Gwn Securities Inc. Top Holdings and 13F Report (2025) About Gwn Securities Inc.Investment ActivityGwn Securities Inc. has $374.12 million in total holdings as of December 31, 2024.Gwn Securities Inc. owns shares of 357 different stocks, but just 128 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $28,293,727NVIDIA $17,075,293Amazon.com $13,141,011Microsoft $10,300,133SPDR S&P 500 ETF Trust $9,606,289 Sector AllocationMap of 500 Largest Holdings ofGwn Securities Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$28,293,727126,1797.6%Computer and TechnologyNVDANVIDIA$17,075,293119,9424.6%Computer and TechnologyAMZNAmazon.com$13,141,01156,1793.5%Retail/WholesaleMSFTMicrosoft$10,300,13323,2612.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$9,606,28915,8182.6%FinanceQQQInvesco QQQ$9,155,13017,3092.4%FinanceCVXChevron$6,494,44641,7541.7%Oils/EnergyXOMExxon Mobil$6,380,28458,7291.7%Oils/EnergyIVViShares Core S&P 500 ETF$6,189,75410,2991.7%ETFVGTVanguard Information Technology ETF$5,717,9318,9511.5%ETFSPMOInvesco S&P 500 Momentum ETF$5,368,15952,9771.4%ETFWMTWalmart$4,658,24649,3211.2%Retail/WholesaleMETAMeta Platforms$4,272,0916,6781.1%Computer and TechnologyGOOGAlphabet$4,126,52120,4871.1%Computer and TechnologyHDHome Depot$4,045,4709,7661.1%Retail/WholesaleLLYEli Lilly and Company$3,726,0074,7461.0%MedicalBRK.BBerkshire Hathaway$3,682,3457,9521.0%FinanceTSLATesla$3,526,9638,6880.9%Auto/Tires/TrucksGLDMSPDR Gold MiniShares Trust$3,244,20659,1100.9%FinanceVHTVanguard Health Care ETF$3,240,02312,1660.9%ETFPGProcter & Gamble$3,127,24819,0380.8%Consumer StaplesJPMJPMorgan Chase & Co.$3,096,46011,8230.8%FinanceJNJJohnson & Johnson$2,927,51919,9410.8%MedicalSOSouthern$2,687,84832,2020.7%UtilitiesGOOGLAlphabet$2,681,44913,4870.7%Computer and TechnologyCTASimplify Managed Futures Strategy ETF$2,622,42090,8040.7%ETFRSPInvesco S&P 500 Equal Weight ETF$2,496,73013,8450.7%ETFKOCoca-Cola$2,451,96239,5950.7%Consumer StaplesABBVAbbVie$2,401,51114,0900.6%MedicalVOOVanguard S&P 500 ETF$2,263,5034,0590.6%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,201,7634,9580.6%FinanceSHViShares Short Treasury Bond ETF$2,154,83619,5700.6%ETFMSTRMicroStrategy$2,150,3146,0800.6%Computer and TechnologyPEPPepsiCo$2,133,69314,3000.6%Consumer StaplesAVGOBroadcom$2,102,5908,6480.6%Computer and TechnologyNEENextEra Energy$2,059,11228,2730.6%UtilitiesCOSTCostco Wholesale$2,036,6242,1680.5%Retail/WholesaleVTWOVanguard Russell 2000 ETF$2,020,68821,8500.5%ETFMGKVanguard Mega Cap Growth ETF$1,987,6985,6210.5%ETFLOWLowe's Companies$1,947,4997,4270.5%Retail/WholesaleBUFBInnovator Laddered Allocation Buffer ETF$1,944,92160,2130.5%ETFMCDMcDonald's$1,932,9826,7690.5%Retail/WholesaleBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$1,929,40142,9620.5%ETFDUKDuke Energy$1,891,04017,2190.5%UtilitiesGLDSPDR Gold Shares$1,881,3287,3590.5%FinanceORCLOracle$1,851,61310,0940.5%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$1,832,85236,3440.5%ETFGSThe