Jeffrey Watts

@Watts Gwilliam & Co., Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$473.68M

Total holdings208

Assets growth rate3.26%

Assets growth rate (2-Q avg)22.42%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Watts Gwilliam & Co., Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 208 positions.

Assets under management

The assets under management (AUM) of Watts Gwilliam & Co., Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 473.68M in assets, with a quarterly growth rate of 3.26% and a 2-quarter average growth rate of 22.42%. The portfolio is managed by Jeffrey Watts, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DXCMDexcom Inc Recent Activity New Position	0.71%	$3.334M 42,021 shares@ $79.35 avg price	New Position
VRTVertiv Holdings Co Recent Activity New Position	0.41%	$1.921M 14,707 shares@ $130.64 avg price	New Position
OPADOfferpad Solutions Inc Recent Activity New Position	0.4%	$1.885M 693,014 shares@ $2.72 avg price	New Position
VLOValero Energy Corp Recent Activity New Position	0.3%	$1.414M 11,401 shares@ $123.99 avg price	New Position
ETEnergy Transfer L P Recent Activity New Position	0.28%	$1.297M 66,532 shares@ $19.5 avg price	New Position
MUBIshares Tr Recent Activity New Position	0.09%	$397,516 3,735 shares@ $106.43 avg price	New Position
IOTSamsara Inc Recent Activity New Position	0.08%	$360,528 8,400 shares@ $42.92 avg price	New Position
AVXLAnavex Life Sciences Corp Recent Activity New Position	0.08%	$349,960 26,000 shares@ $13.46 avg price	New Position
RDDTReddit Inc Recent Activity New Position	0.08%	$336,886 1,955 shares@ $172.33 avg price	New Position
NKENike Inc Recent Activity New Position	0.07%	$325,604 4,517 shares@ $72.09 avg price	New Position