Watts Gwilliam & Co., LLC
Q1 2025 13F Holdings
- Locationgilbert, AZ
- Num holdings
210
- Value ($000)
$461,776
- Date Filed05/13/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $47.29M | 10 % | 436,351 | ||
AAPL APPLE INC | COM | 037833100 | $22.62M | 5 % | 101,848 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $20.01M | 4 % | 35,776 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $19.48M | 4 % | 102,200 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $18.05M | 4 % | 48,074 | ||
1848782D INTEL CORP | COM | 458140100 | $12.92M | 3 % | 568,802 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $11.85M | 3 % | 127,678 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $11.59M | 3 % | 67,796 | ||
META META PLATFORMS INC | CL A | 30303M102 | $11.05M | 2 % | 19,166 | ||
PEP PEPSICO INC | COM | 713448108 | $9.74M | 2 % | 64,934 |
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