
Ishares Ibonds MF Closed and MF Open (IBDQ)	0.8	$69M	+18%	2.8M	24.37	View chart
Ishares Ibonds MF Closed and MF Open (IBDP)	0.8	$69M	+21%	2.8M	24.73	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.7	$68M	+28%	1.5M	43.72	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.7	$64M	+26%	993k	64.35	View chart
Broadcom (AVGO)	0.7	$61M	+75%	74k	830.56	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.7	$61M	-3%	461k	131.79	View chart
Jpmorgan Chase Common Stock (JPM)	0.6	$58M	+4%	400k	145.02	View chart
Abbvie (ABBV)	0.6	$58M	+14%	385k	149.06	View chart
Merck & Co (MRK)	0.6	$57M	+4%	551k	102.95	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.6	$56M	+38%	1.2M	48.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$56M	+9%	425k	131.85	View chart
Pepsi (PEP)	0.6	$54M	+4%	318k	169.44	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.6	$54M	+11%	153k	350.30	View chart
Oracle Corporation (ORCL)	0.6	$52M		491k	105.92	View chart
Ishares Ibonds MF Closed and MF Open (IBDO)	0.6	$51M	+14%	2.0M	25.36	View chart
Exxon Mobil Common Stock (XOM)	0.6	$51M	+9%	437k	117.58	View chart
Unitedhealth Group Common Stock (UNH)	0.6	$51M		101k	504.19	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	0.6	$51M	+25%	1.0M	50.26	View chart
Ishares Ibonds MF Closed and MF Open (IBTE)	0.6	$50M	+24%	2.1M	23.84	View chart
Comcast Corp Common Stock (CMCSA)	0.5	$50M	+5%	1.1M	44.34	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.5	$49M	+11%	185k	265.99	View chart
Tesla Motors (TSLA)	0.5	$49M	+7%	196k	250.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$47M	+11%	227k	208.24	View chart
AmerisourceBergen (COR)	0.5	$47M		260k	179.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$46M	+10%	353k	130.86	View chart
Caterpillar (CAT)	0.5	$46M	+150%	169k	273.00	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.5	$45M	-2%	1.0M	43.72	View chart
Ishares Ibonds MF Closed and MF Open (IBTD)	0.5	$44M	+30%	1.8M	24.82	View chart
Arthur J Common Stock (AJG)	0.5	$44M		193k	227.93	View chart
Home Depot Common Stock (HD)	0.5	$44M	-4%	145k	302.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$44M	+33%	231k	189.07	View chart
Visa Com Cl A (V)	0.5	$42M	+18%	183k	230.01	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.5	$42M	-2%	581k	72.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$41M		193k	212.41	View chart
Automatic Data Common Stock (ADP)	0.4	$41M		169k	240.58	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.4	$40M	+29%	910k	44.30	View chart
Analog Devices Common Stock (ADI)	0.4	$40M		227k	175.09	View chart
Eli Lilly Common Stock (LLY)	0.4	$40M	+8%	74k	537.13	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.4	$39M	-12%	451k	86.30	View chart
Johnson & Johnson (JNJ)	0.4	$38M		245k	155.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$38M	+20%	1.5M	26.20	View chart
Novartis Sponsored Adr (NVS)	0.4	$38M	+2%	372k	101.86	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.4	$38M		498k	75.98	View chart
Ishares Core MF Closed and MF Open (IJR)	0.4	$37M	+2%	394k	94.33	View chart
Illinois Tool Common Stock (ITW)	0.4	$36M	+4%	158k	230.31	View chart
Morgan Stanley Com New (MS)	0.4	$36M		440k	81.67	View chart
Starbucks Corporation (SBUX)	0.4	$36M	+301%	392k	91.27	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.4	$36M	-26%	230k	155.38	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.4	$36M		157k	226.90	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.4	$35M	-18%	741k	47.59	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.4	$35M	+32%	397k	88.69	View chart
BlackRock (BLK)	0.4	$35M		54k	646.47	View chart
Paychex (PAYX)	0.4	$35M		301k	115.33	View chart
Costco Wholesale Common Stock (COST)	0.4	$35M	+16%	61k	564.96	View chart
Mondelez International Common Stock (MDLZ)	0.4	$34M	+8%	489k	69.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$33M		472k	70.76	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$33M	+43%	451k	73.63	View chart
Wal-Mart Stores (WMT)	0.4	$33M	+22%	204k	159.93	View chart
Procter & Gamble Common Stock (PG)	0.4	$32M	+10%	220k	145.86	View chart
Avery Dennison Corporation (AVY)	0.4	$32M		176k	182.67	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	0.3	$32M	+5%	534k	59.28	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.3	$31M	-24%	332k	93.91	View chart
