Gwn Securities Inc. Portfolio Holdings

Gwn Securities Inc.

  • $432 Billion
  • Q3 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$878M
$308 Million 0.07% of portfolio
7,854
Q3 2025 New
$1.15B
$321 Million 0.07% of portfolio
30,324
Q3 2025 New
$1.47B
$211 Million 0.05% of portfolio
17,677
Q3 2025 New
$959M
$218 Million 0.05% of portfolio
12,624
Q3 2025 New
$1.27B
$216 Million 0.05% of portfolio
4,723
Q3 2025 New
$614M
$198 Million 0.05% of portfolio
15,431
Q3 2025 New
$606M
$200 Million 0.05% of portfolio
24,907
Q3 2025 New
$357M
$204 Million 0.05% of portfolio
19,241
Q3 2025 New
$366M
$181 Million 0.04% of portfolio
32,108
Q3 2025 New
$571M
$158 Million 0.04% of portfolio
26,894
Q3 2025 New
$1.9B
$160 Million 0.04% of portfolio
19,591
Q3 2025 New
$351M
$99.8 Million 0.02% of portfolio
12,045
Q3 2025 Reduced 9.11%

Summary

  • Portfolio
  • No. of Stocks 393
  • Current Value $432 Billion
  • Prior Value $539 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 61 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 211 stocks
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