Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Watts Gwilliam & Co

Latest statistics and disclosures from Watts Gwilliam & Co's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, MSFT, AAPL, IVE, INTC, and represent 39.67% of Watts Gwilliam & Co's stock portfolio.
Added to shares of these 10 stocks: PSKY, META, SPY, LDUR, VUG, INTC, GRNY, WMT, VIG, UTG.
Started 4 new stock positions in LDUR, SMH, PSKY, UTG.
Reduced shares in these 10 stocks: PEP (-$8.6M), NVDA, MRVL, GOOG, AAPL, UBER, GOOGL, SHOP, PSA, LONZ.
Sold out of its positions in MRVL, PSA.
Watts Gwilliam & Co was a net seller of stock by $-11M.
Watts Gwilliam & Co has $603M in assets under management (AUM), dropping by -0.77%.
Central Index Key (CIK): 0001657733

Tip: Access up to 7 years of quarterly data

Positions held by Watts Gwilliam & Co consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Watts Gwilliam & Co

Watts Gwilliam & Co holds 223 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	24.3	$147M	-2%	787k	186.58	View chart
Microsoft Corporation (MSFT)	4.6	$28M		54k	517.95	View chart
Apple (AAPL)	4.0	$24M		95k	254.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.7	$22M		108k	206.51	View chart
Intel Corporation (INTC)	3.0	$18M		544k	33.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.7	$16M		134k	120.72	View chart
Meta Platforms Cl A (META)	2.3	$14M	+5%	19k	734.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.1	$13M		64k	194.50	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$11M	+3%	23k	479.60	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$9.7M		52k	186.49	View chart
Amazon (AMZN)	1.6	$9.6M	+2%	44k	219.57	View chart
Pepsi (PEP)	1.5	$9.1M	-48%	65k	140.44	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$9.0M	-5%	37k	243.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$9.0M		19k	468.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$8.4M		71k	118.83	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$8.2M		83k	99.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$7.9M	+2%	37k	215.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$6.8M		11k	600.38	View chart
Balchem Corporation (BCPC)	1.0	$6.3M		42k	150.06	View chart
Netflix (NFLX)	0.9	$5.6M		4.6k	1198.83	View chart
Amgen (AMGN)	0.9	$5.3M		19k	282.21	View chart
JPMorgan Chase & Co. (JPM)	0.9	$5.3M		17k	315.43	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.8	$4.9M		36k	137.20	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$4.5M		9.3k	490.36	View chart
Visa Com Cl A (V)	0.7	$4.2M	+2%	12k	341.38	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.7	$4.0M		29k	141.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$4.0M		20k	203.59	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$4.0M	-2%	44k	89.37	View chart
Abbvie (ABBV)	0.6	$3.9M		17k	231.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$3.8M	-9%	16k	243.11	View chart
Ensign (ENSG)	0.6	$3.7M		22k	172.77	View chart
Antero Res (AR)	0.6	$3.7M		110k	33.56	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.6	$3.6M		40k	89.77	View chart
Vertiv Holdings Com Cl A (VRT)	0.6	$3.5M		23k	150.86	View chart
Tesla Motors (TSLA)	0.5	$3.3M		7.4k	444.74	View chart
Wal-Mart Stores (WMT)	0.5	$3.2M	+7%	32k	103.06	View chart
Broadcom (AVGO)	0.5	$3.2M		9.7k	329.93	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$3.1M		12k	254.28	View chart
Uber Technologies (UBER)	0.5	$3.0M	-12%	30k	97.97	View chart
On Hldg Namen Akt A (ONON)	0.5	$2.8M		67k	42.35	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$2.8M	-2%	55k	50.78	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.5	$2.7M	-5%	54k	51.07	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.4	$2.7M	+12%	106k	24.99	View chart
Datadog Cl A Com (DDOG)	0.4	$2.5M		18k	142.40	View chart
Costco Wholesale Corporation (COST)	0.4	$2.5M		2.7k	925.76	View chart
At&t (T)	0.4	$2.5M		89k	28.24	View chart
Dex (DXCM)	0.4	$2.5M		37k	67.29	View chart
Goldman Sachs (GS)	0.4	$2.5M		3.1k	796.23	View chart
