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 Market Cap. of $10 Billions to $200 Billions
