Goss Wealth Management

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

Tip: Access up to 7 years of quarterly data

Positions held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for NewEdge Advisors

NewEdge Advisors holds 3422 positions in its portfolio as reported in the March 2023 quarterly 13F filing

NewEdge Advisors has 3422 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 3.4 $270M +3% 1.6M 165.07
 View chart
Ishares Tr Core S&p500 Etf (IVV) 2.6 $207M -3% 505k 410.57
 View chart
Microsoft Corporation (MSFT) 2.3 $187M +5% 645k 290.22
 View chart
SPDR S&P MF Closed and MF Open (SPY) 1.7 $138M +19% 348k 396.65
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $127M -3% 338k 374.53
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $74M +11% 230k 319.92
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.9 $73M 1.5M 49.98
 View chart
Vanguard Index Fds Value Etf (VTV) 0.9 $73M -7% 527k 137.68
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $72M -4% 722k 99.83
 View chart
Amazon Common Stock (AMZN) 0.9 $71M +5% 686k 103.41
 View chart
Home Depot (HD) 0.8 $67M +4% 227k 294.59
 View chart
Chevron Corporation (CVX) 0.8 $61M 377k 162.55
 View chart
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.7 $59M 2.4M 24.59
 View chart
Ishares Tr Ibonds Dec23 Etf (IBDO) 0.7 $58M -7% 2.3M 25.19
 View chart

