Watts Gwilliam & Co., LLC has filed its 13F form on January 08, 2025 for Q4 2024 where it was disclosed a total value porftolio of $474 Billion distributed in 221 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $59.8B, Apple Inc. with a value of $24.5B, Spdr S&P 500 ETF Trust with a value of $20.2B, Microsoft Corp with a value of $18.3B, and Ishares S&P 500 Value ETF with a value of $17.7B.
Examining the 13F form we can see an increase of $14.9B in the current position value, from $459B to 474B.
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
$474 Billion
ETFs: $183 Billion
Technology: $144 Billion
Communication Services: $32.7 Billion
Consumer Cyclical: $23.8 Billion
Financial Services: $20.4 Billion
Healthcare: $19.9 Billion
Consumer Defensive: $15.9 Billion
Industrials: $12 Billion
Other: $15.9 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
