Gwn Securities Inc. Reduced Holdings in Q2 2025

Gwn Securities Inc.

  • $539 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-61.7K
- 72.62%
$496.48 - $617.85 $30.6M - $38.1M
23.2K $14.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-67.3K
- 80.86%
$416.06 - $551.64 $28M - $37.1M
15.9K $8.79B
IVV
Ishares Core S&P 500 ETF

ETFs
-59.5K
- 75.96%
$498.8 - $620.9 $29.7M - $37M
18.8K $11.8B
NVDA
Nvidia Corp

Technology
-220K
- 75.19%
$94.31 - $157.99 $20.8M - $34.8M
72.7K $11.5B
AMZN
Amazon Com Inc

Consumer Cyclical
-132K
- 86.33%
$167.32 - $223.3 $22.1M - $29.4M
20.9K $4.58B
AAPL
Apple Inc.

Technology
-122K
- 71.35%
$172.42 - $223.89 $21.1M - $27.4M
49.1K $10.1B
VHT
Vanguard Health Care ETF

ETFs
-110K
- 82.35%
$236.71 - $261.92 $26.1M - $28.9M
23.6K $5.87B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-50.4K
- 84.6%
$376.48 - $440.65 $19M - $22.2M
9.18K $4.05B
GOOG
Alphabet Inc.

Communication Services
-119K
- 93.51%
$146.58 - $180.01 $17.4M - $21.3M
8.22K $1.46B
VTWO
Vanguard Russell 2000 ETF

ETFs
-233K
- 84.58%
$70.56 - $87.22 $16.4M - $20.3M
42.5K $3.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-37.1K
- 86.83%
$483.48 - $539.8 $17.9M - $20M
5.63K $2.74B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-318K
- 95.98%
$51.14 - $57.0 $16.3M - $18.1M
13.3K $756M
IVE
Ishares S&P 500 Value ETF

ETFs
-89.8K
- 89.83%
$168.34 - $195.42 $15.1M - $17.6M
10.2K $1.99B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-164K
- 92.82%
$96.84 - $99.46 $15.9M - $16.3M
12.7K $1.26B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-164K
- 96.57%
$83.97 - $92.85 $13.8M - $15.2M
5.83K $514M
VGT
Vanguard Information Technolog

ETFs
-24.9K
- 57.29%
$470.37 - $663.28 $11.7M - $16.5M
18.6K $12.3B
VFH
Vanguard Financial ETF

ETFs
-101K
- 84.9%
$104.87 - $127.3 $10.6M - $12.9M
18K $2.29B
KO
Coca Cola CO

Consumer Defensive
-178K
- 76.34%
$68.37 - $73.9 $12.2M - $13.2M
55.2K $3.91B
MSFT
Microsoft Corp

Technology
-32.5K
- 53.73%
$354.56 - $497.45 $11.5M - $16.2M
28K $14.1B
GOOGL
Alphabet Inc.

Communication Services
-70.1K
- 89.96%
$144.7 - $178.6 $10.1M - $12.5M
7.83K $1.38B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-157K
- 94.01%
$57.41 - $74.81 $9.03M - $11.8M
10K $745M
ABBV
Abb Vie Inc.

Healthcare
-61.1K
- 91.84%
$170.16 - $206.27 $10.4M - $12.6M
5.43K $1.01B
NEE
Nextera Energy Inc

Utilities
-153K
- 83.55%
$64.11 - $75.0 $9.8M - $11.5M
30.1K $2.09B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-207K
- 96.13%
$45.88 - $54.4 $9.48M - $11.2M
8.31K $452M
META
Meta Platforms, Inc.

Communication Services
-17.8K
- 70.93%
$484.66 - $738.09 $8.6M - $13.1M
7.28K $5.4B
VZ
Verizon Communications Inc

Communication Services
-247K
- 83.27%
$41.67 - $45.62 $10.3M - $11.3M
49.6K $2.15B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-18.4K
- 66.55%
$456.74 - $568.03 $8.4M - $10.4M
9.24K $5.26B
PNQI
Invesco Nasdaq Internet ETF

ETFs
-189K
- 96.96%
$39.02 - $52.21 $7.38M - $9.88M
5.94K $310M
INTU
Intuit Inc

Technology
-14.2K
- 94.85%
$544.07 - $787.63 $7.71M - $11.2M
770 $608M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-65.5K
- 96.43%
$99.37 - $134.05 $6.51M - $8.78M
2.42K $276M
GLD
Spdr Gold Trust

ETFs
-30.7K
- 82.71%
$273.71 - $316.29 $8.39M - $9.7M
6.41K $1.95B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-331K
- 80.36%
$24.32 - $27.87 $8.05M - $9.22M
80.9K $2.15B
DIS
Walt Disney CO

Communication Services
-76.5K
- 94.71%
$81.72 - $124.01 $6.25M - $9.48M
4.27K $536M
VO
Vanguard Mid Cap ETF

ETFs
-31.8K
- 72.6%
$228.54 - $279.83 $7.27M - $8.9M
12K $3.38B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-75.1K
- 87.85%
$105.23 - $109.61 $7.9M - $8.23M
10.4K $1.14B
MSCI
Msci Inc.

Financial Services
-13.5K
- 93.3%
$506.56 - $576.74 $6.85M - $7.8M
972 $561M
T
At&T Inc.

Communication Services
-290K
- 71.03%
$26.33 - $28.94 $7.63M - $8.39M
118K $3.43B
BA
Boeing CO

Industrials
-31.8K
- 94.85%
$136.59 - $217.51 $4.35M - $6.92M
1.73K $362M
HD
Home Depot, Inc.

Consumer Cyclical
-17.3K
- 85.45%
$335.24 - $380.78 $5.79M - $6.58M
2.94K $1.09B
BAC
Bank Of America Corp

Financial Services
-142K
- 95.3%
$34.39 - $47.46 $4.89M - $6.75M
7.02K $333M
CVX
Chevron Corp

Energy
-42.8K
- 84.05%
$133.73 - $168.51 $5.72M - $7.21M
8.12K $1.17B
CAT
Caterpillar Inc

Industrials
-18.4K
- 92.54%
$273.94 - $388.21 $5.03M - $7.13M
1.48K $578M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-78.7K
- 80.7%
$61.92 - $81.5 $4.87M - $6.41M
18.8K $1.53B
JNJ
Johnson & Johnson

Healthcare
-39.5K
- 42.7%
$146.36 - $159.82 $5.78M - $6.31M
53K $8.15B
UNH
Unitedhealth Group Inc

Healthcare
-9.53K
- 42.02%
$274.35 - $599.47 $2.62M - $5.71M
13.2K $4.21B
PLD
Prologis, Inc.

Real Estate
-54.8K
- 84.82%
$89.76 - $112.34 $4.92M - $6.16M
9.81K $1.04B
CHD
Church & Dwight CO Inc

Consumer Defensive
-61.9K
- 92.98%
$91.57 - $110.76 $5.66M - $6.85M
4.67K $449M
WMT
Walmart Inc.

Consumer Defensive
-58.2K
- 70.14%
$81.79 - $99.98 $4.76M - $5.82M
24.8K $2.43B
SO
Southern CO

Utilities
-65.2K
- 41.34%
$84.91 - $92.56 $5.54M - $6.04M
92.5K $8.53B
Activity Summary
Buys All Purchases 149 New Holdings 59 Increased Positions 90 Sells All Sells 246 Reductions 246 Sold out 0 Options Calls 0 Puts 0
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