Watts Gwilliam & Co., LLC Portfolio Holdings
Watts Gwilliam & Co., LLC
- $324 Billion
- Q1 2024
Watts Gwilliam & Co., LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $324 Billion distributed in 185 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $22.1B, Intel Corp with a value of $18.8B, Spdr S&P 500 ETF Trust with a value of $17.5B, Microsoft Corp with a value of $16.2B, and Apple Inc. with a value of $15B.
Examining the 13F form we can see an increase of $324B in the current position value.
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
$324 Billion
ETFs: $149 Billion
Technology: $90.1 Billion
Communication Services: $16.4 Billion
Healthcare: $16.2 Billion
Consumer Cyclical: $15.4 Billion
Financial Services: $12.6 Billion
Industrials: $9.12 Billion
Consumer Defensive: $5.45 Billion
Other: $8.84 Billion
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 185
- Current Value $324 Billion
- Filing
- Period Q1 2024
- Filing Date May 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 174 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks