Fund HoldingsWatts Gwilliam & Co., LLC

Total Portfolio Value
$632.48M
Total Bought
$158.06M
Total Sold
$60.14M
Net Transaction
+$97.93M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0771,784+771,7840136,01921.51%+136,019
MICROSOFT CORP(MSFT)053,744+53,744027,3264.32%+27,326
ISHARES TR0133,975+133,975016,0702.54%+16,070
VANGUARD INDEX FDS021,866+21,866010,4101.65%+10,410
META PLATFORMS INC(META)018,016+18,016014,0572.22%+14,057
ALPHABET INC(GOOG)039,390+39,39009,9391.57%+9,939
ISHARES TR102,200108,479+6,27919,47722,1513.50%+2,674
CROWDSTRIKE HLDGS INC(CRWD)5,9279,230+3,3032,0904,6390.73%+2,549
DATADOG INC(DDOG)017,732+17,73202,4260.38%+2,426
MARVELL TECHNOLOGY INC(MRVL)031,938+31,93802,3710.37%+2,371
TIDAL TRUST I094,196+94,19602,3500.37%+2,350
SHOPIFY INC(SHOP)014,946+14,94602,2730.36%+2,273
INTEL CORP(INTC)568,802496,873-71,92912,91715,1892.40%+2,272
ISHARES TR
ULTRA SHORT DUR
042,661+42,66102,1620.34%+2,162
CHIPOTLE MEXICAN GRILL INC(CMG)7,99961,499+53,5004022,4480.39%+2,047
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
026,193+26,19302,0160.32%+2,016
AT&T INC(T)9,29176,111+66,8202632,2220.35%+1,960
VERTIV HOLDINGS CO(VRT)023,128+23,12803,2830.52%+3,283
BROADCOM INC(AVGO)09,735+9,73503,3620.53%+3,362
PROSHARES TR
PSHS ULTRA QQQ
035,361+35,36104,7720.75%+4,772
CHEVRON CORP NEW(CVX)3,55313,719+10,1665942,1790.34%+1,585
FREEPORT-MCMORAN INC(FCX)035,070+35,07001,5760.25%+1,576
ISHARES TR019,375+19,37508,9921.42%+8,992
VANGUARD SPECIALIZED FUNDS035,790+35,79007,7181.22%+7,718
AMAZON COM INC(AMZN)45,55742,638-2,9198,6689,8591.56%+1,192
PFIZER INC(PFE)079,423+79,42301,9180.30%+1,918
INVESCO QQQ TR11,82111,285-5365,5436,7181.06%+1,175
AMERICAN CENTY ETF TR082,690+82,69008,4441.34%+8,444
GRAYSCALE BITCOIN TRUST ETF(GBTC)040,000+40,00003,6900.58%+3,690
JPMORGAN CHASE & CO.(JPM)16,92516,711-2144,1525,2340.83%+1,083
OKLO INC(OKLO)010,188+10,18801,0690.17%+1,069
ISHARES TR070,757+70,75708,5351.35%+8,535
SPDR S&P 500 ETF TR(SPY)031,807+31,807021,0643.33%+21,064
ENSIGN GROUP INC(ENSG)021,543+21,54303,5990.57%+3,599
GOLDMAN SACHS GROUP INC(GS)03,075+3,07502,4730.39%+2,473
WALMART INC(WMT)029,199+29,19903,0250.48%+3,025
ALPHABET INC(GOOG)017,335+17,33504,3690.69%+4,369
ISHARES TR
MSCI USA QLT FCT
064,553+64,553012,3961.96%+12,396
VANGUARD INDEX FDS50,99751,466+4698,8099,5631.51%+754
JANUS DETROIT STR TR
HENDRSON AAA CL
056,491+56,49102,8650.45%+2,865
NETFLIX INC(NFLX)5,3294,648-6814,9705,6130.89%+644
PIMCO ETF TR
SR LN ACTIVE ETF
056,625+56,62502,8850.46%+2,885
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
10,09422,362+12,2685061,1260.18%+620
WISDOMTREE TR(WT)021,396+21,39606130.10%+613
INTUITIVE SURGICAL INC01,368+1,36805960.09%+596
KLA CORP(KLAC)01,498+1,49801,5680.25%+1,568
PALANTIR TECHNOLOGIES INC(PLTR)6,9946,396-5985901,1320.18%+542
