§ 13F · FUND PROFILE
Watts Gwilliam & Co., LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 227Turnover · — · Q1Filed · May 13, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 13, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 436K | $47.3T | 10.2% | — |
| 2 | AAPL | APPLE INC | 102K | $22.6T | 4.9% | — |
| 3 | SPY | SPDR S&P 500 ETF TR | 36K | $20.0T | 4.3% | — |
| 4 | IVE | ISHARES TR | 102K | $19.5T | 4.2% | — |
| 5 | MSFT | MICROSOFT CORP | 48K | $18.0T | 3.9% | — |
| 6 | INTC | INTEL CORP | 569K | $12.9T | 2.8% | — |
| 7 | IVW | ISHARES TR | 128K | $11.9T | 2.6% | — |
| 8 | QUAL | ISHARES TR | 68K | $11.6T | 2.5% | — |
| 9 | META | META PLATFORMS INC | 19K | $11.0T | 2.4% | — |
| 10 | PEP | PEPSICO INC | 65K | $9.7T | 2.1% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WATTS SIGNAL
AC read
Watts Gwilliam & Co., LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed