Watts Gwilliam & Co., LLC
Q3 2025 13F Holdings
- Locationgilbert, AZ
- Num holdings
228
- Value ($000)
$619,789
- Date Filed11/21/2025
- Form type13F-HR
- CIK0001657733
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $143.79 M | 23 % | 770,649 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $27.80 M | 5 % | 53,674 | ||
AAPL APPLE INC | COM | 037833100 | $24.19 M | 4 % | 94,985 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $22.35 M | 4 % | 108,220 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $21.19 M | 3 % | 31,803 | ||
1848782D INTEL CORP | COM | 458140100 | $16.78 M | 3 % | 500,243 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $16.21 M | 3 % | 134,238 | ||
META META PLATFORMS INC | CL A | 30303M102 | $13.91 M | 2 % | 18,945 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $12.50 M | 2 % | 64,266 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $10.82 M | 2 % | 22,563 |
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