Fund Holdings — Watts Gwilliam & Co., LLC

Total Portfolio Value
$619.10M
Total Bought
$8.90M
Total Sold
$15.72M
Net Transaction
-$6.82M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)771,784770,649-1,135136,019143,78823.23%+7,768
PARAMOUNT SKYDANCE CORP(PSKY)096,714+96,71401,8300.30%+1,830
INTEL CORP(INTC)496,873500,243+3,37015,18916,7832.71%+1,594
APPLE INC(AAPL)96,84894,985-1,86323,03824,1863.91%+1,148
MICROSOFT CORP(MSFT)53,74453,674-7027,32627,8004.49%+474
VANGUARD INDEX FDS21,86622,563+69710,41010,8211.75%+412
PIMCO ETF TR
ENHNCD LW DUR AC
03,845+3,84503700.06%+370
TIDAL TRUST I94,196106,408+12,2122,3502,6590.43%+309
VERTIV HOLDINGS CO(VRT)23,12823,228+1003,2833,5040.57%+221
WALMART INC(WMT)29,19931,496+2,2973,0253,2460.52%+221
VANGUARD SPECIALIZED FUNDS35,79036,741+9517,7187,9281.28%+211
TESLA INC(TSLA)7,4467,44603,1043,3120.53%+208
REAVES UTIL INCOME FD(UTG)05,150+5,15002040.03%+204
ISHARES TR108,479108,220-25922,15122,3483.61%+197
ANTERO RESOURCES CORP(AR)110,076110,07603,5113,6940.60%+183
ABBVIE INC(ABBV)16,83016,857+273,7363,9030.63%+167
PROSHARES TR
PSHS ULTRA QQQ
35,36135,862+5014,7724,9200.79%+148
ISHARES TR133,975134,238+26316,07016,2052.62%+135
VISA INC(V)12,13012,380+2504,1024,2260.68%+124
ENSIGN GROUP INC(ENSG)21,54321,54303,5993,7220.60%+123
SPDR S&P 500 ETF TR(SPY)31,80731,803-421,06421,1863.42%+122
AMGEN INC(AMGN)18,93318,93305,2225,3430.86%+121
APPLOVIN CORP(APP)500600+1003114310.07%+120
DATADOG INC(DDOG)17,73217,832+1002,4262,5390.41%+113
PIMCO ETF TR
ACTIVE BD ETF
11,20412,396+1,1921,0471,1570.19%+110
PFIZER INC(PFE)79,42379,42301,9182,0240.33%+106
HOME DEPOT INC(HD)4,1244,509+3851,7211,8270.30%+105
ISHARES TR
MSCI USA QLT FCT
64,55364,266-28712,39612,5002.02%+104
GOLDMAN SACHS ETF TR6,0296,741+7127838780.14%+95
ADVANCED MICRO DEVICES INC(AMD)6,2816,717+4369921,0870.18%+95
YUM BRANDS INC(YUM)13,80013,80002,0052,0980.34%+93
VANGUARD INDEX FDS51,46651,749+2839,5639,6511.56%+87
SPDR GOLD TR(GLD)8031,003+2002703570.06%+87
SEMPRA(SRE)10,73210,73208859660.16%+80
MCDONALDS CORP(MCD)4,0684,243+1751,2251,2890.21%+64
INVESCO QQQ TR11,28511,295+106,7186,7811.10%+63
DIREXION SHS ETF TR
DAILY SMALL CAP
31,16733,636+2,4691,4691,5220.25%+53
INTUITIVE SURGICAL INC1,3681,450+825966490.10%+53
KINROSS GOLD CORP(KGC)20,17820,17804495010.08%+52
SELECT SECTOR SPDR TR
ST STR TECHN ETF
8,4328,433+12,3282,3770.38%+49
MERCK & CO INC(MRK)20,04220,04201,6341,6820.27%+48
FEDEX CORP(FDX)3,9243,973+498899370.15%+48
KLA CORP(KLAC)1,4981,49801,5681,6160.26%+48
LOCKHEED MARTIN CORP(LMT)1,7801,785+58438910.14%+48
ISHARES TR19,37519,300-758,9929,0401.46%+48
JOBY AVIATION INC(JOBY)30,41530,41504454910.08%+46
BERKSHIRE HATHAWAY INC DEL3,7233,72301,8261,8720.30%+46
CISCO SYS INC(CSCO)21,00021,742+7421,4421,4880.24%+45
