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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, NVDA, MSFT, IVV, AMZN, and represent 10.99% of NewEdge Advisors's stock portfolio.
Added to shares of these 10 stocks: Principal Glbl Sc S&p 600 fs (+$151M), Cencora (+$59M), EFG (+$59M), GOVT (+$51M), Quanta Svcs (+$51M), GPC (+$50M), KMB (+$50M), IVV (+$50M), ETR (+$43M), BLCR (+$40M).
Started 325 new stock positions in VPV, PRMB, CRESY, RDCM, AEBI, BOOT, MGNI, TMAT, WCME, SNTI.
Reduced shares in these 10 stocks: QQQ (-$334M), OEF (-$123M), SFBS (-$58M), AVGO (-$55M), IBM (-$44M), DTE (-$43M), IAU (-$40M), XOM (-$39M), RTX (-$38M), GOOGL (-$36M).
Sold out of its positions in ANGI, Alpine Global Premier Pptys Fd Com Sbi cef, AHCO, Aerovironment, AEVA, AGEN, DOMH, Airbnb, AKTX, ALG.
NewEdge Advisors was a net buyer of stock by $440M.
NewEdge Advisors has $28B in assets under management (AUM), dropping by 0.44%.
Central Index Key (CIK): 0001633516

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Portfolio Holdings for NewEdge Advisors

NewEdge Advisors holds 4127 positions in its portfolio as reported in the March 2026 quarterly 13F filing

NewEdge Advisors has 4127 total positions. Only the first 250 positions are shown.

Sign up to view all of the NewEdge Advisors March 31, 2026 positions
Download the NewEdge Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.1	$854M		3.4M	253.79	View chart
NVIDIA Corporation (NVDA)	2.1	$592M	+3%	3.4M	172.79	View chart
Microsoft Corporation (MSFT)	2.1	$582M	+3%	1.6M	370.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$575M	+9%	880k	653.21	View chart
Amazon (AMZN)	1.6	$438M	+2%	2.1M	208.27	View chart
JPMorgan Chase & Co. (JPM)	1.5	$422M		1.4M	294.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$371M	-8%	1.3M	287.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$362M		606k	597.55	View chart
Wal-Mart Stores (WMT)	1.3	$358M		2.9M	124.28	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$344M		608k	565.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$300M	+6%	664k	452.43	View chart
Broadcom (AVGO)	1.1	$293M	-15%	948k	309.51	View chart
Exxon Mobil Corporation (XOM)	1.0	$267M	-12%	1.6M	169.66	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.9	$254M	-7%	4.4M	58.18	View chart
Chevron Corporation (CVX)	0.9	$251M	-9%	1.2M	206.90	View chart
Meta Platforms Cl A (META)	0.8	$233M	-2%	407k	572.13	View chart
Visa Com Cl A (V)	0.8	$229M	+2%	757k	302.24	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$224M	-6%	1.1M	196.20	View chart
Johnson & Johnson (JNJ)	0.8	$217M		888k	244.44	View chart
Spdr Series Trust State Street Spd (SPYM)	0.8	$211M	+12%	2.8M	76.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$206M	+4%	1.8M	113.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$205M	+7%	715k	286.86	View chart
Cisco Systems (CSCO)	0.7	$192M	+18%	2.5M	77.59	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$182M	+20%	2.4M	74.35	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$181M	-6%	859k	211.15	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$177M		405k	436.79	View chart
Eli Lilly & Co. (LLY)	0.6	$169M	+4%	184k	919.77	View chart
TJX Companies (TJX)	0.6	$164M		1.0M	159.70	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$156M	-7%	2.2M	69.75	View chart
Home Depot (HD)	0.6	$153M		464k	328.89	View chart
Costco Wholesale Corporation (COST)	0.6	$152M		153k	996.43	View chart
Caterpillar (CAT)	0.6	$152M	-7%	215k	708.46	View chart
Principal Glbl Sc S&p 600 fs	0.5	$151M	NEW	1.1M	140.44	View chart
Phillips 66 (PSX)	0.5	$150M	-17%	824k	182.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$147M		2.3M	64.08	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$147M	+7%	5.6M	26.20	View chart
Tesla Motors (TSLA)	0.5	$143M		392k	364.31	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$143M	+8%	3.1M	46.19	View chart
Advanced Micro Devices (AMD)	0.5	$141M		692k	203.43	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$141M	+2%	733k	191.81	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.5	$140M	+8%	3.9M	36.22	View chart
Abbvie (ABBV)	0.5	$138M		632k	217.49	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$123M	+26%	1.3M	92.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$123M	+6%	1.4M	90.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$122M	-9%	382k	320.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$117M	+6%	271k	430.29	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.4	$108M	+6%	3.3M	32.95	View chart
Southern Company (SO)	0.4	$100M	-10%	1.0M	96.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$99M	+6%	2.9M	33.77	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$98M	+9%	1.4M	68.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$96M	+6%	399k	239.99	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$93M	-5%	924k	100.72	View chart
Wells Fargo & Company (WFC)	0.3	$91M	+2%	1.1M	79.61	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$91M		316k	287.18	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$89M	-7%	2.3M	38.86	View chart
Prologis (PLD)	0.3	$88M		667k	132.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$87M	+9%	452k	191.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$87M	-3%	203k	426.40	View chart
Honeywell International (HON)	0.3	$86M	+3%	379k	226.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$85M	-8%	855k	99.27	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$82M	-3%	242k	337.95	View chart
McDonald's Corporation (MCD)	0.3	$82M	+77%	263k	310.79	View chart
Philip Morris International (PM)	0.3	$80M		485k	165.34	View chart
Palo Alto Networks (PANW)	0.3	$80M	-5%	497k	160.32	View chart
Analog Devices (ADI)	0.3	$78M	+3%	246k	318.14	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$78M	+6%	817k	94.95	View chart
Dell Technologies CL C (DELL)	0.3	$75M	-9%	458k	164.13	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$74M	+391%	662k	111.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$73M	-2%	586k	124.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$73M	-9%	987k	73.64	View chart
Blackrock (BLK)	0.2	$69M		72k	961.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$69M	-10%	320k	215.06	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$69M	+65%	1.9M	36.27	View chart
Palantir Technologies Cl A (PLTR)	0.2	$68M		465k	146.28	View chart
Boeing Company (BA)	0.2	$66M		331k	199.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$66M	-2%	1.2M	54.05	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$65M	+4%	928k	70.18	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$65M	+347%	2.8M	22.91	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$65M	+10%	1.3M	49.50	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$64M	-38%	727k	88.16	View chart
Micron Technology (MU)	0.2	$63M	+62%	188k	337.84	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.2	$62M		877k	71.18	View chart
At&t (T)	0.2	$62M	+2%	2.1M	28.99	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$61M	+3%	1.5M	40.19	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$61M	+5%	1.4M	42.54	View chart
