Gwn Securities Inc. Reduced Holdings in Q2 2025

Gwn Securities Inc.

  • $539 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-1.91K
- 27.13%
$58.08 - $81.05 $111K - $155K
5.14K $356M
WPC
W. P. Carey Inc.

Real Estate
-1.96K
- 28.45%
$56.12 - $64.53 $110K - $126K
4.92K $309M
J P Morgan Exchange Traded F
-1.96K
- 8.4%
N/A
21.3K $1.15B
PFE
Pfizer Inc

Healthcare
-9.15K
- 3.65%
$21.59 - $24.84 $197K - $227K
242K $5.87B
TFLO
Ishares Treasury Floating Rate

ETFs
-1.86K
- 25.1%
$50.47 - $50.66 $93.9K - $94.2K
5.55K $281M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-752
- 29.98%
$180.84 - $240.32 $136K - $181K
1.76K $431M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-508
- 38.08%
$179.95 - $278.88 $91.4K - $142K
826 $231M
Ea Series Trust
-4.92K
- 28.05%
N/A
12.6K $391M
D
Dominion Energy, Inc

Utilities
-1.59K
- 25.29%
$49.66 - $58.0 $79K - $92.3K
4.7K $267M
Blackrock Inc
-107
- 27.23%
N/A
286 $305M
Ea Series Trust
-3.38K
- 19.14%
N/A
14.3K $290M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.37K
- 21.14%
$69.46 - $83.4 $95.4K - $115K
5.12K $429M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-1.52K
- 11.09%
$27.55 - $29.44 $42K - $44.8K
12.2K $338M
IAU
Ishares Gold Trust

ETFs
-1.34K
- 17.34%
$56.1 - $64.74 $75.2K - $86.8K
6.39K $400M
Healthcare Rlty Tr
-2.37K
- 17.42%
N/A
11.2K $178M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-738
- 8.73%
$67.03 - $80.35 $49.5K - $59.3K
7.72K $623M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-1.28K
- 12.34%
$52.8 - $63.87 $67.3K - $81.4K
9.06K $579M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.46K
- 8.61%
$41.55 - $46.04 $60.6K - $67.1K
15.5K $713M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-346
- 3.72%
$91.43 - $91.74 $31.6K - $31.7K
8.96K $824M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.19K
- 12.64%
$38.7 - $44.05 $46.1K - $52.5K
8.23K $362M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-956
- 14.46%
$35.9 - $43.76 $34.3K - $41.8K
5.65K $245M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-298
- 11.05%
$108.87 - $133.04 $32.4K - $39.6K
2.4K $319M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-21
- 0.24%
$47.05 - $50.22 $988 - $1.05K
8.89K $440M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-36
- 0.18%
N/A
19.8K $990M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-1.69K
- 5.56%
$0.54 - $0.87 $910 - $1.47K
28.6K $20.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-58
- 1.17%
$81.46 - $94.63 $4.72K - $5.49K
4.88K $463M
Innovator Etfs Trust
-3
- 0.02%
N/A
14.4K $414M
Fidelity Covington Trust
-971
- 6.05%
N/A
15.1K $482M
STLG
Ishares Factors Us Growth Styl

ETFs
-835
- 12.96%
N/A
5.61K $339M
PDEC
Innovator U.S. Equity Power Bu
-74
- 1.31%
N/A
5.56K $223M
DFAI
Dimensional ETF Tr

ETFs
-4.15K
- 8.98%
$28.02 - $34.71 $116K - $144K
42.1K $1.46B
GS
Goldman Sachs Group Inc

Financial Services
-157
- 20.93%
$462.22 - $707.75 $72.6K - $111K
593 $426M
POCT
Innovator U.S. Equity Power Bu

ETFs
-297
- 2.99%
$36.35 - $41.3 $10.8K - $12.3K
9.65K $399M
FYLD
Cambria Foreign Shareholder Yi

ETFs
-570
- 4.48%
$23.46 - $29.42 $13.4K - $16.8K
12.2K $356M
OEF
Ishares S&P 100 ETF

ETFs
-71
- 8.6%
N/A
755 $241M
GMOM
Cambria ETF Tr Cambria Global

ETFs
-125
- 0.6%
$25.79 - $29.78 $3.22K - $3.72K
20.6K $613M
XDQQ
Innovator Etfs Tr Growth Accel
-388
- 3.49%
$28.17 - $34.91 $10.9K - $13.5K
10.7K $375M
VMOT
Ea Ser Tr Value Momentum Trend

ETFs
-135
- 1.36%
N/A
9.8K $266M
Innovator Etfs Trust
-190
- 1.69%
N/A
11.1K $561M
DFAE
Dimensional ETF Tr

ETFs
-150
- 0.84%
$22.87 - $28.95 $3.43K - $4.34K
17.7K $512M
STXG
Ea Ser Tr Strive 1000 Growth E
-1.03K
- 6.07%
N/A
16K $736M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-416
- 7.63%
$113.67 - $150.4 $47.3K - $62.6K
5.04K $759M
CAH
Cardinal Health Inc

Healthcare
-5.73K
- 15.01%
$125.0 - $168.0 $716K - $962K
32.4K $5.48B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.13K
- 3.5%
$108.12 - $135.04 $122K - $152K
31.1K $4.2B
CASY
Caseys General Stores Inc

Consumer Cyclical
-177
- 2.75%
$415.82 - $510.91 $73.6K - $90.4K
6.25K $3.2B
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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