Top 50 Watts Gwilliam & Co., Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 23.23% | 770.6K | $143.8M | -0.15%(-1.14K) | $105.07(+81.34%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 4.49% | 53.7K | $27.8M | -0.13%(-70) | $408.62(+19.35%) | 2025-09-30 | |
| AAPL | APPLE INC | 3.91% | 95.0K | $24.2M | -1.92%(-1.86K) | $186.58(+46.53%) | 2025-09-30 | |
| IVE | ISHARES TR | 3.61% | 108.2K | $22.3M | -0.24%(-259) | $180.53(+18.64%) | 2025-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 3.42% | 31.8K | $21.2M | -0.01%(-4) | $616.18(+12.03%) | 2025-09-30 | |
| INTC | INTEL CORP | 2.71% | 500.2K | $16.8M | +0.68%(+3.37K) | $41.96(-13.72%) | 2025-09-30 | |
| IVW | ISHARES TR | 2.62% | 134.2K | $16.2M | +0.20%(+263) | $84.19(+48.46%) | 2025-09-30 | |
| META | META PLATFORMS INC | 2.25% | 18.9K | $13.9M | +5.16%(+929) | $539.97(+22.84%) | 2025-09-30 | |
| QUAL | ISHARES TR | 2.02% | 64.3K | $12.5M | -0.44%(-287) | $156.49(+28.46%) | 2025-09-30 | |
| VUG | VANGUARD INDEX FDS | 1.75% | 22.6K | $10.8M | +3.19%(+697) | $343.58(+44.09%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.34% | +35.27% |
| Top 20 Holdings Unweighted | +18.58% | +23.74% |
Sign up free to track Watts Gwilliam & Co., Llc, compare funds side by side, and get alerts the moment positions change.