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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.2 Billion 0.22% of portfolio
17,888
Q2 2025 Added 39.29%
$0
$1.19 Billion 0.22% of portfolio
4,956
Q2 2025 Reduced 40.5%
$0
$1.14 Billion 0.21% of portfolio
10,385
Q2 2025 Reduced 87.85%
$0
$1.15 Billion 0.21% of portfolio
29,096
Q2 2025 Reduced 50.77%
$0
$1.08 Billion 0.2% of portfolio
3,756
Q2 2025 Added 32.53%
$0
$1.1 Billion 0.2% of portfolio
26,808
Q2 2025 Added 10.21%
$0
$1.06 Billion 0.2% of portfolio
13,081
Q2 2025 Added 3.99%
$0
$1.07 Billion 0.2% of portfolio
17,796
Q2 2025 Reduced 44.99%
$0
$1.02 Billion 0.19% of portfolio
10,137
Q2 2025 Reduced 72.92%
$0
$1.03 Billion 0.19% of portfolio
2,348
Q2 2025 Reduced 44.1%
$0
$1.04 Billion 0.19% of portfolio
22,849
Q2 2025 Reduced 67.98%
$0
$958 Million 0.18% of portfolio
3,430
Q2 2025 Added 85.01%
$0
$944 Million 0.18% of portfolio
10,204
Q2 2025 Reduced 78.49%
$0
$994 Million 0.18% of portfolio
21,715
Q2 2025 Reduced 25.15%
$0
$997 Million 0.18% of portfolio
26,466
Q2 2025 Added 102.34%
$0
$931 Million 0.17% of portfolio
10,954
Q2 2025 Reduced 81.91%
$0
$862 Million 0.16% of portfolio
7,216
Q2 2025 Reduced 74.24%
$0
$885 Million 0.16% of portfolio
20,231
Q2 2025 New
$0
$813 Million 0.15% of portfolio
25,343
Q2 2025 Added 24.01%
$0
$824 Million 0.15% of portfolio
8,958
Q2 2025 Reduced 3.72%
$0
$832 Million 0.15% of portfolio
22,540
Q2 2025 Reduced 52.82%
$0
$799 Million 0.15% of portfolio
8,667
Q2 2025 Reduced 59.73%
$0
$804 Million 0.15% of portfolio
4,872
Q2 2025 Added 53.74%
$0
$803 Million 0.15% of portfolio
4,524
Q2 2025 Reduced 82.28%
$0
$759 Million 0.14% of portfolio
5,035
Q2 2025 Reduced 7.63%
$0
$759 Million 0.14% of portfolio
13,296
Q2 2025 Reduced 34.24%
$0
$766 Million 0.14% of portfolio
15,460
Q2 2025 Reduced 23.54%
$0
$772 Million 0.14% of portfolio
12,124
Q2 2025 Reduced 59.35%
$0
$756 Million 0.14% of portfolio
13,299
Q2 2025 Reduced 95.98%
$0
$743 Million 0.14% of portfolio
16,038
Q2 2025 Reduced 63.07%
$0
$734 Million 0.14% of portfolio
8,988
Q2 2025 Reduced 86.86%
$0
$754 Million 0.14% of portfolio
11,075
Q2 2025 Added 7.82%
$0
$700 Million 0.13% of portfolio
6,434
Q2 2025 New
$0
$707 Million 0.13% of portfolio
4,768
Q2 2025 Reduced 68.41%
$0
$683 Million 0.13% of portfolio
7,668
Q2 2025 Reduced 86.63%
$0
$713 Million 0.13% of portfolio
15,481
Q2 2025 Reduced 8.61%
$0
$714 Million 0.13% of portfolio
21,248
Q2 2025 Reduced 37.3%
$0
$714 Million 0.13% of portfolio
23,699
Q2 2025 Added 1.42%
$0
$667 Million 0.12% of portfolio
27,980
Q2 2025 Added 45.82%
$0
$625 Million 0.12% of portfolio
2,854
Q2 2025 Reduced 62.78%
$0
$623 Million 0.12% of portfolio
7,718
Q2 2025 Reduced 8.73%
$0
$658 Million 0.12% of portfolio
10,275
Q2 2025 Reduced 60.04%
$0
$639 Million 0.12% of portfolio
4,730
Q2 2025 Reduced 60.0%
$0
$610 Million 0.11% of portfolio
11,148
Q2 2025 Added 19.77%
$0
$576 Million 0.11% of portfolio
8,668
Q2 2025 Added 32.42%
$0
$613 Million 0.11% of portfolio
20,642
Q2 2025 Reduced 0.6%
$0
$581 Million 0.11% of portfolio
16,914
Q2 2025 Added 123.11%
$0
$579 Million 0.11% of portfolio
9,057
Q2 2025 Reduced 12.34%
$0
$610 Million 0.11% of portfolio
14,239
Q2 2025 Added 36.91%

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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