Watts Gwilliam & Co., LLC Portfolio Holdings
Watts Gwilliam & Co., LLC
- $498 Million
- Q1 2025
Watts Gwilliam & Co., LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $498 Million distributed in 215 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $47.3M, Apple Inc. with a value of $22.6M, Spdr S&P 500 ETF Trust with a value of $20M, Ishares S&P 500 Value ETF with a value of $19.5M, and Microsoft Corp with a value of $18M.
Examining the 13F form we can see an decrease of $473B in the current position value, from $474B to 498M.
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
$498 Million
ETFs: $217 Million
Technology: $133 Million
Communication Services: $30.7 Million
Healthcare: $25.1 Million
Consumer Cyclical: $24.3 Million
Financial Services: $19.1 Million
Consumer Defensive: $16.7 Million
Industrials: $12.4 Million
Other: $20.4 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 215
- Current Value $498 Million
- Prior Value $474 Billion
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 12 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 61 stocks