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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 $494,238,555
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 20,285 $13,894,286 2.81%
2.
Apple Inc.
 AAPL 48,128 $13,084,183 2.65%
3.
Invesco Qqq Tr
 17,102 $10,506,433 2.13%
4.
Spdr S & P 500 Etf Trust
 SPY 13,285 $9,059,951 1.83%
5.
Ishares Tr - ULTRA SHORT DUR
 158,966 $8,040,531 1.63%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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