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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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