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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, SPY, VOO, and represent 11.62% of NewEdge Advisors's stock portfolio.
Added to shares of these 10 stocks: QUAL (+$45M), NVS (+$30M), IEMG (+$29M), ED (+$29M), HON (+$28M), PEP (+$28M), TSCO (+$28M), BLK (+$26M), VCIT (+$25M), ULST (+$23M).
Started 128 new stock positions in PARR, FICS, HISF, NWBI, PMAR, First Tr Exchng Traded Fd Vi, SCWO, Soligenix, JMEE, CBAT.
Reduced shares in these 10 stocks: ESGU (-$41M), GIS (-$33M), SHYG (-$30M), ADM (-$28M), WM (-$27M), UNH (-$26M), DTE (-$23M), CVS (-$22M), MINT (-$22M), EEMV (-$17M).
Sold out of its positions in YEAR, ACVA, ABM, OEUR, SBIO, SDOG, AMCX, ASX, AAN, GLTR.
NewEdge Advisors was a net buyer of stock by $254M.
NewEdge Advisors has $8.0B in assets under management (AUM), dropping by 115.81%.
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 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.

Sign up to view all of the NewEdge Advisors March 31, 2023 positions
Download the NewEdge Advisors March 2023 csv data

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? Email Address
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

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
GWM Advisors 2019 Q3 filed Nov. 6, 2019
GWM Advisors 2019 Q2 filed Aug. 5, 2019

View all past filings

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Portfolio Holdings for NewEdge Advisors

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Past Filings by NewEdge Advisors