Watts Gwilliam & Co., LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$458M
Signature - Title
Jeffrey Watts - CCO
Location
Gilbert, AZ
Summary
This page shows a list of all the recent 13F filings made by Watts Gwilliam & Co., LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Watts Gwilliam & Co., LLC reported 201 stock holdings with total value $458M as of Q3 2024. Top holdings included NVDA, AAPL, SPY, MSFT, and IVE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 201 $458M +$150M -$13.3M +$137M NVDA, AAPL, SPY, MSFT, IVE 13F-HR 10/9/2024, 04:09 PM
Q1 2024 174 $301M $0 $0 NVDA, SPY, MSFT, AAPL, IVE 13F-HR 5/15/2024, 04:24 PM