Setup an alert

Goss Wealth Management will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Merck & Company Common Stock (MRK) 0.7 $58M 535k 107.39
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.7 $57M -8% 230k 249.22
 View chart
Ishares Msci MF Closed and MF Open (QUAL) 0.7 $55M +456% 440k 124.04
 View chart
Pepsi (PEP) 0.7 $54M +104% 297k 183.47
 View chart
NVIDIA Corporation (NVDA) 0.7 $53M -2% 193k 277.41
 View chart
United Parcel Service CL B (UPS) 0.7 $52M +7% 269k 193.53
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $50M 1.1M 45.24
 View chart
Ishares Ibonds MF Closed and MF Open (IBTE) 0.6 $49M +9% 2.1M 24.01
 View chart
Unitedhealth Group Common Stock (UNH) 0.6 $49M -35% 103k 475.09
 View chart
Accenture Common Stock (ACN) 0.6 $48M +5% 169k 285.46
 View chart
Analog Devices Common Stock (ADI) 0.6 $47M 240k 197.22
 View chart
Jpmorgan Chase Common Stock (JPM) 0.6 $47M +9% 358k 130.67
 View chart
Ishares Core MF Closed and MF Open (IUSB) 0.6 $47M +25% 1.0M 46.15
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.6 $47M +4% 697k 66.89
 View chart
Ishares Ibonds MF Closed and MF Open (IBTD) 0.6 $45M -6% 1.8M 24.81
 View chart
Oracle Corp Common Stock (ORCL) 0.6 $45M 484k 93.03
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $45M +45% 477k 93.75
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $45M +9% 290k 153.99
 View chart
Bristol Myers Squibb (BMY) 0.6 $45M +6% 643k 69.14
 View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.6 $44M +86% 1.8M 24.53
 View chart
Abbott Laboratories Common Stock (ABT) 0.5 $44M +2% 433k 101.69
 View chart
Amerisourcebergen Corp Common Stock (ABC) 0.5 $44M 272k 160.15
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $43M -4% 204k 210.34
 View chart
Ishares Esg MF Closed and MF Open (ESGU) 0.5 $43M -48% 471k 90.43
 View chart
Ishares Core MF Closed and MF Open (IEMG) 0.5 $42M +235% 857k 48.75
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $42M +4% 204k 204.01
 View chart
Alphabet Common Stock (GOOG) 0.5 $41M +2% 394k 104.07
 View chart
Berkshire Hathaway Common Stock (BRK.B) 0.5 $41M +3% 130k 310.44
 View chart
Morgan Stanley Com New (MS) 0.5 $40M -2% 451k 87.75
 View chart
Arthur J. Gallagher & Co. (AJG) 0.5 $40M -3% 206k 191.46
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $39M +2% 161k 244.24
 View chart
Chubb Common Stock (CB) 0.5 $39M +9% 201k 194.19
 View chart
Automatic Data Common Stock (ADP) 0.5 $39M +4% 174k 222.45
 View chart
Exxon Mobil Common Stock (XOM) 0.5 $38M -6% 348k 109.06
 View chart
Hershey Company (HSY) 0.5 $37M +5% 147k 254.72
 View chart
Johnson & Johnson (JNJ) 0.5 $37M +3% 238k 156.15
 View chart
Honeywell International (HON) 0.5 $37M +317% 194k 191.38
 View chart
Ishares Msci MF Closed and MF Open (USMV) 0.5 $37M +22% 508k 72.74
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.5 $37M -12% 759k 48.54
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $37M -19% 387k 94.70
 View chart
Paychex (PAYX) 0.4 $35M +2% 306k 114.59
 View chart
Blackrock Common Stock (BLK) 0.4 $35M +285% 52k 668.82
 View chart
Visa Common Stock (V) 0.4 $35M +5% 153k 225.48
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $34M +250% 429k 80.22
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $34M +7% 469k 73.02
 View chart
Novartis Common Stock (NVS) 0.4 $34M +867% 368k 92.09
 View chart
Alphabet Common Stock (GOOGL) 0.4 $33M +9% 320k 103.94
 View chart
Tesla Common Stock (TSLA) 0.4 $33M +2% 177k 187.87
 View chart
Public Storage Common Stock (PSA) 0.4 $33M +13% 109k 302.14
 View chart
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.4 $33M -14% 1.1M 29.26
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.4 $32M +3% 158k 204.49
 View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.4 $32M 725k 44.58
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.4 $32M 172k 187.62
 View chart
Dover Corporation (DOV) 0.4 $32M +7% 211k 151.94
 View chart
Avery Dennison Corp Common Stock (AVY) 0.4 $31M +2% 176k 178.93
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.4 $31M +33% 338k 92.74
 View chart
Tractor Supply Company (TSCO) 0.4 $31M +977% 130k 235.04
 View chart
Consolidated Edison (ED) 0.4 $30M +2769% 317k 95.70
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $28M -3% 514k 54.97
 View chart
Procter & Gamble Company (PG) 0.3 $28M 186k 150.47
 View chart
