GWN SECURITIES INC. - Portfolio overview

GWN SECURITIES INC. has 508 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 2.48%
2. AAPL - APPLE INC, 2.32%
3. QQQ - INVESCO QQQ TR, 1.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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