Sector Technology MF Closed and MF Open (XLK)	0.3	$31M	-5%	190k	163.93	View chart
Tractor Supply Common Stock (TSCO)	0.3	$30M	+9%	150k	203.05	View chart
Unilever Spon Adr New (UL)	0.3	$30M	+6%	605k	49.40	View chart
Spdr Intermediate MF Closed and MF Open (SPTI)	0.3	$30M	-2%	1.1M	27.53	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.3	$30M		231k	128.74	View chart
Public Storage (PSA)	0.3	$30M	+4%	113k	263.52	View chart
Hershey Company (HSY)	0.3	$28M	+2%	142k	200.08	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.3	$28M	+13%	720k	39.21	View chart
Meta Platforms Common Stock (META)	0.3	$28M	+15%	92k	300.21	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$27M	-11%	592k	45.95	View chart
Ishares Ibonds MF Closed and MF Open (IBDR)	0.3	$27M	+19%	1.2M	23.34	View chart
Ishares Ibonds MF Closed and MF Open (IBDS)	0.3	$26M	+19%	1.1M	23.14	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.3	$26M	-30%	248k	104.92	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.3	$25M		108k	234.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$25M	+5%	179k	141.69	View chart
Ishares Ibonds MF Closed and MF Open (IBDW)	0.3	$25M	+38%	1.3M	19.39	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.3	$25M	+18%	141k	176.74	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$24M	+3%	121k	194.77	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.3	$23M	+4%	56k	414.90	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.3	$23M	+92%	337k	68.42	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.2	$23M	+13%	149k	151.82	View chart
Ishares Core MF Closed and MF Open (ISTB)	0.2	$22M	-2%	483k	46.38	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$22M	+5%	104k	214.18	View chart
Ishares Core MF Closed and MF Open (IJH)	0.2	$22M	+57%	89k	249.35	View chart
Spdr Gold Common Stock (GLD)	0.2	$22M	-6%	128k	171.45	View chart
McDonald's Corporation (MCD)	0.2	$22M	+11%	83k	263.44	View chart
Mastercard Common Stock (MA)	0.2	$22M	+5%	54k	395.91	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$21M	+3%	358k	59.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$21M	+6%	133k	159.49	View chart
Ishares Floating MF Closed and MF Open (FLOT)	0.2	$21M	+7%	414k	50.89	View chart
Vanguard International MF Closed and MF Open (VIGI)	0.2	$21M	+3%	289k	71.33	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$20M	+229%	397k	50.74	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$20M	+4%	192k	103.32	View chart
Sector Energy MF Closed and MF Open (XLE)	0.2	$19M	+8%	214k	90.39	View chart
Ishares Msci MF Closed and MF Open (IQLT)	0.2	$19M	+62%	568k	33.61	View chart
Accenture Common Stock (ACN)	0.2	$19M		62k	307.11	View chart
Global X MF Closed and MF Open (EMBD)	0.2	$19M	+709%	902k	20.78	View chart
Cisco Systems (CSCO)	0.2	$18M	+11%	341k	53.76	View chart
Coca-Cola Company (KO)	0.2	$18M	+8%	322k	55.98	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$18M		478k	37.39	View chart
United Parcel Common Stock (UPS)	0.2	$18M	-56%	114k	155.87	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$18M	+29%	682k	26.11	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.2	$18M	-10%	200k	88.80	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$18M	+6%	135k	130.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$17M	+4%	354k	48.10	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.2	$17M	+14%	246k	69.25	View chart
Lowes Companies Common Stock (LOW)	0.2	$17M	+8%	80k	207.84	View chart
Advanced Micro Common Stock (AMD)	0.2	$17M		161k	102.82	View chart
Ishares Ibonds MF Closed and MF Open (IBTF)	0.2	$17M	+20%	714k	23.08	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.2	$16M	+11%	272k	60.34	View chart
First Tr Exchange Traded Dow 30 Eql Wgt (EDOW)	0.2	$16M	+8%	565k	29.03	View chart
Ishares Ibonds MF Closed and MF Open (IBMN)	0.2	$16M	+23%	619k	26.08	View chart
Ishares Russell MF Closed and MF Open (IWY)	0.2	$16M	+27%	104k	153.83	View chart
Honeywell Intl Common Stock (HON)	0.2	$16M	-58%	86k	184.74	View chart
Nextera Energy Common Stock (NEE)	0.2	$16M	+3%	275k	57.29	View chart
Chubb (CB)	0.2	$16M	-62%	75k	208.18	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$15M	-5%	97k	159.61	View chart
Union Pacific Corporation (UNP)	0.2	$15M	+7%	75k	203.63	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.2	$15M	+36%	228k	65.37	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$15M	+15%	633k	23.35	View chart
