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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$337B
$38.8 Billion 2.19% of portfolio
293,009
Q1 2025 Added 144.29%
$3.23T
$36.7 Billion 2.07% of portfolio
171,412
Q1 2025 Added 35.85%
$2.09T
$31.5 Billion 1.78% of portfolio
152,691
Q1 2025 Added 171.79%
$3.43T
$25.8 Billion 1.46% of portfolio
60,535
Q1 2025 Added 160.24%
$656B
$21.6 Billion 1.22% of portfolio
42,739
Q1 2025 Added 437.46%
$1.05T
$21.1 Billion 1.19% of portfolio
126,801
Q1 2025 Added 518.93%
$312B
$16.3 Billion 0.92% of portfolio
233,156
Q1 2025 Added 488.85%
$1.46T
$16.2 Billion 0.91% of portfolio
25,029
Q1 2025 Added 274.8%
$406B
$14.1 Billion 0.79% of portfolio
92,470
Q1 2025 Added 363.72%
$98B
$13.7 Billion 0.77% of portfolio
157,751
Q1 2025 Added 389.88%
$139B
$13.2 Billion 0.74% of portfolio
183,023
Q1 2025 Added 547.34%
$1.03T
$12.8 Billion 0.72% of portfolio
77,951
Q1 2025 Added 477.97%
$185B
$12.6 Billion 0.71% of portfolio
296,381
Q1 2025 Added 670.84%
$329B
$12.3 Billion 0.69% of portfolio
66,497
Q1 2025 Added 371.94%
$81.3B
$12.1 Billion 0.68% of portfolio
167,213
Q1 2025 Added 4,117.23%
$198B
$11.1 Billion 0.62% of portfolio
408,049
Q1 2025 Added 507.79%
$212B
$9.72 Billion 0.55% of portfolio
14,937
Q1 2025 Added 3,381.82%
$206B
$9.05 Billion 0.51% of portfolio
80,720
Q1 2025 Added 1,029.74%
$301B
$9.1 Billion 0.51% of portfolio
67,906
Q1 2025 New
$45.1B
$8.21 Billion 0.46% of portfolio
14,499
Q1 2025 Added 2,939.62%
$80.3B
$7.88 Billion 0.44% of portfolio
365,770
Q1 2025 Added 1,562.29%
$268B
$7.87 Billion 0.44% of portfolio
82,958
Q1 2025 Added 68.2%
$12.8B
$7.42 Billion 0.42% of portfolio
178,088
Q1 2025 New
$268B
$7.47 Billion 0.42% of portfolio
50,911
Q1 2025 Added 21.93%
$377B
$7.52 Billion 0.42% of portfolio
20,224
Q1 2025 Added 107.09%
$701B
$7.35 Billion 0.41% of portfolio
8,981
Q1 2025 Added 89.23%
$403B
$7.01 Billion 0.4% of portfolio
42,159
Q1 2025 Added 121.45%
$124B
$6.85 Billion 0.39% of portfolio
33,563
Q1 2025 Added 621.63%
$100B
$6.96 Billion 0.39% of portfolio
64,615
Q1 2025 Added 368.46%
$24.2B
$6.94 Billion 0.39% of portfolio
753,194
Q1 2025 Added 5,140.7%
$184B
$6.87 Billion 0.39% of portfolio
19,855
Q1 2025 Added 595.2%
$354B
$6.66 Billion 0.38% of portfolio
149,226
Q1 2025 Added 454.95%
$23.9B
$6.2 Billion 0.35% of portfolio
66,524
Q1 2025 Added 1,198.03%
$10.7B
$6.14 Billion 0.35% of portfolio
729,686
Q1 2025 New
$132B
$5.97 Billion 0.34% of portfolio
250,801
Q1 2025 Added 300.97%
$231B
$6.06 Billion 0.34% of portfolio
19,457
Q1 2025 Added 187.44%
$597B
$5.79 Billion 0.33% of portfolio
16,320
Q1 2025 Added 300.2%
$65.4B
$5.82 Billion 0.33% of portfolio
55,853
Q1 2025 Added 567.54%
$265B
$5.64 Billion 0.32% of portfolio
19,485
Q1 2025 Added 1,671.36%
$460B
$5.33 Billion 0.3% of portfolio
5,423
Q1 2025 Added 150.14%
$57.6B
$5.25 Billion 0.3% of portfolio
27,712
Q1 2025 Added 1,165.39%
$774B
$5.35 Billion 0.3% of portfolio
20,945
Q1 2025 Added 77.15%
$40.5B
$5.26 Billion 0.3% of portfolio
38,151
Q1 2025 Added 235.84%
$36.8B
$5.1 Billion 0.29% of portfolio
25,014
Q1 2025 New
$21.1B
$5.12 Billion 0.29% of portfolio
52,662
Q1 2025 Added 2,472.64%
$24B
$5.05 Billion 0.28% of portfolio
34,518
Q1 2025 Added 232.8%
$98.9B
$4.93 Billion 0.28% of portfolio
21,278
Q1 2025 Added 284.77%
$66.4B
$4.8 Billion 0.27% of portfolio
155,385
Q1 2025 Added 500.1%
-
$4.74 Billion 0.27% of portfolio
-
Q1 2025 Added 634.57%

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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