Goss Wealth Management
Latest statistics and disclosures from GWM Advisors's latest quarterly 13F-HR filing:
- Reduced shares in these 10 stocks: IVV (-$65M), BRKR (-$63M), MSFT (-$50M), AAPL (-$41M), VOO (-$36M), , , , HD (-$26M), .
- Sold out of its positions in AFL, BTAL, RFFC, RFDA, RFCI, RIGS, Alerian Mlp Etf, AMN, T, ARKK.
- GWM Advisors was a net seller of stock by $-2.1B.
- GWM Advisors has $2.6B in assets under management (AUM), growing by 23.26%.
Portfolio Holdings for GWM Advisors
Companies in the GWM Advisors portfolio as of the June 2020 quarterly 13F filing
Sorry, no holdings found in GWM Advisors 13F-HR filing.
Past Filings by GWM Advisors
SEC 13F filings are viewable for GWM Advisors going back to 2015
- GWM Advisors 2020 Q1 filed May 4, 2020
- GWM Advisors 2019 Q4 filed Jan. 31, 2020
- GWM Advisors 2019 Q3 filed Nov. 6, 2019
- GWM Advisors 2019 Q2 filed Aug. 5, 2019
- GWM Advisors 2019 Q1 amended filed May 14, 2019
- GWM Advisors 2019 Q1 filed May 9, 2019
- GWM Advisors 2018 Q4 filed Jan. 29, 2019
- GWM Advisors 2018 Q3 filed Oct. 29, 2018
- GWM Advisors 2018 Q2 filed July 19, 2018
- GWM Advisors 2018 Q1 filed May 11, 2018
- GWM Advisors 2017 Q4 filed Feb. 8, 2018
- GWM Advisors 2017 Q3 filed Nov. 13, 2017
- GWM Advisors 2017 Q2 amended filed Aug. 17, 2017
- GWM Advisors 2017 Q2 filed Aug. 16, 2017
- GWM Advisors 2017 Q1 filed May 10, 2017
- GWM Advisors 2016 Q4 filed Feb. 2, 2017