Chipotle Mexican Grill (CMG)	0.4	$2.4M		62k	39.19	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$2.4M		8.4k	281.87	View chart
Ishares Tr Cybersecurity (IHAK)	0.4	$2.3M		43k	52.33	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.4	$2.1M		42k	50.75	View chart
Chevron Corporation (CVX)	0.4	$2.1M		14k	155.29	View chart
Yum! Brands (YUM)	0.3	$2.1M		14k	152.00	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$2.0M		27k	76.01	View chart
Pfizer (PFE)	0.3	$2.0M		79k	25.48	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$1.9M	-13%	13k	148.61	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$1.9M		6.8k	279.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.9M		3.7k	502.74	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.9M		20k	93.37	View chart
Honeywell International (HON)	0.3	$1.8M		8.7k	210.49	View chart
Paramount Skydance Corp Com Cl B (PSKY)	0.3	$1.8M	NEW	97k	18.92	View chart
Home Depot (HD)	0.3	$1.8M	+9%	4.5k	405.15	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.8M		16k	112.75	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$1.7M		32k	53.87	View chart
Merck & Co (MRK)	0.3	$1.7M		20k	83.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.7M		2.7k	612.46	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$1.6M		12k	142.10	View chart
Walt Disney Company (DIS)	0.3	$1.6M		14k	114.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.6M		2.4k	669.17	View chart
Kla Corp Com New (KLAC)	0.3	$1.6M		1.5k	1078.60	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.3	$1.5M	+7%	34k	45.24	View chart
Cisco Systems (CSCO)	0.2	$1.5M	+3%	22k	68.42	View chart
Freeport-mcmoran CL B (FCX)	0.2	$1.4M		35k	39.22	View chart
McDonald's Corporation (MCD)	0.2	$1.3M	+4%	4.2k	303.91	View chart
Offerpad Solutions Com Cl A (OPAD)	0.2	$1.3M	-7%	309k	4.17	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.2M		17k	68.08	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$1.2M	+10%	12k	93.35	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.1M		6.3k	182.43	View chart
Arm Holdings Sponsored Ads (ARM)	0.2	$1.1M		8.1k	141.49	View chart
American Express Company (AXP)	0.2	$1.1M		3.4k	332.19	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$1.1M		22k	50.23	View chart
Micron Technology (MU)	0.2	$1.1M		6.6k	167.32	View chart
Advanced Micro Devices (AMD)	0.2	$1.1M	+6%	6.7k	161.79	View chart
Bank of America Corporation (BAC)	0.2	$1.1M		21k	51.59	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$1.1M		12k	89.34	View chart
Oklo Com Cl A (OKLO)	0.2	$1.1M	-7%	9.5k	111.63	View chart
Abbott Laboratories (ABT)	0.2	$1.0M	-3%	7.7k	133.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.0M		10k	100.25	View chart
Sempra Energy (SRE)	0.2	$966k		11k	89.98	View chart
Qualcomm (QCOM)	0.2	$948k	-8%	5.7k	166.37	View chart
United Parcel Service CL B (UPS)	0.2	$946k		11k	83.53	View chart
FedEx Corporation (FDX)	0.2	$937k		4.0k	235.81	View chart
Lockheed Martin Corporation (LMT)	0.1	$891k		1.8k	499.11	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$878k	+11%	6.7k	130.27	View chart
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)	0.1	$870k		12k	73.84	View chart
Celsius Hldgs Com New (CELH)	0.1	$854k		15k	57.49	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$836k		49k	17.16	View chart
Eli Lilly & Co. (LLY)	0.1	$826k		1.1k	763.00	View chart
Coca-Cola Company (KO)	0.1	$824k		12k	66.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$785k		3.2k	241.97	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$775k		7.0k	110.49	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$749k		18k	42.79	View chart
Citigroup Com New (C)	0.1	$737k		7.3k	101.50	View chart
salesforce (CRM)	0.1	$726k		3.1k	237.02	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$724k		5.2k	139.18	View chart
Johnson & Johnson (JNJ)	0.1	$723k		3.9k	185.44	View chart
Verizon Communications (VZ)	0.1	$705k		16k	43.95	View chart
Ares Capital Corporation (ARCC)	0.1	$704k		35k	20.41	View chart
