Watts Gwilliam & Co., LLC Purchases in Q4 2024

Watts Gwilliam & Co., LLC

  • $474 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
8.46K
+ 84.43%
$554.08 - $632.68 $4.69M - $5.36M
18.5K $11.4B
UBER
Uber Technologies, Inc

Technology
61.5K
+ 537.11%
$59.93 - $86.34 $3.69M - $5.31M
72.9K $4.83B
DXCM
Dexcom Inc

Healthcare
42K
New
$65.68 - $81.01 $2.76M - $3.4M
42K $3.33B
TSLA
Tesla, Inc.

Consumer Cyclical
1.09K
+ 8.69%
$213.65 - $479.86 $234K - $524K
13.7K $5.39B
VRT
Vertiv Holdings CO

Industrials
14.7K
New
N/A
14.7K $1.92B
Offerpad Solutions Inc
693K
New
N/A
693K $1.88B
BCPC
Balchem Corp

Basic Materials
13.6K
+ 63.67%
$163.0 - $183.41 $2.22M - $2.5M
35.1K $5.44B
AMZN
Amazon Com Inc

Consumer Cyclical
2.18K
+ 6.57%
$180.88 - $232.93 $394K - $507K
35.3K $7.84B
IVE
Ishares S&P 500 Value ETF

ETFs
10K
+ 12.14%
$189.5 - $206.17 $1.9M - $2.07M
92.7K $17.7B
IVW
Ishares S&P 500 Growth ETF

ETFs
7.33K
+ 6.54%
$94.43 - $105.47 $693K - $774K
119K $12.2B
ET
Energy Transfer LP

Energy
66.5K
New
$16.05 - $19.86 $1.07M - $1.32M
66.5K $1.3B
NFLX
Netflix Inc

Communication Services
471
+ 10.13%
$687.65 - $936.56 $324K - $441K
5.12K $4.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.56K
+ 17.38%
$481.22 - $538.17 $749K - $838K
10.5K $5.42B
MCHP
Microchip Technology Inc

Technology
19.2K
+ 250.53%
$55.51 - $79.05 $1.07M - $1.52M
26.9K $1.54B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
16K
+ 218.96%
$50.73 - $51.08 $811K - $816K
23.3K $1.19B
AVGO
Broadcom Inc.

Technology
1.74K
+ 21.75%
$159.67 - $250.0 $278K - $436K
9.76K $2.23B
GOOGL
Alphabet Inc.

Communication Services
910
+ 4.9%
$161.86 - $196.66 $147K - $179K
19.5K $3.81B
SHOP
Shopify Inc.

Technology
4.64K
+ 52.98%
$78.14 - $119.49 $363K - $555K
13.4K $1.43B
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
13.3K
+ 36.95%
$50.81 - $51.59 $674K - $684K
49.1K $2.51B
WMT
Walmart Inc.

Consumer Defensive
4.81K
+ 24.7%
$79.1 - $95.7 $380K - $460K
24.3K $2.2B
V
Visa Inc.

Financial Services
667
+ 5.62%
$273.87 - $320.91 $183K - $214K
12.5K $3.91B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.6K
+ 27.36%
$50.62 - $50.97 $538K - $542K
49.5K $2.51B
EOG
Eog Resources Inc

Energy
3.95K
+ 227.52%
$118.22 - $136.54 $467K - $540K
5.69K $726M
MUB
Ishares National Muni Bond ETF

ETFs
3.74K
New
$105.78 - $108.7 $395K - $406K
3.74K $398M
IOT
Samsara Inc.

Technology
8.4K
New
$42.67 - $56.35 $358K - $473K
8.4K $361M
AVXL
Anavex Life Sciences Corp.

Healthcare
26K
New
$5.11 - $12.56 $133K - $327K
26K $350M
ONON
On Holding Ag

Consumer Cyclical
2.33K
+ 3.73%
$46.3 - $59.54 $108K - $139K
64.8K $3.58B
Reddit Inc
1.96K
New
N/A
1.96K $337M
TTD
Trade Desk, Inc.

Technology
1K
+ 3.3%
$108.7 - $139.51 $109K - $140K
31.3K $3.8B
NKE
Nike, Inc.

Consumer Cyclical
4.52K
New
$73.36 - $89.13 $331K - $403K
4.52K $326M
AAL
American Airlines Group Inc.

Industrials
132
+ 0.24%
N/A
54K $956M
BROS
Dutch Bros Inc.

Consumer Cyclical
5.28K
New
$30.72 - $55.82 $162K - $295K
5.28K $304M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.88K
+ 8.33%
$50.35 - $50.69 $246K - $248K
63.5K $3.21B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.58K
+ 2.26%
$113.92 - $127.38 $179K - $201K
71.3K $8.23B
PLTR
Palantir Technologies Inc.

Technology
3.39K
New
$36.46 - $82.38 $123K - $279K
3.39K $237M
CMF
Ishares California Muni Bond E

ETFs
4.13K
New
$56.66 - $58.1 $234K - $240K
4.13K $235M
MSTR
Microstrategy Inc

Technology
672
New
$162.69 - $473.83 $109K - $318K
672 $229M
CCL
Carnival Corp

Consumer Cyclical
9K
New
$17.34 - $26.8 $156K - $241K
9K $215M
LUV
Southwest Airlines CO

Industrials
6.44K
New
$28.99 - $34.84 $187K - $224K
6.44K $212M
AVLV
American Centy ETF Tr Avantis
3.02K
New
$65.51 - $71.22 $198K - $215K
3.02K $204M
JOBY
Joby Aviation, Inc.

Industrials
19K
New
$4.8 - $9.16 $91.2K - $174K
19K $195M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.23K
+ 24.5%
$96.64 - $101.23 $215K - $225K
11.3K $1.09B
ACHR
Archer Aviation Inc.

Industrials
16.1K
New
$2.94 - $11.33 $47.3K - $182K
16.1K $179M
XLF
Financial Sector Spdr

ETFs
1.37K
+ 4.21%
$44.89 - $51.34 $61.7K - $70.5K
34K $1.64B
Direxion Shs ETF Tr
50
+ 1.28%
N/A
3.95K $732M
Arm Holdings PLC
1.09K
+ 15.5%
N/A
8.11K $1.17B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
205
+ 7.91%
$521.84 - $558.82 $107K - $115K
2.8K $1.51B
CSCO
Cisco Systems, Inc.

Technology
375
+ 1.9%
$52.45 - $60.02 $19.7K - $22.5K
20.1K $1.19B
HON
Honeywell International Inc

Industrials
2
+ 0.02%
$202.84 - $236.0 $406 - $472
8.47K $1.87B
Activity Summary
Buys All Purchases 95 New Holdings 20 Increased Positions 75 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 3
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