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
NCA
Nuveen California Municipal Value Fund

Financial Services
1K
+ 9.35%
$8.41 - $8.73 $8.41K - $8.73K
11.7K $101K
F
Ford Motor CO

Consumer Cyclical
19
+ 0.12%
$9.12 - $10.43 $173 - $198
16.1K $161K
ACHR
Archer Aviation Inc.

Industrials
84.4K
+ 524.22%
$6.8 - $11.51 $574K - $971K
101K $714K
JOBY
Joby Aviation, Inc.

Industrials
11.9K
+ 62.63%
$5.99 - $10.27 $71.3K - $122K
30.9K $186K
SNOW
Snowflake Inc.

Technology
258
+ 18.3%
$146.16 - $192.78 $37.7K - $49.7K
1.67K $243K
VEA
Vanguard Ftse Developed Market

ETFs
2
+ 0.04%
$47.4 - $52.99 $94.8 - $106
4.83K $245K
PLTR
Palantir Technologies Inc.

Technology
3.61K
+ 106.56%
$64.98 - $124.62 $234K - $450K
6.99K $590K
NEE
Nextera Energy Inc

Utilities
557
+ 16.4%
$66.96 - $76.16 $37.3K - $42.4K
3.95K $280K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3
+ 0.08%
$58.81 - $68.2 $176 - $205
3.71K $221K
XLC
Select Sector Spdr Tr Communic

ETFs
57
+ 2.04%
$94.84 - $105.31 $5.41K - $6K
2.85K $275K
XLU
Utilities Sector Spdr

ETFs
14
+ 0.37%
$74.7 - $80.27 $1.05K - $1.12K
3.8K $299K
VGT
Vanguard Information Technolog

ETFs
101
+ 21.96%
$542.38 - $646.34 $54.8K - $65.3K
561 $304K
BMY
Bristol Myers Squibb CO

Healthcare
36
+ 0.71%
$53.9 - $63.11 $1.94K - $2.27K
5.1K $310K
TQQQ
Proshares Ultrapro Qqq

ETFs
3.93K
+ 97.81%
$57.3 - $90.39 $225K - $355K
7.94K $455K
Reddit Inc
45
+ 2.3%
N/A
2K $0
IEFA
Ishares Tr

ETFs
709
+ 13.69%
$69.57 - $78.65 $49.3K - $55.8K
5.89K $445K
PLD
Prologis, Inc.

Real Estate
6
+ 0.17%
$103.59 - $124.04 $622 - $744
3.48K $389K
SHV
Ishares Tr

ETFs
4.53K
+ 132.99%
$110.11 - $110.51 $498K - $500K
7.93K $876K
Ishares Bitcoin Trust ETF
1.85K
+ 26.58%
N/A
8.81K $0
MA
Mastercard Inc

Financial Services
167
+ 22.27%
$504.67 - $576.31 $84.3K - $96.2K
917 $502K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
751
+ 17.27%
$87.68 - $94.52 $65.8K - $71K
5.1K $477K
IYR
Ishares Tr

ETFs
361
+ 8.46%
$89.49 - $98.98 $32.3K - $35.7K
4.63K $442K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.2K
+ 17.65%
$47.79 - $59.89 $57.3K - $71.9K
8K $401K
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.02K
+ 6.86%
$21.28 - $35.62 $21.7K - $36.3K
15.9K $565K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.05K
+ 11.56%
$50.03 - $50.27 $52.3K - $52.6K
10.1K $505K
UNH
Unitedhealth Group Inc

Healthcare
73
+ 8.19%
$461.52 - $548.18 $33.7K - $40K
964 $504K
CVX
Chevron Corp

Energy
339
+ 10.55%
$146.71 - $167.97 $49.7K - $56.9K
3.55K $594K
VZ
Verizon Communications Inc

Communication Services
1.42K
+ 10.96%
$37.81 - $46.49 $53.8K - $66.2K
14.4K $654K
IWM
Ishares Russell 2000 ETF

ETFs
2.07K
+ 90.76%
$198.1 - $229.79 $411K - $476K
4.36K $869K
BX
Blackstone Inc.

Financial Services
537
+ 17.88%
$136.53 - $186.74 $73.3K - $100K
3.54K $494K
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.09%
$149.27 - $169.4 $448 - $508
3.18K $480K
XLP
Consumer Staples Sector Spdr

ETFs
134
+ 1.98%
N/A
6.9K $524K
XLI
Industrial Sector Spdr

ETFs
77
+ 1.94%
$128.78 - $141.67 $9.92K - $10.9K
4.04K $530K
ZION
Zions Bancorporation, National Association

Financial Services
74
+ 0.78%
$47.0 - $59.03 $3.48K - $4.37K
9.57K $476K
KO
Coca Cola CO

Consumer Defensive
880
+ 8.91%
$60.81 - $72.32 $53.5K - $63.6K
10.8K $770K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
139
+ 2.56%
$108.02 - $120.45 $15K - $16.7K
5.57K $613K
XLY
Select Sector Spdr Consumer Di

ETFs
58
+ 1.91%
$192.6 - $233.2 $11.2K - $13.5K
3.09K $610K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.09%
$158.56 - $176.26 $634 - $705
4.41K $751K
EOG
Eog Resources Inc

Energy
208
+ 3.66%
$120.54 - $138.05 $25.1K - $28.7K
5.9K $756K
XLV
Select Sector Spdr Fund Health

ETFs
108
+ 1.92%
$137.61 - $149.68 $14.9K - $16.2K
5.74K $837K
MRK
Merck & Co., Inc.

Healthcare
15.1K
+ 189.48%
$83.01 - $101.02 $1.25M - $1.52M
23.1K $2.07M
MCD
Mcdonalds Corp

Consumer Cyclical
14
+ 0.46%
$279.74 - $321.29 $3.92K - $4.5K
3.05K $951K
SRE
Sempra Energy

Utilities
270
+ 2.56%
$67.85 - $87.67 $18.3K - $23.7K
10.8K $771K
ABT
Abbott Laboratories

Healthcare
312
+ 3.97%
$111.1 - $140.22 $34.7K - $43.7K
8.18K $1.08M
UPS
United Parcel Service Inc

Industrials
4.27K
+ 58.76%
$109.66 - $136.26 $468K - $582K
11.5K $1.27M
HD
Home Depot, Inc.

Consumer Cyclical
1.58K
+ 66.01%
$347.25 - $424.87 $550K - $673K
3.98K $1.46M
JNJ
Johnson & Johnson

Healthcare
82
+ 1.24%
$142.06 - $167.7 $11.6K - $13.8K
6.72K $1.11M
QCOM
Qualcomm Inc

Technology
23
+ 0.37%
$151.94 - $175.86 $3.49K - $4.04K
6.19K $950K
TNA
Direxion Daily Small Cap Bull

ETFs
6.14K
+ 23.88%
$28.89 - $46.57 $177K - $286K
31.9K $932K
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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