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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, SPY, NVDA, MSFT, and represent 11.80% of NewEdge Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY (+$296M), IVV (+$228M), VUG (+$175M), SPYM (+$145M), VO (+$84M), BRTR (+$80M), IWF (+$80M), FELC (+$76M), Principal Glbl Sc S&p 600 fs (+$69M), AVEM (+$60M).
Started 335 new stock positions in AISP, Blackstone Digital Infrastructure Trust, FNGR, QMCO, CLSE, Nakamoto, VSHY, Pershing Square Ord, SLJY, RRX.
Reduced shares in these 10 stocks: AMD (-$108M), QUAL (-$106M), EFV (-$93M), Honeywell International (-$86M), THRO (-$54M), WFC (-$49M), ABBV (-$49M), DHR (-$41M), IEMG (-$39M), COR (-$32M).
Sold out of its positions in ACVA, PRNT, ATS, Aberdeen Global Income Fund, PPLT, ACU, ACET, AIM, Air Lease Corp, AENT.
NewEdge Advisors was a net buyer of stock by $2.9B.
NewEdge Advisors has $34B in assets under management (AUM), dropping by 21.28%.
Central Index Key (CIK): 0001633516

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Portfolio Holdings for NewEdge Advisors

NewEdge Advisors holds 4198 positions in its portfolio as reported in the June 2026 quarterly 13F filing

NewEdge Advisors has 4198 total positions. Only the first 250 positions are shown.

