Watts Gwilliam & Co., LLC

Q4 2024 13F Holdings

  • Location
    gilbert, AZ
  • Num holdings

    213

  • Value ($000)

    $473,680

  • Date Filed
    01/10/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$59.84M
13 %

427,030

AAPL
AAPL

APPLE INC

COM
037833100
$24.54M
5 %

101,332

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$20.20M
4 %

34,317

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$18.28M
4 %

43,271

IVE
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$17.71M
4 %

92,706

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$12.23M
3 %

119,416

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$12.04M
3 %

67,402

1848782D
1848782D

INTEL CORP

COM
458140100
$11.87M
3 %

593,335

META
META

META PLATFORMS INC

CL A
30303M102
$11.42M
2 %

18,489

PEP
PEP

PEPSICO INC

COM
713448108
$9.46M
2 %

65,038

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