Gwn Securities Inc. Reduced Holdings in Q3 2025

Gwn Securities Inc.

  • $432 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-14.2K
- 50.54%
$491.09 - $535.64 $6.95M - $7.58M
13.9K $7.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
-11.6K
- 49.85%
$617.65 - $666.84 $7.16M - $7.73M
11.7K $7.82B
PFE
Pfizer Inc

Healthcare
-233K
- 96.29%
$23.29 - $25.88 $5.42M - $6.02M
8.96K $229M
VGT
Vanguard Information Technolog

ETFs
-9.35K
- 50.33%
$656.44 - $753.15 $6.14M - $7.04M
9.23K $6.9B
RSG
Republic Services, Inc.

Industrials
-17.4K
- 53.16%
$225.33 - $246.01 $3.91M - $4.27M
15.3K $3.54B
SHV
Ishares Tr

ETFs
-41.7K
- 47.12%
$110.06 - $110.49 $4.59M - $4.6M
46.8K $5.17B
SO
Southern CO

Utilities
-46.8K
- 50.59%
$90.83 - $96.0 $4.25M - $4.49M
45.7K $4.35B
WM
Waste Management Inc

Industrials
-16.4K
- 51.84%
$213.88 - $237.1 $3.51M - $3.89M
15.2K $3.41B
NVDA
Nvidia Corp

Technology
-31.6K
- 43.46%
$153.3 - $186.58 $4.84M - $5.9M
41.1K $7.68B
PG
Procter & Gamble CO

Consumer Defensive
-22.5K
- 50.5%
$150.47 - $161.22 $3.39M - $3.63M
22.1K $3.43B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-139K
- 60.98%
$30.06 - $36.69 $4.17M - $5.09M
88.8K $3.26B
KR
Kroger CO

Consumer Defensive
-45.9K
- 47.84%
$64.52 - $74.35 $2.96M - $3.41M
50.1K $3.39B
JNJ
Johnson & Johnson

Healthcare
-27.3K
- 51.57%
$155.17 - $185.42 $4.24M - $5.07M
25.7K $4.79B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-45.4K
- 50.86%
$60.9 - $70.75 $2.77M - $3.21M
43.9K $2.75B
SYY
Sysco Corp

Consumer Defensive
-40.9K
- 51.68%
$76.33 - $82.51 $3.13M - $3.38M
38.3K $3.17B
META
Meta Platforms, Inc.

Communication Services
-3.33K
- 45.74%
$695.21 - $791.73 $2.31M - $2.63M
3.95K $2.9B
VHT
Vanguard Health Care ETF

ETFs
-10.4K
- 43.89%
$239.12 - $259.95 $2.48M - $2.7M
13.3K $3.47B
SECT
Sector 10, Inc.

ETFs
-43.7K
- 53.24%
$57.95 - $63.16 $2.53M - $2.76M
38.4K $2.42B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.29K
- 46.45%
$567.77 - $614.76 $2.44M - $2.64M
4.95K $3.04B
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-42.1K
- 49.15%
$48.04 - $60.86 $2.02M - $2.56M
43.5K $2.54B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-35.9K
- 57.01%
$55.15 - $58.11 $1.98M - $2.09M
27.1K $1.56B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-4.5K
- 49.02%
$435.72 - $463.74 $1.96M - $2.09M
4.68K $2.17B
VO
Vanguard Mid Cap ETF

ETFs
-6.27K
- 52.19%
$279.83 - $293.74 $1.75M - $1.84M
5.74K $1.7B
VTI
Vanguard Total Stock Market Et

ETFs
-6.32K
- 36.97%
$303.93 - $329.86 $1.92M - $2.08M
10.8K $3.57B
UNH
Unitedhealth Group Inc

Healthcare
-5.86K
- 44.55%
$237.77 - $353.61 $1.39M - $2.07M
7.29K $2.56B
VTWO
Vanguard Russell 2000 ETF

ETFs
-21.4K
- 50.36%
$86.92 - $99.32 $1.86M - $2.12M
21.1K $2.07B
ICSH
Blackrock Ultra Short Term Bon

ETFs
-30.9K
- 15.86%
$50.52 - $50.75 $1.56M - $1.57M
164K $8.32B
BUYW
Northern Lts Fd Tr Iv Main Buy
-103K
- 32.8%
N/A
212K $3.01B
XLK
Technology Sector Spdr

ETFs
-6.07K
- 54.42%
$250.97 - $282.66 $1.52M - $1.72M
5.09K $1.44B
SCHR
Schwab Intermediate Term Us Tr

ETFs
-54.1K
- 64.01%
$24.69 - $25.26 $1.34M - $1.37M
30.4K $765M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-42K
- 57.53%
$30.02 - $30.29 $1.26M - $1.27M
31K $939M
JPM
Jpmorgan Chase & CO

Financial Services
-4.7K
- 43.66%
$282.78 - $316.06 $1.33M - $1.48M
6.06K $1.93B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-30.2K
- 86.36%
$39.37 - $44.24 $1.19M - $1.34M
4.77K $209M
TGTX
Tg Therapeutics, Inc.

Healthcare
-32.6K
- 60.61%
$26.39 - $39.19 $860K - $1.28M
21.2K $765M
WMT
Walmart Inc.

Consumer Defensive
-12K
- 48.53%
$94.4 - $104.27 $1.13M - $1.25M
12.7K $1.32B
VIG
Vanguard Dividend Appreciation

ETFs
-5.59K
- 50.52%
N/A
5.48K $1.19B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-15K
- 33.85%
$72.57 - $74.72 $1.09M - $1.12M
29.3K $2.19B
VFH
Vanguard Financial ETF

ETFs
-8.82K
- 48.97%
$125.23 - $132.78 $1.1M - $1.17M
9.19K $1.21B
VZ
Verizon Communications Inc

Communication Services
-24.7K
- 49.73%
$40.84 - $45.06 $1.01M - $1.11M
24.9K $1.1B
NEE
Nextera Energy Inc

Utilities
-16.1K
- 53.57%
$69.77 - $77.54 $1.13M - $1.25M
14K $1.06B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-16.3K
- 41.6%
$68.24 - $73.73 $1.11M - $1.2M
22.8K $1.68B
Northern Lts Fd Tr Iv
-41.5K
- 45.71%
N/A
49.3K $1.37B
V
Visa Inc.

Financial Services
-2.28K
- 48.47%
$332.09 - $358.86 $756K - $817K
2.42K $829M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-27.9K
- 54.7%
$30.43 - $31.63 $850K - $884K
23.1K $731M
VEU
Vanguard Ftse All World Ex Us

ETFs
-11.8K
- 66.11%
$66.38 - $71.68 $785K - $848K
6.06K $434M
BNDX
Vanguard Total International B

ETFs
-15.3K
- 43.08%
$49.0 - $49.51 $749K - $757K
20.2K $1B
CAH
Cardinal Health Inc

Healthcare
-2.56K
- 7.88%
$146.04 - $167.63 $373K - $428K
29.9K $4.73B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-14.7K
- 74.09%
N/A
5.13K $256M
NFLX
Netflix Inc

Communication Services
-444
- 47.33%
$1147.87 - $1297.18 $510K - $576K
494 $597M
Activity Summary
Buys All Purchases 178 New Holdings 61 Increased Positions 117 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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