NewEdge Advisors, LLC

Business address
858 Camp Street, New Orleans, LA, 70130
Top securities (13F)
AAPL, NVDA, MSFT, IVV, SPY, VOO, AVGO, AMZN, JPM, DYNF, QUAL, IVW, VTV, VUG, META, SPLG, BRKB, GOOG, TSLA, and EFV
State of incorporation
DE
Fiscal year end
31 December
Former names
GWM Advisors LLC (to 29 Oct 2021), Goss Wealth Management LLC (to 29 Apr 2016)
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NewEdge Advisors, LLC has filed 48 SEC EDGAR filings since 17 Feb 2015

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 17 Nov 2025 30 Sep 2025 028-16626
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-16626
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-16626
13F-HR Open Document Open Filing 13 Feb 2025 31 Dec 2024 028-16626
13F-HR Open Document Open Filing 14 Nov 2024 30 Sep 2024 028-16626
13F-HR Open Document Open Filing 16 Aug 2024 30 Jun 2024 028-16626
13F-HR Open Document Open Filing 14 May 2024 31 Mar 2024 028-16626
13F-HR Open Document Open Filing 13 Feb 2024 31 Dec 2023 028-16626
13F-HR Open Document Open Filing 14 Nov 2023 30 Sep 2023 028-16626
13F-HR Open Document Open Filing 14 Aug 2023 30 Jun 2023 028-16626
13F-HR Open Document Open Filing 12 May 2023 31 Mar 2023 028-16626
13F-HR Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-16626
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-16626
13F-HR Open Document Open Filing 09 Aug 2022 30 Jun 2022 028-16626
13F-HR Open Document Open Filing 13 May 2022 31 Mar 2022 028-16626
13F-HR Open Document Open Filing 17 Feb 2022 31 Dec 2021 028-16626
13F-HR Open Document Open Filing 29 Oct 2021 30 Sep 2021 028-16626
13F-HR Open Document Open Filing 22 Jul 2021 30 Jun 2021 028-16626
13F-HR Open Document Open Filing 26 Apr 2021 31 Mar 2021 028-16626
13F-HR Open Document Open Filing 27 Jan 2021 31 Dec 2020 028-16626
13F-HR Open Document Open Filing 03 Nov 2020 30 Sep 2020 028-16626
13F-HR Open Document Open Filing 29 Jul 2020 30 Jun 2020 028-16626
13F-HR Open Document Open Filing 04 May 2020 31 Mar 2020 028-16626
13F-HR Open Document Open Filing 31 Jan 2020 31 Dec 2019 028-16626
13F-HR Open Document Open Filing 06 Nov 2019 30 Sep 2019 028-16626
13F-HR Open Document Open Filing 05 Aug 2019 30 Jun 2019 028-16626
13F-HR/A Open Document Open Filing 14 May 2019 31 Mar 2019 028-16626
13F-HR Open Document Open Filing 09 May 2019 31 Mar 2019 028-16626
13F-HR Open Document Open Filing 29 Jan 2019 31 Dec 2018 028-16626
13F-HR Open Document Open Filing 29 Oct 2018 30 Sep 2018 028-16626
13F-HR Open Document Open Filing 19 Jul 2018 30 Jun 2018 028-16626
13F-HR Open Document Open Filing 11 May 2018 31 Mar 2018 028-16626
13F-HR Open Document Open Filing 08 Feb 2018 31 Dec 2017 028-16626
13F-HR Open Document Open Filing 13 Nov 2017 30 Sep 2017 028-16626
13F-HR/A Open Document Open Filing 17 Aug 2017 30 Jun 2017 028-16626
13F-HR Open Document Open Filing 16 Aug 2017 30 Jun 2017 028-16626
13F-HR Open Document Open Filing 10 May 2017 31 Mar 2017 028-16626
13F-HR Open Document Open Filing 02 Feb 2017 31 Dec 2016 028-16626
13F-HR/A Open Document Open Filing 18 Jan 2017 30 Sep 2016 028-16626
13F-HR Open Document Open Filing 20 Oct 2016 30 Sep 2016 028-16626
13F-HR Open Document Open Filing 15 Jul 2016 30 Jun 2016 028-16626
13F-HR Open Document Open Filing 29 Apr 2016 31 Mar 2016 028-16626
13F-HR Open Document Open Filing 27 Jan 2016 31 Dec 2015 028-16626
13F-HR Open Document Open Filing 13 Nov 2015 30 Sep 2015 028-16626
13F-HR Open Document Open Filing 28 Jul 2015 30 Jun 2015 028-16626
13F-HR/A Open Document Open Filing 01 Jun 2015 31 Mar 2015 028-16626
13F-HR Open Document Open Filing 11 May 2015 31 Mar 2015 028-16626
13F-HR Open Document Open Filing 17 Feb 2015 31 Dec 2014 028-16626