Abbott Laboratories Common Stock (ABT)	0.2	$15M	-8%	152k	96.85	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$15M	-17%	252k	57.43	View chart
Lockheed Martin Common Stock (LMT)	0.2	$14M	-2%	35k	408.97	View chart
Pfizer (PFE)	0.2	$14M	+9%	434k	33.17	View chart
Bank America Common Stock (BAC)	0.2	$14M	+21%	514k	27.38	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$14M	+44%	238k	58.93	View chart
Ishares Ibonds MF Closed and MF Open (IBML)	0.2	$14M	+24%	544k	25.52	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$14M	+57%	277k	49.43	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.1	$14M	-8%	266k	51.01	View chart
Ishares Russ MF Closed and MF Open (IWS)	0.1	$14M	+14%	130k	104.34	View chart
Capital Group MF Closed and MF Open (CGGR)	0.1	$13M		549k	24.50	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$13M	+686%	92k	145.27	View chart
Adobe Systems Incorporated (ADBE)	0.1	$13M	+41%	26k	509.92	View chart
Ishares Ibonds MF Closed and MF Open (IBMM)	0.1	$13M	+18%	517k	25.69	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.1	$13M	+12%	144k	91.35	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.1	$13M	-6%	194k	67.63	View chart
Air Products & Chemicals (APD)	0.1	$13M	+18%	46k	283.40	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.1	$13M	+14%	38k	334.95	View chart
Marathon Petroleum Corp (MPC)	0.1	$13M		83k	151.34	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$12M		369k	33.57	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$12M	+20%	161k	75.84	View chart
Verizon Communications Common Stock (VZ)	0.1	$12M		377k	32.41	View chart
Ishares Short MF Closed and MF Open (SUB)	0.1	$12M	+2%	119k	102.86	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$12M	-4%	104k	115.01	View chart
Capital Group MF Closed and MF Open (CGGO)	0.1	$12M		519k	22.92	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	0.1	$12M	+5%	141k	84.23	View chart
ConocoPhillips (COP)	0.1	$12M		99k	119.80	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.1	$12M		275k	42.84	View chart
Amgen (AMGN)	0.1	$12M	-7%	44k	268.76	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$12M	+8%	198k	58.79	View chart
Spdr Bloomberg MF Closed and MF Open (BIL)	0.1	$12M	+6%	126k	91.82	View chart
Eaton Corp Common Stock (ETN)	0.1	$12M	+10%	54k	213.28	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$11M	-2%	711k	15.97	View chart
First Tr Exchange-traded Dorsey Wright (IFV)	0.1	$11M	-17%	640k	17.74	View chart
Texas Instruments Incorporated (TXN)	0.1	$11M	+3%	71k	159.01	View chart
Bristol Myers Common Stock (BMY)	0.1	$11M	-14%	195k	58.04	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$11M	-20%	360k	31.01	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.1	$11M	-5%	265k	41.26	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.1	$11M	-31%	217k	50.32	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$11M	+13%	216k	50.18	View chart
Ishares 0-5 MF Closed and MF Open (STIP)	0.1	$11M		112k	96.92	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$11M	NEW	310k	34.90	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$11M	-4%	219k	47.83	View chart
Ishares Ibonds MF Closed and MF Open (IBTG)	0.1	$10M	+24%	461k	22.47	View chart
Ishares 3-7yr MF Closed and MF Open (IEI)	0.1	$10M	+50%	92k	113.16	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$10M	+89%	116k	88.55	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$10M	+270%	245k	41.70	View chart
Franklin Intl MF Closed and MF Open (DIVI)	0.1	$10M	+15%	366k	27.91	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$10M	-8%	225k	45.43	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$10M	+14%	68k	147.41	View chart
Philip Morris Common Stock (PM)	0.1	$10M	-3%	108k	92.58	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$9.9M	-46%	447k	22.04	View chart
Duke Energy Common Stock (DUK)	0.1	$9.8M	+17%	111k	88.26	View chart
Phillips 66 (PSX)	0.1	$9.8M		82k	120.15	View chart
Linde SHS (LIN)	0.1	$9.8M	+9%	26k	372.35	View chart
salesforce (CRM)	0.1	$9.7M	+20%	48k	202.78	View chart
Spdr Index MF Closed and MF Open (QEFA)	0.1	$9.7M		145k	67.04	View chart
Cambria Etf MF Closed and MF Open (SYLD)	0.1	$9.6M	-2%	156k	61.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$9.6M	+59%	180k	53.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$9.6M	-2%	128k	75.17	View chart