Sign up to view all of the NewEdge Advisors June 30, 2026 positions
Download the NewEdge Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.0	$1.0B	+3%	3.5M	289.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$887M	+34%	1.2M	748.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.2	$750M	+65%	1.0M	746.77	View chart
NVIDIA Corporation (NVDA)	2.1	$697M		3.5M	200.09	View chart
Microsoft Corporation (MSFT)	1.8	$620M	+5%	1.7M	373.02	View chart
Amazon (AMZN)	1.5	$517M	+3%	2.2M	238.34	View chart
JPMorgan Chase & Co. (JPM)	1.4	$476M		1.5M	327.33	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$470M	+13%	685k	686.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$467M		1.3M	357.37	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.2	$387M	+59%	4.4M	87.88	View chart
Broadcom (AVGO)	1.1	$355M		940k	377.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$334M		668k	500.39	View chart
Wal-Mart Stores (WMT)	1.0	$324M		2.9M	113.26	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.9	$297M		4.4M	68.01	View chart
Cisco Systems (CSCO)	0.9	$294M		2.5M	117.46	View chart
Advanced Micro Devices (AMD)	0.9	$294M	-26%	506k	580.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$272M	+7%	769k	353.33	View chart
Visa Com Cl A (V)	0.8	$261M		761k	343.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$253M		1.8M	137.53	View chart
Micron Technology (MU)	0.7	$248M	+14%	215k	1154.30	View chart
Principal Glbl Sc S&p 600 fs	0.7	$247M	+39%	1.5M	164.74	View chart
Meta Platforms Cl A (META)	0.7	$238M	+3%	422k	563.29	View chart
Eli Lilly & Co. (LLY)	0.7	$234M	+5%	195k	1199.43	View chart
Johnson & Johnson (JNJ)	0.7	$233M	+3%	918k	253.97	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$228M	-8%	1.0M	217.93	View chart
Caterpillar (CAT)	0.7	$226M		212k	1064.90	View chart
Exxon Mobil Corporation (XOM)	0.7	$222M	+2%	1.6M	136.72	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$210M	+503%	2.4M	86.14	View chart
Dell Technologies CL C (DELL)	0.6	$207M	+5%	481k	431.46	View chart
Chevron Corporation (CVX)	0.6	$207M	+3%	1.2M	165.76	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$190M	+33%	4.1M	46.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$184M	-5%	809k	227.06	View chart
Tesla Motors (TSLA)	0.5	$172M	+4%	410k	420.60	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$171M	+14%	6.4M	26.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$168M	+2%	2.4M	71.25	View chart
Home Depot (HD)	0.5	$167M		472k	352.68	View chart
Palo Alto Networks (PANW)	0.5	$159M	-5%	467k	341.02	View chart
TJX Companies (TJX)	0.5	$159M	+2%	1.0M	151.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$156M	+10%	421k	370.04	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.5	$156M	+96%	3.7M	41.91	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.5	$155M	-10%	2.9M	52.72	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$146M	-21%	1.8M	82.84	View chart
Costco Wholesale Corporation (COST)	0.4	$146M		156k	935.46	View chart
Phillips 66 (PSX)	0.4	$139M		823k	169.05	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$136M	+10%	1.5M	92.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$135M	+2%	1.4M	96.58	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$135M	+63%	1.1M	124.42	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$120M	+3%	1.5M	81.06	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$116M		244k	477.57	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.3	$113M	-32%	2.6M	43.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$112M	+16%	528k	212.77	View chart
Applied Materials (AMAT)	0.3	$112M	+2%	155k	723.00	View chart
Abbvie (ABBV)	0.3	$111M	-30%	439k	251.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$110M	+331%	1.4M	80.57	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$109M	-20%	318k	342.83	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.3	$109M		3.0M	36.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$105M	+315%	845k	124.17	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$103M	+2%	279k	368.38	View chart
Southern Company (SO)	0.3	$102M	+2%	1.1M	95.71	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.3	$102M		2.3M	44.36	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$102M	+56%	2.0M	49.55	View chart
Bank of America Corporation (BAC)	0.3	$101M	+92%	1.8M	56.98	View chart
Analog Devices (ADI)	0.3	$100M	+2%	251k	397.17	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$99M	+39%	327k	302.97	View chart
Prologis (PLD)	0.3	$96M	+5%	706k	135.47	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$95M	-49%	1.2M	76.55	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$93M		931k	100.35	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$93M	+20%	984k	94.52	View chart
Philip Morris International (PM)	0.3	$91M	+3%	504k	180.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$90M	+2%	603k	148.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$89M	+5%	902k	98.98	View chart
SYNNEX Corporation (SNX)	0.3	$89M	-4%	332k	267.34	View chart
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)	0.3	$85M	+1505%	1.7M	50.33	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.3	$84M	+50%	1.3M	64.01	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$84M	+30%	3.7M	22.78	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$84M	+249%	871k	96.49	View chart
Lam Research Corp Com New (LRCX)	0.2	$84M	+21%	193k	433.33	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$83M	+146%	530k	156.95	View chart
Ge Vernova (GEV)	0.2	$82M		70k	1174.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$78M	+3%	331k	236.62	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$78M	+34%	776k	100.81	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.2	$76M	+6%	1.6M	47.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$75M	+3%	1.0M	73.41	View chart
Boeing Company (BA)	0.2	$74M	+2%	340k	216.47	View chart
