Watts Gwilliam & Co., LLC Incresed Positions in Q4 2024

Watts Gwilliam & Co., LLC

  • $474 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
8.46K
+ 84.43%
$554.08 - $632.68 $4.69M - $5.36M
18.5K $11.4B
UBER
Uber Technologies, Inc

Technology
61.5K
+ 537.11%
$59.93 - $86.34 $3.69M - $5.31M
72.9K $4.83B
TSLA
Tesla, Inc.

Consumer Cyclical
1.09K
+ 8.69%
$213.65 - $479.86 $234K - $524K
13.7K $5.39B
BCPC
Balchem Corp

Basic Materials
13.6K
+ 63.67%
$163.0 - $183.41 $2.22M - $2.5M
35.1K $5.44B
AMZN
Amazon Com Inc

Consumer Cyclical
2.18K
+ 6.57%
$180.88 - $232.93 $394K - $507K
35.3K $7.84B
IVE
Ishares S&P 500 Value ETF

ETFs
10K
+ 12.14%
$189.5 - $206.17 $1.9M - $2.07M
92.7K $17.7B
IVW
Ishares S&P 500 Growth ETF

ETFs
7.33K
+ 6.54%
$94.43 - $105.47 $693K - $774K
119K $12.2B
NFLX
Netflix Inc

Communication Services
471
+ 10.13%
$687.65 - $936.56 $324K - $441K
5.12K $4.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.56K
+ 17.38%
$481.22 - $538.17 $749K - $838K
10.5K $5.42B
MCHP
Microchip Technology Inc

Technology
19.2K
+ 250.53%
$55.51 - $79.05 $1.07M - $1.52M
26.9K $1.54B
AVGO
Broadcom Inc.

Technology
1.74K
+ 21.75%
$159.67 - $250.0 $278K - $436K
9.76K $2.23B
GOOGL
Alphabet Inc.

Communication Services
910
+ 4.9%
$161.86 - $196.66 $147K - $179K
19.5K $3.81B
SHOP
Shopify Inc.

Technology
4.64K
+ 52.98%
$78.14 - $119.49 $363K - $555K
13.4K $1.43B
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
13.3K
+ 36.95%
$50.81 - $51.59 $674K - $684K
49.1K $2.51B
WMT
Walmart Inc.

Consumer Defensive
4.81K
+ 24.7%
$79.1 - $95.7 $380K - $460K
24.3K $2.2B
V
Visa Inc.

Financial Services
667
+ 5.62%
$273.87 - $320.91 $183K - $214K
12.5K $3.91B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.6K
+ 27.36%
$50.62 - $50.97 $538K - $542K
49.5K $2.51B
EOG
Eog Resources Inc

Energy
3.95K
+ 227.52%
$118.22 - $136.54 $467K - $540K
5.69K $726M
ONON
On Holding Ag

Consumer Cyclical
2.33K
+ 3.73%
$46.3 - $59.54 $108K - $139K
64.8K $3.58B
TTD
Trade Desk, Inc.

Technology
1K
+ 3.3%
$108.7 - $139.51 $109K - $140K
31.3K $3.8B
AAL
American Airlines Group Inc.

Industrials
132
+ 0.24%
N/A
54K $956M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.88K
+ 8.33%
$50.35 - $50.69 $246K - $248K
63.5K $3.21B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.58K
+ 2.26%
$113.92 - $127.38 $179K - $201K
71.3K $8.23B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.23K
+ 24.5%
$96.64 - $101.23 $215K - $225K
11.3K $1.09B
XLF
Financial Sector Spdr

ETFs
1.37K
+ 4.21%
$44.89 - $51.34 $61.7K - $70.5K
34K $1.64B
Direxion Shs ETF Tr
50
+ 1.28%
N/A
3.95K $732M
Arm Holdings PLC
1.09K
+ 15.5%
N/A
8.11K $1.17B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
205
+ 7.91%
$521.84 - $558.82 $107K - $115K
2.8K $1.51B
CSCO
Cisco Systems, Inc.

Technology
375
+ 1.9%
$52.45 - $60.02 $19.7K - $22.5K
20.1K $1.19B
HON
Honeywell International Inc

Industrials
2
+ 0.02%
$202.84 - $236.0 $406 - $472
8.47K $1.87B
MA
Mastercard Inc

Financial Services
201
+ 36.61%
$491.3 - $536.15 $98.8K - $108K
750 $383M
TNA
Direxion Daily Small Cap Bull

ETFs
2.11K
+ 8.94%
$41.4 - $56.28 $87.4K - $119K
25.7K $1.1B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
777
+ 16.69%
$111.85 - $120.71 $86.9K - $93.8K
5.43K $629M
Maplebear Inc
2.05K
+ 38.97%
N/A
7.3K $313M
ZION
Zions Bancorporation, National Association

Financial Services
22
+ 0.23%
$45.62 - $61.73 $1K - $1.36K
9.49K $526M
XLK
Technology Sector Spdr

ETFs
68
+ 0.76%
$220.26 - $241.44 $15K - $16.4K
8.99K $2.1B
VGT
Vanguard Information Technolog

ETFs
84
+ 22.34%
$571.78 - $647.97 $48K - $54.4K
460 $289M
IWM
Ishares Russell 2000 ETF

ETFs
202
+ 9.7%
$216.13 - $242.4 $43.7K - $49K
2.28K $509M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.04K
+ 13.04%
$50.0 - $50.27 $52.2K - $52.5K
9.05K $454M
IYY
Ishares Tr

ETFs
205
+ 6.84%
$138.14 - $149.13 $28.3K - $30.6K
3.2K $460M
PARA
Paramount Global

Communication Services
8
+ 0.01%
$10.27 - $11.57 $82.2 - $92.6
96.7K $1.05B
LOW
Lowes Companies Inc

Consumer Cyclical
200
+ 23.56%
$244.52 - $284.07 $48.9K - $56.8K
1.05K $259M
VTV
Vanguard Value ETF

ETFs
1.1K
+ 2.38%
$168.32 - $181.87 $185K - $200K
47.4K $8.05B
VZ
Verizon Communications Inc

Communication Services
2.07K
+ 18.9%
$39.6 - $45.21 $81.8K - $93.4K
13K $506M
GINN
Goldman Sachs ETF Tr Innovate

ETFs
44
+ 0.34%
$60.34 - $65.34 $2.65K - $2.87K
12.8K $800M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
55
+ 1.66%
$442.29 - $483.08 $24.3K - $26.6K
3.36K $1.52B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
288
+ 6.8%
$61.68 - $67.87 $17.8K - $19.5K
4.52K $283M
F
Ford Motor CO

Consumer Cyclical
1.86K
+ 13.14%
$9.69 - $11.4 $18.1K - $21.2K
16K $157M
VEA
Vanguard Ftse Developed Market

ETFs
441
+ 10.06%
$47.57 - $52.44 $21K - $23.1K
4.82K $233M
Activity Summary
Buys All Purchases 95 New Holdings 20 Increased Positions 75 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 3
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