Watts Gwilliam & Co., LLC

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title
Jeffrey Watts - CCO
Location
Gilbert, AZ
Holdings as of
31 Mar 2024
Value $
$300,603,772
Num holdings
174
Filing time
15 May 2024, 16:24:01 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included NVDA, SPY, MSFT, AAPL, and IVE.
Next filing
Q3 2024 - 09 Oct 2024
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jeffrey Watts CCO Gilbert, Arizona 15 May 2024