First Trust MF Closed and MF Open (FTSM) 0.3 $27M -32% 460k 59.53
 View chart
Invesco S&p MF Closed and MF Open (RSP) 0.3 $27M +15% 189k 144.54
 View chart
Select Sector Spdr Tr Technology (XLK) 0.3 $27M +22% 175k 150.93
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.3 $26M -3% 117k 224.91
 View chart
Spdr Ssga MF Closed and MF Open (ULST) 0.3 $26M +881% 641k 40.25
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $26M +179% 1.0M 25.48
 View chart
Broadcom Common Stock (AVGO) 0.3 $26M +10% 40k 638.06
 View chart
Costco Wholesale Corporation (COST) 0.3 $25M +6% 51k 495.78
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $25M +41% 517k 48.15
 View chart
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $25M -16% 516k 47.38
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $24M +11% 182k 129.73
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $23M -3% 580k 40.38
 View chart
Eli Lilly & Co. (LLY) 0.3 $23M -4% 66k 355.26
 View chart
Wal-Mart Stores (WMT) 0.3 $23M 156k 147.86
 View chart
McDonald's Corporation (MCD) 0.3 $22M -3% 79k 282.06
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $21M 109k 194.71
 View chart
Vanguard International MF Closed and MF Open (VIGI) 0.3 $21M -3% 285k 73.68
 View chart
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $21M +9% 288k 72.92
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $21M -7% 54k 385.03
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $20M -14% 134k 151.94
 View chart
Ishares Tr Mbs Etf (MBB) 0.3 $20M +20% 212k 94.76
 View chart
Spdr Gold Common Stock (GLD) 0.2 $20M +26% 108k 184.43
 View chart
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $20M +513% 830k 23.82
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $20M 187k 105.27
 View chart
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $20M +620% 829k 23.73
 View chart
Abbvie Common Stock (ABBV) 0.2 $20M 125k 156.84
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $19M -2% 90k 216.25
 View chart
Ishares U S MF Closed and MF Open (GOVT) 0.2 $19M -5% 826k 23.40
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $19M -2% 279k 68.89
 View chart
Wisdomtree Floating MF Closed and MF Open (USFR) 0.2 $19M +44% 381k 50.27
 View chart
Mastercard Common Stock (MA) 0.2 $19M +6% 52k 365.27
 View chart
Nextera Energy Common Stock (NEE) 0.2 $19M +3% 249k 76.75
 View chart
Lockheed Martin Corporation (LMT) 0.2 $19M -9% 39k 469.61
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.2 $19M 104k 177.47
 View chart
Coca-Cola Company (KO) 0.2 $18M +7% 290k 62.16
 View chart
Select Sector Spdr Tr Energy (XLE) 0.2 $18M -8% 216k 82.08
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $18M 111k 158.55
 View chart
Pfizer (PFE) 0.2 $18M +6% 438k 40.03
 View chart
First Trust MF Closed and MF Open (FXZ) 0.2 $17M +23% 262k 65.22
 View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $17M -17% 356k 47.87
 View chart
Union Pacific Corporation (UNP) 0.2 $17M -5% 83k 200.28
 View chart
Spdr Bloomberg MF Closed and MF Open (BIL) 0.2 $16M -26% 171k 91.80
 View chart
First Trust MF Closed and MF Open (FXR) 0.2 $16M -22% 281k 55.55
 View chart
Verizon Communications Common Stock (VZ) 0.2 $16M +14% 402k 38.70
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $15M -4% 114k 133.94
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $15M -23% 146k 104.67
 View chart
Cisco Systems Common Stock (CSCO) 0.2 $15M +8% 297k 50.81
 View chart
Ishares Ibonds MF Closed and MF Open (IBMM) 0.2 $15M 581k 25.87
 View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.2 $15M +182% 324k 44.87
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $15M -14% 58k 247.33
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $14M -3% 175k 82.29
 View chart
First Trust MF Closed and MF Open (FTXG) 0.2 $14M +22% 525k 26.88
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $14M -2% 114k 123.31
 View chart
Ishares Ibonds MF Closed and MF Open (IBMN) 0.2 $14M +5% 527k 26.61
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $14M -4% 131k 106.20
 View chart
Meta Platforms Common Stock (META) 0.2 $14M -7% 64k 215.68
 View chart
Comcast Corp Common Stock (CMCSA) 0.2 $14M +22% 363k 38.10
 View chart
Lowe's Companies (LOW) 0.2 $14M +6% 69k 200.22
 View chart
First Tr Morningstar Divid L SHS (FDL) 0.2 $14M +73% 386k 35.47
 View chart
First Tr Exchange Traded Dow 30 Eql Wgt (EDOW) 0.2 $14M +2% 457k 29.56