EOG Resources (EOG)	0.1	$701k		6.3k	112.12	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$698k		6.3k	110.59	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	0.1	$693k	+256%	113k	6.12	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$691k		4.5k	154.23	View chart
Caterpillar (CAT)	0.1	$682k		1.4k	477.31	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$675k		6.5k	103.40	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$671k		2.8k	239.65	View chart
Microchip Technology (MCHP)	0.1	$657k		10k	64.22	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$653k		5.2k	126.65	View chart
Procter & Gamble Company (PG)	0.1	$649k		4.2k	153.65	View chart
Intuitive Surgical Com New (ISRG)	0.1	$649k	+5%	1.5k	447.34	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$632k		3.7k	170.85	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.1	$611k		21k	28.56	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$597k		9.2k	65.00	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$571k		6.4k	88.96	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$556k		3.1k	176.82	View chart
American Airls (AAL)	0.1	$551k		49k	11.24	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$539k		11k	51.08	View chart
Arista Networks Com Shs (ANET)	0.1	$536k		3.7k	145.71	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$529k		3.2k	164.55	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$515k		11k	46.81	View chart
Blackrock (BLK)	0.1	$507k		435.00	1165.87	View chart
Zions Bancorporation (ZION)	0.1	$503k		8.9k	56.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$502k		5.5k	91.43	View chart
Kinross Gold Corp (KGC)	0.1	$501k		20k	24.85	View chart
Camden Ppty Tr Sh Ben Int (CPT)	0.1	$497k		4.7k	106.78	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$497k		3.1k	162.46	View chart
International Business Machines (IBM)	0.1	$494k		1.8k	282.11	View chart
Morgan Stanley Com New (MS)	0.1	$491k		3.1k	158.96	View chart
Joby Aviation Common Stock (JOBY)	0.1	$491k		30k	16.14	View chart
Mastercard Incorporated Cl A (MA)	0.1	$488k	-8%	858.00	569.04	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$488k		6.2k	78.37	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$480k		1.6k	307.86	View chart
Archer Aviation Com Cl A (ACHR)	0.1	$475k		50k	9.58	View chart
American Intl Group Com New (AIG)	0.1	$473k		6.0k	78.54	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.1	$448k		4.4k	101.19	View chart
Dell Technologies CL C (DELL)	0.1	$442k		3.1k	141.79	View chart
Applovin Corp Com Cl A (APP)	0.1	$431k	+20%	600.00	718.54	View chart
Palo Alto Networks (PANW)	0.1	$428k	+9%	2.1k	203.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$417k		4.8k	87.31	View chart
Boeing Company (BA)	0.1	$415k		1.9k	215.83	View chart
Prologis (PLD)	0.1	$411k		3.6k	114.52	View chart
Equinix (EQIX)	0.1	$405k		517.00	783.97	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$405k		8.0k	50.63	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$401k		4.0k	99.95	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$398k		1.2k	332.94	View chart
Apple Hospitality Reit Com New (APLE)	0.1	$392k	+2%	33k	12.01	View chart
Snowflake Com Shs (SNOW)	0.1	$391k		1.7k	225.60	View chart
Eaton Corp SHS (ETN)	0.1	$386k		1.0k	374.13	View chart
Adobe Systems Incorporated (ADBE)	0.1	$381k		1.1k	352.75	View chart
Starbucks Corporation (SBUX)	0.1	$379k	-15%	4.5k	84.60	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$374k		3.9k	97.07	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$370k	NEW	3.8k	96.15	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$367k		4.8k	76.72	View chart
Oracle Corporation (ORCL)	0.1	$364k		1.3k	281.17	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$357k	+24%	1.0k	355.47	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$344k		461.00	746.04	View chart
Servicenow (NOW)	0.1	$339k		368.00	920.28	View chart
UnitedHealth (UNH)	0.1	$333k		965.00	345.30	View chart
Lam Research Corp Com New (LRCX)	0.1	$328k		2.4k	133.90	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$308k		1.1k	279.36	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$304k		2.6k	118.39	View chart
