SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Watts Gwilliam & Co., LLC

CIK 0001657733 · 2730 S. VAL VISTA DR., STE 124, GILBERT, AZ, 85295 · 480-889-8998

Reported Value
$474M
Q4 2024
Positions
221
Filings on Record
6
2019–present window
Filed
Jan 10, 2025
original filing

Summary

Watts Gwilliam & Co., Llc reported $474M in U.S.-listed holdings across 221 positions for Q4 2024.

Its largest position, NVDA, represents 12.6% of the portfolio.

Compared with Q3 2024, the fund opened 20 new positions and exited 13.

Reported Value by Quarter

13F Reported Value
Q1 ’24: $324MQ1 ’24Q3 ’24: $459MQ3 ’24Q4 ’24: $474MQ4 ’24Q1 ’25: $462MQ1 ’25Q3 ’25: $620MQ3 ’25filingsflow.com

Portfolio Composition

By security type
Common Stock: 58.6%ETP: 39.0%Other: 1.5%REIT: 0.4%MLP: 0.3%Other: 0.3%
  • Common Stock · 58.6% · $278M
  • ETP · 39.0% · $185M
  • Other · 1.5% · $7M
  • REIT · 0.4% · $2M
  • MLP · 0.3% · $1M
  • Other · 0.3% · $1M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2025$620M242Nov 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$462M227May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$474M221Jan 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$459M222Oct 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$324M185May 15, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.