Watts Gwilliam & Co., LLC Purchases in Q2 2025

Watts Gwilliam & Co., LLC

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLW
Corning Inc

Technology
2.53K
New
$39.07 - $52.59 $98.9K - $133K
2.53K $133K
XLI
Industrial Sector Spdr

ETFs
435
+ 10.76%
$116.42 - $147.52 $50.6K - $64.2K
4.48K $660K
C
Citigroup Inc

Financial Services
247
+ 3.52%
$58.13 - $85.12 $14.4K - $21K
7.26K $617K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
458
+ 8.22%
$97.68 - $121.38 $44.7K - $55.6K
6.03K $731K
KO
Coca Cola CO

Consumer Defensive
1.67K
+ 15.5%
$68.37 - $73.9 $114K - $123K
12.4K $879K
EQIX
Equinix Inc

Real Estate
145
+ 38.98%
$740.07 - $914.43 $107K - $133K
517 $411K
CAT
Caterpillar Inc

Industrials
46
+ 3.33%
$273.94 - $388.21 $12.6K - $17.9K
1.43K $554K
MS
Morgan Stanley

Financial Services
68
+ 2.25%
$99.83 - $140.86 $6.79K - $9.58K
3.09K $435K
PDSB
Pds Biotechnology Corp

Healthcare
55K
New
$0.94 - $1.79 $51.7K - $98.5K
55K $73K
BX
Blackstone Inc.

Financial Services
159
+ 4.49%
$120.07 - $151.11 $19.1K - $24K
3.7K $553K
HD
Home Depot, Inc.

Consumer Cyclical
143
+ 3.59%
$335.24 - $380.78 $47.9K - $54.5K
4.12K $1.51M
BLDE
Blade Air Mobility, Inc.

Industrials
12K
New
$2.51 - $4.24 $30.1K - $50.9K
12K $48K
QCOM
Qualcomm Inc

Technology
69
+ 1.12%
$124.66 - $159.48 $8.6K - $11K
6.26K $996K
VZ
Verizon Communications Inc

Communication Services
1.62K
+ 11.26%
$41.67 - $45.62 $67.7K - $74.1K
16K $694K
RTX
Raytheon Technologies Corp

Industrials
116
+ 7.01%
$113.75 - $148.48 $13.2K - $17.2K
1.77K $258K
LMT
Lockheed Martin Corp

Industrials
14
+ 0.79%
$430.82 - $486.45 $6.03K - $6.81K
1.78K $824K
VEA
Vanguard Ftse Developed Market

ETFs
2
+ 0.04%
$45.65 - $57.01 $91.3 - $114
4.83K $275K
MA
Mastercard Inc

Financial Services
16
+ 1.74%
$479.92 - $590.74 $7.68K - $9.45K
933 $524K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
365
+ 10.87%
$483.48 - $539.8 $176K - $197K
3.72K $1.81M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4
+ 0.11%
$52.31 - $63.72 $209 - $255
3.72K $236K
IJS
Ishares S&P Smallcap 600 Value

ETFs
4
+ 0.06%
$83.54 - $100.04 $334 - $400
6.31K $627K
Tidal Trust I
94.2K
New
N/A
94.2K $0
Blackrock Inc
33
+ 8.21%
N/A
435 $0
Ishares Bitcoin Trust ETF
311
+ 3.53%
N/A
9.12K $0
Grayscale Ethereum Trust ETF
7K
New
N/A
7K $0
Vertical Aerospace LTD
15K
New
N/A
15K $0
Pimco ETF Tr
4.43K
New
N/A
4.43K $0
Ishares Ethereum Tr
8.93K
New
N/A
8.93K $0
ALCC
Alt C Acquisition Corp.

Financial Services
10.2K
New
N/A
10.2K $0
Lam Research Corp
2.45K
New
N/A
2.45K $0
LOW
Lowes Companies Inc

Consumer Cyclical
45
+ 4.29%
$210.83 - $235.28 $9.49K - $10.6K
1.09K $242K
NEE
Nextera Energy Inc

Utilities
47
+ 1.19%
$64.11 - $75.0 $3.01K - $3.53K
4K $277K
EOG
Eog Resources Inc

Energy
357
+ 6.05%
$104.61 - $129.97 $37.3K - $46.4K
6.25K $748K
PLD
Prologis, Inc.

Real Estate
104
+ 2.99%
$89.76 - $112.34 $9.34K - $11.7K
3.59K $376K
BMY
Bristol Myers Squibb CO

Healthcare
95
+ 1.86%
$44.12 - $59.6 $4.19K - $5.66K
5.19K $240K
XOM
Exxon Mobil Corp

Energy
749
+ 5.05%
$99.93 - $119.04 $74.8K - $89.2K
15.6K $1.68M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.1%
$274.35 - $599.47 $274 - $599
965 $301K
AMGN
Amgen Inc

Healthcare
1.19K
+ 6.72%
$262.28 - $309.85 $313K - $370K
18.9K $5.29M
ABBV
Abb Vie Inc.

Healthcare
463
+ 2.83%
$170.16 - $206.27 $78.8K - $95.5K
16.8K $3.12M
Activity Summary
Buys All Purchases 90 New Holdings 29 Increased Positions 61 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 4
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