Gwn Securities Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $432 Billion distributed in 393 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $12.8B, Apple Inc. with a value of $11.5B, Invesco Qqq Trust, Series 1 with a value of $9.53B, Ishares Short Term National Mu with a value of $8.54B, and Blackrock Ultra Short Term Bon with a value of $8.32B.
Examining the 13F form we can see an decrease of $107B in the current position value, from $539B to 432B.
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
$432 Billion
ETFs: $207 Billion
Technology: $38.4 Billion
Consumer Defensive: $29.3 Billion
Healthcare: $24.6 Billion
Financial Services: $19.2 Billion
Industrials: $17.8 Billion
Consumer Cyclical: $17.1 Billion
Utilities: $14.9 Billion
Other: $19.4 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
