Gwn Securities Inc. Portfolio Holdings

Gwn Securities Inc.

  • $1.77 Trillion
  • Q1 2025

Gwn Securities Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.77 Trillion distributed in 689 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 $49.5B, Ishares Core S&P 500 ETF with a value of $44.1B, Invesco Qqq Trust, Series 1 with a value of $42.3B, Nvidia Corp with a value of $38.8B, and Apple Inc. with a value of $36.7B.

Examining the 13F form we can see an increase of $1.4T in the current position value, from $374B to 1.77T.

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 $1.77 Trillion
ETFs: $835 Billion
Technology: $186 Billion
Communication Services: $104 Billion
Financial Services: $101 Billion
Consumer Defensive: $93.8 Billion
Healthcare: $92 Billion
Consumer Cyclical: $84.5 Billion
Industrials: $65.2 Billion
Other: $119 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.03 Billion 0.17% of portfolio
14,373
Q1 2025 Added 1,544.51%
$5.9B
$3.04 Billion 0.17% of portfolio
736,385
Q1 2025 New
$21B
$3.05 Billion 0.17% of portfolio
36,679
Q1 2025 New
$0
$2.77 Billion 0.16% of portfolio
134,018
Q1 2025 Added 649.63%
$0
$2.85 Billion 0.16% of portfolio
58,402
Q1 2025 New
$0
$2.8 Billion 0.16% of portfolio
21,002
Q1 2025 Added 1,033.41%
$0
$2.78 Billion 0.16% of portfolio
55,276
Q1 2025 Added 803.2%
$108B
$2.85 Billion 0.16% of portfolio
48,874
Q1 2025 Added 67.97%
$0
$2.86 Billion 0.16% of portfolio
16,725
Q1 2025 New
$1.05B
$2.91 Billion 0.16% of portfolio
611,986
Q1 2025 New
$16.3B
$2.79 Billion 0.16% of portfolio
6,428
Q1 2025 Added 201.08%
$5.01B
$2.57 Billion 0.15% of portfolio
22,146
Q1 2025 New
$189B
$2.7 Billion 0.15% of portfolio
23,116
Q1 2025 Added 418.53%
$0
$2.69 Billion 0.15% of portfolio
128,028
Q1 2025 New
$0
$2.74 Billion 0.15% of portfolio
33,140
Q1 2025 Added 226.6%
$83.5B
$2.57 Billion 0.15% of portfolio
42,615
Q1 2025 New
$0
$2.74 Billion 0.15% of portfolio
49,297
Q1 2025 New
$0
$2.72 Billion 0.15% of portfolio
54,686
Q1 2025 Added 704.68%
$0
$2.54 Billion 0.14% of portfolio
62,258
Q1 2025 New
$130B
$2.43 Billion 0.14% of portfolio
3,844
Q1 2025 New
$0
$2.51 Billion 0.14% of portfolio
79,659
Q1 2025 New
$0
$2.51 Billion 0.14% of portfolio
41,137
Q1 2025 New
$0
$2.48 Billion 0.14% of portfolio
97,738
Q1 2025 New
$0
$2.57 Billion 0.14% of portfolio
113,775
Q1 2025 New
$71.6B
$2.29 Billion 0.13% of portfolio
22,741
Q1 2025 Added 1,123.29%
$0
$2.29 Billion 0.13% of portfolio
32,740
Q1 2025 Added 149.98%
$0
$2.3 Billion 0.13% of portfolio
30,055
Q1 2025 Added 368.95%
$66.9B
$2.39 Billion 0.13% of portfolio
13,222
Q1 2025 New
-
$2.33 Billion 0.13% of portfolio
-
Q1 2025 Added 600.22%
$68.5B
$2.24 Billion 0.13% of portfolio
69,939
Q1 2025 Added 346.41%
$52.6B
$2.37 Billion 0.13% of portfolio
57,406
Q1 2025 Added 1,230.69%
Arm Holdings PLC
-
$2.36 Billion 0.13% of portfolio
-
Q1 2025 New
$0
$2.25 Billion 0.13% of portfolio
82,540
Q1 2025 New
Coherent Corp
-
$2.38 Billion 0.13% of portfolio
-
Q1 2025 New
$92.7B
$2.31 Billion 0.13% of portfolio
6,566
Q1 2025 New
$29.9B
$2.35 Billion 0.13% of portfolio
460,960
Q1 2025 New
$137B
$2.1 Billion 0.12% of portfolio
20,501
Q1 2025 Added 566.48%
$0
$2.11 Billion 0.12% of portfolio
59,099
Q1 2025 Added 109.36%
$0
$2.1 Billion 0.12% of portfolio
5,641
Q1 2025 Added 410.5%
$0
$2.08 Billion 0.12% of portfolio
32,672
Q1 2025 Added 611.19%
$0
$2.14 Billion 0.12% of portfolio
18,146
Q1 2025 New
$0
$2.1 Billion 0.12% of portfolio
15,092
Q1 2025 Added 698.94%
$104B
$2.07 Billion 0.12% of portfolio
11,275
Q1 2025 Added 30.38%
$112B
$2.03 Billion 0.11% of portfolio
21,543
Q1 2025 Added 364.89%
$10.9B
$1.94 Billion 0.11% of portfolio
86,231
Q1 2025 New
$32.9B
$2.02 Billion 0.11% of portfolio
118,597
Q1 2025 New
$0
$1.99 Billion 0.11% of portfolio
42,044
Q1 2025 Added 610.2%
$64.7B
$1.96 Billion 0.11% of portfolio
7,461
Q1 2025 Added 686.2%
$0
$2 Billion 0.11% of portfolio
43,431
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 689
  • Current Value $1.77 Trillion
  • Prior Value $374 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 422 stocks
  • Additional Purchases 241 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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