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.
Portfolio value
$459 Billion
ETFs: $178 Billion
Technology: $157 Billion
Communication Services: $24.1 Billion
Healthcare: $20.3 Billion
Financial Services: $19 Billion
Consumer Cyclical: $18.8 Billion
Consumer Defensive: $16.9 Billion
Industrials: $9.51 Billion
Other: $11.9 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
