GWN SECURITIES INC.
Broker-DealerTop Portfolio Positions
206 positions ·
$240,026,313 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
48,795 | $12,383,683 | 5.16% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
18,328 | $10,578,555 | 4.41% | |
| SPY |
Spdr S&P 500 ETF Trust
|
12,354 | $8,034,300 | 3.35% | |
| MSFT |
Microsoft Corp
Technology
|
16,677 | $6,173,325 | 2.57% | |
| NVDA |
Nvidia Corp
Technology
|
34,565 | $6,028,136 | 2.51% | |
| JNJ |
Johnson & Johnson
Healthcare
|
24,628 | $6,020,068 | 2.51% | |
| CAH |
Cardinal Health Inc
Healthcare
|
26,532 | $5,606,476 | 2.34% | |
| LLY |
ELI LILLY & Co
Healthcare
|
5,105 | $4,695,425 | 1.96% | |
| DUK |
Duke Energy CORP
Utilities
|
34,970 | $4,578,971 | 1.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,674 | $4,514,043 | 1.88% |
Portfolio Trend
6 quarters · across all stocks
Holdings in LFCR
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,987 | 13,975 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $101,202 | 12,372 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $92,927 | 12,626 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $106,274 | 13,088 | Shares | Sole | 2025-08-01 | |
| No 13F history on record for this holder in this stock. | ||||||