 View chart
Caterpillar (CAT) 0.2 $13M +2% 60k 224.47
 View chart
Dimensional Intl MF Closed and MF Open (DFAI) 0.2 $13M +38% 494k 26.95
 View chart
First Tr Value Line Divid In SHS (FVD) 0.2 $13M -9% 329k 40.15
 View chart
First Trust MF Closed and MF Open (IFV) 0.2 $13M +58% 758k 17.24
 View chart
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $13M -39% 94k 138.91
 View chart
Bank America Common Stock (BAC) 0.2 $13M -16% 459k 28.27
 View chart
First Trust MF Closed and MF Open (FXD) 0.2 $13M +1419% 248k 51.93
 View chart
Texas Instruments Incorporated (TXN) 0.2 $13M -4% 69k 184.91
 View chart
Spdr Portfolio MF Closed and MF Open (SPEM) 0.2 $13M +241% 369k 34.08
 View chart
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.2 $12M +4% 190k 65.10
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $12M -8% 133k 91.05
 View chart
Principal Us MF Closed and MF Open (USMC) 0.2 $12M -2% 302k 39.81
 View chart
Air Products Common Stock (APD) 0.1 $12M +9% 41k 287.33
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $12M +97% 366k 32.12
 View chart
Capital Group MF Closed and MF Open (CGGO) 0.1 $12M +3% 509k 23.06
 View chart
Spdr Portfolio MF Closed and MF Open (SPYV) 0.1 $12M -12% 287k 40.72
 View chart
Marathon Petroleum Corp (MPC) 0.1 $12M +14% 87k 133.28
 View chart
Capital Group MF Closed and MF Open (CGGR) 0.1 $12M +15% 516k 22.46
 View chart
First Trust MF Closed and MF Open (FTXL) 0.1 $12M +64760% 178k 64.81
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $12M +15% 109k 106.16
 View chart
Raytheon Technologies Common Stock (RTX) 0.1 $12M 118k 97.70
 View chart
Advanced Micro Common Stock (AMD) 0.1 $12M +9% 120k 95.81
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $12M -6% 116k 99.17
 View chart
First Tr Exchange Traded Consumr Staple (FXG) 0.1 $11M +7% 183k 62.07
 View chart
Global X MF Closed and MF Open (EMBD) 0.1 $11M NEW 518k 21.82
 View chart
Ishares Ibonds MF Closed and MF Open (IBML) 0.1 $11M -38% 441k 25.43
 View chart
Enbridge Common Stock (ENB) 0.1 $11M +2% 292k 38.23
 View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $11M -4% 265k 41.97
 View chart
Vanguard Total MF Closed and MF Open (BNDX) 0.1 $11M +5% 224k 48.94
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $11M +101% 216k 50.66
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $11M -9% 137k 76.58
 View chart
Amgen Common Stock (AMGN) 0.1 $10M -4% 43k 240.35
 View chart
Ishares Tr Select Divid Etf (DVY) 0.1 $10M +21% 89k 116.48
 View chart
Ishares Ibonds MF Closed and MF Open (IBTF) 0.1 $10M +15% 439k 23.53
 View chart
Spdr Dow MF Closed and MF Open (DIA) 0.1 $10M +49% 31k 332.49
 View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.1 $10M -9% 145k 70.77
 View chart
Boeing Company Common Stock (BA) 0.1 $10M +15% 49k 209.14
 View chart
Jpmorgan MF Closed and MF Open (JPST) 0.1 $10M 202k 50.32
 View chart
Walt Disney Company (DIS) 0.1 $10M +9% 102k 99.60
 View chart
Pacer Developed MF Closed and MF Open (ICOW) 0.1 $10M +30% 342k 29.61
 View chart
Ishares Ibonds MF Closed and MF Open (IBMO) 0.1 $10M -6% 393k 25.53
 View chart
Philip Morris International (PM) 0.1 $10M -3% 104k 96.70
 View chart
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.1 $10M +219% 393k 25.37
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $9.9M -45% 119k 82.96
 View chart
Ishares Msci Emerg Mrkt (EEMV) 0.1 $9.7M -64% 178k 54.57
 View chart
Target Corp Common Stock (TGT) 0.1 $9.6M -11% 59k 163.41
 View chart
Starbucks Corporation (SBUX) 0.1 $9.5M +13% 91k 104.22
 View chart
Thermo Fisher Scientific (TMO) 0.1 $9.5M -2% 17k 572.88
 View chart
Deere & Company (DE) 0.1 $9.4M 23k 409.20
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $9.2M 114k 81.22
 View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $9.2M +7% 205k 45.06
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $9.2M -2% 136k 67.96
 View chart
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $9.1M -21% 21k 440.74
 View chart
Goldman Sachs (GS) 0.1 $9.0M +9% 28k 326.72
 View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.1 $9.0M 449k 19.96
 View chart
Ishares Conv MF Closed and MF Open (ICVT) 0.1 $8.9M +282% 123k 72.62
 View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt 0.1 $8.9M NEW 288k 30.97
 View chart
Duke Energy Common Stock (DUK) 0.1 $8.7M +9% 90k 96.63
 View chart
