GWN SECURITIES INC.
RIA/Wealth
GWN SECURITIES INC. is a RIA/Wealth based in Palm Beach Gardens, FL led by Denis Stephen Walsh, reporting $3.7B in AUM as of Q3 2025 with 54% ETF concentration.
CEODenis Stephen Walsh
- Portfolio Value
- $425.9M
- Positions
- 389
- Top Holding
- IVV at 3.01%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in GWN SECURITIES INC.'s portfolio (20.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.8M | 3.01% | +$132.6K Bought | — 19.0K shares | |
Consumer Electronics Technology | $11.5M | 2.71% | -$988.2K Sold | 0.00% 45.2K shares | |
ETF ETF | $9.5M | 2.24% | -$40.8K Sold | — 15.9K shares | |
ETF ETF | $8.5M | 2.00% | +$8.5M Bought | — 79.9K shares | |
ETF ETF | $8.3M | 1.95% | -$1.6M Sold | — 163.9K shares | |
ETF ETF | $7.8M | 1.84% | -$7.8M Sold | — 11.7K shares | |
Semiconductors Technology | $7.7M | 1.80% | -$5.9M Sold | 0.00% 41.1K shares | |
Software - Infrastructure Technology | $7.3M | 1.71% | -$7.5M Sold | 0.00% 13.9K shares | |
ETF ETF | $6.9M | 1.62% | -$7.0M Sold | — 9.2K shares | |
ETF ETF | $6.2M | 1.46% | +$868.4K Bought | — 174.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in GWN SECURITIES INC.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for GWN SECURITIES INC.
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