Watts Gwilliam & Co., LLC Portfolio Holdings

Watts Gwilliam & Co., LLC

  • $474 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.7B
$334 Million 0.07% of portfolio
7,302
Q4 2024 Added 9.77%
$145B
$344 Million 0.07% of portfolio
351
Q4 2024 Reduced 1.96%
$89.7B
$326 Million 0.07% of portfolio
4,517
Q4 2024 New
$135B
$355 Million 0.07% of portfolio
1,032
Q3 2024 Added 1.57%
$83.2B
$289 Million 0.06% of portfolio
1,631
Q4 2024 Added 0.37%
$119B
$289 Million 0.06% of portfolio
5,060
Q4 2024 Reduced 1.17%
$75B
$266 Million 0.06% of portfolio
762
Q3 2024 Added 3.67%
$75.8B
$264 Million 0.06% of portfolio
1,986
Q4 2024 Reduced 0.2%
$89.7B
$296 Million 0.06% of portfolio
1,097
Q3 2024 Added 4.48%
$73.2B
$238 Million 0.05% of portfolio
527
Q3 2024 Reduced 26.7%
$134B
$239 Million 0.05% of portfolio
3,397
Q4 2024 Reduced 17.33%
$10.2B
$218 Million 0.05% of portfolio
2,808
Q4 2024 Reduced 0.71%
$156B
$259 Million 0.05% of portfolio
1,049
Q4 2024 Added 23.56%
$42.5B
$215 Million 0.05% of portfolio
1,562
Q3 2024 Added 5.83%
$129B
$237 Million 0.05% of portfolio
3,386
Q4 2024 New
$51B
$257 Million 0.05% of portfolio
1,467
Q4 2024 Added 104.32%
$27.3B
$215 Million 0.05% of portfolio
9,003
Q4 2024 New
$19.7B
$212 Million 0.04% of portfolio
6,441
Q4 2024 New
$121B
$206 Million 0.04% of portfolio
713
Q3 2024 New
$85B
$210 Million 0.04% of portfolio
1,034
Q3 2024 Reduced 1.43%
$13.8B
$200 Million 0.04% of portfolio
20,178
Q1 2024 New
$149B
$209 Million 0.04% of portfolio
1,175
Q4 2024 Added 0.09%
$38.6B
$157 Million 0.03% of portfolio
16,042
Q4 2024 Added 13.14%

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $474 Billion
  • Prior Value $459 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 08, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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