Watts Gwilliam & Co., LLC Incresed Positions in Q1 2025

Watts Gwilliam & Co., LLC

  • $498 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Arm Holdings PLC
652
+ 8.04%
N/A
8.76K $0
DGRO
Ishares Core Dividend Growth E

ETFs
407
+ 2.0%
$60.46 - $64.42 $24.6K - $26.2K
20.7K $1.28M
LLY
Eli Lilly & CO

Healthcare
2.02K
+ 119.67%
$725.72 - $929.72 $1.47M - $1.88M
3.71K $3.06M
IVV
Ishares Core S&P 500 ETF

ETFs
529
+ 22.1%
$554.06 - $615.85 $293K - $326K
2.92K $1.64M
SHOP
Shopify Inc.

Technology
4.69K
+ 34.99%
$90.59 - $129.31 $425K - $606K
18.1K $1.73M
EMR
Emerson Electric CO

Industrials
115
+ 0.95%
$108.64 - $131.17 $12.5K - $15.1K
12.2K $1.34M
XOM
Exxon Mobil Corp

Energy
1.43K
+ 10.67%
$105.44 - $118.93 $151K - $170K
14.8K $1.76M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
33
+ 1.18%
$507.05 - $563.67 $16.7K - $18.6K
2.83K $1.45M
EFA
Ishares Tr Msci Eafe ETF

ETFs
46
+ 0.23%
$74.85 - $84.89 $3.44K - $3.9K
20.2K $1.65M
MCHP
Microchip Technology Inc

Technology
34.5K
+ 128.57%
$48.41 - $64.3 $1.67M - $2.22M
61.4K $2.97M
DIS
Walt Disney CO

Communication Services
436
+ 3.01%
$96.87 - $114.0 $42.2K - $49.7K
14.9K $1.47M
XLF
Financial Sector Spdr

ETFs
87
+ 0.26%
$47.32 - $52.19 $4.12K - $4.54K
34.1K $1.7M
DELL
Dell Technologies Inc.

Technology
2.76K
+ 19.39%
$90.34 - $124.66 $250K - $344K
17K $1.55M
HON
Honeywell International Inc

Industrials
398
+ 4.7%
$202.75 - $226.52 $80.7K - $90.2K
8.86K $1.88M
VRT
Vertiv Holdings CO

Industrials
5K
+ 34.0%
N/A
19.7K $1.71M
COST
Costco Wholesale Corp

Consumer Defensive
373
+ 17.41%
$890.62 - $1076.86 $332K - $402K
2.52K $2.38M
CRWD
Crowd Strike Holdings, Inc.

Technology
382
+ 6.89%
$308.86 - $455.36 $118K - $174K
5.93K $2.09M
XLK
Technology Sector Spdr

ETFs
75
+ 0.83%
$206.38 - $242.18 $15.5K - $18.2K
9.07K $1.87M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
294
+ 0.66%
$46.77 - $52.97 $13.8K - $15.6K
45K $2.11M
WMT
Walmart Inc.

Consumer Defensive
690
+ 2.84%
$84.5 - $105.05 $58.3K - $72.5K
25K $2.19M
BAC
Bank Of America Corp

Financial Services
191
+ 0.34%
$39.61 - $47.74 $7.57K - $9.12K
56.7K $2.37M
ENSG
Ensign Group, Inc

Healthcare
9
+ 0.04%
$125.4 - $148.86 $1.13K - $1.34K
20K $2.59M
ABBV
Abb Vie Inc.

Healthcare
181
+ 1.12%
$169.2 - $216.66 $30.6K - $39.2K
16.4K $3.43M
VB
Vanguard Small Cap ETF

ETFs
59
+ 0.46%
$217.89 - $252.64 $12.9K - $14.9K
13K $2.89M
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.13K
+ 9.65%
$50.44 - $50.7 $309K - $311K
69.7K $3.53M
DXCM
Dexcom Inc

Healthcare
2.8K
+ 6.66%
$67.74 - $90.75 $190K - $254K
44.8K $3.06M
ONON
On Holding Ag

Consumer Cyclical
4.92K
+ 7.59%
$43.92 - $63.62 $216K - $313K
69.8K $3.06M
TTD
Trade Desk, Inc.

Technology
5.04K
+ 16.11%
$53.59 - $126.58 $270K - $637K
36.3K $1.99M
GOOGL
Alphabet Inc.

Communication Services
3.52K
+ 18.03%
$154.33 - $206.19 $542K - $725K
23K $3.56M
QLD
Proshares Ultra Qqq

ETFs
96
+ 0.28%
$88.88 - $119.12 $8.53K - $11.4K
34.9K $3.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.82K
+ 9.88%
$121.0 - $142.28 $341K - $401K
31.4K $3.91M
V
Visa Inc.

Financial Services
312
+ 2.49%
$306.92 - $362.71 $95.8K - $113K
12.9K $4.5M
JPM
Jpmorgan Chase & CO

Financial Services
519
+ 3.16%
$225.19 - $279.95 $117K - $145K
16.9K $4.15M
NFLX
Netflix Inc

Communication Services
209
+ 4.08%
$828.4 - $1058.6 $173K - $221K
5.33K $4.97M
AMGN
Amgen Inc

Healthcare
89
+ 0.5%
$258.59 - $327.36 $23K - $29.1K
17.7K $5.53M
UBER
Uber Technologies, Inc

Technology
10.5K
+ 14.4%
$63.17 - $81.49 $664K - $856K
83.4K $6.08M
TSLA
Tesla, Inc.

Consumer Cyclical
8.13K
+ 59.51%
$222.15 - $428.22 $1.81M - $3.48M
21.8K $5.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.3K
+ 12.39%
$468.34 - $539.52 $610K - $703K
11.8K $5.54M
BCPC
Balchem Corp

Basic Materials
7.06K
+ 20.14%
$154.22 - $176.16 $1.09M - $1.24M
42.1K $6.99M
VIG
Vanguard Dividend Appreciation

ETFs
234
+ 0.7%
N/A
33.5K $6.11M
VUG
Vanguard Growth ETF

ETFs
257
+ 1.4%
$369.1 - $427.61 $94.9K - $110K
18.6K $6.89M
AVUV
American Centy ETF Tr Avantis

ETFs
4.05K
+ 5.08%
$84.95 - $100.62 $344K - $408K
83.8K $7.3M
GOOG
Alphabet Inc.

Communication Services
5.44K
+ 13.66%
$156.06 - $207.71 $849K - $1.13M
45.3K $7.07M
AMZN
Amazon Com Inc

Consumer Cyclical
10.2K
+ 28.98%
$190.26 - $242.06 $1.95M - $2.48M
45.6K $8.67M
VTV
Vanguard Value ETF

ETFs
3.63K
+ 7.65%
$167.73 - $179.21 $608K - $650K
51K $8.81M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
213
+ 0.3%
$102.49 - $119.96 $21.8K - $25.6K
71.6K $7.48M
META
Meta Platforms, Inc.

Communication Services
677
+ 3.66%
$576.36 - $736.67 $390K - $499K
19.2K $11M
QUAL
Ishares Msci Usa Quality Facto

ETFs
394
+ 0.58%
$168.16 - $186.21 $66.3K - $73.4K
67.8K $11.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
8.26K
+ 6.92%
$92.45 - $106.69 $764K - $881K
128K $11.9M
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
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