WG

Watts Gwilliam & Co., LLC

13F
Watts Gwilliam & Co., LLC
Last update 2025-05-13 210 Stocks (10 new)
Value $462.00 Mil Turnover 8 %
Countries:
Top Holdings: NVDA(10.24%)AAPL(4.90%)SPY(4.33%)IVE(4.22%)MSFT(3.91%)
Summary Stock Picks Current Portfolio
Watts Gwilliam & Co., LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
436,351
47,291.7
+2.18%
10.240
+0.22%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors
AAPL
Apple Inc
101,848
22,623.6
+0.51%
4.900
+0.02%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
SPY
SPDR S&P 500 ETF Trust
35,776
20,012.9
+4.25%
4.330
+0.18%
0.000
+16.86%
+7.34%
643,153.0
 
IVE
iShares S&P 500 Value ETF
102,200
19,477.3
+10.24%
4.220
+0.39%
0.050
+8.84%
+4.93%
39,744.8
 
MSFT
Microsoft Corp
48,074
18,046.4
+11.10%
3.910
+0.39%
0.000
+33.94%
+18.80%
3,707,650.2
Software
INTC
Intel Corp
568,802
12,917.5
-4.13%
2.800
-0.10%
0.010
+0.27%
+12.17%
98,101.4
Semiconductors
IVW
iShares S&P 500 Growth ETF
127,678
11,852.4
+6.92%
2.570
+0.17%
0.020
+24.45%
+9.38%
61,026.0
 
QUAL
iShares MSCI USA Quality Factor ETF
67,796
11,585.7
+0.58%
2.510
+0.01%
0.020
+12.61%
+4.33%
53,585.8
 
META
Meta Platforms Inc
19,166
11,046.3
+3.66%
2.390
+0.08%
0.000
+35.35%
+23.00%
1,807,826.4
Interactive Media
PEP
PepsiCo Inc
64,934
9,736.2
-0.16%
2.110
0%
0.000
-9.58%
-9.20%
185,616.7
Beverages - Non-Alcoholic

Watts Gwilliam & Co., LLC's Historical Top Holdings Breakdowns

Watts Gwilliam & Co., LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AR
Antero Resources Corp
2025-03-31
New Buy
New Buy
+0.96%
●
33.64 ($38.35) 41.42
$37.26
-2.84%
New holding
110,076
110,076
TSLA
Tesla Inc
2025-03-31
Add
Add
+0.46%
●
222.15 ($333.26) 428.22
$315.35
-5.37%
Add 59.51%
21,798
8,132
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.42%
●
190.26 ($217) 242.06
$223.41
2.95%
Add 28.98%
45,557
10,237
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+0.39%
●
185.78 ($193.5) 198.58
$198.67
2.67%
Add 10.24%
102,200
9,494
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.39%
●
375.39 ($407.71) 447.2
$498.84
22.35%
Add 11.1%
48,074
4,803
SCHW
Charles Schwab Corp
2025-03-31
Sold Out
Sold Out
-0.37%
●
71.24 ($78.48) 83.64
$91.48
16.56%
Sold Out
0
-24,341
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+0.36%
●
725.72 ($832.09) 929.72
$780.67
-6.18%
Add 119.67%
3,708
2,020
MCHP
Microchip Technology Inc
2025-03-31
Add
Add
+0.36%
●
48.41 ($55.72) 64.3
$73.06
31.12%
Add 128.57%
61,396
34,535
COP
ConocoPhillips
2025-03-31
Reduce
Reduce
-0.34%
●
88.6 ($99.73) 105.85
$93.68
-6.07%
Reduce -79.92%
3,894
-15,495
CMCSA
Comcast Corp
2025-03-31
Sold Out
Sold Out
-0.30%
●
33.19 ($36.08) 38.23
$35.99
-0.25%
Sold Out
0
-37,966

Watts Gwilliam & Co., LLC Total Holding History ($B)

To

Watts Gwilliam & Co., LLC's Asset Allocation

To

Watts Gwilliam & Co., LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Watts Gwilliam & Co., LLC's Hypothetical Growth since 2025-03-31

Watts Gwilliam & Co., LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Watts Gwilliam & Co., LLC's Holdings Heat Map

Size field:

Watts Gwilliam & Co., LLC's Holdings Bubble Chart

Watts Gwilliam & Co., LLC News

  • 1

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