Watts Gwilliam & Co., LLC Portfolio Holdings

Watts Gwilliam & Co., LLC

  • $459 Billion
  • Q3 2024

Watts Gwilliam & Co., LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $459 Billion distributed in 222 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $68.1B, Apple Inc. with a value of $23.4B, Spdr S&P 500 ETF Trust with a value of $20.3B, Microsoft Corp with a value of $18.2B, and Ishares S&P 500 Value ETF with a value of $16.2B.

Examining the 13F form we can see an increase of $135B in the current position value, from $324B to 459B.

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 $459 Billion
ETFs: $178 Billion
Technology: $157 Billion
Communication Services: $24.1 Billion
Healthcare: $20.3 Billion
Financial Services: $19 Billion
Consumer Cyclical: $18.8 Billion
Consumer Defensive: $16.9 Billion
Industrials: $9.51 Billion
Other: $11.9 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$122B
$269 Million 0.06% of portfolio
5,120
Q3 2024 New
$71.5B
$268 Million 0.06% of portfolio
1,990
Q3 2024 New
$74.2B
$270 Million 0.06% of portfolio
762
Q3 2024 Added 3.67%
$55.9B
$255 Million 0.06% of portfolio
718
Q3 2024 New
$72.3B
$281 Million 0.06% of portfolio
527
Q3 2024 Reduced 26.7%
$92.2B
$281 Million 0.06% of portfolio
1,097
Q3 2024 Added 4.48%
$141B
$236 Million 0.05% of portfolio
1,174
Q3 2024 Added 22.16%
$154B
$232 Million 0.05% of portfolio
849
Q3 2024 New
$39.8B
$226 Million 0.05% of portfolio
1,562
Q3 2024 Added 5.83%
$69.8B
$226 Million 0.05% of portfolio
1,737
Q3 2024 Reduced 9.67%
$84.5B
$216 Million 0.05% of portfolio
1,034
Q3 2024 Reduced 1.43%
$52.2B
$243 Million 0.05% of portfolio
698
Q3 2024 Reduced 17.98%
$122B
$204 Million 0.04% of portfolio
713
Q3 2024 New
$184B
$205 Million 0.04% of portfolio
1,093
Q3 2024 New
$12B
$190 Million 0.04% of portfolio
20,178
Q1 2024 New
$12.3B
$128 Million 0.03% of portfolio
15,247
Q3 2024 Reduced 8.68%

Summary

  • Portfolio
  • No. of Stocks 222
  • Current Value $459 Billion
  • Prior Value $324 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 40 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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