Bank of New York Mellon Corporation (BK)	0.2	$61M		510k	118.63	View chart
Ge Vernova (GEV)	0.2	$60M	+3%	71k	840.78	View chart
Cencora	0.2	$59M	NEW	1.0M	56.78	View chart
SYNNEX Corporation (SNX)	0.2	$59M		347k	168.71	View chart
Genuine Parts Company (GPC)	0.2	$58M	+601%	552k	105.75	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$58M	-4%	1.2M	50.61	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$58M	+4%	1.3M	45.62	View chart
Lowe's Companies (LOW)	0.2	$58M	+139%	245k	236.28	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$58M	+24%	576k	100.57	View chart
Mastercard Incorporated Cl A (MA)	0.2	$57M	+5%	115k	499.66	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$57M	+29%	618k	92.74	View chart
Oracle Corporation (ORCL)	0.2	$56M	-11%	381k	147.11	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$56M	+42%	235k	237.62	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$56M	+9%	1.7M	33.37	View chart
Kimberly-Clark Corporation (KMB)	0.2	$56M	+916%	575k	96.47	View chart
Hartford Financial Services (HIG)	0.2	$55M	+6%	409k	135.23	View chart
Emerson Electric (EMR)	0.2	$55M	+3%	422k	131.02	View chart
Gilead Sciences (GILD)	0.2	$55M	+144%	392k	139.37	View chart
Entergy Corporation (ETR)	0.2	$55M	+382%	486k	112.36	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$54M	-6%	1.0M	51.93	View chart
Procter & Gamble Company (PG)	0.2	$54M		374k	144.44	View chart
Netflix (NFLX)	0.2	$54M		559k	96.15	View chart
Smucker J M Com New (SJM)	0.2	$52M		538k	96.44	View chart
Applied Materials (AMAT)	0.2	$52M	-3%	152k	341.79	View chart
Cummins (CMI)	0.2	$52M	+123%	96k	538.02	View chart
Eaton Corp SHS (ETN)	0.2	$51M	-6%	143k	357.67	View chart
Danaher Corporation (DHR)	0.2	$51M		270k	189.60	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$51M	+9%	1.0M	50.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$51M		195k	261.92	View chart
Quanta Svcs	0.2	$51M	NEW	230k	219.82	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$50M	+20%	1.3M	38.96	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$50M		338k	148.10	View chart
Merck & Co (MRK)	0.2	$50M	+4%	414k	120.29	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$49M	+6%	561k	87.84	View chart
Cencora Common Stock (COR)	0.2	$49M	-28%	156k	314.14	View chart
Goldman Sachs (GS)	0.2	$49M		58k	845.98	View chart
International Business Machines (IBM)	0.2	$48M	-48%	196k	242.39	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$47M	+94%	914k	50.83	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$46M	+363%	922k	50.34	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.2	$46M	-3%	1.1M	41.41	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$45M	+8%	180k	248.84	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$45M		125k	356.56	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$45M	+2%	896k	49.89	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$44M	+6%	1.9M	22.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$44M	+14%	778k	56.68	View chart
Bank of America Corporation (BAC)	0.2	$44M	-3%	917k	47.82	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$44M	+10%	1.1M	38.42	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$44M	-9%	1.7M	25.62	View chart
NiSource (NI)	0.2	$43M	+771%	930k	46.66	View chart
Linde SHS (LIN)	0.2	$43M	+5%	87k	495.75	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$43M	+16%	2.6M	16.77	View chart
3M Company (MMM)	0.2	$43M		296k	145.23	View chart
Ge Aerospace Com New (GE)	0.2	$43M	-9%	151k	283.77	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$42M	+20%	461k	91.64	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.2	$42M	-88%	73k	577.18	View chart
Welltower Inc Com reit (WELL)	0.2	$42M	+1040%	211k	197.71	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$42M	-13%	2.2M	19.00	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$41M	+28%	420k	97.91	View chart
Global X Fds X Emerging Mkt (EMBD)	0.1	$41M	-14%	1.8M	23.43	View chart
Coca-Cola Company (KO)	0.1	$41M	-7%	540k	76.05	View chart
Nextera Energy (NEE)	0.1	$41M	-5%	442k	92.88	View chart
Morgan Stanley Com New (MS)	0.1	$40M	-5%	245k	164.57	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$40M	NEW	981k	41.06	View chart
Verizon Communications (VZ)	0.1	$40M		793k	50.20	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$39M		1.7M	22.43	View chart
Union Pacific Corporation (UNP)	0.1	$38M	+20%	158k	242.62	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$38M	NEW	1.2M	32.72	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$38M	+22%	81k	463.19	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$37M	+10%	857k	43.59	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$37M	+32%	398k	93.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$37M	+4%	447k	82.75	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$37M	-7%	932k	39.43	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$37M	-4%	762k	48.05	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$37M		199k	184.28	View chart
Sap Se Spon Adr (SAP)	0.1	$37M	+10%	214k	171.21	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$37M	-2%	142k	257.35	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$36M	-6%	330k	109.69	View chart
Pepsi (PEP)	0.1	$36M	-9%	230k	155.29	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$35M	-2%	369k	95.44	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$35M	-10%	1.4M	24.70	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$35M	+7%	334k	103.37	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$34M	+28%	482k	70.84	View chart
Lam Research Corp Com New (LRCX)	0.1	$34M		159k	213.66	View chart
Amgen (AMGN)	0.1	$34M	-2%	96k	351.85	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$33M	+4%	154k	217.25	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$33M	+5%	534k	62.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$33M	-2%	425k	78.41	View chart
