Gwn Securities Inc. Portfolio Holdings
Gwn Securities Inc.
- $374 Billion
- Q4 2024
Gwn Securities Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $374 Billion distributed in 357 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.3B, Nvidia Corp with a value of $17.1B, Amazon Com Inc with a value of $13.1B, Microsoft Corp with a value of $10.3B, and Spdr S&P 500 ETF Trust with a value of $9.61B.
Examining the 13F form we can see an increase of $374B in the current position value.
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
$374 Billion
ETFs: $120 Billion
Technology: $72.1 Billion
Financial Services: $30.6 Billion
Consumer Cyclical: $28.4 Billion
Consumer Defensive: $27.7 Billion
Healthcare: $18.7 Billion
Energy: $17.4 Billion
Communication Services: $16.7 Billion
Other: $34.3 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 357
- Current Value $374 Billion
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 357 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks