Institutions / GWN SECURITIES INC. / Holdings
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Gwn Securities Inc.

All holdings · as of Mar 31, 2026

462 positions

CompanyClassValueShares% of portfolio
Welltower, Inc.—$678.2K3,4300.1%
CITIGROUP INC—$673.0K5,9340.1%
ISHARES SILVER TR—$663.9K9,7430.1%
ADOBE INC.—$659.8K2,7140.1%
ISHARES TR—$655.3K1,5360.1%
Vistra Corp.—$649.5K4,3200.1%
HSBC HOLDINGS PLCHSBCADR$649.2K7,8690.1%
VANGUARD INDEX FDS—$645.9K2,5090.1%
VICTORY PORTFOLIOS II—$641.9K21,3750.1%
Vertiv Holdings Co—$639.8K2,5530.1%
INNOVATOR ETFS TRUST—$639.4K15,3260.1%
VANGUARD INTL EQUITY INDEX F—$639.2K8,5110.1%
ISHARES TR—$628.9K5,0580.1%
ANTERIX INC.—$628.9K16,4680.1%
HOME DEPOT, INC.—$623.2K1,8940.1%
SIMPLIFY EXCHANGE TRADED FUN—$622.0K20,5830.1%
LITMAN GREGORY FDS TR—$619.1K20,5340.1%
Waste Connections Inc—$613.6K3,7770.1%
STRIDE, INC.—$613.5K6,9580.1%
FIDELITY COVINGTON TRUST—$604.6K8,7120.1%
SELECT SECTOR SPDR TR—$601.2K3,7170.1%
INNOVATOR ETFS TRUST—$599.9K12,2480.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$598.8K1,7710.1%
DIMENSIONAL ETF TRUST—$593.7K17,5320.1%
VANECK ETF TRUST—$592.2K1,5440.1%
ISHARES U S ETF TR—$586.6K6,3530.1%
BANK OF AMERICA CORP /DE—$582.4K11,9460.1%
WISDOMTREE TR—$582.0K6,1430.1%
Quanta Services Inc—$578.2K1,0530.1%
Cheniere Energy, Inc.—$575.7K2,0280.1%
SELECT SECTOR SPDR TR—$572.6K3,9040.1%
CAPITAL GROUP GBL GROWTH EQT—$565.8K16,9530.1%
VANGUARD INTL EQUITY INDEX F—$560.3K10,3660.1%
BLACKROCK ETF TRUST—$559.5K16,9800.1%
Walt Disney Co—$551.4K5,7200.1%
NLIGHT, INC.—$550.7K9,6580.1%
ISHARES TR—$550.2K8,6000.1%
ISHARES TR—$549.0K6,5800.1%
VANECK MERK GOLD ETF—$546.8K12,1370.1%
ABRDN ETFS—$546.4K22,4960.1%
InnovAge Holding Corp.INNVCommon Stock$535.6K66,7790.1%
INNOVATOR ETFS TRUST—$531.3K20,9240.1%
iShares MSCI UAE ETF—$531.1K2,7680.1%
MSCI Inc.—$529.8K9820.1%
SPDR SERIES TRUST—$525.8K5,5580.1%
ISHARES TR—$525.2K5,1350.1%
ENTERGY CORP /DE—$524.8K4,6700.1%
ISHARES TR—$524.6K7,4640.1%
VANGUARD SCOTTSDALE FDS—$513.1K6,8670.1%
ISHARES TR—$511.8K9,3380.1%
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