Watts Gwilliam & Co., LLC Portfolio Holdings

Watts Gwilliam & Co., LLC

  • $474 Billion
  • Q4 2024

Watts Gwilliam & Co., LLC has filed its 13F form on January 08, 2025 for Q4 2024 where it was disclosed a total value porftolio of $474 Billion distributed in 221 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $59.8B, Apple Inc. with a value of $24.5B, Spdr S&P 500 ETF Trust with a value of $20.2B, Microsoft Corp with a value of $18.3B, and Ishares S&P 500 Value ETF with a value of $17.7B.

Examining the 13F form we can see an increase of $14.9B in the current position value, from $459B to 474B.

Watts Gwilliam & Co., LLC is based out at Gilbert, AZ

Below you can find more details about Watts Gwilliam & Co., LLC portfolio as well as his latest detailed transactions.

Portfolio value $474 Billion
ETFs: $183 Billion
Technology: $144 Billion
Communication Services: $32.7 Billion
Consumer Cyclical: $23.8 Billion
Financial Services: $20.4 Billion
Healthcare: $19.9 Billion
Consumer Defensive: $15.9 Billion
Industrials: $12 Billion
Other: $15.9 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.2 Billion 4.26% of portfolio
34,317
Q4 2024 Reduced 3.31%
$0
$17.7 Billion 3.74% of portfolio
92,706
Q4 2024 Added 12.14%
$0
$12.2 Billion 2.58% of portfolio
119,416
Q4 2024 Added 6.54%
$0
$12 Billion 2.54% of portfolio
67,402
Q4 2024 Reduced 4.09%
$0
$8.71 Billion 1.84% of portfolio
21,574
Q4 2024 Reduced 0.59%
$0
$8.23 Billion 1.74% of portfolio
71,341
Q4 2024 Added 2.26%
$0
$8.05 Billion 1.7% of portfolio
47,372
Q4 2024 Added 2.38%
$0
$7.69 Billion 1.62% of portfolio
79,731
Q4 2024 Reduced 3.96%
$0
$7.56 Billion 1.6% of portfolio
18,310
Q4 2024 Reduced 6.37%
$0
$6.5 Billion 1.37% of portfolio
33,285
Q4 2024 Reduced 0.8%
$0
$5.42 Billion 1.14% of portfolio
10,518
Q4 2024 Added 17.38%
$0
$4.63 Billion 0.98% of portfolio
53,919
Q4 2024 Reduced 6.94%
$0
$3.89 Billion 0.82% of portfolio
28,554
Q4 2024 Reduced 16.91%
$0
$3.82 Billion 0.81% of portfolio
34,803
Q4 2024 Reduced 0.63%
$0
$3.73 Billion 0.79% of portfolio
20,077
Q4 2024 Added 1.26%
$0
$3.21 Billion 0.68% of portfolio
63,532
Q4 2024 Added 8.33%
$0
$2.51 Billion 0.53% of portfolio
49,500
Q4 2024 Added 27.36%
$0
$2.51 Billion 0.53% of portfolio
49,146
Q4 2024 Added 36.95%
$0
$2.19 Billion 0.46% of portfolio
44,684
Q4 2024 Reduced 17.84%
$0
$2.1 Billion 0.44% of portfolio
8,994
Q4 2024 Added 0.76%
$0
$1.88 Billion 0.4% of portfolio
7,630
Q4 2024 Reduced 1.37%
$0
$1.64 Billion 0.35% of portfolio
34,033
Q4 2024 Added 4.21%
$0
$1.55 Billion 0.33% of portfolio
11,851
Q4 2024 Reduced 0.66%
$0
$1.51 Billion 0.32% of portfolio
2,798
Q4 2024 Added 7.91%
$0
$1.54 Billion 0.32% of portfolio
20,130
Q4 2024 Reduced 9.34%
$0
$1.42 Billion 0.3% of portfolio
2,394
Q4 2024 Reduced 2.92%
$0
$1.24 Billion 0.26% of portfolio
20,321
Q4 2024 Reduced 0.6%
$0
$1.23 Billion 0.26% of portfolio
14,012
Q4 2024 Reduced 11.11%
$0
$1.19 Billion 0.25% of portfolio
23,281
Q4 2024 Added 218.96%
$0
$1.1 Billion 0.23% of portfolio
25,712
Q4 2024 Added 8.94%
$0
$1.09 Billion 0.23% of portfolio
11,305
Q4 2024 Added 24.5%
$0
$1.03 Billion 0.22% of portfolio
11,444
Q4 2024 Reduced 3.22%
$0
$787 Million 0.17% of portfolio
5,630
Q4 2024 Reduced 0.67%
$0
$800 Million 0.17% of portfolio
12,804
Q4 2024 Added 0.34%
$0
$775 Million 0.16% of portfolio
9,565
Q4 2024 Reduced 10.15%
$0
$704 Million 0.15% of portfolio
6,501
Q4 2024 Reduced 6.37%
$0
$713 Million 0.15% of portfolio
6,426
Q4 2024 Reduced 5.75%
$0
$675 Million 0.14% of portfolio
3,034
Q4 2024 Reduced 1.17%
$0
$604 Million 0.13% of portfolio
17,502
Q3 2024 New
$0
$629 Million 0.13% of portfolio
5,432
Q4 2024 Added 16.69%
$0
$607 Million 0.13% of portfolio
6,942
Q4 2024 Reduced 9.6%
$0
$583 Million 0.12% of portfolio
5,813
Q4 2024 Reduced 13.86%
$0
$525 Million 0.11% of portfolio
3,967
Q4 2024 Reduced 1.34%
$0
$522 Million 0.11% of portfolio
6,763
Q1 2024 New
$0
$509 Million 0.11% of portfolio
2,284
Q4 2024 Added 9.7%
$0
$522 Million 0.11% of portfolio
3,177
Q4 2024 Added 0.13%
$0
$460 Million 0.1% of portfolio
3,200
Q4 2024 Added 6.84%
$0
$454 Million 0.1% of portfolio
9,048
Q4 2024 Added 13.04%
$0
$430 Million 0.09% of portfolio
1,486
Q4 2024 Reduced 3.19%

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $474 Billion
  • Prior Value $459 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 08, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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