Sign in

GWN Securities Inc.

CIK:0001265905
Asset Manager
$2B AUM
395 holdings
Palm Beach Gardens, FL, United States
Founded:2004
200 employees
gwnsecurities.com
Latest filing:Jun 30, 2025

GWN Securities, Inc. is a broker-dealer and registered investment adviser headquartered in Palm Beach Gardens, Florida. Founded in 2004, it is a majority-owned subsidiary of World Investment Network, Inc. GWN operates nationally, serving primarily independent financial advisors across the U.S., and provides resources for wealth management, investment research, insurance, and retirement products. The firm focuses on training and supporting hundreds of Independent Professional Financial Representatives who, in turn, serve individual clients, trusts, estates, businesses, and institutions. GWN has hundreds of representatives and an employee headcount likely in the low hundreds.

Investment Strategy

GWN Securities' investment philosophy centers on modern portfolio theory (MPT), aiming to align portfolio risk with expected returns through diversified asset allocations, mainly using mutual funds and ETFs. The firm maintains that markets are generally efficient and therefore focuses on long-term, risk-adjusted asset allocation strategies. Advisory services include managed account programs, mutual fund and variable annuity programs, ETF model portfolios, and comprehensive wealth planning, all tailored to the risk profiles and needs of investors served through its network of independent advisors.

Latest 13F Filing Activity

GWN Securities Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 388 equity positions with a total 13F market value of $539M. The fund increased holdings in Sprott Physical Gold & Silve, Ishares TR, Ishares TR among other positions. GWN Securities Inc. reduced exposure to SPDR S&P 500 Etf TR, Invesco QQQ TR, Ishares TR among others.

Top Buys
C
CEFSPROTT PHYSICAL GOLD & SILVE
+$6.5M
S
SHVISHARES TR
+$6.1M
I
ICSHISHARES TR
+$5.9M
R
RSGREPUBLIC SVCS INC
+$3.5M
K
KRKROGER CO
+$3.0M
Top Sells
S
SPYSPDR S&P 500 ETF TR
-$35.2M
Q
QQQINVESCO QQQ TR
-$33.5M
I
IVVISHARES TR
-$32.4M
N
NVDANVIDIA CORPORATION
-$27.3M
A
AMZNAMAZON COM INC
-$27.0M

Top Holdings

S
SPYSPDR S&P 500 ETF TR
+2.7%$14.4M
M
MSFTMICROSOFT CORP
+2.6%$14.1M
V
VGTVANGUARD WORLD FD
+2.3%$12.3M
I
IVVISHARES TR
+2.2%$11.8M
N
NVDANVIDIA CORPORATION
+2.1%$11.5M

Equity Positions (388)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
S
SPY
SPDR S&P 500 ETF TR2.67%$14.4M23,242$564.36$617.85-$35.2M
M
MSFT
MICROSOFT CORP2.62%$14.1M28,012$393.11$497.41-$11.7M
V
VGT
VANGUARD WORLD FD2.29%$12.3M18,580$558.72$663.28-$14.2M
I
IVV
ISHARES TR2.18%$11.8M18,841$565.42$620.90-$32.4M
N
NVDA
NVIDIA CORPORATION2.13%$11.5M72,700$118.99$157.99-$27.3M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+4.2%
SERVICES-PREPACKAGED SOFTWARE
+3.3%
REFUSE SYSTEMS
+2.9%
SEMICONDUCTORS & RELATED DEVICES
+2.7%
ELECTRIC SERVICES
+2.4%

Investment Team (1)

NameRoleLocationLinkedIn
Thomas Sawicz
Thomas Sawicz		PrincipalWest Palm Beach, FL , United States