Gwn Securities Inc. Reduced Holdings in Q1 2025

Gwn Securities Inc.

  • $1.77 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-49.5K
- 93.49%
$91.76 - $103.26 $4.54M - $5.11M
3.45K $319M
GLDM
World Gold Trust

ETFs
-53.2K
- 89.95%
$52.19 - $61.89 $2.77M - $3.29M
5.94K $368M
XOM
Exxon Mobil Corp

Energy
-20.6K
- 35.14%
$105.44 - $118.93 $2.18M - $2.45M
38.1K $4.37B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-4K
- 71.22%
$307.43 - $357.48 $1.23M - $1.43M
1.62K $500M
GS
Goldman Sachs Group Inc

Financial Services
-2.11K
- 73.74%
$524.81 - $672.19 $1.11M - $1.42M
750 $414M
ORCL
Oracle Corp

Technology
-3.48K
- 34.46%
$139.81 - $186.47 $486K - $649K
6.62K $972M
ED
Consolidated Edison Inc

Utilities
-9.85K
- 73.44%
$88.0 - $110.59 $867K - $1.09M
3.56K $355M
PEP
Pepsico Inc

Consumer Defensive
-4.95K
- 34.62%
$142.64 - $156.42 $706K - $774K
9.35K $1.36B
CGMU
Capital Group Core Plus Income
-29K
- 74.12%
N/A
10.1K $271M
AEP
American Electric Power CO Inc

Utilities
-7.42K
- 74.62%
$90.32 - $109.27 $670K - $811K
2.52K $276M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-2.86K
- 27.87%
$110.9 - $132.93 $317K - $380K
7.41K $899M
MTB
M&T Bank Corp

Financial Services
-2.05K
- 52.7%
$170.47 - $201.98 $349K - $414K
1.84K $328M
HDV
Ishares Core High Dividend ETF

ETFs
-2.85K
- 36.62%
$110.86 - $121.12 $316K - $345K
4.93K $577M
ADP
Automatic Data Processing Inc

Industrials
-991
- 48.75%
$286.85 - $318.64 $284K - $316K
1.04K $319M
OEF
Ishares S&P 100 ETF

ETFs
-643
- 43.77%
N/A
826 $223M
OKE
Oneok Inc

Energy
-1.67K
- 39.32%
$89.57 - $109.85 $150K - $184K
2.58K $250M
JXN
Jackson Financial Inc.

Financial Services
-1.46K
- 37.42%
$79.36 - $97.88 $116K - $143K
2.44K $205M
MELI
Mercadolibre Inc

Consumer Cyclical
-85
- 38.29%
$1739.0 - $2260.0 $148K - $192K
137 $266M
MBB
Ishares Tr

ETFs
-1.29K
- 9.51%
$90.37 - $94.08 $117K - $121K
12.3K $1.15B
NOC
Northrop Grumman Corp

Industrials
-47
- 4.71%
$433.45 - $513.82 $20.4K - $24.1K
950 $439M
IWV
Ishares Russell 3000 ETF

ETFs
-106
- 14.42%
$313.1 - $349.83 $33.2K - $37.1K
629 $210M
UBER
Uber Technologies, Inc

Technology
-715
- 17.07%
$63.17 - $81.49 $45.2K - $58.3K
3.47K $253M
BAUG
Innovator U.S. Equity Buffer E
-8
- 0.12%
N/A
6.58K $279M
BAX
Baxter International Inc

Healthcare
-356
- 5.58%
$29.26 - $36.57 $10.4K - $13K
6.03K $206M
JCI
Johnson Controls International PLC

Industrials
-28
- 0.87%
$76.12 - $90.6 $2.13K - $2.54K
3.18K $302M
Activity Summary
Buys All Purchases 663 New Holdings 422 Increased Positions 241 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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