Watts Gwilliam & Co., LLC has filed its 13F form on September 19, 2025 for Q2 2025 where it was disclosed a total value porftolio of $569 Million distributed in 246 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $122M, Microsoft Corp with a value of $26.7M, Ishares S&P 500 Value ETF with a value of $21.2M, Apple Inc. with a value of $19.9M, and Spdr S&P 500 ETF Trust with a value of $19.7M.
Examining the 13F form we can see an increase of $71.6M in the current position value, from $498M to 569M.
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
$569 Million
Technology: $214 Million
ETFs: $193 Million
Communication Services: $34.6 Million
Consumer Cyclical: $25.4 Million
Consumer Defensive: $24.9 Million
Healthcare: $23.8 Million
Financial Services: $19.7 Million
Industrials: $11.5 Million
Other: $22.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
