Watts Gwilliam & Co., LLC has filed its 13F form on November 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $668 Million distributed in 242 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $144M, Microsoft Corp with a value of $27.8M, Apple Inc. with a value of $24.2M, Ishares S&P 500 Value ETF with a value of $22.3M, and Spdr S&P 500 ETF Trust with a value of $21.2M.
Examining the 13F form we can see an increase of $99.1M in the current position value, from $569M to 668M.
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
$668 Million
ETFs: $265 Million
Technology: $245 Million
Communication Services: $37.2 Million
Consumer Cyclical: $25.1 Million
Healthcare: $24.4 Million
Financial Services: $20.9 Million
Consumer Defensive: $17.6 Million
Industrials: $11.5 Million
Other: $21.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