DIREXION SHS ETF TR
DAILY SMALL CAP
031,167+31,16701,4690.23%+1,469
MICRON TECHNOLOGY INC(MU)06,680+6,68001,1280.18%+1,128
ARES CAPITAL CORP(ARCC)034,438+34,43807380.12%+738
SELECT SECTOR SPDR TR
ST STR TECHN ETF
08,432+8,43202,3280.37%+2,328
PIMCO ETF TR
ULTR SH GO AC FD
04,427+4,42704470.07%+447
APPLE INC(AAPL)096,848+96,848023,0383.64%+23,038
ADOBE INC(ADBE)01,081+1,08103970.06%+397
ORACLE CORP(ORCL)01,294+1,29403840.06%+384
FIRST TR EXCHANGE-TRADED FD06,841+6,84101,9560.31%+1,956
SERVICENOW INC(NOW)0368+36803490.06%+349
ISHARES ETHEREUM TR(ETHA)08,925+8,92503100.05%+310
LAM RESEARCH CORP(LRCX)02,448+2,44803090.05%+309
ABBVIE INC(ABBV)16,36716,830+4633,4293,7360.59%+307
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,104+1,10402970.05%+297
MCDONALDS CORP(MCD)3,0454,068+1,0239511,2250.19%+274
VANGUARD INDEX FDS012,190+12,19003,1590.50%+3,159
ASML HOLDING N V
N Y REGISTRY SHS
0291+29102700.04%+270
OFFERPAD SOLUTIONS INC0333,516+333,51601,4210.22%+1,421
SPDR GOLD TR(GLD)0803+80302700.04%+270
GRAYSCALE ETHEREUM TRUST ETF(ETHE)07,000+7,00002650.04%+265
HOME DEPOT INC(HD)3,9814,124+1431,4591,7210.27%+262
JOBY AVIATION INC(JOBY)030,415+30,41504450.07%+445
AMERICAN EXPRESS CO(AXP)03,417+3,41701,1680.18%+1,168
CELSIUS HLDGS INC(CELH)15,88114,862-1,0195668200.13%+255
ARISTA NETWORKS INC(ANET)3,6773,67702855390.09%+254
ARM HOLDINGS PLC08,069+8,06901,1820.19%+1,182
CITIGROUP INC(C)07,260+7,26007430.12%+743
CISCO SYS INC(CSCO)19,56321,000+1,4371,2071,4420.23%+235
ISHARES TR03,215+3,21505260.08%+526
ISHARES TR19,90719,579-3283,7463,9770.63%+231
MARATHON PETE CORP(MPC)01,247+1,24702310.04%+231
PUBLIC STORAGE OPER CO(PSA)0754+75402140.03%+214
ISHARES TR
CORE HIGH DV ETF
01,755+1,75502140.03%+214
CATERPILLAR INC(CAT)01,429+1,42906680.11%+668
DEERE & CO(DE)0444+44402110.03%+211
ISHARES TR20,17619,870-3061,6491,8550.29%+206
ISHARES TR31,37428,618-2,7563,9064,1110.65%+205
PROSHARES TR
ULTRAPRO QQQ
7,9426,525-1,4174556590.10%+204
PHILIP MORRIS INTL INC(PM)01,259+1,25902040.03%+204
ISHARES TR
ESG AWR MSCI USA
01,410+1,41002040.03%+204
BLACKSTONE INC(BX)03,699+3,69906980.11%+698
CORNING INC(GLW)02,532+2,53202020.03%+202
ISHARES TR
CYBERSECURITY
043,431+43,43102,3100.37%+2,310
ISHARES BITCOIN TRUST ETF(IBIT)8,8109,121+3114126090.10%+196
KINROSS GOLD CORP(KGC)20,17820,17802544490.07%+195
COSTCO WHSL CORP NEW(COST)2,5162,702+1862,3802,5740.41%+194
VANGUARD INDEX FDS02,700+2,70001,6440.26%+1,644
APPLE HOSPITALITY REIT INC(APLE)031,969+31,96904050.06%+405
ISHARES TR04,016+4,01603970.06%+397
DISNEY WALT CO(DIS)014,335+14,33501,6470.26%+1,647
GOLDMAN SACHS ETF TR06,029+6,02907830.12%+783
RIVIAN AUTOMOTIVE INC(RIVN)010,693+10,69301570.02%+157
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,479+4,47906840.11%+684
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