Bank of New York Mellon Corporation (BNY)	0.2	$73M		503k	144.61	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.2	$73M	+2%	1.7M	42.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$72M		1.2M	59.69	View chart
Cummins (CMI)	0.2	$72M	+5%	101k	713.21	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$72M	+2%	954k	75.79	View chart
Blackrock (BLK)	0.2	$71M	+2%	74k	961.55	View chart
Sandisk Corp (SNDK)	0.2	$69M	+66%	30k	2273.75	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$68M	+14%	707k	96.46	View chart
Western Digital (WDC)	0.2	$68M	+6%	106k	638.72	View chart
Eaton Corp SHS (ETN)	0.2	$68M	+10%	159k	426.12	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$67M	+12%	219k	303.12	View chart
Kimberly-Clark Corporation (KMB)	0.2	$65M	+3%	596k	109.77	View chart
Genuine Parts Company (GPC)	0.2	$64M		546k	117.98	View chart
Palantir Technologies Cl A (PLTR)	0.2	$64M	+18%	549k	116.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$64M	+9%	1.3M	50.57	View chart
Smucker J M Com New (SJM)	0.2	$64M	+4%	564k	112.50	View chart
Goldman Sachs (GS)	0.2	$63M	+8%	63k	1011.37	View chart
Emerson Electric (EMR)	0.2	$63M	+3%	438k	143.15	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.2	$62M	-11%	1.3M	49.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$62M	+40%	1.1M	56.48	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$62M	+39%	2.7M	22.89	View chart
Entergy Corporation (ETR)	0.2	$61M	+9%	532k	114.86	View chart
Oracle Corporation (ORCL)	0.2	$60M	+7%	410k	146.55	View chart
Mastercard Incorporated Cl A (MA)	0.2	$60M		116k	513.60	View chart
Hartford Financial Services (HIG)	0.2	$59M	+9%	447k	132.52	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.2	$59M	NEW	2.1M	28.05	View chart
Quanta Svcs	0.2	$59M	+15%	265k	222.80	View chart
Merck & Co (MRK)	0.2	$59M	+10%	456k	128.50	View chart
Morgan Stanley Com New (MS)	0.2	$58M	+13%	278k	209.04	View chart
Kla Corp Com New (KLAC)	0.2	$58M	+871%	193k	301.71	View chart
Ge Aerospace Com New (GE)	0.2	$58M	+2%	155k	373.73	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$58M	+8%	1.4M	41.25	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$57M	+34%	301k	190.52	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$57M	+4%	757k	75.51	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$56M	+33%	440k	127.81	View chart
Gilead Sciences (GILD)	0.2	$56M	+12%	442k	126.34	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$56M	+13%	1.1M	50.37	View chart
International Business Machines (IBM)	0.2	$56M		198k	281.21	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$55M	-66%	249k	219.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$54M		342k	158.03	View chart
Welltower Inc Com reit (WELL)	0.2	$54M	+12%	238k	226.97	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.2	$54M		73k	736.39	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.2	$53M	+5%	1.2M	44.48	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$53M	+5%	2.7M	19.57	View chart
Cencora	0.2	$53M		1.0M	51.33	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$52M	+2%	128k	409.50	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$52M	+28%	1.2M	43.14	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$51M	-4%	533k	95.62	View chart
NiSource (NI)	0.2	$51M	+15%	1.1M	47.55	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$50M	-4%	173k	290.62	View chart
GSK Sponsored Adr (GSK)	0.1	$50M	+842%	954k	52.42	View chart
3M Company (MMM)	0.1	$49M	+2%	304k	161.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$49M	+7%	967k	50.58	View chart
Coca-Cola Company (KO)	0.1	$49M	+11%	602k	81.27	View chart
At&t (T)	0.1	$49M	+10%	2.4M	20.70	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$49M	+6%	425k	114.88	View chart
Union Pacific Corporation (UNP)	0.1	$48M	+12%	177k	272.00	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$48M	+64%	471k	102.16	View chart
Linde SHS (LIN)	0.1	$48M	+5%	92k	518.94	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$47M	+25%	1.1M	43.61	View chart
Procter & Gamble Company (PG)	0.1	$47M	-14%	319k	146.64	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$46M	+883%	387k	119.52	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$46M	+710%	748k	61.76	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$46M	+24%	1.5M	31.78	View chart
Wells Fargo & Company (WFC)	0.1	$46M	-51%	555k	82.64	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$46M	+3%	70k	655.89	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$46M	-8%	384k	118.99	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$46M	+17%	2.0M	22.37	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$46M	+30%	879k	51.78	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$46M		180k	252.23	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$45M	+3%	147k	306.30	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$45M	+5%	85k	522.39	View chart
Netflix (NFLX)	0.1	$44M	+11%	622k	71.40	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$44M	+19%	533k	82.65	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$44M	+3%	2.3M	19.29	View chart
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD)	0.1	$43M	+7474%	523k	82.40	View chart
Honeywell International (HON)	0.1	$43M	NEW	192k	223.90	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$43M	+7%	128k	334.82	View chart
McDonald's Corporation (MCD)	0.1	$43M	-39%	159k	270.31	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$43M		1.7M	25.52	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$42M	-9%	839k	50.35	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$42M	-22%	804k	52.34	View chart
Honeywell Aerospace (HONA)	0.1	$42M	NEW	190k	221.07	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$42M		553k	75.88	View chart
Global X Fds X Emerging Mkt (EMBD)	0.1	$41M	-2%	1.7M	23.95	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$41M	+9%	365k	112.88	View chart
