Watts Gwilliam & Co., LLC Purchases in Q1 2025

Watts Gwilliam & Co., LLC

  • $498 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AR
Antero Resources Corp

Energy
110K
New
$33.64 - $41.42 $3.7M - $4.56M
110K $4.45M
T
At&T Inc.

Communication Services
9.29K
New
$21.56 - $28.28 $200K - $263K
9.29K $262K
ROP
Roper Technologies Inc

Industrials
425
New
$502.71 - $593.81 $214K - $252K
425 $250K
WAL
Western Alliance Bancorporation

Financial Services
3.09K
New
$72.65 - $94.0 $224K - $290K
3.09K $237K
RTX
Raytheon Technologies Corp

Industrials
1.66K
New
$114.1 - $135.66 $189K - $225K
1.66K $219K
TMO
Thermo Fisher Scientific Inc.

Healthcare
439
New
$497.6 - $606.74 $218K - $266K
439 $218K
EW
Edwards Lifesciences Corp

Healthcare
2.9K
New
$67.95 - $76.19 $197K - $221K
2.9K $210K
IWB
Ishares Tr Russell 1000 ETF

ETFs
662
New
$302.31 - $337.54 $200K - $223K
662 $203K
NAT
Nordic American Tankers LTD

Industrials
20K
New
N/A
20K $79K
Blackrock Inc
402
New
N/A
402 $0
Arista Networks Inc
3.68K
New
N/A
3.68K $0
NCA
Nuveen California Municipal Value Fund

Financial Services
1K
+ 9.35%
$8.41 - $8.73 $8.41K - $8.73K
11.7K $101K
F
Ford Motor CO

Consumer Cyclical
19
+ 0.12%
$9.12 - $10.43 $173 - $198
16.1K $161K
ACHR
Archer Aviation Inc.

Industrials
84.4K
+ 524.22%
$6.8 - $11.51 $574K - $971K
101K $714K
JOBY
Joby Aviation, Inc.

Industrials
11.9K
+ 62.63%
$5.99 - $10.27 $71.3K - $122K
30.9K $186K
SNOW
Snowflake Inc.

Technology
258
+ 18.3%
$146.16 - $192.78 $37.7K - $49.7K
1.67K $243K
VEA
Vanguard Ftse Developed Market

ETFs
2
+ 0.04%
$47.4 - $52.99 $94.8 - $106
4.83K $245K
PLTR
Palantir Technologies Inc.

Technology
3.61K
+ 106.56%
$64.98 - $124.62 $234K - $450K
6.99K $590K
NEE
Nextera Energy Inc

Utilities
557
+ 16.4%
$66.96 - $76.16 $37.3K - $42.4K
3.95K $280K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3
+ 0.08%
$58.81 - $68.2 $176 - $205
3.71K $221K
XLC
Select Sector Spdr Tr Communic

ETFs
57
+ 2.04%
$94.84 - $105.31 $5.41K - $6K
2.85K $275K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
753
+ 16.65%
$57.21 - $65.8 $43.1K - $49.5K
5.28K $307K
XLU
Utilities Sector Spdr

ETFs
14
+ 0.37%
$74.7 - $80.27 $1.05K - $1.12K
3.8K $299K
VGT
Vanguard Information Technolog

ETFs
101
+ 21.96%
$542.38 - $646.34 $54.8K - $65.3K
561 $304K
BMY
Bristol Myers Squibb CO

Healthcare
36
+ 0.71%
$53.9 - $63.11 $1.94K - $2.27K
5.1K $310K
TQQQ
Proshares Ultrapro Qqq

ETFs
3.93K
+ 97.81%
$57.3 - $90.39 $225K - $355K
7.94K $455K
Reddit Inc
45
+ 2.3%
N/A
2K $0
IEFA
Ishares Tr

ETFs
709
+ 13.69%
$69.57 - $78.65 $49.3K - $55.8K
5.89K $445K
PLD
Prologis, Inc.

Real Estate
6
+ 0.17%
$103.59 - $124.04 $622 - $744
3.48K $389K
SHV
Ishares Tr

ETFs
4.53K
+ 132.99%
$110.11 - $110.51 $498K - $500K
7.93K $876K
Ishares Bitcoin Trust ETF
1.85K
+ 26.58%
N/A
8.81K $0
MA
Mastercard Inc

Financial Services
167
+ 22.27%
$504.67 - $576.31 $84.3K - $96.2K
917 $502K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
751
+ 17.27%
$87.68 - $94.52 $65.8K - $71K
5.1K $477K
IYR
Ishares Tr

ETFs
361
+ 8.46%
$89.49 - $98.98 $32.3K - $35.7K
4.63K $442K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.2K
+ 17.65%
$47.79 - $59.89 $57.3K - $71.9K
8K $401K
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.02K
+ 6.86%
$21.28 - $35.62 $21.7K - $36.3K
15.9K $565K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.05K
+ 11.56%
$50.03 - $50.27 $52.3K - $52.6K
10.1K $505K
UNH
Unitedhealth Group Inc

Healthcare
73
+ 8.19%
$461.52 - $548.18 $33.7K - $40K
964 $504K
CVX
Chevron Corp

Energy
339
+ 10.55%
$146.71 - $167.97 $49.7K - $56.9K
3.55K $594K
VZ
Verizon Communications Inc

Communication Services
1.42K
+ 10.96%
$37.81 - $46.49 $53.8K - $66.2K
14.4K $654K
IWM
Ishares Russell 2000 ETF

ETFs
2.07K
+ 90.76%
$198.1 - $229.79 $411K - $476K
4.36K $869K
BX
Blackstone Inc.

Financial Services
537
+ 17.88%
$136.53 - $186.74 $73.3K - $100K
3.54K $494K
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.09%
$149.27 - $169.4 $448 - $508
3.18K $480K
XLP
Consumer Staples Sector Spdr

ETFs
134
+ 1.98%
N/A
6.9K $524K
XLI
Industrial Sector Spdr

ETFs
77
+ 1.94%
$128.78 - $141.67 $9.92K - $10.9K
4.04K $530K
ZION
Zions Bancorporation, National Association

Financial Services
74
+ 0.78%
$47.0 - $59.03 $3.48K - $4.37K
9.57K $476K
KO
Coca Cola CO

Consumer Defensive
880
+ 8.91%
$60.81 - $72.32 $53.5K - $63.6K
10.8K $770K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
139
+ 2.56%
$108.02 - $120.45 $15K - $16.7K
5.57K $613K
XLY
Select Sector Spdr Consumer Di

ETFs
58
+ 1.91%
$192.6 - $233.2 $11.2K - $13.5K
3.09K $610K
Activity Summary
Buys All Purchases 117 New Holdings 12 Increased Positions 105 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 1 Puts 4
Track This Portfolio

Track Watts Gwilliam & Co., LLC Portfolio

Follow Watts Gwilliam & Co., LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Watts Gwilliam & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Watts Gwilliam & Co., LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email