Watts Gwilliam & Co., LLC Purchases in Q3 2024

Watts Gwilliam & Co., LLC

  • $459 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
488K
+ 2014.75%
$98.91 - $134.91 $48.3M - $65.9M
512K $68.1B
PEP
Pepsico Inc

Consumer Defensive
61.8K
+ 2272.15%
$161.9 - $179.3 $10M - $11.1M
64.6K $11B
AAPL
Apple Inc.

Technology
23.6K
+ 29.45%
$207.23 - $234.82 $4.89M - $5.54M
104K $23.4B
META
Meta Platforms, Inc.

Communication Services
5.59K
+ 125.79%
$453.41 - $572.44 $2.53M - $3.2M
10K $5.94B
APP
App Lovin Corp

Technology
8.16K
+ 29.71%
$67.14 - $130.65 $548K - $1.07M
35.6K $5.11B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.96K
+ 5.85%
$517.38 - $573.86 $1.02M - $1.13M
35.5K $20.3B
BCPC
Balchem Corp

Basic Materials
12.8K
+ 149.12%
$154.1 - $181.56 $1.98M - $2.33M
21.4K $3.64B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.92K
+ 77.59%
$434.77 - $502.96 $1.7M - $1.97M
8.96K $4.38B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
41.8K
New
$42.59 - $60.56 $1.78M - $2.53M
41.8K $2.07B
MSFT
Microsoft Corp

Technology
5.01K
+ 12.89%
$395.15 - $467.56 $1.98M - $2.34M
43.9K $18.2B
VTV
Vanguard Value ETF

ETFs
8.77K
+ 23.4%
$159.75 - $174.57 $1.4M - $1.53M
46.3K $8.03B
DELL
Dell Technologies Inc.

Technology
15.9K
New
$87.89 - $145.97 $1.4M - $2.33M
15.9K $1.94B
BAC
Bank Of America Corp

Financial Services
47K
+ 301.87%
$36.65 - $44.13 $1.72M - $2.08M
62.6K $2.5B
COP
Conocophillips

Energy
17.2K
+ 815.77%
$102.3 - $116.61 $1.76M - $2.01M
19.3K $2.14B
YUM
Yum Brands Inc

Consumer Cyclical
13.8K
New
$125.95 - $139.96 $1.74M - $1.94M
13.8K $1.86B
IVE
Ishares S&P 500 Value ETF

ETFs
5.08K
+ 6.54%
$181.06 - $197.17 $919K - $1M
82.7K $16.2B
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
35.9K
New
$50.28 - $51.29 $1.8M - $1.84M
35.9K $1.83B
COIN
Coinbase Global, Inc.

Technology
10.6K
New
$147.09 - $265.15 $1.56M - $2.81M
10.6K $1.78B
GOOG
Alphabet Inc.

Communication Services
11.5K
+ 38.22%
$149.54 - $192.66 $1.71M - $2.21M
41.4K $6.87B
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.2K
+ 32.36%
$89.91 - $101.33 $1.27M - $1.44M
57.9K $5.5B
NVO
Novo Nordisk A S

Healthcare
13K
New
$119.07 - $145.42 $1.55M - $1.89M
13K $1.52B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
9.7K
+ 39.31%
$127.29 - $141.5 $1.23M - $1.37M
34.4K $4.72B
SNOW
Snowflake Inc.

Technology
13.7K
+ 873.35%
$108.56 - $143.02 $1.48M - $1.95M
15.2K $1.73B
TTD
Trade Desk, Inc.

Technology
7.06K
+ 30.43%
$83.08 - $110.79 $586K - $782K
30.3K $3.47B
VIG
Vanguard Dividend Appreciation

ETFs
5.09K
+ 17.88%
$182.15 - $182.15 $927K - $927K
33.6K $6.6B
ONON
On Holding Ag

Consumer Cyclical
11.1K
+ 21.6%
$36.63 - $51.57 $407K - $572K
62.5K $3.23B
VUG
Vanguard Growth ETF

ETFs
1.65K
+ 9.24%
$341.08 - $391.94 $564K - $648K
19.6K $7.53B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.87K
+ 14.56%
$105.53 - $118.34 $936K - $1.05M
69.8K $7.99B
GOOGL
Alphabet Inc.

Communication Services
7.62K
+ 69.47%
$148.65 - $191.18 $1.13M - $1.46M
18.6K $3.05B
AVGO
Broadcom Inc.

Technology
7.72K
+ 2618.31%
$136.27 - $1745.86 $1.05M - $13.5M
8.02K $1.45B
TSLA
Tesla, Inc.

Consumer Cyclical
1.02K
+ 8.8%
$191.76 - $263.26 $195K - $268K
12.6K $3.07B
AMZN
Amazon Com Inc

Consumer Cyclical
6.16K
+ 22.83%
$161.02 - $200.0 $992K - $1.23M
33.1K $6.06B
ABBV
Abb Vie Inc.

Healthcare
2.92K
+ 22.15%
$163.84 - $199.33 $479K - $582K
16.1K $3.11B
WMT
Walmart Inc.

Consumer Defensive
9.71K
+ 99.67%
$66.91 - $81.4 $650K - $790K
19.5K $1.55B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.96K
+ 145.47%
$405.19 - $478.57 $795K - $938K
3.31K $1.5B
AXP
American Express CO

Financial Services
3.41K
New
$225.92 - $271.17 $770K - $924K
3.41K $917M
AVUV
American Centy ETF Tr Avantis

ETFs
8.05K
+ 10.74%
$88.24 - $99.7 $711K - $803K
83K $7.88B
DDOG
Datadog, Inc.

Technology
6.62K
+ 76.11%
$104.97 - $134.56 $695K - $891K
15.3K $1.9B
UBER
Uber Technologies, Inc

Technology
11.4K
New
$58.48 - $77.47 $670K - $887K
11.4K $872M
IVV
Ishares Core S&P 500 ETF

ETFs
1.39K
+ 128.97%
$520.18 - $576.82 $723K - $801K
2.47K $1.42B
AMD
Advanced Micro Devices Inc

Technology
2.27K
+ 11.47%
$128.67 - $183.96 $292K - $418K
22.1K $3.81B
JPM
Jpmorgan Chase & CO

Financial Services
2.9K
+ 19.9%
$194.9 - $224.8 $565K - $652K
17.5K $3.68B
QCOM
Qualcomm Inc

Technology
4.26K
+ 202.28%
$156.12 - $209.64 $665K - $893K
6.36K $1.06B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.5K
New
$33.74 - $37.96 $591K - $664K
17.5K $646M
COST
Costco Wholesale Corp

Consumer Defensive
452
+ 26.62%
$801.83 - $917.05 $362K - $415K
2.15K $1.91B
Arm Holdings PLC
3.25K
+ 86.33%
N/A
7.02K $1.01B
ENSG
Ensign Group, Inc

Healthcare
8
+ 0.04%
$124.14 - $153.65 $993 - $1.23K
20K $2.91B
NFLX
Netflix Inc

Communication Services
41
+ 0.89%
$598.55 - $722.26 $24.5K - $29.6K
4.65K $3.36B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11K
New
$36.02 - $41.68 $396K - $459K
11K $457M
Activity Summary
Buys All Purchases 147 New Holdings 40 Increased Positions 107 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 1 Puts 4
Track This Portfolio

Track Watts Gwilliam & Co., LLC Portfolio

Follow Watts Gwilliam & Co., LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Watts Gwilliam & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Watts Gwilliam & Co., LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email