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
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
MRVL
Marvell Technology, Inc.

Technology
31.9K
New
$49.38 - $79.97 $1.58M - $2.55M
31.9K $2.47M
DDOG
Datadog, Inc.

Technology
17.7K
New
$87.0 - $134.33 $1.54M - $2.38M
17.7K $2.38M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
26.2K
New
$57.46 - $75.58 $1.51M - $1.98M
26.2K $1.98M
T
At&T Inc.

Communication Services
66.8K
+ 719.19%
$26.33 - $28.94 $1.76M - $1.93M
76.1K $2.2M
FCX
Freeport Mcmoran Inc

Basic Materials
35.1K
New
$29.15 - $44.46 $1.02M - $1.56M
35.1K $1.52M
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
AVGO
Broadcom Inc.

Technology
117
+ 1.22%
$146.29 - $275.65 $17.1K - $32.3K
9.74K $2.68M
QLD
Proshares Ultra Qqq

ETFs
462
+ 1.32%
$69.34 - $117.71 $32K - $54.4K
35.4K $4.16M
ISRG
Intuitive Surgical Inc

Healthcare
1.37K
New
$451.58 - $565.94 $618K - $774K
1.37K $743K
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
WTAI
Wisdomtree Tr Artificial Intel

ETFs
21.4K
New
$16.58 - $24.56 $355K - $525K
21.4K $525K
ARCC
Ares Capital Corp

Financial Services
23.9K
+ 226.77%
$18.91 - $22.43 $452K - $536K
34.4K $756K
ADBE
Adobe Inc.

Technology
1.08K
New
$340.0 - $420.68 $368K - $455K
1.08K $418K
VIG
Vanguard Dividend Appreciation

ETFs
2.27K
+ 6.78%
N/A
35.8K $6.52M
NOW
Service Now, Inc.

Technology
368
New
$721.65 - $1040.18 $266K - $383K
368 $378K
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
ORCL
Oracle Corp

Technology
1.29K
New
$122.82 - $218.63 $159K - $283K
1.29K $282K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.1K
New
$141.37 - $228.57 $156K - $252K
1.1K $250K
CSCO
Cisco Systems, Inc.

Technology
1.44K
+ 7.35%
$53.19 - $69.38 $76.4K - $99.7K
21K $1.46M
GLD
Spdr Gold Trust

ETFs
803
New
$273.71 - $316.29 $220K - $254K
803 $244K
MCD
Mcdonalds Corp

Consumer Cyclical
1.02K
+ 33.6%
$285.55 - $321.23 $292K - $329K
4.07K $1.19M
ASML
Asml Holding Nv

Technology
291
New
$595.37 - $815.24 $173K - $237K
291 $233K
PM
Philip Morris International Inc.

Consumer Defensive
1.26K
New
$149.23 - $184.95 $188K - $233K
1.26K $229K
DE
Deere & CO

Industrials
444
New
$412.99 - $531.48 $183K - $236K
444 $225K
PSA
Public Storage

Real Estate
754
New
$266.31 - $309.77 $201K - $234K
754 $221K
MPC
Marathon Petroleum Corp

Energy
1.25K
New
$118.55 - $170.08 $148K - $212K
1.25K $207K
HDV
Ishares Core High Dividend ETF

ETFs
1.76K
New
$108.41 - $120.51 $190K - $211K
1.76K $205K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.41K
New
$108.06 - $135.3 $152K - $191K
1.41K $190K
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
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
10.7K
New
$10.8 - $16.92 $115K - $181K
10.7K $146K
SNOW
Snowflake Inc.

Technology
67
+ 4.02%
$130.53 - $223.77 $8.75K - $15K
1.74K $388K
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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