Institutions / Gwn Securities Inc.
Gwn Securities Inc.
CIK 1265905 · Institution · as of Mar 31, 2026
Portfolio value
$522.60M
Positions
462
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$522.60M+5.7%Positions
462+5.0%Top holdings
Mar 31, 2026View all 462 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $13.22M | 2.5% |
| Apple Inc. | $12.38M | 2.4% |
| Invesco Qqq Tr | $10.58M | 2.0% |
| Innovator Etfs Trust | $8.19M | 1.6% |
| State Str SPDR S&P 500 ETF T | $8.03M | 1.5% |
| iShares Tr | $7.17M | 1.4% |
| Innovator Etfs Trust | $6.49M | 1.2% |
| Invesco Exchange Traded Fd T | $6.34M | 1.2% |
| Microsoft Corp | $6.17M | 1.2% |
| NVIDIA Corp | $6.03M | 1.2% |
| Johnson & Johnson | $6.02M | 1.2% |
| Vanguard World Fd | $5.62M | 1.1% |
| Cardinal Health Inc | $5.61M | 1.1% |
| iShares MSCI UAE ETF | $5.28M | 1.0% |
| iShares MSCI UAE ETF | $5.11M | 1.0% |
| Vanguard Index Fds | $4.78M | 0.9% |
| ELI LILLY & Co | $4.70M | 0.9% |
| Duke Energy Corp | $4.58M | 0.9% |
| Amazon.com Inc | $4.51M | 0.9% |
| Southern Co | $4.45M | 0.9% |
| Caseys General Stores Inc | $4.39M | 0.8% |
| Sprott Asset Management LP | $4.24M | 0.8% |
| iShares MSCI UAE ETF | $4.19M | 0.8% |
| Coca Cola Co | $4.19M | 0.8% |
| Warren E. Buffett | $4.02M | 0.8% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 45782C409 Common stock | $1.59M | +30K +98.58% | 60,148 0.61% of portfolio | low |
| Q1 2026 as of | New | 464287515 Common stock | $1.32M | +16K | 16,491 0.25% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-1.26M | -12K -19.26% | 49,558 1.01% of portfolio | low |
| Q1 2026 as of | Add | 922908769 Common stock | $1.21M | +4K +33.80% | 14,887 0.91% of portfolio | low |
| Q1 2026 as of | New | 746729300 Common stock | $1.17M | +25K | 25,173 0.22% of portfolio | low |
| Q1 2026 as of | Trim | 464288679 Common stock | $-1.13M | -10K -24.29% | 31,930 0.67% of portfolio | low |
| Q1 2026 as of | Add | 921937835 Common stock | $1.05M | +14K +45.62% | 45,365 0.64% of portfolio | low |
| Q1 2026 as of | Add | 78467X109 Common stock | $977.5K | +2K +44.70% | 6,830 0.61% of portfolio | low |
| Q1 2026 as of | Add | 45783Y681 Common stock | $959.6K | +29K +87.24% | 61,850 0.39% of portfolio | low |
| Q1 2026 as of | Add | 45783Y673 Common stock | $919.2K | +26K +39.98% | 90,899 0.62% of portfolio | low |