JOHNSON & JOHNSON(JNJ)3,9013,90106797230.12%+44
JPMORGAN CHASE & CO.(JPM)16,71116,71105,2345,2710.85%+37
CELSIUS HLDGS INC(CELH)14,86214,86208208540.14%+34
PALO ALTO NETWORKS INC(PANW)1,9272,103+1763964280.07%+32
DELL TECHNOLOGIES INC(DELL)3,1143,11404114420.07%+30
INTERNATIONAL BUSINESS MACHS(IBM)1,7501,75004644940.08%+30
ISHARES TR11,51711,559+421,6181,6420.27%+25
NEXTERA ENERGY INC(NEE)4,0014,00102833020.05%+19
LAM RESEARCH CORP(LRCX)2,4482,44803093280.05%+19
ISHARES TR19,57919,616+373,9773,9940.65%+17
ARCHER AVIATION INC(ACHR)49,59049,59004594750.08%+16
RTX CORPORATION(RTX)1,7711,77102802960.05%+16
PROSHARES TR
ULTRAPRO QQQ
6,5256,527+26596750.11%+16
NORTHROP GRUMMAN CORP(NOC)41741702392540.04%+15
CATERPILLAR INC(CAT)1,4291,42906686820.11%+15
ISHARES TR2,4262,427+11,6101,6240.26%+14
BLACKROCK INC(BLK)43543504955070.08%+13
ISHARES TR
CORE DIV GRWTH
17,21517,236+211,1611,1730.19%+12
PALANTIR TECHNOLOGIES INC(PLTR)6,3966,271-1251,1321,1440.18%+12
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,1041,10402973080.05%+12
ASML HOLDING N V
N Y REGISTRY SHS
29129102702820.05%+12
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
26,19326,666+4732,0162,0270.33%+11
UNITEDHEALTH GROUP INC(UNH)96596503233330.05%+10
TARGET CORP(TGT)2,5252,625+1002262350.04%+10
SELECT SECTOR SPDR TR
ST STR UTIL ETF
3,4073,408+12882970.05%+10
MARATHON PETE CORP(MPC)1,2471,24702312400.04%+10
VANGUARD INDEX FDS2,7002,70001,6441,6540.27%+9
VALERO ENERGY CORP(VLO)1,4411,44102362450.04%+9
EDWARDS LIFESCIENCES CORP2,8642,86402142230.04%+9
SELECT SECTOR SPDR TR
ST STR CARE ETF
5,1995,19907157240.12%+9
SELECT SECTOR SPDR TR
ST STR INDL ETF
4,4794,47906846910.11%+7
CORNING INC(GLW)2,5322,53202022080.03%+6
ANAVEX LIFE SCIENCES CORP26,00026,00002252310.04%+6
SNOWFLAKE INC(SNOW)1,7351,73503853910.06%+6
VANGUARD WORLD FD
INF TECH ETF
46146103383440.06%+6
ISHARES TR
MSCI USA MIN ETF
3,1333,139+62932990.05%+5
WASTE MGMT INC DEL(WM)1,0341,03402232280.04%+5
VERIZON COMMUNICATIONS INC(VZ)16,04616,04607017050.11%+4
ISHARES TR4,0164,01603974010.06%+4
ISHARES TR3,0543,058+44934970.08%+4
BUNGE GLOBAL SA(BG)2,7342,73402182220.04%+4
CONOCOPHILLIPS(COP)3,2133,21303003040.05%+4
ISHARES TR1,1951,19503943980.06%+3
AMERICAN INTL GROUP INC6,0266,027+14704730.08%+3
FORD MTR CO(F)14,01414,01401651680.03%+3
EATON CORP PLC(ETN)1,0321,03203833860.06%+3
AON PLC(AON)76276202692720.04%+3
VANGUARD INDEX FDS1,5591,55904774800.08%+3
ISHARES TR3,2153,21505265290.09%+3
HONEYWELL INTL INC(HON)8,7418,74101,8371,8400.30%+3
NUVEEN CALIFORNIA MUNI VLU F(NCA)11,70011,70001021040.02%+2
OUTDOOR HOLDING CO(POWW)40,17940,179057590.01%+2
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Watts Gwilliam & Co., LLC — 13F Holdings — Q3 2025 | TickerTrail