Jeffrey Watts

@Watts Gwilliam & Co., Llc

Latest period2024 - Q4

Reported9d 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
BROSDutch Bros Inc Recent Activity New Position	0.07%	$303,816 5,281 shares@ $57.54 avg price	New Position
PLTRPalantir Technologies Inc Recent Activity New Position	0.06%	$237,008 3,386 shares@ $70.0 avg price	New Position
CMFIshares Tr Recent Activity New Position	0.05%	$235,451 4,125 shares@ $57.08 avg price	New Position
MSTRMicrostrategy Inc Recent Activity New Position	0.05%	$229,438 672 shares@ $341.43 avg price	New Position
CCLCarnival Corp Recent Activity New Position	0.05%	$214,632 9,003 shares@ $23.85 avg price	New Position
LUVSouthwest Airls Co Recent Activity New Position	0.05%	$211,784 6,441 shares@ $32.89 avg price	New Position
AVLVAmerican Centy Etf Tr Recent Activity New Position	0.05%	$203,827 3,021 shares@ $67.48 avg price	New Position
JOBYJoby Aviation Inc Recent Activity New Position	0.05%	$195,130 19,000 shares@ $10.27 avg price	New Position
ACHRArcher Aviation Inc Recent Activity New Position	0.04%	$179,354 16,100 shares@ $11.14 avg price	New Position
BLRXBiolinerx Ltd Recent Activity New Position	0.01%	$5,440 34,000 shares@ $0.16 avg price	New Position