Hasbro (HAS)	0.1	$41M	+621%	494k	82.59	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$41M	+10%	841k	48.43	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$40M	+40%	676k	59.71	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$40M	+29%	1.5M	26.18	View chart
UnitedHealth (UNH)	0.1	$39M	+13%	95k	415.63	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$39M	+9%	238k	164.27	View chart
Nextera Energy (NEE)	0.1	$39M		444k	87.77	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$39M	+14%	633k	61.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$38M	+2%	158k	242.99	View chart
American Express Company (AXP)	0.1	$38M	+5%	112k	338.25	View chart
Citigroup Com New (C)	0.1	$38M	+8%	271k	139.96	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$38M	-3%	192k	197.60	View chart
Verizon Communications (VZ)	0.1	$38M	+12%	890k	42.34	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$37M	+12%	876k	42.72	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$37M		1.4M	26.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$37M	+4%	479k	77.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$37M	+11%	474k	77.91	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$37M		100k	365.70	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$36M	+38%	683k	53.11	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$36M	+3%	383k	94.57	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$36M	+85%	420k	85.49	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$36M	+2%	301k	118.05	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.1	$35M	+36%	651k	53.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.1	$35M	+6%	885k	39.27	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$35M	-32%	686k	50.60	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$34M	+8%	566k	60.79	View chart
Nasdaq Omx (NDAQ)	0.1	$34M	+730%	436k	78.82	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$34M		366k	93.38	View chart
Ab Active Etfs Shor Du Yiel Etf (SYFI)	0.1	$34M	+2%	957k	35.72	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$34M	+22%	255k	133.25	View chart
Chubb (CB)	0.1	$34M	+3%	100k	340.74	View chart
Texas Instruments Incorporated (TXN)	0.1	$34M	+23%	114k	298.07	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$34M	+12%	958k	35.24	View chart
Amgen (AMGN)	0.1	$34M	-3%	93k	362.12	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$33M	+414%	913k	36.60	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.1	$33M	-3%	117k	284.95	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$33M	+9%	656k	50.39	View chart
Doubleline Etf Trust Oppo Core Bd Etf (DBND)	0.1	$33M	+5%	725k	45.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$33M	+12%	1.0M	31.71	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$33M	+3%	17k	1989.45	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$33M	+3%	326k	100.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$33M	+3%	109k	300.45	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$33M		525k	62.20	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$33M	+12%	628k	51.85	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$32M	+42%	200k	161.54	View chart
Intel Corporation (INTC)	0.1	$32M	-4%	230k	139.63	View chart
Corning Incorporated (GLW)	0.1	$32M	+13%	125k	255.43	View chart
Williams Companies (WMB)	0.1	$32M		424k	74.34	View chart
Pepsi (PEP)	0.1	$31M		232k	135.40	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$31M	+16%	595k	52.60	View chart
Marvell Technology (MRVL)	0.1	$31M	+29%	105k	297.89	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$31M	-2%	431k	72.28	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$31M	+8%	282k	110.32	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$31M		192k	158.66	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.1	$31M	+52%	1.1M	27.65	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$30M	+14%	1.1M	27.70	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$30M	-34%	599k	50.66	View chart
United Parcel Svcs CL B (UPS)	0.1	$30M	+18%	282k	107.50	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$30M	-48%	660k	45.49	View chart
Capital Group New Geography SHS (CGNG)	0.1	$30M	+10%	796k	37.46	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$30M	-29%	325k	91.64	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$29M	+67%	88k	334.69	View chart
Arista Networks Com Shs (ANET)	0.1	$29M	+38%	173k	169.88	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$29M	+6%	85k	343.91	View chart
Duke Energy Corp Com New (DUK)	0.1	$29M	+3%	231k	126.58	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$29M	+2%	280k	103.96	View chart
Altria (MO)	0.1	$29M	+21%	402k	71.95	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$29M	+42%	117k	246.21	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$28M	+33%	29k	965.00	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$28M	-4%	117k	242.43	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$28M		585k	48.18	View chart
Deere & Company (DE)	0.1	$28M	+11%	44k	634.33	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$28M	+2%	1.1M	24.23	View chart
Qualcomm (QCOM)	0.1	$28M	-6%	149k	184.79	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.1	$27M	+10%	824k	32.97	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$27M	+129%	696k	38.23	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$27M	+6%	1.2M	21.80	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$27M	+98%	156k	170.14	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$26M	+12%	246k	107.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$26M	+6%	211k	124.76	View chart

Past Filings by NewEdge Advisors

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

NewEdge Advisors 2026 Q2 filed Aug. 12, 2026
NewEdge Advisors 2026 Q1 restated filed June 3, 2026
NewEdge Advisors 2026 Q1 filed May 18, 2026
NewEdge Advisors 2025 Q4 filed Feb. 18, 2026
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

View all past filings

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