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Jeffrey Watts

@Watts Gwilliam & Co., Llc

Latest period2024 - Q4ReportedManaged Assets$473.68MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TLTIshares Tr
Recent Activity
Decreased -6.93%
0.98%
$4.633M
53,919 shares@ $85.93 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -6.09%
0.85%
$3.99M
16,406 shares@ $243.18 avg price
IJTIshares Tr
Recent Activity
Decreased -16.91%
0.83%
$3.89M
28,554 shares@ $136.25 avg price
QLDProshares Tr
Recent Activity
Decreased -0.62%
0.81%
$3.818M
34,803 shares@ $109.71 avg price
VBVanguard Index Fds
Recent Activity
Decreased -0.82%
0.67%
$3.135M
12,960 shares@ $241.88 avg price
ENSGEnsign Group Inc
Recent Activity
Decreased -69.2%
0.56%
$2.619M
20,016 shares@ $130.84 avg price
BACBank America Corp
Recent Activity
Decreased -9.73%
0.55%
$2.604M
56,518 shares@ $46.08 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -47.12%
0.52%
$2.455M
19,279 shares@ $127.34 avg price
IHAKIshares Tr
Recent Activity
Decreased -17.83%
0.47%
$2.192M
44,684 shares@ $49.05 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Decreased -4.64%
0.43%
$1.996M
5,545 shares@ $359.94 avg price