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| Happy Holidays!! thanks for using AUM13F!! |
| GWN Securities Inc
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| CRD # | 128929 |
| SEC # | 801-62547 |
| CIK # | 0001265905 |
| AUM | $3.7 B (2025-04-11) |
| Employees | 744 (57% Investors, 95% Brokers) |
| Phone | 561-472-2700 |
| Address | 11440 North Jog Road Palm Beach Gardens, FL 33418-3764 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.1 | ||
| Nvidia Corp | 11.5 | ||
| Apple Inc | 10.1 | ||
| Southern Co | 8.5 | ||
| Republic Services Inc | 8.2 | ||
| Johnson & Johnson | 8.2 | ||
| Waste Management Inc | 7.3 | ||
| McDonalds Corp | 7.3 | ||
| Procter & Gamble Co | 7.2 | ||
| Kroger Co | 6.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35,946 | 3.3 |
| (b) Individuals (high net worth individuals) | 1,103 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 42 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 64,207 | 3.7 |
| By Discretionary | ||
| Discretionary | 64,207 | 3.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 64,207 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 64,207 | 3.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001265905] |
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