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
$595 Million 0.11% of portfolio
11,942
Q2 2025 New
$0
$559 Million 0.1% of portfolio
5,548
Q2 2025 Reduced 66.59%
$0
$514 Million 0.1% of portfolio
5,825
Q2 2025 Reduced 96.57%
$0
$512 Million 0.1% of portfolio
17,692
Q2 2025 Reduced 0.84%
$0
$535 Million 0.1% of portfolio
6,396
Q2 2025 Reduced 90.78%
$0
$555 Million 0.1% of portfolio
12,958
Q2 2025 Added 106.47%
$0
$563 Million 0.1% of portfolio
3,212
Q2 2025 Reduced 73.34%
$0
$519 Million 0.1% of portfolio
10,167
Q2 2025 Reduced 20.24%
$0
$543 Million 0.1% of portfolio
1,277
Q2 2025 Reduced 77.36%
$0
$559 Million 0.1% of portfolio
18,207
Q2 2025 Reduced 87.87%
$0
$531 Million 0.1% of portfolio
4,846
Q2 2025 Reduced 72.82%
$10.7B
$487 Million 0.09% of portfolio
7,432
Q2 2025 Added 25.08%
$0
$507 Million 0.09% of portfolio
17,794
Q2 2025 Added 17.73%
$0
$471 Million 0.09% of portfolio
12,545
Q2 2025 Reduced 36.98%
$0
$489 Million 0.09% of portfolio
1,892
Q2 2025 New
$0
$469 Million 0.09% of portfolio
5,408
Q2 2025 New
$0
$467 Million 0.09% of portfolio
1,958
Q2 2025 Added 16.76%
$0
$488 Million 0.09% of portfolio
8,930
Q2 2025 Reduced 73.87%
$0
$417 Million 0.08% of portfolio
1,974
Q2 2025 Reduced 43.54%
$0
$446 Million 0.08% of portfolio
5,200
Q2 2025 Added 96.9%
$0
$458 Million 0.08% of portfolio
10,806
Q2 2025 Reduced 43.85%
$0
$423 Million 0.08% of portfolio
17,238
Q2 2025 Reduced 87.88%
$0
$441 Million 0.08% of portfolio
8,390
Q2 2025 Added 107.21%
$0
$414 Million 0.08% of portfolio
8,052
Q2 2025 Added 82.21%
$0
$431 Million 0.08% of portfolio
1,756
Q2 2025 Reduced 29.98%
$0
$440 Million 0.08% of portfolio
8,887
Q2 2025 Reduced 0.24%
$0
$427 Million 0.08% of portfolio
8,494
Q2 2025 Reduced 84.47%
$0
$429 Million 0.08% of portfolio
5,123
Q2 2025 Reduced 21.14%
$0
$407 Million 0.08% of portfolio
7,829
Q2 2025 New
$0
$452 Million 0.08% of portfolio
8,307
Q2 2025 Reduced 96.13%
$0
$430 Million 0.08% of portfolio
2,146
Q2 2025 New
$0
$426 Million 0.08% of portfolio
6,674
Q2 2025 Added 24.91%
$0
$379 Million 0.07% of portfolio
7,618
Q2 2025 Added 21.0%
$0
$384 Million 0.07% of portfolio
4,596
Q2 2025 Added 44.3%
$0
$362 Million 0.07% of portfolio
8,228
Q2 2025 Reduced 12.64%
$0
$381 Million 0.07% of portfolio
8,085
Q2 2025 Reduced 32.78%
$0
$373 Million 0.07% of portfolio
3,230
Q2 2025 Added 53.52%
$0
$367 Million 0.07% of portfolio
4,108
Q2 2025 Reduced 92.12%
$0
$363 Million 0.07% of portfolio
17,410
Q2 2025 Reduced 87.01%
$0
$361 Million 0.07% of portfolio
3,838
Q2 2025 Reduced 93.23%
$58.5B
$400 Million 0.07% of portfolio
6,388
Q2 2025 Reduced 17.34%
$0
$362 Million 0.07% of portfolio
8,920
Q2 2025 Reduced 63.61%
$0
$376 Million 0.07% of portfolio
4,680
Q2 2025 Added 20.68%
$0
$352 Million 0.07% of portfolio
1,421
Q2 2025 Reduced 90.11%
$0
$399 Million 0.07% of portfolio
9,650
Q2 2025 Reduced 2.99%
$0
$388 Million 0.07% of portfolio
7,753
Q2 2025 Added 6.42%
$0
$356 Million 0.07% of portfolio
12,164
Q2 2025 Reduced 4.48%
$0
$394 Million 0.07% of portfolio
1,788
Q2 2025 Reduced 41.11%
$0
$375 Million 0.07% of portfolio
10,738
Q2 2025 Reduced 3.49%

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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