Gwn Securities Inc. Reduced Holdings in Q3 2025

Gwn Securities Inc.

  • $432 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
-2.24K
- 36.05%
$118.37 - $139.46 $266K - $313K
3.98K $548M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-2.59K
- 49.77%
$85.31 - $97.03 $221K - $251K
2.61K $249M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-2.42K
- 44.73%
$85.93 - $92.12 $208K - $223K
2.99K $273M
MAIN
Main Street Capital Corp

Financial Services
-3.59K
- 50.01%
$59.28 - $67.54 $213K - $242K
3.59K $228M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.07K
- 37.32%
$216.09 - $242.18 $230K - $258K
1.79K $430M
VEA
Vanguard Ftse Developed Market

ETFs
-3.82K
- 28.73%
$56.02 - $60.3 $214K - $230K
9.48K $568M
MSCI
Msci Inc.

Financial Services
-314
- 32.3%
$526.48 - $588.0 $165K - $185K
658 $374M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.75K
- 44.14%
$49.78 - $50.75 $187K - $190K
4.75K $240M
DGRO
Ishares Core Dividend Growth E

ETFs
-3.36K
- 32.72%
$64.12 - $68.08 $216K - $229K
6.91K $472M
XLI
Industrial Sector Spdr

ETFs
-1.39K
- 29.07%
$147.94 - $154.99 $205K - $215K
3.38K $522M
VTV
Vanguard Value ETF

ETFs
-1.19K
- 26.3%
$175.51 - $186.57 $209K - $222K
3.33K $624M
VST
Vistra Corp.

Utilities
-913
- 25.59%
$182.0 - $217.92 $166K - $199K
2.66K $521M
T
At&T Inc.

Communication Services
-3.11K
- 2.63%
$26.94 - $29.62 $83.8K - $92.2K
115K $3.26B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.71K
- 16.91%
$100.37 - $100.74 $172K - $173K
8.42K $849M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.49K
- 20.34%
$108.97 - $121.65 $271K - $303K
9.75K $1.18B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-3.37K
- 41.87%
$50.9 - $52.37 $172K - $177K
4.68K $245M
MO
Altria Group, Inc.

Consumer Defensive
-4.45K
- 25.23%
$57.75 - $67.68 $257K - $301K
13.2K $872M
Npk International Inc
-24.5K
- 58.03%
N/A
17.7K $201M
VDC
Vanguard Consumer Staples ETF

ETFs
-684
- 38.26%
$212.64 - $225.25 $145K - $154K
1.1K $237M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-3.36K
- 41.5%
$46.37 - $47.77 $156K - $160K
4.73K $225M
XOM
Exxon Mobil Corp

Energy
-1.67K
- 23.13%
$105.83 - $117.22 $177K - $196K
5.55K $628M
GLDM
World Gold Trust

ETFs
-2.98K
- 40.15%
$64.73 - $76.45 $193K - $228K
4.45K $341M
UBER
Uber Technologies, Inc

Technology
-1.6K
- 30.79%
$86.91 - $99.57 $139K - $159K
3.59K $352M
CHD
Church & Dwight CO Inc

Consumer Defensive
-974
- 20.86%
$85.84 - $99.09 $83.6K - $96.5K
3.7K $324M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-685
- 34.7%
$205.52 - $234.96 $141K - $161K
1.29K $303M
HYG
Ishares Tr

ETFs
-1.46K
- 11.17%
$79.85 - $81.32 $117K - $119K
11.6K $945M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-1.31K
- 12.81%
$92.14 - $93.55 $120K - $122K
8.9K $835M
INTU
Intuit Inc

Technology
-41
- 5.32%
$646.03 - $807.39 $26.5K - $33.1K
729 $499M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-1.63K
- 32.52%
$61.99 - $65.47 $101K - $107K
3.39K $219M
SPOT
Spotify Technology S.A.

Communication Services
-87
- 15.54%
$620.01 - $738.53 $53.9K - $64.3K
473 $330M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-4.08K
- 33.42%
$27.47 - $28.76 $112K - $117K
8.13K $234M
Lam Research Corp
-1.9K
- 44.91%
N/A
2.33K $315M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.15K
- 5.09%
$82.38 - $83.0 $95K - $95.7K
21.5K $1.79B
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.13K
- 24.63%
$81.75 - $84.54 $92.5K - $95.7K
3.46K $293M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-2.34K
- 33.61%
$42.62 - $46.98 $99.6K - $110K
4.62K $216M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.18K
- 28.52%
$72.01 - $74.44 $84.6K - $87.5K
2.95K $217M
ORCL
Oracle Corp

Technology
-675
- 37.84%
$218.96 - $328.33 $148K - $222K
1.11K $313M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-2.46K
- 12.18%
N/A
17.8K $816M
DVY
Ishares Tr

ETFs
-610
- 26.34%
$133.88 - $142.57 $81.7K - $87K
1.71K $242M
PUBM
Pub Matic, Inc.

Technology
-1.21K
- 9.11%
$7.82 - $13.67 $9.44K - $16.5K
12K $99.8M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-10.6K
- 50.0%
$5.7 - $6.01 $60.4K - $63.7K
10.6K $62.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-555
- 23.14%
$131.47 - $143.64 $73K - $79.7K
1.84K $261M
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.74K
- 18.0%
$41.27 - $43.1 $71.7K - $74.9K
7.91K $341M
Tidal Trust Ii
-7.21K
- 38.15%
N/A
11.7K $63.9M
Blackrock Inc
-76
- 26.57%
N/A
210 $251M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-644
- 6.2%
$107.66 - $112.36 $69.3K - $72.4K
9.74K $1.09B
FVAL
Fidelity Covington Tr Value Fa

ETFs
-1.41K
- 15.52%
$63.74 - $69.18 $89.6K - $97.3K
7.65K $528M
SPG
Simon Property Group Inc

Real Estate
-806
- 21.23%
$159.93 - $187.67 $129K - $151K
2.99K $565M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.56K
- 17.51%
$39.8 - $42.86 $62.2K - $66.9K
7.36K $315M
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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