GWM Advisors LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationnew orleans, LA
- CIK0001633516
- Alternate namesGoss Wealth Management LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
3,902 | $16.64B | AAPL, IVV, NVDA, MSFT | 13F-HR | Feb 13, 2025 | 000121390025013610 | ||
3,805 | $15.42B | AAPL, IVV, MSFT, NVDA | 13F-HR | Nov 14, 2024 | 000121390024097991 | ||
3,787 | $13.74B | AAPL, IVV, NVDA, MSFT | 13F-HR | Aug 16, 2024 | 000121390024069816 | ||
3,830 | $11.46B | AAPL, IVV, MSFT, NVDA | 13F-HR | May 14, 2024 | 000121390024042562 | ||
3,757 | $10.53B | AAPL, IVV, MSFT, SPY | 13F-HR | Feb 13, 2024 | 000121390024012953 | ||
3,463 | $9.10B | AAPL, IVV, MSFT, VOO | 13F-HR | Nov 14, 2023 | 000121390023086821 | ||
3,483 | $8.85B | AAPL, IVV, MSFT, SPY | 13F-HR | Aug 14, 2023 | 000121390023066958 | ||
3,422 | $8.00B | AAPL, IVV, MSFT, SPY | 13F-HR | May 12, 2023 | 000121390023038748 | ||
4,266 | $3.71B | AAPL, VOO, MSFT, DGRO | 13F-HR | Feb 14, 2023 | 000121390023010998 | ||
1,521 | $6.09B | AAPL, IVV, MSFT, VOO | 13F-HR | Nov 14, 2022 | 000121390022071736 | ||
1,556 | $6.04B | AAPL, IVV, MSFT, SPY | 13F-HR | Aug 9, 2022 | 000121390022045695 | ||
1,144 | $6.22B | AAPL, IVV, MSFT, VOO | 13F-HR | May 13, 2022 | 000121390022026216 | ||
1,632 | $6.63B | AAPL, IVV, MSFT, VOO | 13F-HR | Feb 17, 2022 | 000121390022008220 | ||
1,468 | $4.04B | IVV, AAPL, MSFT, ESGU | 13F-HR | Oct 29, 2021 | 000121390021055383 | ||
1,132 | $3.76B | IVV, AAPL, MSFT, VOO | 13F-HR | Jul 22, 2021 | 000121390021038060 | ||
1,028 | $3.36B | IVV, AAPL, MSFT, VOO | 13F-HR | Apr 26, 2021 | 000121390021022766 | ||
972 | $3.05B | IVV, AAPL, MSFT, SPY | 13F-HR | Jan 27, 2021 | 000121390021004580 | ||
921 | $2.88B | IVV, AAPL, MSFT, AMZN | 13F-HR | Nov 3, 2020 | 000121390020034823 | ||
856 | $2.56B | IVV, MSFT, AAPL, VOO | 13F-HR | Jul 29, 2020 | 000121390020018917 | ||
791 | $2.08B | IVV, BRKR, MSFT, AAPL | 13F-HR | May 4, 2020 | 000161577420005373 | ||
814 | $2.51B | BRKR, IVV, MSFT, AAPL | 13F-HR | Jan 31, 2020 | 000161577420001027 | ||
815 | $2.25B | BRKR, IVV, SPY, MSFT | 13F-HR | Nov 6, 2019 | 000108514619002757 | ||
654 | $1.63B | IVV, SPY, VOO, MSFT | 13F-HR | Aug 5, 2019 | 000108514619002064 | ||
669 | $1.55B | IVV, SPY, VOO, MSFT | RESTATEMENT | May 14, 2019 | 000108514619001496 | ||
625 | $1.55B | AEO, IVV, SPY, VOO | 13F-HR | Jan 29, 2019 | 000108514619000243 | ||
651 | $1.30B | IVV, SPY, AAPL, VOO | 13F-HR | Oct 29, 2018 | 000108514618002428 | ||
538 | $1.09B | P6MA, SPY, IVV, AAPL | 13F-HR | Jul 19, 2018 | 000108514618001717 | ||
490 | $875.45M | SPY, IVV, AGG, AAPL | 13F-HR | May 11, 2018 | 000108514618001337 | ||
407 | $739.49M | SPY, IVV, AGG, MSFT | 13F-HR | Feb 8, 2018 | 000108514618000416 | ||
377 | $643.85M | SPY, IVV, AGG, MMM | 13F-HR | Nov 13, 2017 | 000163351617000009 | ||
1,391 | $582.11B | SPY, AGG, 9000039D, IVV | RESTATEMENT | Aug 17, 2017 | 000163351617000006 | ||
272 | $439.95M | SPY, AGG, 9000039D, PDP* | 13F-HR | May 10, 2017 | 000108514617001159 | ||
257 | $360.55M | SPY, 9000039D, POWERSHARES ETF TRUST II, PDP* | 13F-HR | Feb 2, 2017 | 000108514617000265 | ||
218 | $317.03M | TLT, IEF, TLH, PDP* | NEW HOLDINGS | Jan 18, 2017 | 000108514617000132 | ||
211 | $314.89M | TLT, IEF, TLH, PDP* | 13F-HR | Oct 20, 2016 | 000108514616004526 | ||
160 | $241.73M | TLT, TLH, IEF, PDP* | 13F-HR | Jul 15, 2016 | 000108514616003986 | ||
50 | $119.06M | TLT, PDP*, SPY, 9000039D | 13F-HR | Apr 29, 2016 | 000108514616003546 | ||
57 | $121.33M | PDP*, SPY, 9000039D, FBT | 13F-HR | Jan 27, 2016 | 000108514616002681 | ||
52 | $92.98M | PDP*, SPY, 9000039D, KRE | 13F-HR | Nov 13, 2015 | 000108514615002295 | ||
66 | $117.89M | PDP*, SPY, 9000039D, FBT | 13F-HR | Jul 28, 2015 | 000108514615001517 | ||
63 | $140.42M | IGLB, LQD, PDP*, SPY | RESTATEMENT | Jun 1, 2015 | 000108514615001356 | ||
58 | $129.05M | IGLB, SPY, 9000039D, PDP* | 13F-HR | Feb 17, 2015 | 000108514615000531 |