Gwn Securities Inc. Portfolio Holdings

Gwn Securities Inc.

  • $539 Billion
  • Q2 2025

Gwn Securities Inc. has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $539 Billion distributed in 395 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $14.4B, Microsoft Corp with a value of $14.1B, Vanguard Information Technolog with a value of $12.3B, Ishares Core S&P 500 ETF with a value of $11.8B, and Nvidia Corp with a value of $11.5B.

Examining the 13F form we can see an decrease of $1.23T in the current position value, from $1.77T to 539B.

Gwn Securities Inc. is based out at Palm Beach Gardens, FL

Below you can find more details about Gwn Securities Inc. portfolio as well as his latest detailed transactions.

Portfolio value $539 Billion
ETFs: $247 Billion
Consumer Defensive: $55.7 Billion
Technology: $46.9 Billion
Healthcare: $35 Billion
Industrials: $27.1 Billion
Financial Services: $23.3 Billion
Consumer Cyclical: $20.9 Billion
Utilities: $20 Billion
Other: $23.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$14.1 Billion 2.62% of portfolio
28,012
Q2 2025 Reduced 53.73%
$456B
$11.5 Billion 2.13% of portfolio
72,700
Q2 2025 Reduced 75.19%
$3.69T
$10.1 Billion 1.87% of portfolio
49,111
Q2 2025 Reduced 71.35%
$102B
$8.53 Billion 1.58% of portfolio
92,536
Q2 2025 Reduced 41.34%
$452B
$8.15 Billion 1.51% of portfolio
52,984
Q2 2025 Reduced 42.7%
$73.8B
$8.16 Billion 1.51% of portfolio
32,648
Q2 2025 Added 71.28%
$95.6B
$7.31 Billion 1.36% of portfolio
31,652
Q2 2025 Added 48.75%
$222B
$7.28 Billion 1.35% of portfolio
24,442
Q2 2025 Added 25.62%
$368B
$7.16 Billion 1.33% of portfolio
44,574
Q2 2025 Added 5.73%
$52.6B
$6.92 Billion 1.28% of portfolio
95,974
Q2 2025 Added 66.91%
$0
$6.85 Billion 1.27% of portfolio
227,584
Q2 2025 Added 1,878.13%
$113B
$6.33 Billion 1.17% of portfolio
13,408
Q2 2025 Added 34.94%
$84.1B
$6.05 Billion 1.12% of portfolio
89,304
Q2 2025 Added 48.72%
$40.9B
$6.03 Billion 1.12% of portfolio
79,238
Q2 2025 Added 34.79%
$138B
$5.87 Billion 1.09% of portfolio
241,654
Q2 2025 Reduced 3.65%
$49.3B
$5.8 Billion 1.08% of portfolio
175,010
Q2 2025 Added 78.14%
$1.78T
$5.4 Billion 1.0% of portfolio
7,276
Q2 2025 Reduced 70.93%
$0
$5.07 Billion 0.94% of portfolio
107,795
Q2 2025 Added 11.21%
$2.26T
$4.58 Billion 0.85% of portfolio
20,878
Q2 2025 Reduced 86.33%
$7.62B
$4.46 Billion 0.83% of portfolio
85,626
Q2 2025 Added 32.47%
-
$4.43 Billion 0.82% of portfolio
-
Q2 2025 Added 86.43%
$245B
$4.21 Billion 0.78% of portfolio
13,154
Q2 2025 Reduced 42.02%
$608B
$3.99 Billion 0.74% of portfolio
5,053
Q2 2025 Reduced 43.74%
$306B
$3.91 Billion 0.73% of portfolio
55,159
Q2 2025 Reduced 76.34%
$95.8B
$3.92 Billion 0.73% of portfolio
32,990
Q2 2025 Reduced 12.41%
$203B
$3.43 Billion 0.64% of portfolio
118,213
Q2 2025 Reduced 71.03%
$16.3B
$3.42 Billion 0.63% of portfolio
56,384
Q2 2025 Reduced 10.55%
$19.4B
$3.2 Billion 0.59% of portfolio
6,251
Q2 2025 Reduced 2.75%
$859B
$3.18 Billion 0.59% of portfolio
10,758
Q2 2025 Reduced 48.64%
$621B
$2.74 Billion 0.51% of portfolio
5,630
Q2 2025 Reduced 86.83%
$10.5B
$2.67 Billion 0.5% of portfolio
29,158
Q2 2025 Reduced 9.24%
$15.2B
$2.58 Billion 0.48% of portfolio
21,291
Q2 2025 Reduced 33.2%
$281B
$2.43 Billion 0.45% of portfolio
24,772
Q2 2025 Reduced 70.14%
$182B
$2.15 Billion 0.4% of portfolio
49,576
Q2 2025 Reduced 83.27%
$141B
$2.09 Billion 0.39% of portfolio
30,106
Q2 2025 Reduced 83.55%
$3.94B
$1.94 Billion 0.36% of portfolio
53,774
Q2 2025 Added 99.98%
$1.08T
$1.81 Billion 0.34% of portfolio
5,626
Q2 2025 Reduced 50.54%
-
$1.71 Billion 0.32% of portfolio
-
Q2 2025 Added 10.77%
$551B
$1.67 Billion 0.31% of portfolio
4,696
Q2 2025 Reduced 71.23%
$229B
$1.52 Billion 0.28% of portfolio
10,298
Q2 2025 Reduced 25.18%
$1.24T
$1.46 Billion 0.27% of portfolio
8,224
Q2 2025 Reduced 93.51%
$127B
$1.38 Billion 0.26% of portfolio
4,980
Q2 2025 Reduced 55.83%
$1.21T
$1.38 Billion 0.26% of portfolio
7,827
Q2 2025 Reduced 89.96%
$545B
$1.32 Billion 0.24% of portfolio
938
Q2 2025 Reduced 39.72%
$302B
$1.17 Billion 0.22% of portfolio
8,121
Q2 2025 Reduced 84.05%
-
$1.17 Billion 0.22% of portfolio
-
Q2 2025 Added 332.37%
$202B
$1.15 Billion 0.21% of portfolio
8,542
Q2 2025 Reduced 8.64%
-
$1.06 Billion 0.2% of portfolio
-
Q2 2025 Added 43.18%
$405B
$1.09 Billion 0.2% of portfolio
2,942
Q2 2025 Reduced 85.45%

Summary

  • Portfolio
  • No. of Stocks 395
  • Current Value $539 Billion
  • Prior Value $1.77 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 59 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 246 stocks
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