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Home > Institutional Investor > Gwn Securities Inc. > Profile

Instuitional Investor - Gwn Securities Inc.

Fund Profile
Filing Period:
Fund Name: Gwn Securities Inc.
Portfolio Value $1,773,028,191
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 84,899 $49,547,842 2.79%
2.
Ishares Trust
 IEF 78,378 $44,122,115 2.49%
3.
Invesco Qqq Tr
 83,271 $42,266,158 2.38%
4.
Nvidia Corp
 NVDA 293,009 $38,753,647 2.19%
5.
Apple Inc.
 AAPL 171,412 $36,681,279 2.07%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)