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
+10.38%
+2.68%
3,362,434.4
Semiconductors
AAPL 		Apple Inc
101,848
22,623.6
+0.51%
4.900
+0.02%
0.000
-16.63%
-19.40%
3,007,477.9
Hardware
SPY 		SPDR S&P 500 ETF Trust
35,776
20,012.9
+4.25%
4.330
+0.18%
0.000
-0.16%
+1.22%
605,605.8
 
IVE 		iShares S&P 500 Value ETF
102,200
19,477.3
+10.24%
4.220
+0.39%
0.050
-3.67%
-0.48%
37,750.8
 
MSFT 		Microsoft Corp
48,074
18,046.4
+11.10%
3.910
+0.39%
0.000
+16.43%
+9.88%
3,429,227.8
Software
INTC 		Intel Corp
568,802
12,917.5
-4.13%
2.800
-0.10%
0.010
-16.69%
-1.40%
86,236.7
Semiconductors
IVW 		iShares S&P 500 Growth ETF
127,678
11,852.4
+6.92%
2.570
+0.17%
0.020
+3.10%
+2.74%
56,196.2
 
QUAL 		iShares MSCI USA Quality Factor ETF
67,796
11,585.7
+0.58%
2.510
+0.01%
0.020
-2.08%
-0.16%
50,806.7
 
META 		Meta Platforms Inc
19,166
11,046.3
+3.66%
2.390
+0.08%
0.000
+0.24%
+14.40%
1,682,650.7
Interactive Media
PEP 		PepsiCo Inc
64,934
9,736.2
-0.16%
2.110
0%
0.000
-14.23%
-13.44%
178,884.7
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 Corp2025-03-31New Buy
+0.96%
●
33.64 ($38.35) 41.42
$38.59
0.61%
New holding
110,076
110,076
TSLA 		Tesla Inc2025-03-31Add
+0.46%
●
222.15 ($333.26) 428.22
$340.39
2.14%
Add 59.51%
21,798
8,132
AMZN 		Amazon.com Inc2025-03-31Add
+0.42%
●
190.26 ($217) 242.06
$206.35
-4.91%
Add 28.98%
45,557
10,237
IVE 		iShares S&P 500 Value ETF2025-03-31Add
+0.39%
●
185.78 ($193.5) 198.58
$189.22
-2.21%
Add 10.24%
102,200
9,494
MSFT 		Microsoft Corp2025-03-31Add
+0.39%
●
375.39 ($407.71) 447.2
$461.38
13.16%
Add 11.1%
48,074
4,803
SCHW 		Charles Schwab Corp2025-03-31Sold Out
-0.37%
●
71.24 ($78.48) 83.64
$88.04
12.18%
Sold Out
0
-24,341
LLY 		Eli Lilly and Co2025-03-31Add
+0.36%
●
725.72 ($832.09) 929.72
$741.65
-10.87%
Add 119.67%
3,708
2,020
MCHP 		Microchip Technology Inc2025-03-31Add
+0.36%
●
48.41 ($55.72) 64.3
$60.11
7.88%
Add 128.57%
61,396
34,535
COP 		ConocoPhillips2025-03-31Reduce
-0.34%
●
88.6 ($99.73) 105.85
$86.35
-13.42%
Reduce -79.92%
3,894
-15,495
CMCSA 		Comcast Corp2025-03-31Sold Out
-0.30%
●
33.19 ($36.08) 38.23
$34.35
-4.79%
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

Discussions on Watts Gwilliam & Co., LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.