Fund HoldingsWatts Gwilliam & Co., LLC

Total Portfolio Value
$458.76M
Total Bought
$458.76M
Total Sold
$0
Net Transaction
+$458.76M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0512,403+512,403068,09314.84%+68,093
APPLE INC(AAPL)0103,719+103,719023,4175.10%+23,417
SPDR S&P 500 ETF TR(SPY)035,492+35,492020,3434.43%+20,343
MICROSOFT CORP(MSFT)043,875+43,875018,1963.97%+18,196
ISHARES TR082,667+82,667016,1653.52%+16,165
INTEL CORP(INTC)0620,335+620,335014,4663.15%+14,466
ISHARES TR
MSCI USA QLT FCT
070,275+70,275012,6062.75%+12,606
PEPSICO INC(PEP)064,570+64,570011,0042.40%+11,004
ISHARES TR0112,082+112,082010,7762.35%+10,776
ISHARES TR021,701+21,70108,1751.78%+8,175
VANGUARD INDEX FDS046,270+46,27008,0281.75%+8,028
ISHARES TR069,766+69,76607,9921.74%+7,992
AMERICAN CENTY ETF TR083,020+83,02007,8821.72%+7,882
VANGUARD INDEX FDS019,555+19,55507,5331.64%+7,533
ALPHABET INC(GOOG)041,436+41,43606,8661.50%+6,866
VANGUARD SPECIALIZED FUNDS033,552+33,55206,6041.44%+6,604
AMAZON COM INC(AMZN)033,142+33,14206,0561.32%+6,056
META PLATFORMS INC(META)010,025+10,02505,9441.30%+5,944
AMGEN INC(AMGN)017,523+17,52305,5671.21%+5,567
ISHARES TR057,940+57,94005,5041.20%+5,504
APPLOVIN CORP(APP)035,613+35,61305,1111.11%+5,111
ISHARES TR034,366+34,36604,7191.03%+4,719
INVESCO QQQ TR08,961+8,96104,3850.96%+4,385
ADVANCED MICRO DEVICES INC(AMD)022,063+22,06303,8120.83%+3,812
ISHARES TR019,828+19,82803,7380.81%+3,738
JPMORGAN CHASE & CO.(JPM)017,470+17,47003,6820.80%+3,682
BALCHEM CORP021,427+21,42703,6390.79%+3,639
PROSHARES TR
PSHS ULTRA QQQ
035,023+35,02303,5380.77%+3,538
THE TRADE DESK INC(TTD)030,259+30,25903,4660.76%+3,466
NETFLIX INC(NFLX)04,649+4,64903,3550.73%+3,355
VISA INC(V)011,873+11,87303,2650.71%+3,265
ON HLDG AG(ONON)062,500+62,50003,2340.71%+3,234
ABBVIE INC(ABBV)016,116+16,11603,1100.68%+3,110
TESLA INC(TSLA)012,573+12,57303,0740.67%+3,074
VANGUARD INDEX FDS013,068+13,06803,0730.67%+3,073
ALPHABET INC(GOOG)018,584+18,58403,0550.67%+3,055
ISHARES TR
ULTRA SHORT DUR
058,648+58,64802,9650.65%+2,965
ENSIGN GROUP INC(ENSG)020,008+20,00802,9070.63%+2,907
ISHARES TR
CYBERSECURITY
054,385+54,38502,6370.57%+2,637
BANK AMERICA CORP062,616+62,61602,5000.55%+2,500
CONOCOPHILLIPS(COP)019,341+19,34102,1430.47%+2,143
GRAYSCALE BITCOIN TR BTC(GBTC)041,767+41,76702,0680.45%+2,068
SELECT SECTOR SPDR TR
ST STR TECHN ETF
08,926+8,92602,0340.44%+2,034
JANUS DETROIT STR TR
HENDRSON AAA CL
038,867+38,86701,9710.43%+1,971
DELL TECHNOLOGIES INC(DELL)015,930+15,93001,9420.42%+1,942
COSTCO WHSL CORP NEW(COST)02,150+2,15001,9150.42%+1,915
DATADOG INC(DDOG)015,322+15,32201,8960.41%+1,896
YUM BRANDS INC(YUM)013,840+13,84001,8650.41%+1,865
PIMCO ETF TR
SR LN ACTIVE ETF