Ab Active Etfs Short Duration H (SYFI)	0.1	$33M	+26%	936k	35.52	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$33M	-40%	550k	60.44	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$33M		183k	181.42	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$32M	+2%	366k	88.46	View chart
American Express Company (AXP)	0.1	$32M	-9%	106k	302.48	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$32M	+2%	675k	46.91	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$32M	+156%	313k	100.66	View chart
Chubb (CB)	0.1	$32M	-6%	97k	325.93	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$31M	-17%	461k	68.14	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.1	$31M	NEW	684k	45.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$31M		460k	67.53	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$31M	+237%	312k	99.44	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$31M	+5%	778k	39.81	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$31M	+6%	1.2M	26.26	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$31M	+10%	217k	142.43	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$31M	+43%	293k	105.03	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$31M	-7%	102k	302.25	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$31M	+8%	554k	55.52	View chart
Spotify Technology S A SHS (SPOT)	0.1	$31M	+456%	63k	484.91	View chart
Williams Companies (WMB)	0.1	$31M	+74%	419k	72.78	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$30M	-80%	94k	318.07	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$30M	-25%	119k	250.58	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$30M	+101%	215k	138.32	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$30M	-9%	224k	132.90	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$30M	+60%	286k	103.43	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$30M	-7%	522k	56.58	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$29M	+37%	558k	52.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$29M		830k	35.32	View chart
Duke Energy Corp Com New (DUK)	0.1	$29M		223k	130.94	View chart
Kla Corp Com New (KLAC)	0.1	$29M	-2%	20k	1472.40	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$29M	-8%	195k	146.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$28M	-12%	922k	30.68	View chart
Citigroup Com New (C)	0.1	$28M	+19%	249k	113.41	View chart
Abbott Laboratories (ABT)	0.1	$28M	-6%	271k	102.67	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$28M	+5%	39k	697.73	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$27M	-3%	601k	45.65	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$27M	-6%	443k	61.32	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$27M	+6%	1.1M	24.24	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$27M	+20%	574k	47.03	View chart
Western Digital (WDC)	0.1	$27M	+146%	100k	270.49	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$27M	-3%	511k	52.19	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$26M	+5%	272k	96.70	View chart
ConocoPhillips (COP)	0.1	$26M	+4%	199k	132.00	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$26M	+3%	289k	90.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$26M	-6%	105k	248.00	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$26M	-3%	122k	213.67	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$26M	+14%	854k	30.50	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$26M		68k	383.40	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$25M	-12%	261k	97.23	View chart
Lockheed Martin Corporation (LMT)	0.1	$25M	+2%	42k	604.39	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$25M		1.1M	21.89	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$25M		487k	50.49	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$25M	+98%	297k	82.57	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$25M	-2%	1.2M	20.93	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$24M	-19%	492k	49.37	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.1	$24M	+43%	476k	50.46	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$24M	+31%	492k	48.49	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$24M	-18%	80k	298.85	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$24M	-2%	954k	24.75	View chart
United Parcel Svcs CL B (UPS)	0.1	$23M		238k	98.38	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$23M	+10%	218k	106.15	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$23M	+42%	209k	110.78	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$23M	-6%	206k	110.86	View chart
Capital Group New Geography SHS (CGNG)	0.1	$23M	+9%	719k	31.57	View chart
UnitedHealth (UNH)	0.1	$23M	-25%	83k	270.59	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$22M	+34%	229k	96.80	View chart
Ssga Active Tr State Street Fix (FISR)	0.1	$22M	+7%	852k	25.72	View chart
Deere & Company (DE)	0.1	$22M	-46%	39k	563.30	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$22M	+18%	198k	110.47	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$22M	+10%	744k	29.36	View chart
Enbridge (ENB)	0.1	$22M	-8%	402k	54.14	View chart
Altria (MO)	0.1	$22M	-7%	330k	65.99	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$22M	+5%	429k	50.66	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$22M	+180%	462k	46.67	View chart
Waste Management (WM)	0.1	$22M	+10%	94k	229.79	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$21M		401k	53.37	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$21M		16k	1320.83	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.1	$21M	-3%	830k	25.27	View chart

Past Filings by NewEdge Advisors

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

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
NewEdge Advisors 2022 Q2 filed Aug. 9, 2022

View all past filings

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