Gwn Securities Inc. Reduced Holdings in Q3 2025

Gwn Securities Inc.

  • $432 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-27.6K
- 34.14%
$26.38 - $27.95 $729K - $772K
53.3K $1.46B
Tidal Trust I
-35.6K
- 40.65%
N/A
51.9K $1.3B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.19K
- 45.87%
$132.9 - $142.03 $690K - $737K
6.13K $870M
PEP
Pepsico Inc

Consumer Defensive
-4.72K
- 55.3%
$133.81 - $152.16 $632K - $719K
3.82K $545M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-27.1K
- 45.36%
$21.99 - $23.38 $597K - $635K
32.7K $757M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-5.98K
- 66.7%
$91.44 - $91.77 $546K - $548K
2.98K $274M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-22.4K
- 35.71%
$28.92 - $32.19 $648K - $722K
40.4K $1.29B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-7.78K
- 45.24%
$67.48 - $71.55 $525K - $557K
9.42K $669M
RTX
Raytheon Technologies Corp

Industrials
-4.39K
- 42.67%
$144.19 - $167.33 $634K - $735K
5.9K $1.01B
PLD
Prologis, Inc.

Real Estate
-5.23K
- 53.31%
$104.08 - $115.35 $544K - $603K
4.58K $526M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.63K
- 43.37%
$282.75 - $294.19 $461K - $479K
2.13K $631M
MRSK
Toews Agility Shares Managed R

Technology
-12.8K
- 60.28%
$33.48 - $35.68 $429K - $457K
8.44K $301M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.51K
- 35.49%
$182.33 - $194.5 $458K - $489K
4.57K $895M
CRM
Salesforce, Inc.

Technology
-1.3K
- 52.75%
$231.66 - $273.65 $302K - $357K
1.17K $277M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.78K
- 47.77%
$65.64 - $78.22 $314K - $374K
5.23K $352M
TXN
Texas Instruments Inc

Technology
-1.59K
- 51.96%
N/A
1.47K $273M
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.41K
- 49.38%
$164.63 - $174.58 $396K - $420K
2.47K $433M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.45K
- 42.19%
$276.51 - $305.12 $400K - $442K
1.98K $594M
TRV
Travelers Companies, Inc.

Financial Services
-1.38K
- 56.69%
$250.62 - $279.43 $346K - $386K
1.06K $305M
XLU
Utilities Sector Spdr

ETFs
-4.65K
- 51.69%
$81.14 - $87.32 $377K - $406K
4.34K $380M
KO
Coca Cola CO

Consumer Defensive
-1.4K
- 2.53%
$65.67 - $71.67 $91.6K - $100K
53.8K $3.58B
MRK
Merck & Co., Inc.

Healthcare
-4.55K
- 48.59%
$77.6 - $87.37 $353K - $398K
4.82K $408M
VDE
Vanguard Energy ETF

ETFs
-3.02K
- 41.82%
$118.37 - $129.65 $357K - $391K
4.2K $530M
VUG
Vanguard Growth ETF

ETFs
-877
- 37.35%
$433.97 - $484.08 $381K - $425K
1.47K $708M
XLF
Financial Sector Spdr

ETFs
-6.64K
- 28.28%
$51.37 - $54.25 $341K - $360K
16.8K $907M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-13.7K
- 48.86%
$23.82 - $25.84 $326K - $353K
14.3K $368M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-3.65K
- 57.1%
$81.75 - $88.12 $299K - $322K
2.74K $239M
MDT
Medtronic PLC

Healthcare
-3.53K
- 55.3%
$87.67 - $95.74 $309K - $338K
2.85K $273M
XLC
Select Sector Spdr Tr Communic

ETFs
-2.93K
- 45.46%
$105.99 - $119.41 $310K - $349K
3.51K $418M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.23K
- 39.57%
$293.94 - $444.72 $654K - $990K
3.4K $1.53B
AOM
Ishares Tr Core Moderate Alloc

ETFs
-6.35K
- 41.02%
$45.4 - $47.61 $288K - $302K
9.13K $434M
MA
Mastercard Inc

Financial Services
-488
- 49.9%
$550.18 - $598.96 $268K - $292K
490 $280M
XLV
Select Sector Spdr Fund Health

ETFs
-2.12K
- 44.78%
$129.01 - $139.72 $273K - $296K
2.61K $365M
ABEQ
Unified Ser Tr Absolute Core S

ETFs
-8.35K
- 49.38%
$33.95 - $36.08 $284K - $301K
8.56K $309M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-1.23K
- 64.9%
$256.21 - $323.54 $315K - $397K
664 $217M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.16K
- 41.2%
$88.47 - $93.24 $279K - $295K
4.51K $413M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.63K
- 47.37%
$101.12 - $106.18 $266K - $279K
2.92K $302M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.96K
- 38.53%
$49.43 - $54.52 $294K - $325K
9.5K $516M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-9.64K
- 50.95%
$26.16 - $27.65 $252K - $267K
9.28K $255M
PM
Philip Morris International Inc.

Consumer Defensive
-764
- 13.17%
$157.77 - $183.27 $121K - $140K
5.04K $821M
LLY
Eli Lilly & CO

Healthcare
-200
- 3.96%
$625.65 - $812.69 $125K - $163K
4.85K $3.75B
PULS
Pgim ETF Tr

ETFs
-4.69K
- 39.31%
$49.58 - $49.83 $233K - $234K
7.25K $362M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.27K
- 42.37%
$79.39 - $90.39 $260K - $296K
4.45K $398M
PANW
Palo Alto Networks Inc

Technology
-1.08K
- 48.34%
$167.06 - $208.19 $180K - $225K
1.15K $236M
VB
Vanguard Small Cap ETF

ETFs
-976
- 49.85%
$237.58 - $259.17 $232K - $253K
982 $251M
AOA
Ishares Tr Core Aggressive All

ETFs
-2.69K
- 52.41%
$82.71 - $88.14 $222K - $237K
2.44K $215M
XLE
Energy Sector Spdr

ETFs
-2.94K
- 26.88%
$84.25 - $91.99 $248K - $271K
8.01K $719M
QCOM
Qualcomm Inc

Technology
-1.38K
- 51.53%
$145.84 - $173.55 $201K - $239K
1.3K $217M
PLTR
Palantir Technologies Inc.

Technology
-2.46K
- 47.35%
$130.68 - $186.97 $322K - $460K
2.74K $500M
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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