035,887+35,88701,8310.40%+1,831
ISHARES TR022,204+22,20401,8200.40%+1,820
COINBASE GLOBAL INC(COIN)010,598+10,59801,7770.39%+1,777
HONEYWELL INTL INC(HON)08,464+8,46401,7520.38%+1,752
SCHWAB CHARLES CORP(SCHW)026,959+26,95901,7500.38%+1,750
SNOWFLAKE INC(SNOW)015,233+15,23301,7290.38%+1,729
CROWDSTRIKE HLDGS INC(CRWD)05,815+5,81501,7040.37%+1,704
COMCAST CORP NEW(CCZ)041,268+41,26801,6900.37%+1,690
FIRST TR EXCHANGE-TRADED FD07,736+7,73601,6640.36%+1,664
GOLDMAN SACHS GROUP INC(GS)03,241+3,24101,6100.35%+1,610
ISHARES TR011,930+11,93001,5840.35%+1,584
EXXON MOBIL CORP012,946+12,94601,5800.34%+1,580
WALMART INC(WMT)019,454+19,45401,5510.34%+1,551
NOVO-NORDISK A S(NVO)012,994+12,99401,5230.33%+1,523
BERKSHIRE HATHAWAY INC DEL03,309+3,30901,5020.33%+1,502
SELECT SECTOR SPDR TR
ST STR FINL ETF
032,659+32,65901,4810.32%+1,481
ELI LILLY & CO(LLY)01,592+1,59201,4550.32%+1,455
BROADCOM INC(AVGO)08,019+8,01901,4490.32%+1,449
SELECT SECTOR SPDR TR
ST STR ENERG ETF
015,764+15,76401,4360.31%+1,436
ISHARES TR02,466+2,46601,4200.31%+1,420
VANGUARD INDEX FDS02,593+2,59301,3660.30%+1,366
DISNEY WALT CO(DIS)014,564+14,56401,3470.29%+1,347
EMERSON ELEC CO(EMR)012,076+12,07601,3210.29%+1,321
ISHARES TR
CORE DIV GRWTH
020,443+20,44301,2740.28%+1,274
KLA CORP(KLAC)01,599+1,59901,2530.27%+1,253
FEDEX CORP(FDX)04,780+4,78001,2490.27%+1,249
JOHNSON & JOHNSON(JNJ)07,145+7,14501,1410.25%+1,141
SALESFORCE INC(CRM)03,897+3,89701,1360.25%+1,136
PIMCO ETF TR
ACTIVE BD ETF
011,825+11,82501,1030.24%+1,103
LOCKHEED MARTIN CORP(LMT)01,802+1,80201,0960.24%+1,096
STARBUCKS CORP(SBUX)011,005+11,00501,0590.23%+1,059
QUALCOMM INC(QCOM)06,363+6,36301,0590.23%+1,059
CISCO SYS INC(CSCO)019,751+19,75101,0410.23%+1,041
PARAMOUNT GLOBAL096,693+96,69301,0150.22%+1,015
ARM HOLDINGS PLC07,021+7,02101,0080.22%+1,008
DIREXION SHS ETF TR
DAILY SMALL CAP
023,602+23,60209950.22%+995
HOME DEPOT INC(HD)02,375+2,37509840.21%+984
MCDONALDS CORP(MCD)03,123+3,12309430.21%+943
UNITED PARCEL SERVICE INC(UPS)07,197+7,19709430.21%+943
MERCK & CO INC(MRK)08,573+8,57309300.20%+930
AMERICAN EXPRESS CO(AXP)03,407+3,40709170.20%+917
ISHARES TR09,080+9,08009060.20%+906
ABBOTT LABS07,853+7,85309000.20%+900
WISDOMTREE TR(WT)010,646+10,64608840.19%+884
PFIZER INC(PFE)030,031+30,03108760.19%+876
UBER TECHNOLOGIES INC(UBER)011,449+11,44908720.19%+872
PROCTER AND GAMBLE CO(PG)05,182+5,18208710.19%+871
SEMPRA(SRE)010,607+10,60708660.19%+866
SELECT SECTOR SPDR TR
ST STR CARE ETF
05,668+5,66808600.19%+860
MICRON TECHNOLOGY INC(MU)07,944+7,94408150.18%+815
FAIR ISAAC CORP(FICO)0406+40608080.18%+808
GOLDMAN SACHS ETF TR
INNOVAT EQ ETF
012,760+12,76007770.17%+777
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