Watts Gwilliam & Co., LLC

Q1 2025 13F Holdings

  • Location
    gilbert, AZ
  • Num holdings

    210

  • Value ($000)

    $461,776

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0001657733
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$47.29 M
10 %

436,351

A
AAPL

APPLE INC

COM
037833100
$22.62 M
5 %

101,848

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$20.01 M
4 %

35,776

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$19.48 M
4 %

102,200

M
MSFT

MICROSOFT CORP

COM
594918104
$18.05 M
4 %

48,074

1
1848782D

INTEL CORP

COM
458140100
$12.92 M
3 %

568,802

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$11.85 M
3 %

127,678

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$11.59 M
3 %

67,796

M
META

META PLATFORMS INC

CL A
30303M102
$11.05 M
2 %

19,166

P
PEP

PEPSICO INC

COM
713448108
$9.74 M
2 %

64,934

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