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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 $635,884,789
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 22,800 $17,461,336 2.75%
2.
Apple Inc.
 AAPL 44,041 $14,666,692 2.31%
3.
Invesco Qqq Tr
 18,733 $13,858,215 2.18%
4.
Blue Buffalo Pet Products Inc.
 BUFF 245,998 $9,909,531 1.56%
5.
Spdr S & P 500 Etf Trust
 SPY 12,624 $9,627,371 1.51%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.