Watts Gwilliam & Co., LLC - Portfolio overview

Watts Gwilliam & Co., LLC has 221 reported holdings in this dataset, with the latest filing dated 2025-09-19.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 22.33%
2. MSFT - MICROSOFT CORP, 4.49%
3. AAPL - APPLE INC, 3.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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