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

View all past filings