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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 $539,187,476
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 23,242 $14,382,627 2.67%
2.
Microsoft Corp
 MSFT 28,012 $14,102,739 2.62%
3.
Vanguard World Fund
 18,580 $12,348,712 2.29%
4.
Ishares Trust
 IEF 18,841 $11,763,421 2.18%
5.
Nvidia Corp
 NVDA 72,700 $11,497,032 2.13%
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)