Watts Gwilliam & Co., LLC Reduced Holdings in Q2 2025

Watts Gwilliam & Co., LLC

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
-158
- 10.14%
$203.96 - $228.19 $32.2K - $36.1K
1.4K $309K
AIG
American International Group, Inc.

Financial Services
-222
- 3.55%
$77.56 - $87.72 $17.2K - $19.5K
6.03K $515K
XLU
Utilities Sector Spdr

ETFs
-394
- 10.37%
$73.09 - $82.77 $28.8K - $32.6K
3.41K $278K
XLF
Financial Sector Spdr

ETFs
-2K
- 5.86%
$43.92 - $52.37 $87.8K - $105K
32.1K $1.68M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-198
- 8.96%
$114.78 - $133.31 $22.7K - $26.4K
2.01K $268K
CRM
Salesforce, Inc.

Technology
-102
- 3.22%
$236.26 - $291.15 $24.1K - $29.7K
3.06K $834K
ZION
Zions Bancorporation, National Association

Financial Services
-668
- 6.98%
$41.39 - $51.94 $27.6K - $34.7K
8.9K $462K
BOND
Pimco Active Bond Exchange Tra

ETFs
-79
- 0.7%
$89.87 - $92.93 $7.1K - $7.34K
11.2K $1.03M
F
Ford Motor CO

Consumer Cyclical
-2.05K
- 12.75%
$8.69 - $10.85 $17.8K - $22.2K
14K $152K
OEF
Ishares S&P 100 ETF

ETFs
-19
- 1.57%
N/A
1.2K $317K
XLY
Select Sector Spdr Consumer Di

ETFs
-291
- 9.41%
$176.34 - $218.59 $51.3K - $63.6K
2.8K $608K
MMM
3 M CO

Industrials
-57
- 3.18%
$126.09 - $154.15 $7.19K - $8.79K
1.73K $263K
Bunge Global Sa
-294
- 9.71%
N/A
2.73K $0
Arm Holdings PLC
-692
- 7.9%
N/A
8.07K $0
Offerpad Solutions Inc
-359K
- 51.87%
N/A
334K $0
VGT
Vanguard Information Technolog

ETFs
-100
- 17.83%
$470.37 - $663.28 $47K - $66.3K
461 $305K
VB
Vanguard Small Cap ETF

ETFs
-829
- 6.37%
$193.73 - $237.37 $161K - $197K
12.2K $2.89M
ABT
Abbott Laboratories

Healthcare
-178
- 2.18%
$123.95 - $138.08 $22.1K - $24.6K
8K $1.09M
XLC
Select Sector Spdr Tr Communic

ETFs
-283
- 9.92%
$86.13 - $108.53 $24.4K - $30.7K
2.57K $279K
EW
Edwards Lifesciences Corp

Healthcare
-36
- 1.24%
$67.07 - $78.22 $2.41K - $2.82K
2.86K $223K
IWN
Ishares Russell2000 Val ETF

ETFs
-41
- 1.29%
$131.84 - $157.76 $5.41K - $6.47K
3.14K $495K
BA
Boeing CO

Industrials
-290
- 13.12%
$136.59 - $217.51 $39.6K - $63.1K
1.92K $402K
IYY
Ishares Tr

ETFs
-77
- 2.46%
$120.9 - $150.87 $9.31K - $11.6K
3.05K $460K
SRE
Sempra Energy

Utilities
-75
- 0.69%
$63.78 - $78.91 $4.78K - $5.92K
10.7K $813K
IWD
Ishares Russell 1000 Val ETF

ETFs
-328
- 1.65%
$166.82 - $194.23 $54.7K - $63.7K
19.6K $3.8M
GINN
Goldman Sachs ETF Tr Innovate

ETFs
-607
- 4.9%
$51.52 - $67.38 $31.3K - $40.9K
11.8K $793K
IBM
International Business Machines Corp

Technology
-35
- 1.96%
$221.03 - $294.78 $7.74K - $10.3K
1.75K $515K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-131
- 4.63%
$456.74 - $568.03 $59.8K - $74.4K
2.7K $1.53M
TQQQ
Proshares Ultrapro Qqq

ETFs
-1.42K
- 17.84%
$38.9 - $83.0 $55.1K - $118K
6.53K $541K
TNA
Direxion Daily Small Cap Bull

ETFs
-686
- 2.15%
$19.12 - $33.54 $13.1K - $23K
31.2K $1.05M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-1.02K
- 6.42%
$33.89 - $46.39 $34.5K - $47.3K
14.9K $689K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-306
- 1.52%
$72.96 - $90.39 $22.3K - $27.7K
19.9K $1.78M
DXCM
Dexcom Inc

Healthcare
-8.28K
- 18.46%
$59.83 - $87.57 $495K - $725K
36.5K $3.19M
JOBY
Joby Aviation, Inc.

Industrials
-485
- 1.57%
$5.33 - $10.55 $2.59K - $5.12K
30.4K $320K
HON
Honeywell International Inc

Industrials
-123
- 1.39%
$182.86 - $232.88 $22.5K - $28.6K
8.74K $2.04M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-1.55K
- 3.44%
$42.95 - $53.21 $66.4K - $82.3K
43.4K $2.31M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.24K
- 4.78%
$152.42 - $182.82 $494K - $593K
64.6K $11.8M
MU
Micron Technology Inc

Technology
-223
- 3.23%
$64.72 - $127.91 $14.4K - $28.5K
6.68K $823K
AVUV
American Centy ETF Tr Avantis

ETFs
-1.09K
- 1.3%
$75.17 - $91.21 $82.2K - $99.7K
82.7K $7.53M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-797
- 1.11%
$90.56 - $109.49 $72.2K - $87.3K
70.8K $7.73M
FDN
First Tr Fd Dow Jones

ETFs
-295
- 4.13%
$200.29 - $269.33 $59.1K - $79.5K
6.84K $1.84M
XLK
Technology Sector Spdr

ETFs
-637
- 7.02%
$179.73 - $253.23 $114K - $161K
8.43K $2.14M
PLTR
Palantir Technologies Inc.

Technology
-598
- 8.55%
$74.01 - $144.25 $44.3K - $86.3K
6.4K $871K
DIS
Walt Disney CO

Communication Services
-602
- 4.03%
$81.72 - $124.01 $49.2K - $74.7K
14.3K $1.78M
ONON
On Holding Ag

Consumer Cyclical
-3.13K
- 4.49%
$37.65 - $60.68 $118K - $190K
66.6K $3.47M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.54K
- 7.38%
$320.42 - $424.58 $494K - $655K
19.4K $8.23M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-536
- 4.53%
$416.06 - $551.64 $223K - $296K
11.3K $6.23M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.92K
- 6.41%
$167.32 - $223.3 $488K - $652K
42.6K $9.35M
JPM
Jpmorgan Chase & CO

Financial Services
-214
- 1.26%
$210.28 - $289.91 $45K - $62K
16.7K $4.84M
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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