Enbridge (ENB)	0.1	$9.5M		286k	33.22	View chart
Ishares 1-3yr MF Closed and MF Open (SHY)	0.1	$9.5M	-16%	117k	80.97	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.1	$9.3M	-3%	20k	473.65	View chart
First Trust MF Closed and MF Open (FNY)	0.1	$9.3M		154k	60.70	View chart
Rtx Corp Common Stock (RTX)	0.1	$9.3M	+6%	129k	71.97	View chart
Servicenow (NOW)	0.1	$9.2M		16k	558.99	View chart
Ishares Ibonds MF Closed and MF Open (IBMO)	0.1	$9.1M	+7%	367k	24.81	View chart
Netflix (NFLX)	0.1	$9.0M	+43%	24k	377.61	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJAN)	0.1	$8.9M	-3%	277k	32.24	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.1	$8.9M		447k	19.92	View chart
Ishares Ibonds MF Closed and MF Open (IBTH)	0.1	$8.8M	+30%	405k	21.85	View chart
Boeing Company (BA)	0.1	$8.8M	+5%	46k	191.68	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$8.7M	+21%	82k	107.14	View chart
Ishares Iboxx MF Closed and MF Open (LQD)	0.1	$8.7M	+122%	85k	102.02	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.1	$8.7M	+3%	92k	94.19	View chart
Ishares Select MF Closed and MF Open (DVY)	0.1	$8.6M		80k	107.64	View chart
Thermo Fisher Common Stock (TMO)	0.1	$8.6M	+8%	17k	506.18	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$8.6M	-23%	204k	42.05	View chart
Spdr Bloomberg MF Closed and MF Open (BILS)	0.1	$8.6M		86k	99.43	View chart
AFLAC Incorporated (AFL)	0.1	$8.5M	+5%	111k	76.75	View chart
American Express Common Stock (AXP)	0.1	$8.4M	+50%	56k	149.19	View chart
Qualcomm (QCOM)	0.1	$8.4M	+5%	75k	111.06	View chart
Spdr Bloomberg MF Closed and MF Open (FLRN)	0.1	$8.3M	+24%	269k	30.72	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.1	$8.2M		57k	143.33	View chart
Deere & Company (DE)	0.1	$8.2M		22k	377.39	View chart
Ishares Msci MF Closed and MF Open (ACWX)	0.1	$8.1M	+4%	173k	47.01	View chart
Spdr Nuveen MF Closed and MF Open (SHM)	0.1	$8.1M		175k	46.23	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.1	$8.1M	+28%	117k	68.81	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$8.0M	+13%	77k	103.99	View chart
Amplify Cwp MF Closed and MF Open (DIVO)	0.1	$8.0M	+2%	231k	34.73	View chart
Altria Group Common Stock (MO)	0.1	$8.0M	+15%	190k	42.05	View chart
Wells Fargo Common Stock (WFC)	0.1	$8.0M	+11%	195k	40.86	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$7.9M	+51%	131k	60.58	View chart
Ishares Tr Ibonds Dec 29 (IBMR)	0.1	$7.9M	NEW	359k	21.90	View chart
Walt Disney Company (DIS)	0.1	$7.8M	-3%	97k	81.05	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$7.8M	-2%	160k	48.63	View chart
Danaher Corp Common Stock (DHR)	0.1	$7.8M	+4%	31k	248.10	View chart
Ishares Expanded MF Closed and MF Open (IGV)	0.1	$7.7M	-9%	23k	341.26	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$7.7M	+2%	168k	45.74	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$7.6M	+6%	253k	30.15	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$7.6M	+39%	83k	91.24	View chart
Medtronic SHS (MDT)	0.1	$7.5M	+5%	96k	78.36	View chart
Nike CL B (NKE)	0.1	$7.5M	+36%	78k	95.62	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.1	$7.5M	-18%	108k	68.92	View chart
Spdr Portfolio MF Closed and MF Open (SPAB)	0.1	$7.5M	-8%	306k	24.34	View chart
Intuit (INTU)	0.1	$7.4M	+3%	15k	510.94	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.1	$7.4M	+16%	108k	68.44	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$7.4M	-13%	153k	48.50	View chart
Innovator Etfs Tr GRWT100 PWR BF (NJAN)	0.1	$7.4M		181k	40.58	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$7.3M	+24%	295k	24.89	View chart
International Business Machines (IBM)	0.1	$7.3M	+12%	52k	140.30	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.1	$7.1M	+79%	292k	24.49	View chart
Southern Company (SO)	0.1	$7.1M	+36%	110k	64.72	View chart
Invesco Dorsey MF Closed and MF Open (PDP)	0.1	$7.0M	+11%	91k	76.99	View chart
Global X MF Closed and MF Open (QYLD)	0.1	$7.0M	+4%	417k	16.77	View chart

Past Filings by NewEdge Advisors

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

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
GWM Advisors 2020 Q1 filed May 4, 2020
GWM Advisors 2019 Q4 filed Jan. 31, 2020

View all past filings

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