Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Watts Gwilliam & Co., Llc > Profile

Instuitional Investor - Watts Gwilliam & Co., Llc

Fund Profile
Filing Period:
Fund Name: Watts Gwilliam & Co., Llc
Portfolio Value $473,680,197
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 427,030 $59,844,010 12.63%
2.
Apple Inc.
 AAPL 101,332 $24,543,673 5.18%
3.
Spdr S & P 500 Etf Trust
 SPY 34,317 $20,199,883 4.26%
4.
Microsoft Corp
 MSFT 43,271 $18,276,249 3.85%
5.
Ishares Trust
 IEF 92,706 $17,707,851 3.73%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)