Watts Gwilliam & Co., LLC Incresed Positions in Q2 2025

Watts Gwilliam & Co., LLC

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
335K
+ 76.87%
$94.31 - $157.99 $31.6M - $53M
772K $122M
MSFT
Microsoft Corp

Technology
5.67K
+ 11.79%
$354.56 - $497.45 $2.01M - $2.82M
53.7K $26.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
53.5K
+ 668.83%
$45.98 - $56.15 $2.46M - $3M
61.5K $3.45M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.3K
+ 4.93%
$82.96 - $110.1 $522K - $693K
134K $14.8M
VUG
Vanguard Growth ETF

ETFs
3.3K
+ 17.77%
$329.49 - $438.4 $1.09M - $1.45M
21.9K $9.59M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.3K
+ 55.73%
$321.63 - $509.31 $1.06M - $1.68M
9.23K $4.7M
T
At&T Inc.

Communication Services
66.8K
+ 719.19%
$26.33 - $28.94 $1.76M - $1.93M
76.1K $2.2M
IVE
Ishares S&P 500 Value ETF

ETFs
6.28K
+ 6.14%
$168.34 - $195.42 $1.06M - $1.23M
108K $21.2M
CVX
Chevron Corp

Energy
10.2K
+ 286.12%
$133.73 - $168.51 $1.36M - $1.71M
13.7K $1.96M
PFE
Pfizer Inc

Healthcare
50.7K
+ 176.94%
$21.59 - $24.84 $1.1M - $1.26M
79.4K $1.93M
QLD
Proshares Ultra Qqq

ETFs
462
+ 1.32%
$69.34 - $117.71 $32K - $54.4K
35.4K $4.16M
ENSG
Ensign Group, Inc

Healthcare
1.52K
+ 7.58%
$119.93 - $156.36 $182K - $237K
21.5K $3.32M
WMT
Walmart Inc.

Consumer Defensive
4.25K
+ 17.03%
$81.79 - $99.98 $348K - $425K
29.2K $2.86M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
12.7K
+ 29.01%
$49.79 - $50.75 $632K - $645K
56.5K $2.87M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
12.1K
+ 27.08%
$48.48 - $50.99 $585K - $615K
56.6K $2.89M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
12.3K
+ 121.54%
$49.98 - $50.26 $613K - $617K
22.4K $1.12M
GS
Goldman Sachs Group Inc

Financial Services
90
+ 3.02%
$462.22 - $707.75 $41.6K - $63.7K
3.08K $2.18M
ARCC
Ares Capital Corp

Financial Services
23.9K
+ 226.77%
$18.91 - $22.43 $452K - $536K
34.4K $756K
VIG
Vanguard Dividend Appreciation

ETFs
2.27K
+ 6.78%
N/A
35.8K $6.52M
VRT
Vertiv Holdings CO

Industrials
3.42K
+ 17.36%
N/A
23.1K $2M
COST
Costco Wholesale Corp

Consumer Defensive
186
+ 7.39%
$908.13 - $1056.85 $169K - $197K
2.7K $2.67M
VTV
Vanguard Value ETF

ETFs
469
+ 0.92%
$153.67 - $176.74 $72.1K - $82.9K
51.5K $9.1M
CSCO
Cisco Systems, Inc.

Technology
1.44K
+ 7.35%
$53.19 - $69.38 $76.4K - $99.7K
21K $1.46M
MCD
Mcdonalds Corp

Consumer Cyclical
1.02K
+ 33.6%
$285.55 - $321.23 $292K - $329K
4.07K $1.19M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
899
+ 38.82%
$113.67 - $150.4 $102K - $135K
3.22K $483K
AXP
American Express CO

Financial Services
33
+ 0.98%
$231.39 - $318.98 $7.64K - $10.5K
3.42K $1.09M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.6K
+ 66.5%
$81.46 - $94.63 $131K - $152K
4.02K $380K
APLE
Apple Hospitality Reit, Inc.

Real Estate
15.2K
+ 90.19%
$10.66 - $12.92 $162K - $196K
32K $373K
PANW
Palo Alto Networks Inc

Technology
470
+ 32.26%
$152.44 - $204.64 $71.6K - $96.2K
1.93K $394K
SNOW
Snowflake Inc.

Technology
67
+ 4.02%
$130.53 - $223.77 $8.75K - $15K
1.74K $388K
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
BX
Blackstone Inc.

Financial Services
159
+ 4.49%
$120.07 - $151.11 $19.1K - $24K
3.7K $553K
CPT
Camden Property Trust

Real Estate
830
+ 21.49%
$106.53 - $122.8 $88.4K - $102K
4.69K $528K
HD
Home Depot, Inc.

Consumer Cyclical
143
+ 3.59%
$335.24 - $380.78 $47.9K - $54.5K
4.12K $1.51M
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
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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