GS

GWN SECURITIES INC.

13F
GWN SECURITIES INC.
Last update 2025-05-15 689 Stocks (421 new)
Value $1.77 Bil Turnover 83 %
Countries:
Top Holdings: SPY(2.79%)IVV(2.49%)QQQ(2.38%)NVDA(2.19%)AAPL(2.07%)
Summary Stock Picks Current Portfolio
GWN SECURITIES INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
84,899
49,547.8
+436.72%
2.790
+2.27%
0.010
+17.14%
+7.04%
641,384.0
 
IVV
iShares Core S&P 500 ETF
78,378
44,122.1
+661.03%
2.490
+2.16%
0.010
+17.02%
+7.08%
622,054.4
 
QQQ
INVESCO QQQ Trust
83,271
42,266.2
+381.08%
2.380
+1.89%
0.010
+22.10%
+8.69%
355,935.0
 
NVDA
NVIDIA Corp
293,009
38,753.7
+144.29%
2.190
+1.29%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
AAPL
Apple Inc
171,412
36,681.3
+35.85%
2.070
+0.55%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
VHT
Vanguard Health Care ETF
133,948
31,718.7
+1,001.00%
1.790
+1.63%
0.200
+0.80%
-1.07%
14,995.3
 
AMZN
Amazon.com Inc
152,691
31,537.1
+171.79%
1.780
+1.13%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
VGT
Vanguard Information Technology ETF
43,503
26,534.0
+386.01%
1.500
+1.19%
0.030
+29.01%
+8.06%
85,097.1
 
MSFT
Microsoft Corp
60,535
25,847.7
+160.24%
1.460
+0.90%
0.000
+29.81%
+19.87%
3,740,948.0
Software
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
59,629
25,075.1
+1,102.68%
1.410
+1.29%
0.070
+10.82%
+5.07%
38,454.0
 

GWN SECURITIES INC.'s Historical Top Holdings Breakdowns

GWN SECURITIES INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+2.27%
●
551.42 ($587.78) 612.93
$623.62
6.10%
Add 436.72%
84,899
69,081
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+2.16%
●
554.06 ($590.51) 615.85
$626.44
6.08%
Add 661.03%
78,378
68,079
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+1.89%
●
468.34 ($508.07) 539.52
$554.20
9.08%
Add 381.08%
83,271
65,962
VHT
Vanguard Health Care ETF
2025-03-31
Add
Add
+1.63%
●
254.06 ($266.4) 273.83
$249.12
-6.49%
Add 1001%
133,948
121,782
SPMO
Invesco S&P 500 Momentum ETF
2025-03-31
Reduce
Reduce
-1.34%
●
91.76 ($97.86) 103.26
$112.17
14.62%
Reduce -93.49%
3,451
-49,526
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+1.29%
●
106.98 ($126.74) 149.43
$164.92
30.12%
Add 144.29%
293,009
173,067
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
2025-03-31
Add
Add
+1.29%
●
408.78 ($432.49) 448.82
$443.57
2.56%
Add 1102.68%
59,629
54,671
VTWO
Vanguard Russell 2000 Index Fund
2025-03-31
Add
Add
+1.20%
●
80.08 ($87.74) 92.93
$89.59
2.11%
Add 1160.37%
275,390
253,540
VGT
Vanguard Information Technology ETF
2025-03-31
Add
Add
+1.19%
●
542.38 ($602.71) 646.34
$670.33
11.22%
Add 386.01%
43,503
34,552
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
Add
Add
+1.15%
●
169.43 ($177.82) 182.84
$184.42
3.71%
Add 838.01%
129,868
116,023

GWN SECURITIES INC. Total Holding History ($B)

To

GWN SECURITIES INC.'s Asset Allocation

To

GWN SECURITIES INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

GWN SECURITIES INC.'s Hypothetical Growth since 2025-03-31

GWN SECURITIES INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

GWN SECURITIES INC.'s Holdings Heat Map

Size field:

GWN SECURITIES INC.'s Holdings Bubble Chart

GWN SECURITIES INC. News

  • 1

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