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
+41.58%
+17.49%
3,847,137.1
Semiconductors
AAPL
Apple Inc
101,848
22,623.6
+0.51%
4.900
+0.02%
0.000
-10.05%
-19.51%
3,003,295.9
Hardware
SPY
SPDR S&P 500 ETF Trust
35,776
20,012.9
+4.25%
4.330
+0.18%
0.000
+8.76%
+5.55%
622,277.9
 
IVE
iShares S&P 500 Value ETF
102,200
19,477.3
+10.24%
4.220
+0.39%
0.050
+1.84%
+2.65%
39,015.6
 
MSFT
Microsoft Corp
48,074
18,046.4
+11.10%
3.910
+0.39%
0.000
+27.21%
+18.11%
3,686,095.8
Software
INTC
Intel Corp
568,802
12,917.5
-4.13%
2.800
-0.10%
0.010
-3.94%
+13.17%
98,973.8
Semiconductors
IVW
iShares S&P 500 Growth ETF
127,678
11,852.4
+6.92%
2.570
+0.17%
0.020
+15.55%
+8.08%
59,391.1
 
QUAL
iShares MSCI USA Quality Factor ETF
67,796
11,585.7
+0.58%
2.510
+0.01%
0.020
+5.15%
+2.42%
52,615.5
 
META
Meta Platforms Inc
19,166
11,046.3
+3.66%
2.390
+0.08%
0.000
+21.84%
+25.51%
1,844,585.9
Interactive Media
PEP
PepsiCo Inc
64,934
9,736.2
-0.16%
2.110
0%
0.000
-11.49%
-12.11%
179,666.3
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
$41.18
7.38%
New holding
110,076
110,076
TSLA
Tesla Inc
2025-03-31
Add
Add
+0.46%
●
222.15 ($333.26) 428.22
$323.63
-2.89%
Add 59.51%
21,798
8,132
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.42%
●
190.26 ($217) 242.06
$223.30
2.90%
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
$194.35
0.44%
Add 10.24%
102,200
9,494
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.39%
●
375.39 ($407.71) 447.2
$495.94
21.64%
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
$89.98
14.65%
Sold Out
0
-24,341
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+0.36%
●
725.72 ($832.09) 929.72
$775.45
-6.81%
Add 119.67%
3,708
2,020
MCHP
Microchip Technology Inc
2025-03-31
Add
Add
+0.36%
●
48.41 ($55.72) 64.3
$70.49
26.51%
Add 128.57%
61,396
34,535
COP
ConocoPhillips
2025-03-31
Reduce
Reduce
-0.34%
●
88.6 ($99.73) 105.85
$90.17
-9.59%
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
$35.32
-2.11%
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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