Gwn Securities Inc. Portfolio Holdings

Gwn Securities Inc.

  • $432 Billion
  • Q3 2025

Gwn Securities Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $432 Billion distributed in 393 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $12.8B, Apple Inc. with a value of $11.5B, Invesco Qqq Trust, Series 1 with a value of $9.53B, Ishares Short Term National Mu with a value of $8.54B, and Blackrock Ultra Short Term Bon with a value of $8.32B.

Examining the 13F form we can see an decrease of $107B in the current position value, from $539B to 432B.

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 $432 Billion
ETFs: $207 Billion
Technology: $38.4 Billion
Consumer Defensive: $29.3 Billion
Healthcare: $24.6 Billion
Financial Services: $19.2 Billion
Industrials: $17.8 Billion
Consumer Cyclical: $17.1 Billion
Utilities: $14.9 Billion
Other: $19.4 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1 Billion 0.23% of portfolio
20,198
Q3 2025 Reduced 43.08%
$0
$938 Million 0.22% of portfolio
28,569
Q3 2025 Added 12.73%
$0
$939 Million 0.22% of portfolio
30,980
Q3 2025 Reduced 57.53%
$0
$967 Million 0.22% of portfolio
24,458
Q3 2025 Added 8.51%
$0
$945 Million 0.22% of portfolio
11,620
Q3 2025 Reduced 11.17%
$0
$949 Million 0.22% of portfolio
14,501
Q3 2025 Added 1.16%
$0
$907 Million 0.21% of portfolio
16,825
Q3 2025 Reduced 28.28%
$0
$895 Million 0.21% of portfolio
4,567
Q3 2025 Reduced 35.49%
$0
$892 Million 0.21% of portfolio
19,066
Q3 2025 Added 18.88%
$0
$846 Million 0.2% of portfolio
8,749
Q3 2025 Added 0.95%
$0
$844 Million 0.2% of portfolio
11,795
Q3 2025 Added 6.5%
$0
$870 Million 0.2% of portfolio
6,128
Q3 2025 Reduced 45.87%
$0
$849 Million 0.2% of portfolio
8,423
Q3 2025 Reduced 16.91%
$0
$823 Million 0.19% of portfolio
14,416
Q3 2025 Added 8.4%
$0
$835 Million 0.19% of portfolio
8,897
Q3 2025 Reduced 12.81%
$0
$830 Million 0.19% of portfolio
12,200
Q3 2025 Added 0.63%
$0
$829 Million 0.19% of portfolio
14,582
Q3 2025 Added 30.8%
$0
$803 Million 0.19% of portfolio
25,371
Q3 2025 Added 39.35%
$0
$787 Million 0.18% of portfolio
4,774
Q3 2025 Reduced 5.18%
$0
$765 Million 0.18% of portfolio
16,583
Q3 2025 Added 16.46%
$0
$765 Million 0.18% of portfolio
30,443
Q3 2025 Reduced 64.01%
$0
$757 Million 0.18% of portfolio
32,707
Q3 2025 Reduced 45.36%
$0
$767 Million 0.18% of portfolio
24,449
Q3 2025 Added 3.16%
$0
$731 Million 0.17% of portfolio
23,139
Q3 2025 Reduced 54.7%
$0
$719 Million 0.17% of portfolio
8,010
Q3 2025 Reduced 26.88%
$0
$715 Million 0.17% of portfolio
9,127
Q3 2025 Reduced 41.4%
$0
$720 Million 0.17% of portfolio
2,772
Q3 2025 Added 57.86%
$0
$708 Million 0.16% of portfolio
1,471
Q3 2025 Reduced 37.35%
$0
$669 Million 0.15% of portfolio
9,418
Q3 2025 Reduced 45.24%
$0
$626 Million 0.15% of portfolio
10,543
Q3 2025 Added 18.06%
$0
$636 Million 0.15% of portfolio
9,307
Q3 2025 Added 7.37%
$0
$631 Million 0.15% of portfolio
2,127
Q3 2025 Reduced 43.37%
$0
$603 Million 0.14% of portfolio
3,041
Q3 2025 Reduced 5.32%
$65.3B
$586 Million 0.14% of portfolio
8,013
Q3 2025 Added 25.44%
$0
$620 Million 0.14% of portfolio
1,315
Q3 2025 Added 2.98%
$0
$624 Million 0.14% of portfolio
3,334
Q3 2025 Reduced 26.3%
$0
$594 Million 0.14% of portfolio
1,983
Q3 2025 Reduced 42.19%
$0
$616 Million 0.14% of portfolio
6,589
Q3 2025 Added 60.39%
$0
$572 Million 0.13% of portfolio
17,667
Q3 2025 Reduced 14.41%
$0
$568 Million 0.13% of portfolio
9,476
Q3 2025 Reduced 28.73%
$0
$559 Million 0.13% of portfolio
17,688
Q3 2025 Reduced 0.02%
$0
$549 Million 0.13% of portfolio
4,458
Q3 2025 Added 67.15%
$0
$579 Million 0.13% of portfolio
4,871
Q3 2025 Added 0.52%
$0
$500 Million 0.12% of portfolio
13,227
Q3 2025 Added 5.44%
$0
$516 Million 0.12% of portfolio
9,503
Q3 2025 Reduced 38.53%
$0
$528 Million 0.12% of portfolio
7,651
Q3 2025 Reduced 15.52%
$0
$505 Million 0.12% of portfolio
11,028
Q3 2025 Added 2.05%
$0
$522 Million 0.12% of portfolio
3,382
Q3 2025 Reduced 29.07%
$0
$529 Million 0.12% of portfolio
18,035
Q3 2025 Added 1.35%

Summary

  • Portfolio
  • No. of Stocks 393
  • Current Value $432 Billion
  • Prior Value $539 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 61 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 211 stocks
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