Gwn Securities Inc. Portfolio Holdings

Gwn Securities Inc.

  • $1.77 Trillion
  • Q1 2025

Gwn Securities Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.77 Trillion distributed in 689 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 $49.5B, Ishares Core S&P 500 ETF with a value of $44.1B, Invesco Qqq Trust, Series 1 with a value of $42.3B, Nvidia Corp with a value of $38.8B, and Apple Inc. with a value of $36.7B.

Examining the 13F form we can see an increase of $1.4T in the current position value, from $374B to 1.77T.

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 $1.77 Trillion
ETFs: $835 Billion
Technology: $186 Billion
Communication Services: $104 Billion
Financial Services: $101 Billion
Consumer Defensive: $93.8 Billion
Healthcare: $92 Billion
Consumer Cyclical: $84.5 Billion
Industrials: $65.2 Billion
Other: $119 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25B
$2.35 Billion 0.13% of portfolio
460,960
Q1 2025 New
$138B
$2.1 Billion 0.12% of portfolio
20,501
Q1 2025 Added 566.48%
$113B
$2.07 Billion 0.12% of portfolio
11,275
Q1 2025 Added 30.38%
$118B
$2.03 Billion 0.11% of portfolio
21,543
Q1 2025 Added 364.89%
$9.3B
$1.94 Billion 0.11% of portfolio
86,231
Q1 2025 New
$27.2B
$2.02 Billion 0.11% of portfolio
118,597
Q1 2025 New
$62.5B
$1.96 Billion 0.11% of portfolio
7,461
Q1 2025 Added 686.2%
$15.8B
$2.01 Billion 0.11% of portfolio
36,176
Q1 2025 New
$16.8B
$1.95 Billion 0.11% of portfolio
5,424
Q1 2025 New
$13B
$1.86 Billion 0.11% of portfolio
51,636
Q1 2025 New
$2.5B
$1.88 Billion 0.11% of portfolio
231,226
Q1 2025 New
$31.9B
$1.72 Billion 0.1% of portfolio
18,648
Q1 2025 New
$219B
$1.81 Billion 0.1% of portfolio
13,763
Q1 2025 Added 52.14%
$141B
$1.79 Billion 0.1% of portfolio
7,780
Q1 2025 Added 4.75%
$30.2B
$1.72 Billion 0.1% of portfolio
32,068
Q1 2025 Added 811.28%
$256B
$1.85 Billion 0.1% of portfolio
11,377
Q1 2025 Added 88.42%
$20.9B
$1.73 Billion 0.1% of portfolio
56,878
Q1 2025 Added 457.9%
$530B
$1.58 Billion 0.09% of portfolio
1,556
Q1 2025 Added 21.37%
$69.5B
$1.55 Billion 0.09% of portfolio
30,858
Q1 2025 New
$6.57B
$1.56 Billion 0.09% of portfolio
16,800
Q1 2025 New
$122B
$1.59 Billion 0.09% of portfolio
18,579
Q1 2025 New
$120B
$1.53 Billion 0.09% of portfolio
10,348
Q1 2025 Added 233.59%
$9.66B
$1.43 Billion 0.08% of portfolio
41,735
Q1 2025 New
$201B
$1.36 Billion 0.08% of portfolio
9,350
Q1 2025 Reduced 34.62%
$53B
$1.46 Billion 0.08% of portfolio
21,569
Q1 2025 Added 87.93%
$253B
$1.36 Billion 0.08% of portfolio
20,214
Q1 2025 New
-
$1.43 Billion 0.08% of portfolio
-
Q1 2025 New
$960M
$1.45 Billion 0.08% of portfolio
26,298
Q1 2025 New
$38.8B
$1.45 Billion 0.08% of portfolio
21,211
Q1 2025 Added 195.05%
-
$1.44 Billion 0.08% of portfolio
-
Q1 2025 New
$45.7B
$1.43 Billion 0.08% of portfolio
30,773
Q1 2025 Added 205.56%
$22.3B
$1.49 Billion 0.08% of portfolio
7,071
Q1 2025 New
$69.9B
$1.2 Billion 0.07% of portfolio
20,535
Q1 2025 Added 323.84%
$3.4B
$1.15 Billion 0.07% of portfolio
68,273
Q1 2025 New
$4.3B
$1.17 Billion 0.07% of portfolio
13,314
Q1 2025 New
$164B
$1.24 Billion 0.07% of portfolio
4,331
Q1 2025 Added 80.99%
$141B
$1.18 Billion 0.07% of portfolio
5,147
Q1 2025 New
$99.7B
$1.28 Billion 0.07% of portfolio
42,206
Q1 2025 Added 36.76%
$36.9B
$1.19 Billion 0.07% of portfolio
10,139
Q1 2025 Added 119.08%
$20.6B
$1.18 Billion 0.07% of portfolio
31,590
Q1 2025 New
$153B
$1.18 Billion 0.07% of portfolio
19,533
Q1 2025 New
$88.9B
$1.04 Billion 0.06% of portfolio
4,715
Q1 2025 New
$28.9B
$1.05 Billion 0.06% of portfolio
10,877
Q1 2025 New
-
$991 Million 0.06% of portfolio
-
Q1 2025 New
$111B
$1.12 Billion 0.06% of portfolio
12,286
Q1 2025 Added 451.68%
$11.7B
$1.13 Billion 0.06% of portfolio
10,229
Q1 2025 New
$32.4B
$1.15 Billion 0.06% of portfolio
20,078
Q1 2025 New
$126B
$1.03 Billion 0.06% of portfolio
1,427
Q1 2025 New
$2.17B
$1.15 Billion 0.06% of portfolio
43,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 689
  • Current Value $1.77 Trillion
  • Prior Value $374 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 422 stocks
  • Additional Purchases 241 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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