Watts Gwilliam & Co., LLC
Q2 2025 13F Holdings
- Locationgilbert, AZ
- Num holdings
226
- Value ($000)
$609,206
- Date Filed09/19/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $136.02M | 22 % | 771,784 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $27.33M | 5 % | 53,744 | ||
AAPL APPLE INC | COM | 037833100 | $23.04M | 4 % | 96,848 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $22.15M | 4 % | 108,479 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $21.06M | 4 % | 31,807 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $16.07M | 3 % | 133,975 | ||
1848782D INTEL CORP | COM | 458140100 | $15.19M | 3 % | 496,873 | ||
META META PLATFORMS INC | CL A | 30303M102 | $14.06M | 2 % | 18,016 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $12.40M | 2 % | 64,553 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $10.41M | 2 % | 21,866 |
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