ConocoPhillips (COP)	0.1	$304k		3.2k	94.59	View chart
Nextera Energy (NEE)	0.1	$302k		4.0k	75.49	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$299k		3.1k	95.14	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$297k		3.4k	87.21	View chart
Raytheon Technologies Corp (RTX)	0.0	$296k		1.8k	167.29	View chart
Choice Hotels International (CHH)	0.0	$292k		2.7k	106.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$289k		4.8k	59.91	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$285k		9.1k	31.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$284k		2.0k	140.95	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$282k		291.00	969.73	View chart
Marriott Intl Cl A (MAR)	0.0	$279k		1.1k	260.44	View chart
Dutch Bros Cl A (BROS)	0.0	$276k		5.3k	52.34	View chart
Lowe's Companies (LOW)	0.0	$275k		1.1k	251.31	View chart
Aon Shs Cl A (AON)	0.0	$272k		762.00	356.58	View chart
American Tower Reit (AMT)	0.0	$269k		1.4k	192.38	View chart
3M Company (MMM)	0.0	$269k		1.7k	155.15	View chart
Western Alliance Bancorporation (WAL)	0.0	$268k		3.1k	86.72	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$255k		3.7k	68.47	View chart
Northrop Grumman Corporation (NOC)	0.0	$254k		417.00	609.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$248k		754.00	328.34	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$246k		3.8k	65.27	View chart
Valero Energy Corporation (VLO)	0.0	$245k		1.4k	170.22	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$242k		663.00	365.32	View chart
Marathon Petroleum Corp (MPC)	0.0	$240k		1.2k	192.74	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$240k		7.0k	34.27	View chart
Target Corporation (TGT)	0.0	$236k	+3%	2.6k	89.71	View chart
Bristol Myers Squibb (BMY)	0.0	$234k		5.2k	45.10	View chart
Waste Management (WM)	0.0	$228k		1.0k	220.75	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$224k		2.2k	100.67	View chart
Edwards Lifesciences (EW)	0.0	$223k		2.9k	77.77	View chart
Bunge Global Sa Com Shs (BG)	0.0	$222k		2.7k	81.26	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$222k		2.1k	106.49	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$215k		1.8k	122.45	View chart
Roper Industries (ROP)	0.0	$212k		425.00	498.69	View chart
Automatic Data Processing (ADP)	0.0	$209k		713.00	293.50	View chart
Corning Incorporated (GLW)	0.0	$208k		2.5k	82.03	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$205k		1.4k	145.60	View chart
Philip Morris International (PM)	0.0	$204k		1.3k	162.25	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.0	$204k	NEW	5.2k	39.62	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$203k		4.0k	50.57	View chart
Deere & Company (DE)	0.0	$203k		444.00	456.90	View chart
Ford Motor Company (F)	0.0	$168k		14k	11.96	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$157k		11k	14.68	View chart
Anavex Life Sciences Corp Com New Call Option (AVXL)	0.0	$115k		135k	0.85	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.0	$104k		12k	8.90	View chart
Vertical Aerospace Shs New (EVTL)	0.0	$78k		15k	5.19	View chart
Nordic American Tanker Shippin (NAT)	0.0	$63k		20k	3.14	View chart
Strata Critical Medical Cl A Com (SRTA)	0.0	$61k		12k	5.06	View chart
Ammo (POWW)	0.0	$60k		40k	1.48	View chart
Pds Biotechnology Ord (PDSB)	0.0	$56k		55k	1.01	View chart
Vaneck Etf Trust Semiconductr Etf Put Option (SMH)	0.0	$6.2k	NEW	12k	0.54	View chart
Bristol-myers Squibb Right 12/30/2030 (CELG.R)	0.0	$592.000000		20k	0.03	View chart

Past Filings by Watts Gwilliam & Co

SEC 13F filings are viewable for Watts Gwilliam & Co going back to 2024

Watts Gwilliam & Co 2025 Q3 filed Nov. 21, 2025
Watts Gwilliam & Co 2025 Q2 filed Sept. 19, 2025
Watts Gwilliam & Co 2025 Q1 filed May 13, 2025
Watts Gwilliam & Co 2024 Q4 filed Jan. 10, 2025
Watts Gwilliam & Co 2024 Q3 filed Oct. 9, 2024
Watts Gwilliam & Co 2024 Q1 filed May 15, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z