Goldman Sachs Group$1,818,6562,8560.5%FinanceCLXClorox$1,711,87710,7530.5%Consumer StaplesIBMInternational Business Machines$1,677,3927,4630.4%Computer and TechnologyPLDPrologis$1,640,18913,7930.4%FinancePFEPfizer$1,632,96562,5480.4%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$1,618,15512,5760.4%ETFIWMiShares Russell 2000 ETF$1,578,1847,0450.4%FinanceTAT&T$1,525,35367,1360.4%Computer and TechnologyVZVerizon Communications$1,520,31738,4490.4%Computer and TechnologyMOAltria Group$1,516,23729,0960.4%Consumer StaplesKMBKimberly-Clark$1,470,01111,4480.4%Consumer StaplesCAHCardinal Health$1,461,18211,3600.4%MedicalMAMastercard$1,458,0142,7330.4%Business ServicesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,454,10713,5940.4%FinanceLMTLockheed Martin$1,428,3552,8740.4%AerospaceCINFCincinnati Financial$1,423,45310,3720.4%FinanceMRKMerck & Co., Inc.$1,393,05814,5780.4%MedicalXMMOInvesco S&P MidCap Momentum ETF$1,351,17010,2670.4%ETFVVisa$1,346,4534,0780.4%Business ServicesVTIVanguard Total Stock Market ETF$1,319,3994,3970.4%ETFGEGeneral Electric$1,278,3476,5000.3%TransportationBACBank of America$1,244,63526,8900.3%FinanceNFLXNetflix$1,242,2281,2820.3%Consumer DiscretionaryMBBiShares MBS ETF$1,241,94713,5710.3%ETFCOFCapital One Financial$1,228,0666,0330.3%FinanceEDConsolidated Edison$1,215,25113,4130.3%UtilitiesIVEiShares S&P 500 Value ETF$1,198,4516,1200.3%ETFLNTAlliant Energy$1,194,93020,3400.3%UtilitiesCATCaterpillar$1,161,9222,8560.3%Industrial ProductsWMWaste Management$1,155,2515,5300.3%Business ServicesAIRRFirst Trust RBA American Industrial Renaissance ETF$1,151,84813,8410.3%ManufacturingJEPIJPMorgan Equity Premium Income ETF$1,140,82419,3060.3%ETFVFHVanguard Financials ETF$1,139,1519,1640.3%ETFRTXRTX$1,127,6239,0460.3%AerospaceXLKTechnology Select Sector SPDR Fund$1,046,1504,3710.3%ETFCGMUCapital Group Municipal Income ETF$1,044,82539,0800.3%ETFCGDVCapital Group Dividend Value ETF$1,031,26028,2280.3%ETFSYYSysco$1,023,01613,6810.3%Consumer StaplesRSGRepublic Services$992,6044,6900.3%Business ServicesPFFiShares Preferred and Income Securities ETF$989,26330,8690.3%ETFQCOMQUALCOMM$981,6175,7300.3%Computer and TechnologyAEPAmerican Electric Power$976,1959,9420.3%UtilitiesBPBP$970,58930,8610.3%Oils/EnergyCOWZPacer US Cash Cows 100 ETF$950,21516,2380.3%ETFPRNInvesco Dorsey Wright Industrials Momentum ETF$946,6835,6320.3%ETFHRLHormel Foods$944,23030,5760.3%Consumer StaplesMDLZMondelez International$921,37416,0350.2%Consumer StaplesHDViShares Core High Dividend ETF$890,5797,7850.2%ETFCASYCasey's General Stores$878,3732,1350.2%Retail/WholesaleAFLAflac$877,7548,3670.2%FinanceIXUSiShares Core MSCI Total International Stock ETF$867,44913,0970.2%ManufacturingJEPQJPMorgan Nasdaq Equity Premium Income ETF$859,55214,8020.2%ETFCSXCSX$846,46025,8930.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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