Ishares Ibonds MF Closed and MF Open (IBTG) 0.1 $8.7M +19% 378k 23.08
 View chart
American Tower Common Stock (AMT) 0.1 $8.7M -5% 43k 203.25
 View chart
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $8.6M +377% 358k 24.07
 View chart
Linde Common Stock 0.1 $8.6M NEW 24k 356.16
 View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $8.6M 181k 47.55
 View chart
General Dynamics Corporation (GD) 0.1 $8.6M +6% 38k 225.87
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $8.6M -22% 135k 63.73
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.1 $8.5M +38% 118k 71.92
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $8.5M -4% 94k 90.44
 View chart
Illinois Tool Works (ITW) 0.1 $8.4M +8% 35k 242.31
 View chart
CVS Caremark Corporation (CVS) 0.1 $8.4M -72% 114k 73.56
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $8.3M +226% 84k 99.53
 View chart
Ishares Core MF Closed and MF Open (HDV) 0.1 $8.3M -4% 82k 100.99
 View chart
First Tr Exchng Traded Fd Vi Vest Us Eqt Dep (DOCT) 0.1 $8.2M +65% 249k 32.83
 View chart
Waste Management Common Stock (WM) 0.1 $8.1M -77% 50k 163.92
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.1 $8.1M -42% 73k 110.21
 View chart
Qualcomm (QCOM) 0.1 $8.1M +8% 64k 126.32
 View chart
Eaton Corp SHS (ETN) 0.1 $8.1M +8% 47k 171.03
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $8.0M +10% 177k 45.46
 View chart
Ishares Msci MF Closed and MF Open (ACWX) 0.1 $8.0M +23% 165k 48.77
 View chart
Spdr Bloomberg MF Closed and MF Open (BILS) 0.1 $8.0M -13% 80k 99.61
 View chart
Archer Daniels Common Stock (ADM) 0.1 $7.9M -77% 100k 79.49
 View chart
Amplify Blackswan MF Closed and MF Open (SWAN) 0.1 $7.9M +38% 311k 25.55
 View chart
Conocophillips Common Stock (COP) 0.1 $7.8M 79k 99.05
 View chart
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $7.8M +22% 68k 114.53
 View chart
Medtronic SHS (MDT) 0.1 $7.8M +6% 95k 82.10
 View chart
Danaher Corporation (DHR) 0.1 $7.7M -6% 31k 251.33
 View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf 0.1 $7.7M NEW 481k 15.96
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $7.6M -13% 55k 139.08
 View chart
Phillips 66 (PSX) 0.1 $7.6M +6% 75k 100.88
 View chart
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $7.5M -30% 149k 50.59
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $7.5M 102k 73.84
 View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.1 $7.5M +33% 212k 35.36
 View chart
At&t (T) 0.1 $7.3M +13% 392k 18.64
 View chart
Altria Group Common Stock (MO) 0.1 $7.3M +2% 161k 45.00
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $7.2M +65% 235k 30.87
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $7.1M -13% 52k 136.55
 View chart
General Mills (GIS) 0.1 $7.0M -82% 82k 85.82
 View chart
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.1 $7.0M NEW 184k 38.02
 View chart
Ishares Tr Expanded Tech (IGV) 0.1 $6.9M +105% 23k 304.70
 View chart
Blackrock Short MF Closed and MF Open (NEAR) 0.1 $6.9M +49% 139k 49.60
 View chart
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $6.9M +1004% 250k 27.49
 View chart
Xcel Energy Common Stock (XEL) 0.1 $6.9M 102k 67.44
 View chart
Wells Fargo & Company (WFC) 0.1 $6.8M +17% 183k 37.38
 View chart
Nike CL B (NKE) 0.1 $6.8M +34% 56k 122.88
 View chart
Ishares Ibonds MF Closed and MF Open (IBTH) 0.1 $6.8M +33% 301k 22.66
 View chart
Select Sector Spdr Tr Financial (XLF) 0.1 $6.8M -44% 211k 32.11
 View chart
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $6.8M +52% 395k 17.15
 View chart
Ishares Tr Core Msci Total (IXUS) 0.1 $6.7M -34% 108k 62.47
 View chart
American Express Common Stock (AXP) 0.1 $6.6M +7% 41k 161.47
 View chart
Ishares Tr Us Industrials (IYJ) 0.1 $6.6M 66k 100.16
 View chart
Devon Energy Corporation (DVN) 0.1 $6.5M +15% 130k 50.17
 View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $6.5M +138% 183k 35.47
 View chart
Adobe Common Stock (ADBE) 0.1 $6.5M +3% 17k 376.13
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $6.4M -5% 127k 50.63
 View chart
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $6.4M -46% 211k 30.43
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $6.4M +45% 54k 117.80
 View chart
Vanguard Short MF Closed and MF Open (VCSH) 0.1 $6.4M -72% 84k 76.24
 View chart

Past Filings by NewEdge Advisors

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

View all past filings