Gwn Securities Inc. Reduced Holdings in Q2 2025

Gwn Securities Inc.

  • $539 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-6.3K
- 55.83%
$146.29 - $275.65 $921K - $1.74M
4.98K $1.38B
DUK
Duke Energy Corp

Utilities
-4.67K
- 12.41%
$112.46 - $124.05 $525K - $580K
33K $3.92B
PRU
Prudential Financial Inc

Financial Services
-5.99K
- 70.44%
$95.12 - $112.71 $569K - $675K
2.51K $271M
MMM
3 M CO

Industrials
-4.43K
- 71.49%
$126.09 - $154.15 $559K - $683K
1.77K $271M
LNT
Alliant Energy Corp

Utilities
-6.65K
- 10.55%
$58.79 - $64.85 $391K - $431K
56.4K $3.42B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-5.25K
- 70.9%
$101.93 - $128.63 $535K - $675K
2.16K $277M
VUG
Vanguard Growth ETF

ETFs
-1.85K
- 44.1%
$329.49 - $438.4 $610K - $812K
2.35K $1.03B
NRG
Nrg Energy, Inc.

Utilities
-4.05K
- 76.49%
$83.61 - $162.67 $338K - $658K
1.24K $200M
ORCL
Oracle Corp

Technology
-4.83K
- 73.04%
$122.82 - $218.63 $593K - $1.06M
1.78K $391M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-15.6K
- 63.61%
$32.66 - $40.75 $509K - $635K
8.92K $362M
AMGN
Amgen Inc

Healthcare
-1.79K
- 41.31%
$262.28 - $309.85 $469K - $554K
2.54K $716M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.4K
- 77.6%
$321.63 - $509.31 $449K - $711K
403 $205M
O
Realty Income Corp

Real Estate
-9.49K
- 63.77%
$52.27 - $58.52 $496K - $555K
5.39K $312M
Innovator Etfs Trust
-20.5K
- 59.02%
N/A
14.2K $349M
Capital Group Dividend Growe
-13.6K
- 67.87%
N/A
6.42K $216M
VRT
Vertiv Holdings CO

Industrials
-4.08K
- 69.58%
N/A
1.78K $229M
SOXX
Ishares Semiconductor ETF

ETFs
-3.37K
- 40.5%
$154.86 - $239.07 $522K - $807K
4.96K $1.19B
MRSK
Toews Agility Shares Managed R

Technology
-12.6K
- 37.3%
$30.02 - $33.57 $380K - $424K
21.2K $714M
DVY
Ishares Tr

ETFs
-2.76K
- 54.36%
$118.37 - $134.86 $327K - $372K
2.32K $308M
TJX
Tjx Companies Inc

Consumer Cyclical
-3.02K
- 42.8%
$119.13 - $135.03 $359K - $407K
4.03K $500M
CGGO
Capital Group Global Growth Eq

ETFs
-13.5K
- 68.12%
$25.31 - $32.17 $342K - $435K
6.33K $202M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-6.67K
- 19.67%
$51.68 - $52.76 $345K - $352K
27.2K $1.44B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-7.3K
- 25.15%
$44.68 - $45.96 $326K - $335K
21.7K $994M
IEFA
Ishares Tr

ETFs
-6.23K
- 20.73%
$67.83 - $84.09 $423K - $524K
23.8K $2B
DPZ
Dominos Pizza Inc

Consumer Cyclical
-622
- 57.75%
$430.72 - $497.52 $268K - $309K
455 $211M
RTX
Raytheon Technologies Corp

Industrials
-3.47K
- 25.18%
$113.75 - $148.48 $394K - $514K
10.3K $1.52B
DFAU
Dimensional ETF Tr

ETFs
-8.44K
- 43.85%
$34.04 - $42.36 $287K - $358K
10.8K $458M
VEA
Vanguard Ftse Developed Market

ETFs
-6.92K
- 34.24%
$45.65 - $57.01 $316K - $395K
13.3K $759M
DOX
Amdocs LTD

Technology
-2.97K
- 9.24%
$80.46 - $94.08 $239K - $279K
29.2K $2.67B
VDC
Vanguard Consumer Staples ETF

ETFs
-1.25K
- 41.11%
$204.89 - $224.73 $256K - $280K
1.79K $394M
STXD
Ea Ser Tr Strive 1000 Divid Gr
-9.25K
- 37.88%
N/A
15.2K $527M
HDV
Ishares Core High Dividend ETF

ETFs
-2.27K
- 45.95%
$108.41 - $120.51 $246K - $273K
2.67K $314M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-7.36K
- 36.98%
$35.3 - $37.51 $260K - $276K
12.5K $471M
NFLX
Netflix Inc

Communication Services
-618
- 39.72%
$855.86 - $1339.13 $529K - $828K
938 $1.32B
DE
Deere & CO

Industrials
-581
- 47.39%
$412.99 - $531.48 $240K - $309K
645 $338M
ICF
Ishares Tr

ETFs
-4.04K
- 45.06%
$54.56 - $62.47 $220K - $252K
4.92K $301M
PEP
Pepsico Inc

Consumer Defensive
-808
- 8.64%
$128.02 - $151.37 $103K - $122K
8.54K $1.15B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-4.2K
- 47.83%
$49.98 - $50.26 $210K - $211K
4.58K $230M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-1.52K
- 43.54%
$144.94 - $210.94 $221K - $321K
1.97K $417M
SHOP
Shopify Inc.

Technology
-2.41K
- 57.59%
$76.89 - $115.35 $185K - $278K
1.77K $205M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.33K
- 48.17%
$131.84 - $157.76 $175K - $210K
1.43K $226M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-3.94K
- 32.78%
$45.9 - $47.2 $181K - $186K
8.09K $381M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.76K
- 23.54%
$39.89 - $49.46 $190K - $235K
15.5K $766M
HON
Honeywell International Inc

Industrials
-843
- 44.42%
$182.86 - $232.88 $154K - $196K
1.06K $248M
SYK
Stryker Corp

Healthcare
-425
- 33.23%
$337.37 - $395.63 $143K - $168K
854 $338M
ETR
Entergy Corp

Utilities
-1.56K
- 24.11%
$79.01 - $86.61 $123K - $135K
4.92K $412M
Ea Series Trust
-6.85K
- 39.46%
N/A
10.5K $212M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.58K
- 20.24%
$50.1 - $51.02 $129K - $132K
10.2K $519M
CL
Colgate Palmolive CO

Consumer Defensive
-1.34K
- 30.42%
$87.57 - $96.0 $117K - $129K
3.06K $283M
Activity Summary
Buys All Purchases 149 New Holdings 59 Increased Positions 90 Sells All Sells 246 Reductions 246 Sold out 0 Options Calls 0 Puts 0
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